Civic Intelligence

Bristol County Savings Charitable Foundation Inc.

990PF • Fiscal year 2022 • EIN 04-3332966

Nov 01, 2021 to Oct 31, 2022 • Filed on Sep 14, 2023

Organization Profile
35 BroadwayTaunton, MA 02780

(508) 828-5420

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

99th percentile

466%

Higher net margin than 99% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

3rd percentile

-28%

Faster asset growth than 3% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$17,799,485

Down $7,081,776 (-28%) from 2021

Net Assets

$17,799,485

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $9,500 (-100%) from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$707,070

Down $13,746,562 (-105%) from 2021

Expenses

Up

$2,584,936

Up $66,913 (+2.7%) from 2021

Net Income

Down

-$3,292,006

Down $13,813,475 (-131%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $7,307,634Liabilities 2011: $0Net Assets 2011: $7,307,6342011Assets 2012: $6,988,556Liabilities 2012: $0Net Assets 2012: $6,988,5562012Assets 2013: $7,230,172Liabilities 2013: $0Net Assets 2013: $7,230,1722013Assets 2014: $8,215,249Liabilities 2014: $52,200Net Assets 2014: $8,163,0492014Assets 2015: $9,137,871Liabilities 2015: $166,250Net Assets 2015: $8,971,6212015Assets 2016: $9,894,147Liabilities 2016: $20,000Net Assets 2016: $9,874,1472016Assets 2017: $14,113,046Liabilities 2017: $0Net Assets 2017: $14,113,0462017Assets 2018: $12,711,990Liabilities 2018: $0Net Assets 2018: $12,711,9902018Assets 2019: $14,243,024Liabilities 2019: $0Net Assets 2019: $14,243,0242019Assets 2020: $16,784,937Liabilities 2020: $25,000Net Assets 2020: $16,759,9372020Assets 2021: $24,881,261Liabilities 2021: $9,5002021Assets 2022: $17,799,485Liabilities 2022: $0Net Assets 2022: $17,799,4852022Assets 2023: $20,395,475Liabilities 2023: $12023Assets 2024: $21,497,737Liabilities 2024: $0Net Assets 2024: $21,497,7372024

Highlighted filing

2022

Assets$17,799,485
Liabilities$0
Net Assets$17,799,485
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $1,049,1392011Expenses 2012: $1,174,1952012Expenses 2013: $1,328,7032013Revenue 2014: $3,036,114Expenses 2014: $1,440,938Net Income 2014: $1,595,1762014Revenue 2015: $4,503,290Expenses 2015: $1,731,475Net Income 2015: $2,771,8152015Revenue 2016: $4,259,363Expenses 2016: $1,696,874Net Income 2016: $2,562,4892016Revenue 2017: $6,594,793Expenses 2017: $1,905,666Net Income 2017: $4,689,1272017Revenue 2018: $1,285,772Expenses 2018: $2,032,449Net Income 2018: -$746,6772018Revenue 2019: $6,426,270Expenses 2019: $2,075,062Net Income 2019: $4,351,2082019Revenue 2020: $5,133,523Expenses 2020: $2,362,469Net Income 2020: $2,771,0542020Revenue 2021: $13,039,492Expenses 2021: $2,518,023Net Income 2021: $10,521,4692021Revenue 2022: -$707,070Expenses 2022: $2,584,936Net Income 2022: -$3,292,0062022Revenue 2023: $319,226Expenses 2023: $72,000Net Income 2023: $247,2262023Revenue 2024: $7,499,548Expenses 2024: $2,399,080Net Income 2024: $5,100,4682024

Highlighted filing

2022

Revenue-$707,070
Expenses$2,584,936
Net Income-$3,292,006
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2021 to Oct 31, 2022
Signed
Sep 14, 2023
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E DENNIS KELLY JRChairman-$0--
PATRICK J MURRAY JRPresident-$0--
DENNIS F LEAHYTreasurer-$0--
MICHELE L ROBERTSClerk-$0--
CHARLES W CEDERBERGTrustee-$0--
MAUREEN CODYTrustee-$0--
CHERYL GOUVEIATrustee-$0--
RUSSEL F MARTORANATrustee-$0--
EDWARD P PARISEAU JRTrustee-$0--
JEANNE QUINNTrustee-$0--
LOUIS M RICCIARDITrustee-$0--
FRANK TEIXEIRATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTH COAST LGBTQ NETWORK INCHEALTH/HUMAN SERVICESPCNEW BEDFORD, MA, US$125,000
Paid GrantNORTHSTAR LEARNING CENTERS INCEDUCATIONPCNEW BEDFORD, MA, US$100,000
Paid GrantUNIVERSITY OF MASSACHUSETTS DARTMOUTH FOUNDATION INCEDUCATIONPCN DARTMOUTH, MA, US$100,000
Paid GrantUNITED WAY OF MASSACHUSETTS BAY INCHEALTH/HUMAN SERVICESPCBOSTON, MA, US$85,000
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF ATTLEBOROHEALTH/HUMAN SERVICESPCATTLEBORO, MA, US$73,400
Paid GrantHABITAT FOR HUMANITY INTERNATIONAL INCHOUSINGPCATTLEBORO, MA, US$50,000
Paid GrantJUSTICE RESOURCE INSTITUTE INCHEALTH/HUMAN SERVICESPCNEEDHAM, MA, US$50,000
Paid GrantNEW BEDFORD ECONOMIC DEVELOPMENT COUNCIL INCARTS & CULTUREPCNEW BEDFORD, MA, US$50,000
Paid GrantTHE PAWTUCKET FOUNDATIONECONOMIC DEVELOPMENTPCPAWTUCKET, RI, US$45,750
Paid GrantSOUTHCOAST COMMUNITY FOUNDATION INCCIVIC & COMMUNITYPCNEW BEDFORD, MA, US$43,880
Paid GrantCOACHING FOR CHANGE INCEDUCATIONPCTAUNTON, MA, US$40,000
Paid GrantJUNIOR ACHIEVEMENT OF SOUTHERN MASSACHUSETTSEDUCATIONPCNEW BEDFORD, MA, US$35,000
Paid GrantHOCKOMOCK YOUNG MENS CHRISTIAN ASSOCIATION INCHEALTH/HUMAN SERVICESPCN ATTLEBORO, MA, US$33,500
Paid GrantBOY SCOUTS OF AMERICAYOUTH ORGANIZATIONSPCCRANSTON, RI, US$30,000
Paid GrantDOWNTOWN TAUNTON FOUNDATION INCARTS & CULTUREPCTAUNTON, MA, US$30,000
Paid GrantSOCIETY OF ST VINCENT DE PAUL DISTRICT COUNCIL OF ATTLEBOROHEALTH/HUMAN SERVICESPCMANSFIELD, MA, US$30,000
Paid GrantZEITERION THEATRE INCARTS & CULTUREPCNEW BEDFORD, MA, US$30,000
Paid GrantASSOCIATES FOR HUMAN SERVICES INCHEALTH/HUMAN SERVICESPCTAUNTON, MA, US$29,455
Paid GrantBOYS AND GIRLS CLUBS OF METRO SOUTH INCYOUTH ORGANIZATIONSPCTAUNTON, MA, US$28,440
Paid GrantOLD COLONY YOUNG MENS CHRISTIAN ASSOCIATION INCHEALTH/HUMAN SERVICESPCBROCKTON, MA, US$28,020
Paid GrantPAWTUCKET SCHOOL DEPARTMENTEDUCATIONPCPAWTUCKET, RI, US$28,000
Paid GrantGLOBAL LEARNING CHARTER PUBLIC SCHOOL FOUNDATION INCEDUCATIONPCNEW BEDFORD, MA, US$27,300
Paid GrantHEALTHFIRST FAMILY CARE CENTER INCHEALTH/HUMAN SERVICESPCFALL RIVER, MA, US$25,000
Paid GrantNEW BEDFORD PUBLIC SCHOOLSEDUCATIONGOVNEW BEDFORD, MA, US$25,000
Paid GrantTAUNTON HIGH SCHOOLEDUCATIONGOVTAUNTON, MA, US$25,000
Paid GrantWOMEN'S FUND SOUTHCOAST INCECONOMIC DEVELOPMENTPCNEW BEDFORD, MA, US$25,000
Paid GrantPAWTUCKET CENTRAL FALLS DEVELOPMENT CORPORATIONHOUSINGPCPAWTUCKET, RI, US$22,500
Paid GrantKENNEDY DONOVAN CENTER INCHEALTH/HUMAN SERVICESPCFOXBORO, MA, US$22,100
Paid GrantTHE ARC OF BRISTOL COUNTY INCHEALTH/HUMAN SERVICESPCATTLEBORO, MA, US$21,100
Paid GrantRHODE ISLAND MAYORAL ACADEMYEDUCATIONPCCUMBERLAND, RI, US$21,000
Paid GrantUNITED WAY OF GREATER NEW BEDFORDHEALTH/HUMAN SERVICESPCNEW BEDFORD, MA, US$20,540
Paid GrantBOYS AND GIRLS CLUB OF PAWTUCKETYOUTH ORGANIZATIONSPCPAWTUCKET, RI, US$20,500
Paid GrantATTLEBORO PUBLIC SCHOOLSEDUCATIONGOVATTLEBORO, MA, US$20,000
Paid GrantDENNISON MEMORIAL COMMUNITY CENTER INCYOUTH ORGANIZATIONSPCNEW BEDFORD, MA, US$20,000
Paid GrantMASSASOIT COMMUNITY COLLEGE FOUNDATION INCEDUCATIONPCBROCKTON, MA, US$20,000
Paid GrantMULCAHEY ELEMENTARY SCHOOLEDUCATIONGOVTAUNTON, MA, US$20,000
Paid GrantNEW BEDFORD CHAMBER FOUNDATION INCCIVIC & COMMUNITYPCNEW BEDFORD, MA, US$20,000
Paid GrantNEW HOPE INCHEALTH/HUMAN SERVICESPCATTLEBORO, MA, US$20,000
Paid GrantNORTH ATTLEBORO PUBLIC SCHOOLSEDUCATIONGOVNORTH ATTLEBOROUGH, MA, US$20,000
Paid GrantSTURDY MEMORIAL FOUNDATIONHEALTH/HUMAN SERVICESPCATTLEBORO, MA, US$20,000
Paid GrantBUTTONWOOD PARK ZOOLOGICAL SOCIETYEDUCATIONPCNEW BEDFORD, MA, US$19,171
Paid GrantOLD DARTMOUTH HISTORICAL SOCIETYARTS & CULTUREPCNEW BEDFORD, MA, US$19,120
Paid GrantMEETING STREET MASSACHUSETTS INCEDUCATIONPCDARTMOUTH, MA, US$18,250
Paid GrantBISHOP FEEHAN HIGH SCHOOLEDUCATIONGOVATTLEBORO, MA, US$18,167
Paid GrantAMEGO INCEDUCATIONPCATTLEBORO, MA, US$16,168
Paid GrantBOSTON COLLEGE TRUSTEESEDUCATIONPCCHESTNUT HILL, MA, US$15,000
Paid GrantCOMMUNITY DEVELOPMENT FOR ATTLEBORO INCCIVIC & COMMUNITYPCATTLEBORO, MA, US$15,000
Paid GrantLEADERSHIP SOUTHCOAST INCCIVIC & COMMUNITYPCFALL RIVER, MA, US$15,000
Paid GrantWATERFRONT HISTORIC AREA LEAGUE OF NEW BEDFORD INCARTS & CULTUREPCNEW BEDFORD, MA, US$15,000
Paid GrantUNITED WAY OF GREATER FALL RIVER INCHEALTH/HUMAN SERVICESPCFALL RIVER, MA, US$14,800
Paid GrantNEW BEDFORD FESTIVAL THEATRE INCARTS & CULTUREPCNEW BEDFORD, MA, US$14,092
Paid GrantBISHOP CONNOLLY HIGH SCHOOLEDUCATIONGOVFALL RIVER, MA, US$12,850
Paid GrantLOCAL INITIATIVES SUPPORT CORPORATIONHOUSINGPCPROVIDENCE, RI, US$12,500
Paid GrantTRUE DIVERSITY INCYOUTH ORGANIZATIONSPCTAUNTON, MA, US$12,500
Paid GrantGREATER FALL RIVER RE-CREATION COMMITTEE INCARTS & CULTUREPCFALL RIVER, MA, US$12,000
Paid GrantS E A L FOUNDATION INCEDUCATIONPCLAKEVILLE, MA, US$12,000
Paid GrantST RAPHAEL ACADEMYEDUCATIONPCPAWTUCKET, RI, US$12,000
Paid GrantTHOMAS CHEW MEMORIAL BOYS CLUB INCYOUTH ORGANIZATIONSPCFALL RIVER, MA, US$11,300
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION SOUTHCOAST INCORPORATEDHEALTH/HUMAN SERVICESPCNEW BEDFORD, MA, US$11,200
Paid GrantYWCA OF SOUTHEASTERN MASSACHUETTSHOUSINGPCNEW BEDFORD, MA, US$11,000
Paid GrantARGOSY COLLEGIATE CHARTER SCHOOL FOUNDATIONEDUCATIONPCFALL RIVER, MA, US$10,000
Paid GrantATLANTIS EDUCATIONAL FOUNDATION INCEDUCATIONPCFALL RIVER, MA, US$10,000
Paid GrantGIFTS TO GIVE INCCIVIC & COMMUNITYPCACUSHNET, MA, US$10,000
Paid GrantKENT COUNTY VISITING NURSE ASSOCIATIONHEALTH/HUMAN SERVICESPCWARWICK, RI, US$10,000
Paid GrantMASSACHUSETTS BUSINESS ALLIANCE FOR EDUCATION INCEDUCATIONPCBOSTON, MA, US$10,000
Paid GrantMASSACHUSETTS DESIGN ART & TECHNOLOGY INSTITUTE INCARTS & CULTUREPCNEW BEDFORD, MA, US$10,000
Paid GrantMY BROTHERS KEEPER INCHEALTH/HUMAN SERVICESPCNORTH EASTON, MA, US$10,000
Paid GrantNARROWS CENTER FOR THE ARTS INCARTS & CULTUREPCFALL RIVER, MA, US$10,000
Paid GrantNATIVITY PREPARATORY SCHOOL NEW BEDFORD INCEDUCATIONPCNEW BEDFORD, MA, US$10,000
Paid GrantNEW BEDFORD HISTORICAL SOCIETYARTS & CULTUREPCNEW BEDFORD, MA, US$10,000
Paid GrantNEW BEDFORD OCEAN CLUSTER INCECONOMIC DEVELOPMENTPCNEW BEDFORD, MA, US$10,000
Paid GrantOUR SISTERS SCHOOL INCEDUCATIONPCNEW BEDFORD, MA, US$10,000
Paid GrantPROVIDENCE CHILDRENS MUSEUMEDUCATIONPCPROVIDENCE, RI, US$10,000
Paid GrantREACH OUT AND READ INCEDUCATIONPCBOSTON, MA, US$10,000
Paid GrantRHODE ISLAND PHILHARMONIC ORCHESTRA & MUSIC SCHOOLEDUCATIONPCE PROVIDENCE, RI, US$10,000
Paid GrantSOUTHEASTERN MASSACHUSETTS VETERANS HOUSING PROGRAM INCHOUSINGPCNEW BEDFORD, MA, US$10,000
Paid GrantSTAR KIDS SCHOLARSHIP PROGRAMEDUCATIONPCNEW BEDFORD, MA, US$10,000
Paid GrantTRIUMPH INCEDUCATIONPCTAUNTON, MA, US$10,000
Paid GrantUNITED WAY OF RHODE ISLAND INCHEALTH/HUMAN SERVICESPCPROVIDENCE, RI, US$10,000
Paid GrantWOMEN AND INFANTS HOSPITAL OF RHODE ISLANDHEALTH/HUMAN SERVICESPCPROVIDENCE, RI, US$10,000
Paid GrantYOUR THEATRE INCARTS & CULTUREPCNEW BEDFORD, MA, US$10,000
Paid GrantALMA DEL MAR FOUNDATION INCEDUCATIONPCNEW BEDFORD, MA, US$9,500
Paid GrantBOOKS ARE WINGSEDUCATIONPCPAWTUCKET, RI, US$8,500
Paid GrantOUR DAILY BREAD SOUP KITCHEN FOUNDATIONHEALTH/HUMAN SERVICESPCTAUNTON, MA, US$8,200
Paid GrantPREPARATORY REHABILITATION FOR INDIVIDUAL DEVELOPMENT AND EMPLOYMENTHEALTH/HUMAN SERVICESPCTAUNTON, MA, US$8,000
Paid GrantGIRLS INCORPORATED OF TAUNTONYOUTH ORGANIZATIONSPCTAUNTON, MA, US$7,900
Paid GrantYOUNG MENS CHRISTIAN ASSOCIATION OF PAWT RIHEALTH/HUMAN SERVICESPCPAWTUCKET, RI, US$7,650
Paid GrantEMPOWERMENT FACTORYCIVIC & COMMUNITYPCPAWTUCKET, RI, US$7,500
Paid GrantFOUNDATION TO ADVANCE CATHOLIC EDUCATION INCEDUCATIONPCFALL RIVER, MA, US$7,500
Paid GrantHOPEHEALTH HOSPICE & PALLIATIVE CAREHEALTH/HUMAN SERVICESPCPROVIDENCE, RI, US$7,500
Paid GrantRHODE ISLAND COMMUNITY FOOD BANK ASSOCIATIONHEALTH/HUMAN SERVICESPCPROVIDENCE, RI, US$7,500
Paid GrantTEAM NOAH FOUNDATION INCHEALTH/HUMAN SERVICESPCNEW BEDFORD, MA, US$6,990
Paid GrantSOUTHCOAST HOSPITALS GROUP INCHEALTH/HUMAN SERVICESPCNEW BEDFORD, MA, US$6,400
Paid GrantBRISTOL COUNTY CHAMBER FOUNDATION INCECONOMIC DEVELOPMENTPCFALL RIVER, MA, US$6,000
Paid GrantFALL RIVER PUBLIC SCHOOLSEDUCATIONGOVFALL RIVER, MA, US$6,000
Paid GrantOLD COLONY HISTORICAL SOCIETYARTS & CULTUREPCTAUNTON, MA, US$6,000
Paid GrantNEW BEDFORD FISHING HERITAGE CENTER INCARTS & CULTUREPCNEW BEDFORD, MA, US$5,760
Paid GrantPARTNERS IN HOUSING INCHOUSINGPCS DARTMOUTH, MA, US$5,700
Paid GrantDOLL E DAZE PROJECT AND MUSEUM INCARTS & CULTUREPCMANSFIELD, MA, US$5,500
Paid GrantSCHOOL ON WHEELS OF MASSACHUSETTS INCEDUCATIONPCE BRIDGEWTR, MA, US$5,500
Paid GrantNEW BEDFORD MUSEUM AND ART CENTER INCARTS & CULTUREPCNEW BEDFORD, MA, US$5,250
Paid GrantSTEPPINGSTONE INCHOUSINGPCFALL RIVER, MA, US$5,250
Paid GrantTHE SALVATION ARMYEDUCATIONPCWEST NYACK, NY, US$5,150
Paid GrantAPPLAUSE ACADEMY MA INCEDUCATIONPCTAUNTON, MA, US$5,000
Paid GrantBLACKSTONE VALLEY TOURISM COUNCIL INCARTS & CULTUREPCCENTRAL FALLS, RI, US$5,000
Paid GrantCAMP RUGGLES INCHEALTH/HUMAN SERVICESPCCHEPACHET, RI, US$5,000
Paid GrantCOLLEGE CRUSADE OF RHODE ISLANDEDUCATIONPCPROVIDENCE, RI, US$5,000
Paid GrantENTREPRENEURSHIP FOR ALL INCECONOMIC DEVELOPMENTPCLOWELL, MA, US$5,000
Paid GrantFALL RIVER DEACONESS HOMEEDUCATIONPCFALL RIVER, MA, US$5,000
Paid GrantIMMIGRANTS ASSISTANCE CENTER INCHEALTH/HUMAN SERVICESPCNEW BEDFORD, MA, US$5,000
Paid GrantLEARNING COMMUNITY CHARTER SCHOOL INCEDUCATIONPCCENTRAL FALLS, RI, US$5,000
Paid GrantLLOYD CENTER FOR THE ENVIRONMENT INCEDUCATIONPCS DARTMOUTH, MA, US$5,000
Paid GrantMEALS ON WHEELS OF RI INCHEALTH/HUMAN SERVICESPCPROVIDENCE, RI, US$5,000
Paid GrantOPENDOORSECONOMIC DEVELOPMENTPCPROVIDENCE, RI, US$5,000
Paid GrantRAISING MULTICULTURAL KIDSEDUCATIONPCNORTH EASTON, MA, US$5,000
Paid GrantRHODE ISLAND HOSPITAL FOUNDATIONHEALTH/HUMAN SERVICESPCPROVIDENCE, RI, US$5,000
Paid GrantSEVEN HILLS FOUNDATION INCHEALTH/HUMAN SERVICESPCWORCESTER, MA, US$5,000
Paid GrantTHE CAPITAL GOOD FUNDECONOMIC DEVELOPMENTPCPROVIDENCE, RI, US$5,000
Paid GrantTHE SALVATION ARMYYOUTH ORGANIZATIONSPCWEST NYACK, NY, US$5,000
Paid GrantTIDES FAMILY SERVICES INCHEALTH/HUMAN SERVICESPCWEST WARWICK, RI, US$5,000
Paid GrantTRIBORO YOUTH THEATRE INCARTS & CULTUREPCS ATTLEBORO, MA, US$5,000
Paid GrantUASPIRE INCEDUCATIONPCBOSTON, MA, US$5,000
Paid GrantUSS MASSACHUSETTS MEMORIAL COMM INCARTS & CULTUREPCFALL RIVER, MA, US$5,000
Paid GrantNEW BEDFORD SYMPHONY ORCHESTRA ASSOCIATION INCARTS & CULTUREPCNEW BEDFORD, MA, US$4,200
Paid GrantCOMPREHENSIVE COMMUNITY ACTION INCEDUCATIONPCCRANSTON, RI, US$4,000
Paid GrantREACH OUT AND READ RHODE ISLANDEDUCATIONPCPROVIDENCE, RI, US$4,000
Paid GrantSOJOURNER HOUSEHEALTH/HUMAN SERVICESPCPROVIDENCE, RI, US$4,000
Paid GrantTHE NEMASKET GROUP INCHEALTH/HUMAN SERVICESPCMATTAPOISETT, MA, US$3,900
Paid GrantPRINCE HENRY SOCIETY OF MASSACHUSETTS INCEDUCATIONPCNEW BEDFORD, MA, US$3,800
Paid GrantCOMMUNITY VISITING NURSE AGENCY INCHEALTH/HUMAN SERVICESPCATTLEBORO, MA, US$3,755
Paid GrantDARTMOUTH FRIENDS OF THE ELDERLY INCCIVIC & COMMUNITYPCDARTMOUTH, MA, US$3,500
Paid GrantMASSACHUSETTS SMALL BUSINESS DEVELOPMENT CENTERECONOMIC DEVELOPMENTPCAMHERST, MA, US$3,400
Paid GrantFAIRHAVEN HIGH SCHOOL ALUMNI ASSOCIATION INCEDUCATIONPCFAIRHAVEN, MA, US$3,000
Paid GrantJUNIOR ACHIEVEMENT OF RHODE ISLANDEDUCATIONPCWARWICK, RI, US$3,000
Paid GrantMASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INCCIVIC & COMMUNITYPFBOSTON, MA, US$3,000
Paid GrantPAWTUCKET SOUP KITCHENHEALTH/HUMAN SERVICESPCPAWTUCKET, RI, US$3,000
Paid GrantMASTERY SCHOOL OF INDEPENDENT LEARNING INCEDUCATIONPCFALL RIVER, MA, US$2,800
Paid GrantM O L I F E INCHEALTH/HUMAN SERVICESPCFAIRHAVEN, MA, US$2,530
Paid GrantDOWNTOWN ASSOCIATES OF NORTH ATTLEBOROUGH INCCIVIC & COMMUNITYPCN ATTLEBORO, MA, US$2,500
Paid GrantHEBRON FOOD PANTRY INCHEALTH/HUMAN SERVICESPCATTLEBORO, MA, US$2,500
Paid GrantHORIZONS FOR HOMELESS CHILDREN INCHEALTH/HUMAN SERVICESPCROXBURY, MA, US$2,500
Paid GrantKEEP NORTH ATTLEBOROUGH BEAUTIFUL INCCIVIC & COMMUNITYPCN ATTLEBORO, MA, US$2,500
Paid GrantNATHANS ANGELS MEMORIAL FOUNDATIONHEALTH/HUMAN SERVICESPCCUMBERLAND, RI, US$2,500
Paid GrantNEW BEDFORD EDUCATORS ASSOCIATIONEDUCATIONPCNEW BEDFORD, MA, US$2,500
Paid GrantBRISTOL COMMUNITY COLLEGE FOUNDATION INCEDUCATIONPCFALL RIVER, MA, US$2,360
Paid GrantFRIENDS OF ST JOHN THE EVANGELIST SCHOOL INCEDUCATIONPCATTLEBORO, MA, US$2,150
Paid GrantSOUTHEASTERN REGIONAL SCHOOL FOUNDATION INCEDUCATIONPCSOUTH EASTON, MA, US$2,120
Paid GrantMT ST CHARLES ACADEMY INCEDUCATIONPCWOONSOCKET, RI, US$2,110
Paid GrantPRINCE HENRY SOCIETY OF MASSACHUSETTS INCCIVIC & COMMUNITYPCTAUNTON, MA, US$2,000
Paid GrantTAUNTON DIVERSITY NETWORK INCCIVIC & COMMUNITYPCTAUNTON, MA, US$2,000
Paid GrantTAUNTON HIGH SCHOOL FACULTY AND COMMUNITY SCHOLARSHIP FUND INCEDUCATIONGOVTAUNTON, MA, US$2,000
Paid GrantPRINCE HENRY SOCIETY OF MASSACHUSETTS INCCIVIC & COMMUNITYPCN DARTMOUTH, MA, US$1,600
Paid GrantATTLEBORO HIGH SCHOOLEDUCATIONGOVATTLEBORO, MA, US$1,500
Paid GrantBRISTOL COUNTY AGRICULTURAL HIGH SCHOOLEDUCATIONGOVDIGHTON, MA, US$1,500
Paid GrantBRISTOL PLYMOUTH REGIONAL TECHNICAL HIGH SCHOOLEDUCATIONGOVTAUNTON, MA, US$1,500
Paid GrantNORTH ATTLEBORO HIGH SCHOOLEDUCATIONGOVNORTH ATTLEBORO, MA, US$1,500
Paid GrantSAINT VINCENTS SERVICES INCHEALTH/HUMAN SERVICESPCFALL RIVER, MA, US$1,500
Paid GrantSCHOLARSHIP AMERICA INCEDUCATIONPCREHOBOTH, MA, US$1,500
Paid GrantSCHOLARSHIP AMERICA INCEDUCATIONPCBRIDGEWATER, MA, US$1,500
Paid GrantNEW BEDFORD WOMENS CENTER INCHEALTH/HUMAN SERVICESPCNEW BEDFORD, MA, US$1,350
Paid GrantBUZZARDS BAY COALITION INCWATER RESOURCE, WETLANDS CONSERVATION AND MANAGEMENTPCNEW BEDFORD, MA, US$1,300
Paid GrantBLACKSTONE ACADEMYEDUCATIONPCPAWTUCKET, RI, US$1,000
Paid GrantCATHOLIC FOUNDATION OF SOUTHEASTERN MASSACHUSETTS INCHEALTH/HUMAN SERVICESPCFALL RIVER, MA, US$1,000
Paid GrantCHARLES SHEA HIGH SCHOOLEDUCATIONGOVPAWTUCKET, RI, US$1,000
Paid GrantCUMBERLAND SCHOOL VOLUNTEERS INCEDUCATIONPCCUMBERLAND, RI, US$1,000
Paid GrantFALLEN OFFICERS MEMORIAL TRUST OF THE FALL RIVER POLICEEDUCATIONPCS DARTMOUTH, MA, US$1,000
Paid GrantGREATER ATTLEBORO AREA COUNCIL FOR CHILDREN INCHEALTH/HUMAN SERVICESPCATTLEBORO, MA, US$1,000
Paid GrantJACQUELINE WALSH SCHOOL FOR THE ARTSEDUCATIONPCPAWTUCKET, RI, US$1,000
Paid GrantJOHN MARTINS FOUNDATIONHEALTH/HUMAN SERVICESPCN SMITHFIELD, RI, US$1,000
Paid GrantPRINCE HENRY SOCIETY SCHOLARSHIP FOUNDATION OF NEW BEDFORD INCEDUCATIONPCN DARTMOUTH, MA, US$1,000
Paid GrantST STANISLAUSEDUCATIONPCFALL RIVER, MA, US$1,000
Paid GrantTAUNTON RIVER WATERSHED ALLIANCE INCCIVIC & COMMUNITYPCTAUNTON, MA, US$1,000
Paid GrantWILLIAM E TOLMAN HIGH SCHOOLEDUCATIONGOVPAWTUCKET, RI, US$1,000
Paid GrantPAWTUCKET HALL OF FAMECIVIC & COMMUNITYPCPAWTUCKET, RI, US$950
Paid GrantHOUSE OF POSSIBILITIES INCHEALTH/HUMAN SERVICESPCNORTH EASTON, MA, US$943
Paid GrantHOUSING NETWORK RHODE ISLAND ASSOC OF NONPROFIT HOUSING DEVELOPERSHOUSINGPCPAWTUCKET, RI, US$780
Paid GrantLITERACY CENTER INCEDUCATIONPCATTLEBORO, MA, US$750
Paid GrantTHRIVE BEHAVIORAL HEALTH INCHEALTH/HUMAN SERVICESPCWARWICK, RI, US$700
Paid GrantOUR LADY OF LOURDES SCHOOLEDUCATIONPCTAUNTON, MA, US$670
Paid GrantJAMAICAN ASSOCIATION OF RHODE ISLANDCIVIC & COMMUNITYPCCRANSTON, RI, US$625
Paid GrantDAY ONEHEALTH/HUMAN SERVICESPCPROVIDENCE, RI, US$600
Paid GrantSTONEHILL COLLEGE INCEDUCATIONPCEASTON, MA, US$600
Paid GrantBOYS AND GIRLS CLUB OF GREATER NEW BEDFORD INCYOUTH ORGANIZATIONSPCNEW BEDFORD, MA, US$520
Paid GrantFRIENDLY SONS OF ST PATRICK OF NEW BEDFORD INCCIVIC & COMMUNITYPCNEW BEDFORD, MA, US$500
Paid GrantSOUTH SHORE YOUNG PROFESSIONALSECONOMIC DEVELOPMENTPCROCKLAND, MA, US$500
Paid GrantCHILDRENS WORKSHOP FOUNDATIONEDUCATIONPCCENTRAL FALLS, RI, US$450
Paid GrantATTLEBORO MUSEUM INCARTS & CULTUREPCATTLEBORO, MA, US$440
Paid GrantCEDAR BROOK SCHOOLEDUCATIONPCREHOBOTH, MA, US$400
Paid GrantFOREVER PAWS ANIMAL SHELTERANIMAL PROTECTION AND WELFAREPCFALL RIVER, MA, US$250
Paid GrantBOYS AND GIRLS CLUBS OF WARWICKYOUTH ORGANIZATIONSPCWARWICK, RI, US$200
Paid GrantST FRANCIS XAVIER PARISH AND SCHOOLEDUCATIONPCACUSHNET, MA, US$150
Paid GrantCHILDRENS MUSEUM OF GREATER FALL RIVER INCEDUCATIONPCFALL RIVER, MA, US$126
Paid GrantPAN MASSACHUSETTS CHALLENGE TRUSTHEALTH/HUMAN SERVICESPCNEEDHAM, MA, US$100
Filing and Contact Details

Filer

Filer Name
Bristol County Savings Charitable
EIN
04-3332966
Phone
5088285420
Address
35 BROADWAY, TAUNTON, MA 02780

Signing Officer

Name
Dennis Leahy
Title
Treasurer
Phone
5088285420
Signed
2023-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129
Preparer
Al Cappelloni
Phone
6179129000
Raw XML AppendixShowing 400 of 2,235 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/Amt07140
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03570
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03570
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt03000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02022-10-05
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0GENERAL SUPPORT AND GIFT GIVING.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0REPORT IS IN PROCESS AND IS FORTHCOMING
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt0FLOOR 8 - ONE WASHINGTON MALL
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm0BOSTON
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd0MA
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd0021083906
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBOTT LABORATORIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BANK OF NEW YORK MELLON CORP 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK OF NEW YORK MELLON CORP 3.4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BARCLAYS BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BERKSHIRE HATHAWAY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BRISTOL-MYERS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CME GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7CANADIAN IMPERIAL BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8CATERPILLAR FINANCIAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9CHEVRON CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10COMMONWEALTH EDISON 3.1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11COMMONWEALTH EDISON 3.7%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12DUKE ENERGY CAROLINAS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13DUKE ENERGY PROGRESS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14DUKE ENERGY FLORIDA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15ENTERGY ARKANSAS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16FLORIDA POWER AND LIGHT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17GLAXOSMITHKLINE CAPITAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18GULF POWER COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19MIDAMERICAN ENERGY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20NORTHERN TRUST CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21NSTAR ELECTRIC COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22PNC BANK NATIONAL ASSOCIATION PITTSBURGH 3.25%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23PNC BANK NATIONAL ASSOCIATION PITTSBURGH 3.1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24PACIFICCORP 1ST MTG
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25PRAXAIR INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26PUBLIC STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27QUALCOMM INCORPORATED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28THE CHARLES SCHWAB CORPORATION 3.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29THE CHARLES SCHWAB CORPORATION 3.3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30SOUTHERN CALIFORNIA GAS COMPANY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31STATE STREET CORPORATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32SUNTRUST BANK MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33THE TORONTO-DOMINION BANK
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34TOYOTA MOTOR CREDIT CORPORATION 3.45%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35TOYOTA MOTOR CREDIT CORPORATION 3%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36US BANCORP 3.6%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37US BANCORP 3.1%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38VISA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39WESTPAC BANKING CORPORATION 3.35%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40WESTPAC BANKING CORPORATION 3.65%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41WESTPAC BANKING CORPORATION 2.35%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt098610
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt147702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt264585
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3194517
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt494765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5188684
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt693628
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7147984
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt898730
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt996393
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1047826
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11183378
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1260557
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1392436
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1429625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15188890
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1614180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1748541
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1892207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1922813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20223312
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21137801
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22237748
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23225935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2445651
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2594943
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2644169
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2746453
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28190176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2968885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3096459
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3196308
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3262166
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3398972
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3498562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3595190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36194574
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37185442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3826685
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt39115663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4049725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4147018
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt098610
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt147702
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt264585
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3194517
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt494765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5188684
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt693628
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7147984
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt898730
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt996393
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1047826
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11183378
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1260557
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1392436
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1429625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15188890
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1614180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1748541
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1892207
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1922813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20223312
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21137801
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22237748
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23225935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2445651
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2594943
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2644169
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2746453
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28190176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2968885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3096459
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3196308
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3262166
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3398972
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3498562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3595190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36194574
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt37185442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3826685
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt39115663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4049725
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4147018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0307802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1281873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2194524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3336706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4421395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5380590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6301570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7350960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8532767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9299486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10310884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11368652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12265870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13302498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14349740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15237917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16351542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17381984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18447762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19322061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20332204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21281271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22277567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23334141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24276240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25364968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26256651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27442334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28378294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29328699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30253759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31302910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32222295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33254843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34209037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0307802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1281873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2194524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3336706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4421395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5380590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6301570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7350960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8532767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9299486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10310884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11368652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12265870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13302498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14349740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15237917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16351542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17381984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18447762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19322061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20332204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21281271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22277567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23334141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24276240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25364968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26256651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27442334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28378294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29328699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30253759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31302910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32222295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33254843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34209037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMTEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BECTON DICKINSON & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHEVERON CORPORATION NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DISNEY WALT COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11GALLAGHER ARTHUR J & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MP MATERIALS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NEXTERA ENERGY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PESPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PERKINELMER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ROPER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25SCHWAB CHARLES CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32TRIMBLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ACCENTURE PLC IRELAND SHS CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LINDE PLC SHS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0385984
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0385984
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0347644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1531741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2263995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3258369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PROLOGIS INC REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1INVESCO S&P 500 EQUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES TR RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3SPDR CONSUMER STAPLES SELECT SECTOR FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0347644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1531741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2263995
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3258369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0283208
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1010278
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0CITC TAX CREDIT
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt020000
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-707070
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-707070
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07140
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02345482
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02345482
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0283208
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0283208
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3292006
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt023095915
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1010278
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0177324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0102219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0102219
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0130000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02349052
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0105884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02584936
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0283208
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-707070
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0105884
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0239454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019544042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14560520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1486113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1475362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1486113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1475362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018057929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15035882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES - ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES - LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-1010278
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3292006
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03780270
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt021579755
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt024871761
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017799485
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0956158
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0956158
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0956158
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0958623
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02465
IRS990PF/DistributableAmountGrp/TotalTaxAmt02465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0105859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0103394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt0103394
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02465
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0105859
IRS990PF/FMVAssetsEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt017423
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09828
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09828
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt051887
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt04387888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04387888
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015524562
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011261796
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011261796
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt09500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09079351
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01401749
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01401749
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt024871761
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0208038
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0352240
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0352240
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt024881261
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt09500
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt024881261
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt024871761
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017799485
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0385984
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0385984
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt019464423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0242090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt019222333
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0291966

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,799,485
Liabilities
$0
Net assets
$17,799,485
Revenue
-$707,070
Expenses
$2,584,936
Net income
-$3,292,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.00$21.5$7.50$2.40$5.10
2023Summary only. Only limited summary data is available for this year.$20.4$0.00$0.32$0.07$0.25
2022Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$0.71$2.58$3.29
2021Summary only. Only limited summary data is available for this year.$24.9$0.01$13.0$2.52$10.5
2020Detailed filing. Detailed filing data is available for this year.$16.8$0.03$16.8$5.13$2.36$2.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$0.00$14.2$6.43$2.08$4.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.7$0.00$12.7$1.29$2.03$0.75
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.00$14.1$6.59$1.91$4.69
2016Detailed filing. Detailed filing data is available for this year.$9.89$0.02$9.87$4.26$1.70$2.56
2015Detailed filing. Detailed filing data is available for this year.$9.14$0.17$8.97$4.50$1.73$2.77
2014Detailed filing. Detailed filing data is available for this year.$8.22$0.05$8.16$3.04$1.44$1.60
2013Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$1.33
2012Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$1.17
2011Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$1.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • $10M-$25M nonprofits