Civic Intelligence

The Priscilla Endicott Charitable Foundation #95-228210

EIN 04-3427891 • Boston, MA

Pub. 78 Eligible
Hemenway Barnes Llp PO Box 9612Boston, MA 02196-1209
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

83rd percentile

40%

Higher net margin than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,755

Higher top officer pay than 53% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

65th percentile

7.8%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

62nd percentile

19%

Faster revenue growth than 62% of similar nonprofits.

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

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

Assets

Up

$3,480,643

Up $251,209 (+7.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,480,643

Up $251,209 (+7.8%) from 2023

Revenue

Up

$637,765

Up $99,907 (+19%) from 2023

Expenses

Down

$385,836

Down $79,958 (-17%) from 2023

Net Income

Up

$251,929

Up $179,865 (+250%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $2,902,102Liabilities 2020: $0Net Assets 2020: $2,902,1022020Assets 2021: $3,262,882Liabilities 2021: $0Net Assets 2021: $3,262,8822021Assets 2022: $3,180,007Liabilities 2022: $0Net Assets 2022: $3,180,0072022Assets 2023: $3,229,434Liabilities 2023: $0Net Assets 2023: $3,229,4342023Assets 2024: $3,480,643Liabilities 2024: $0Net Assets 2024: $3,480,6432024

Latest loaded filing

2024

Assets$3,480,643
Liabilities$0
Net Assets$3,480,643

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $583,109Expenses 2020: $378,168Net Income 2020: $204,9412020Revenue 2021: $699,328Expenses 2021: $338,548Net Income 2021: $360,7802021Revenue 2022: $303,516Expenses 2022: $384,796Net Income 2022: -$81,2802022Revenue 2023: $537,858Expenses 2023: $465,794Net Income 2023: $72,0642023Revenue 2024: $637,765Expenses 2024: $385,836Net Income 2024: $251,9292024

Latest loaded filing

2024

Revenue$637,765
Expenses$385,836
Net Income$251,929

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 17, 2026
Return Version
2024v5.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD NOTIS-MCCONARTYTrustee-$19,755-$19,755
NANCY B GARDINERTrustee-$19,755-$19,755
CRICKET POTTERTrustee-$0--
KATRINA WOLLENBERGTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSRVASTI ABBEY CORPGENERAL PURPOSE/ MONASTICS MEDICAL FUNDPUBLIC CHARITYNEWPORT, WA, US$45,000
Paid GrantREBUILDING TOGETHER PENINSULACOMMUNICATION/CONFLICT TRAININGPUBLIC CHARITYREDWOOD CITY, CA, US$23,000
Paid GrantSOUTHERN POVERTY LAW CENTERGENERAL PURPOSEPUBLIC CHARITYMONTGOMERY, AL, US$20,500
Paid GrantBOSTON MEDICAL CENTERVIOLENCE ADVOCACY INTERVENTION PROGRAM/ TRANSGENDER MEDICINE AND SURGERYPUBLIC CHARITYBOSTON, MA, US$20,000
Paid GrantPARTNERS IN HEALTHGENERAL PURPOSEPUBLIC CHARITYFREDERICK, MD, US$18,000
Paid GrantWOLF PACK SUPPORT SERVICESGENERAL PURPOSEPUBLIC CHARITYERIE, CO, US$17,500
Paid GrantWESTMINISTER PRESBYTERIAN CHURCHGENERAL FUND/ SENIOR LEADERSHIPPUBLIC CHARITYOKLAHOMA CITY, OK, US$15,000
Paid GrantMSPCA- ANGELLFOR NEVINS FARM AND GENERAL PURPOSEPUBLIC CHARITYBOSTON, MA, US$14,000
Paid GrantREGIONAL FOOD BANK OF OKLAHOMAGENERAL PURPOSEPUBLIC CHARITYOKLAHOMA CITY, OK, US$12,500
Paid GrantNATIONAL PARK FOUNDATIONGENERAL PURPOSEPUBLIC CHARITYBALTIMORE, MD, US$12,000
Paid GrantFRANKLIN UNIVERSITYSCHOLARSHIPSPUBLIC CHARITYNEW YORK, NY, US$10,000
Paid GrantMYRIAD BOTANNICAL GARDENSGENERAL PURPOSEPUBLIC CHARITYOKLAHOMA CITY, OK, US$10,000
Paid GrantUNITARIAN UNIVERSALIST URBAN MINISTRYGENERAL PURPOSEPUBLIC CHARITYBOSTON, MA, US$8,500
Paid GrantWEEMA INTERNATIONALGENERAL PURPOSEPUBLIC CHARITYACTON, MA, US$7,500
Paid GrantGAZA SOUP KITCHENGENERAL PURPOSEPUBLIC CHARITYHAMTRAMCK, MI, US$7,000
Paid GrantTHE TEAMGENERAL PURPOSEPUBLIC CHARITYBROOKLYN, NY, US$6,000
Paid GrantLOAVES & FISHES FOOD PANTRY INCGENERAL PURPOSEPUBLIC CHARITYAYER, MA, US$5,500
Paid GrantCATHEDRAL OF HOPEGENERAL PURPOSEPUBLIC CHARITYDALLAS, TX, US$5,000
Paid GrantDALLAS ARBORETUMGENERAL PURPOSEPUBLIC CHARITYDALLAS, TX, US$5,000
Paid GrantDOCTORS WITHOUT BORDERS USAGENERAL PURPOSEPUBLIC CHARITYHAGERSTOWN, MD, US$5,000
Paid GrantMERYL'S SAFE HAVENGENERAL PURPOSEPUBLIC CHARITYWORCESTER, MA, US$5,000
Paid GrantNORTH TEXAS FOOD BANKGENERAL PURPOSEPUBLIC CHARITYPLANO, TX, US$5,000
Paid GrantOPERATIONS KINDNESSGENERAL PURPOSEPUBLIC CHARITYCARROLLTON, TX, US$5,000
Paid GrantREBUILDING TOGETHER USAGENERAL PURPOSEPUBLIC CHARITYWASHINGTON, DC, US$5,000
Paid GrantST STEPHEN'S EPISCOPAL CHURCHST. STEPHEN'S YOUTH PROGRAMSPUBLIC CHARITYBOSTON, MA, US$5,000
Paid GrantNHD- HOPE HOUSE GUTHRIEGENERAL PURPOSEPUBLIC CHARITYGUTHRIE, OK, US$5,000
Paid GrantGROTON HILL MUSIC CENTERGENERAL PURPOSEPUBLIC CHARITYGROTON, DC, US$4,000
Paid GrantOKLAHOMA STATE UNIVERSITY FOUNDATION FOR THE BENEFIT OF KOSUGENERAL PURPOSEPUBLIC CHARITYSTILLWATER, OK, US$3,500
Paid GrantFRIENDS OF BCSISGENERAL PURPOSEPUBLIC CHARITYBOULDER, CO, US$3,000
Paid GrantHARVARD CONSERVATION TRUSTGENERAL PURPOSEPUBLIC CHARITYHARVARD, MA, US$3,000
Paid GrantPENINSULA OPEN SPACE TRUSTGENERAL PURPOSEPUBLIC CHARITYPALO ALTO, CA, US$3,000
Paid GrantSECOND HARVEST OF SILICON VALLEYGENERAL PURPOSEPUBLIC CHARITYSAN JOSE, CA, US$3,000
Paid GrantTHE CONSERVATION FUNDGENERAL PURPOSEPUBLIC CHARITYARLINGTON, VA, US$3,000
Paid GrantTHE NEW LOCALGENERAL PURPOSEPUBLIC CHARITYBOULDER, CO, US$3,000
Paid GrantRAINBOW SOCKS INCGENERAL PURPOSEPUBLIC CHARITYBOULDER, CO, US$3,000
Paid GrantPLANNED PARENTHOOD MAR MONTEGENERAL PURPOSEPUBLIC CHARITYSAN JOSE, CA, US$3,000
Paid GrantJUNIOR LEAGUE OF PALO ALTO MID-PENINSULAENDOWMENT FUNDPUBLIC CHARITYMENLO PARK, CA, US$2,500
Paid GrantDANDELION ARTS COLLECTIVEGENERAL PURPOSEPUBLIC CHARITYLONGMONT, CO, US$2,500
Paid GrantWIDE HORIZONS FOR CHILDREN INCGENERAL PURPOSEPUBLIC CHARITYWALTHAM, MA, US$1,500
Paid GrantST ELIJAH ANTIOCHIAN ORTHODOX CHRISTIAN CHURCHFOOD SUPPLIES FOR LADIES AIDPUBLIC CHARITYOKLAHOMA CITY, OK, US$1,500
Paid GrantPRISON BOOK PROGRAMGENERAL PURPOSEPUBLIC CHARITYQUINCY, MA, US$1,000
Paid GrantWORLD CENTRAL KITCHEN INCGENERAL PURPOSEPUBLIC CHARITYWASHINGTON, DC, US$1,000
Paid GrantBAGLYGENERAL PURPOSEPUBLIC CHARITYBOSTON, MA, US$1,000
Paid GrantBOULDER BALLETGENERAL PURPOSEPUBLIC CHARITYBOULDER, CO, US$500
Filing and Contact Details

Filer

Filer Name
The Priscilla Endicott Charitable
EIN
04-3427891
Phone
6172277940
Address
HEMENWAY BARNES LLP PO BOX 9612, BOSTON, MA 02196-1209

Signing Officer

Name
Edward Notis-mcconarty
Title
Trustee
Phone
6172277940
Signed
2026-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Patrice a Viehl
Phone
6172277940
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt087175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt449058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt67
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1175295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1511550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1715873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1898613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt192648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt223914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2321539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-21266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt120804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt311459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt439459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt529683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt616637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-4037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt925108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1023586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-14715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1220112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1324801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1483447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1514278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1728145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-14533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1915848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2024712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2119122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2232038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt234719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-21266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt120804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt311459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt439459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt529683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt616637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt925108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1023586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-14715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1220112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1324801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1483447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1514278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1728145
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-14533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1915848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2024712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2119122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2232038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt234719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt065909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt211941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt313739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt488517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt535064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt746010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt925205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1023879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1160580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1222008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1325934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1485903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1525828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1744018
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1884080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1918496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2025713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2119915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2235952
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2326258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0275. SALESFORCE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125. ALPHABET INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc250. APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc325. MASTERCARD INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41025. NESTLE S A SPONSORED ADR (REPSTG REG SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5275. NVIDIA CORPORATION COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6100. PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7500. MEDTRONIC PLC F
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8200000. U.S. TREASURY NOTES 2.625% 3/31/25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9200. ABBOTT LABS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1080. AUTOMATIC DATA PROCESSING
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11300. BECTON DICKINSON & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12100. LOWES COMPANIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350. MASTERCARD INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14600. PEPSICO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15200. RTX CORPORATION COM USD1.00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16200000. U.S. TREASURY NOTES 2.75% 06/30/2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17270. ADVANCED MICRO DEVICES INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc181600. BALL CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19200. CHURCH & DWIGHT CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20150. JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2135. MASTERCARD INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22200. NVIDIA CORPORATION COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2380. ROCKWELL INTL CORP (NEW)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172025-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182025-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192025-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202025-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212025-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222025-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232025-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0391053
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0108805
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0721
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03590169
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03480643
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03590169
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0364566
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0364566
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0364566
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0370943
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06377
IRS990PF/DistributableAmountGrp/TotalTaxAmt06377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010332
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06377
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010332
IRS990PF/FMVAssetsEOYAmt07779864
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02447402
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02447402
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01813528
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01769607
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05930565
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01033241
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01142767
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0385070
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0499148
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0499148
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03480643
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03590169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07779864
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03480643
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03590169
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03480643

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