Civic Intelligence

Jackson & Irene Golden 1989 Charitable Trust

EIN 04-3150178 • Boston, MA

Pub. 78 Eligible
1 Post Office Square FL 25Boston, MA 02109-2115
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

65th percentile

16%

Higher net margin than 65% of similar nonprofits.

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

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

47th percentile

2.8%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

66th percentile

22%

Faster revenue growth than 66% of similar nonprofits.

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

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

Assets

Up

$6,561,129

Up $177,100 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,561,129

Up $177,100 (+2.8%) from 2023

Revenue

Up

$1,073,132

Up $192,586 (+22%) from 2023

Expenses

Down

$903,545

Down $52,355 (-5.5%) from 2023

Net Income

Up

$169,587

Up $244,941 (+325%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,469,660Liabilities 2011: $02011Assets 2012: $3,349,787Liabilities 2012: $02012Assets 2013: $3,264,986Liabilities 2013: $02013Assets 2014: $3,232,736Liabilities 2014: $02014Assets 2015: $3,739,238Liabilities 2015: $02015Assets 2019: $5,367,152Liabilities 2019: $02019Assets 2020: $5,741,628Liabilities 2020: $0Net Assets 2020: $5,741,6282020Assets 2021: $6,148,162Liabilities 2021: $0Net Assets 2021: $6,148,1622021Assets 2022: $6,324,438Liabilities 2022: $0Net Assets 2022: $6,324,4382022Assets 2023: $6,384,029Liabilities 2023: $0Net Assets 2023: $6,384,0292023Assets 2024: $6,561,129Liabilities 2024: $0Net Assets 2024: $6,561,1292024

Latest loaded filing

2024

Assets$6,561,129
Liabilities$0
Net Assets$6,561,129

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $603,842Expenses 2011: $868,874Net Income 2011: -$265,0322011Revenue 2012: $575,064Expenses 2012: $711,416Net Income 2012: -$136,3522012Revenue 2013: $588,394Expenses 2013: $655,779Net Income 2013: -$67,3852013Revenue 2014: $720,539Expenses 2014: $621,119Net Income 2014: $99,4202014Revenue 2015: $883,653Expenses 2015: $543,360Net Income 2015: $340,2932015Revenue 2019: $790,507Expenses 2019: $619,820Net Income 2019: $170,6872019Revenue 2020: $967,837Expenses 2020: $668,353Net Income 2020: $299,4842020Revenue 2021: $1,047,659Expenses 2021: $666,321Net Income 2021: $381,3382021Revenue 2022: $796,407Expenses 2022: $687,798Net Income 2022: $108,6092022Revenue 2023: $880,546Expenses 2023: $955,900Net Income 2023: -$75,3542023Revenue 2024: $1,073,132Expenses 2024: $903,545Net Income 2024: $169,5872024

Latest loaded filing

2024

Revenue$1,073,132
Expenses$903,545
Net Income$169,587

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 11, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD L SHULMANTrustt-$0--
ANDREW D ROTHSTEINTrustee-$0--
JAMIE GOLDENTrustee-$0--
MICHELLE PORTERTrusteee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNITED WAY OF GREATER PLYMOUTH COUNTYGENERAL & UNRESTRICTEDPUBLIC CHARITYBROCKTON, MA, US$75,000
Paid GrantANTI DEFAMATION LEAGUEGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$50,000
Paid GrantBRANDEIS UNIVERSITYGENERAL & UNRESTRICTEDPUBLIC CHARITYPLYMOUTH, MA, US$50,000
Paid GrantJDCGENERAL & UNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$35,000
Paid GrantAMERICAN FRIENDS OF MAGEN DAVID ADOMGENERAL & UNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$30,000
Paid GrantFRIENDS OF THE ISRAEL DEFENSE FORCESGENERAL & UNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$30,000
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONGENERAL & UNRESTRICTEDPUBLIC CHARITYNEW YORK, NY, US$25,000
Paid GrantJEWISH FAMILY AND CHILDREN SERVICESGENERAL AND UNRESTRICTEDPUBLIC CHARITYWALTHAM, MA, US$25,000
Paid GrantBOWDOIN STREET HEALTH CENTERGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$22,000
Paid GrantBOSTON UNIVERSITY CENTER FOR PSYCHIATRIC REHABILITATIONGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$20,000
Paid GrantTHE VILNA SHULSCHOLARSHIP FUNDPUBLIC CHARITYBOSTON, MA, US$20,000
Paid GrantTHE CHILDREN'S ROOMGENERAL & UNRESTRICTEDPUBLIC CHARITYARLINGTON, MA, US$20,000
Paid GrantGREATER BOSTON LEGAL SERVICESGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$15,000
Paid GrantTEMPLE BETH ELOHIMGENERAL & UNRESTRICTEDPUBLIC CHARITYWELLESLEY, MA, US$15,000
Paid GrantMASSACHUSETTS CHILDREN'S ALLIANCEGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$15,000
Paid GrantLAND'S SAKE INCGENERAL & UNRESTRICTEDPUBLIC CHARITYWESTON, MA, US$10,000
Paid GrantBROTHERS FOR LIFEGENERAL & UNRESTRICTED501(C)(3)NEW YORK, NY, US$10,000
Paid GrantIMPACT ISREALGENERAL & UNRESTRICTEDPUBLIC CHARITYNEEDHAM, MA, US$10,000
Paid GrantTHE LENNY ZAKIM FUNDGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantPLYMOUTH AREA COALITION FOR THE HOMELESSGENERAL & UNRESTRICTEDPUBLIC CHARITYKINGSTON, MA, US$10,000
Paid GrantWOMEN'S LUNCH PLACEGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantCAMP YJGENERAL & UNRESTRICTEDPUBLIC CHARITYWESTWOOD, MA, US$10,000
Paid GrantHILLEL AT UDGENERAL & UNRESTRICTEDPUBLIC CHARITYNEWARK, MA, US$10,000
Paid GrantTHE CATHOLIC SCHOOLS FOUNDATION INCINNER CITY SCHOLARSHIP FUNDPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantTHE KENNETH B SCHWARTZ CENTERGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantCATHEDRAL HIGH SCHOOLGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantNFFRAGENERAL AND UNRESTRICTEDPUBLIC CHARITYNANTUCKET, MA, US$10,000
Paid GrantJEWISH COMMUNITY CENTER OF GREATER BOSTONGENERAL AND UNRESTRICTEDPUBLIC CHARITYNEWTON, MA, US$10,000
Paid GrantROSIE'S PLACEGENERAL AND UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$10,000
Paid GrantNANTUCKET CONSERVATION FOUNDATIONGENERAL AND UNRESTRICTEDPUBLIC CHARITYNATUCKET, MA, US$10,000
Paid GrantAMERICAN JEWISH COMMITTEEGENERAL AND UNRESTRICTEDPUBLIC CHARITYPHILADELPHIA, PA, US$10,000
Paid GrantBOYS & GIRLS CLUB OF PLYMOUTH INCGENERAL & UNRESTRICTEDPUBLIC CHARITYPLYMOUTH, MA, US$10,000
Paid GrantBOSTON BALLETGENERAL AND UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$10,000
Paid Grant2LIFE COMMUNITIESGENERAL & UNRESTRICTEDPUBLIC CHARITYBRIGHTON, MA, US$10,000
Paid GrantSPECIAL OLYMPICS MASSACHUSETTSGENERAL & UNRESTRICTEDPUBLIC CHARITYMARLBOROUGH, MA, US$10,000
Paid GrantNEWTON FOOD PANTRYGENERAL & UNRESTRICTED501(C)(3)NEWTON, MA, US$7,500
Paid GrantBOSTON SYMPHONY ORCHESTRA INCGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$7,500
Paid GrantHALEY HOUSE INC (KITCHEN SOUP)GENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$7,500
Paid GrantINNERCITY WEIGHTLIFTINGGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$7,500
Paid GrantHILLEL COUNCIL OF NEW ENGLANDGENERAL & UNRESTRICTED501(C)(3)BROOKLINE, MA, US$5,000
Paid GrantJCRCGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantNANTUCKET ISLAND SAFE HARBOR FOR ANIMALSGENERAL & UNRESTRICTEDPUBLIC CHARITYNANTUCKET, MA, US$5,000
Paid GrantNANTUCKET DREAMLANDGENERAL & UNRESTRICTEDPUBLIC CHARITYNATUCKET, MA, US$5,000
Paid GrantCOMBINED JEWISH PHILANTHROPIES OF GREATER BOSTONGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantBEAVER COUNTRY DAY SCHOOL INCGENERAL & UNRESTRICTEDPUBLIC CHARITYCHESTNUT HILL, MA, US$5,000
Paid GrantOLD COLONY YMCAGENERAL & UNRESTRICTEDPUBLIC CHARITYBROCKTON, MA, US$5,000
Paid GrantNANTUCKET MARIA MITCHELL ASSOCIATIONGENERAL & UNRESTRICTEDPUBLIC CHARITYNANTUCKET, MA, US$5,000
Paid GrantBLACKSTONE FRANKLIN SQ NEIGHBORHOOD ASSOCIATIONGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantARTISTS FOR HUMANITY INCGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantTHE ELLIE FUNDGENERAL & UNRESTRICTEDPUBLIC CHARITYNEEDHAM, MA, US$5,000
Paid GrantHADASSAH NORTHEASTGENERAL & UNRESTICTEDPUBLIC CHARITYNEWTON CENTER, MA, US$5,000
Paid GrantURBANITY DANCEGENERAL & UNRESTRICTEDPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantWESTON COUNCIL ON AGINGGENERAL & UNRESTRICTEDPUBLIC CHARITYWESTON, MA, US$3,000
Filing and Contact Details

Filer

Filer Name
Jackson & Irene Golden 1989 Charitable Trust
EIN
04-3150178
Phone
6174821776
Address
1 POST OFFICE SQUARE FL 25, BOSTON, MA 02109-2115

Signing Officer

Name
Andrew D Rothstein
Title
Trustee
Phone
6174821776
Signed
2026-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Goulston & Storrs Pc
Address
1 POST OFFICE SQ FL 25, BOSTON, MA 02109
Preparer
John J Ruby
Phone
6175746482
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0238967
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0506015
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt023427
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt0373245
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt082433
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01224087
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01224087
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05400
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0506015
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0745000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0745000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0215593
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0215593
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0233610
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02225319
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt046801
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt046801
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0506015
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01181675
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt05250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt078
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05328
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0465248
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0455678
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt062306
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt042449
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0124612
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt06755
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0110137
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0815256
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt051982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0990477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01233657
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01224087
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt070256
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt051982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0245477
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12002-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42002-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52005-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82011-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152017-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0261790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2251490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3176452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt536336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt720870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt817480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9264260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10275243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11112864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12236773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1322184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1531681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-11790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt146950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-1490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-30265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt447576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5105344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6201880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt746079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8108705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-14260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-25243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-27817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1213227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1325701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1420230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-11790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt146950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-1490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-30265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt447576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5105344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6201880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt746079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8108705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-14260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-25243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-27817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1213227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1325701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1420230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt150254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3146187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5141680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6206683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt766949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8126185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1185047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12250000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1347885
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1532869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0250000. LABORATORY CORP AMER HLDGS SR GLBL NT DT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500. CANADIAN NATIONAL RAILWAY CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2250000. AMPHENOL CORP SR GLBL NT DTD 02/20/20 2.03/01/2025 CALLABLE @
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31750. MEDTRONIC PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500. CANADIAN NATIONAL RAILWAY CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51400. NESTLE S A S/ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61215. NVIDIA CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7600. AMPHENOL CORP CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8425. AUTOMATIC DATA PROCESSING COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9250000. LOWES COMPANIES INC SR GLBL NT DTD 09/163.375% 09/15/2025 CALL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10250000. ZOETIS INC SR GLBL NT DTD 11/13/15 4.5% 11/13/2025 CALLABLE BE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11500. BECTON DICKINSON & CO COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12250000. MCCORMICK & CO DTD 11/06/15 3.25% 11/15/CALLABLE @ > 100 BEG 0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13750. NEW YORK TIMES CO CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14119. NVIDIA CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15540. FISERV INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0506015
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0233610
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02865
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0375596
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07170335
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06561129
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07167470
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0834342
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0834342
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0834342
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0850767
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016425
IRS990PF/DistributableAmountGrp/TotalTaxAmt016425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02425
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014000
IRS990PF/FMVAssetsEOYAmt017873256
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06561129
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07167470
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02394734
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02366661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02363450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02290111
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02675057
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06834048
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0389032
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0395145
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06945093
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0150446
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0273432
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0273432
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06561129
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07167470
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017873256
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06561129
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07167470
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06561129
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07167470
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01331962

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