Liabilities / Assets
21st percentile
Higher debt load relative to assets than 21% of similar nonprofits.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
33rd percentile
Higher debt load relative to revenue than 33% of similar nonprofits.
Net Margin
38th percentile
Higher net margin than 38% of similar nonprofits.
Top Officer Pay
38th percentile
Higher top officer pay than 38% of similar nonprofits.
Top officer pay equals 3.5% of source-year revenue.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Up$144,329,982
Up $6,354,426 (+4.6%) from 2023
Liabilities
Down$1,408,903
Down $1,483,328 (-51%) from 2023
Net Assets
$142,921,079
No earlier filing loaded for comparison.
Revenue
Up$8,666,686
Up $4,287,507 (+98%) from 2023
Expenses
Down$8,554,850
Down $324,012 (-3.6%) from 2023
Net Income
Up$111,836
Up $4,611,519 (+102%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $144,329,982
- Liabilities
- $1,408,903
- Net assets
- $142,921,079
- Revenue
- $8,666,686
- Expenses
- $8,554,850
- Net income
- $111,836
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 17, 2025
- Return Version
- 2024v5.2
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lisa Owens | Executive Director | FT | $267,032 | $37,846 | $304,878 |
| Penn Loh | President/Chair/Trustee | PT | $30,000 | - | $30,000 |
| Julie Goodridge | Treasurer/Trustee | - | $20,000 | - | $20,000 |
| Rahsaan D Hall | Trustee | - | $20,000 | - | $20,000 |
| Karen L Mapp | Trustee | - | $20,000 | - | $20,000 |
| Iris Gomez | Clerk/Trustee | - | $16,000 | - | $16,000 |
| Lily Mendez-Morgan | Vice Chair/Vice Treas/Trustee | - | $16,000 | - | $16,000 |
| Lucas H Guerra | Vice Treasurer/Trustee | - | $16,000 | - | $16,000 |
| Gerardo Espinoza | Trustee | - | $10,640 | - | $10,640 |
| Maria Elena Letona | Trustee | - | $10,640 | - | $10,640 |
| Mark Watson | Trustee | - | $10,640 | - | $10,640 |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | Alternatives for Community and Environment Inc | General support | PC | Roxbury, MA, US | $420,000 |
| Paid Grant | Third Sector New England Inc | HUBS Movement Infrastructure Project | PC | Boston, MA, US | $325,000 |
| Paid Grant | Urban Revival Inc | Homes for All Massachusetts Project | PC | Jamaica Plain, MA, US | $205,000 |
| Paid Grant | Resist Inc | General support | PC | Jamaica Plain, MA, US | $202,500 |
| Paid Grant | Urban Revival Inc | General support | PC | Jamaica Plain, MA, US | $190,000 |
| Paid Grant | Resist Inc | MassCOSH - Immigrant and Youth Worker Justice | PC | Jamaica Plain, MA, US | $159,000 |
| Paid Grant | Neighbor To Neighbor Massachusetts Education Fund Inc | General support | PC | Worcester, MA, US | $151,000 |
| Paid Grant | Center for Labor Education and Research Inc | Digital Empowerment for Social Justice Project | PC | Boston, MA, US | $142,000 |
| Paid Grant | The City School Inc | Young Adult Fellowship Project | PC | Dorchester, MA, US | $110,000 |
| Paid Grant | Boston Impact Initiative Fund | General support | SO I | Roxbury, MA, US | $105,500 |
| Paid Grant | La Colaborativa Inc | General support | PC | Chelsea, MA, US | $102,500 |
| Paid Grant | Center for Economic Democracy | Boston Ujima Project | PC | Boston, MA, US | $102,249 |
| Paid Grant | Dudley Street Neighborhood Initiative Inc | General support | PC | Roxbury, MA, US | $100,000 |
| Paid Grant | Dudley Street Neighborhood Initiative Inc | Greater Boston Community Land Trust Network Project | PC | Roxbury, MA, US | $100,000 |
| Paid Grant | Massachusetts Law Reform Institute Inc | Springfield Community Lawyering Project | PC | Boston, MA, US | $100,000 |
| Paid Grant | Massachusetts Budget and Policy Center Inc | General support | PC | Boston, MA, US | $97,500 |
| Paid Grant | Boston Neighborhood Community Land Trust Inc | General support | PC | Roxbury, MA, US | $95,000 |
| Paid Grant | Chinatown Community Land Trust Inc | General support | PC | Boston, MA, US | $95,000 |
| Paid Grant | Chinese Progressive Association | General support | PC | Boston, MA, US | $91,000 |
| Paid Grant | Center for Labor Education and Research Inc | General support | PC | Boston, MA, US | $81,000 |
| Paid Grant | The City School Inc | General support | PC | Dorchester, MA, US | $81,000 |
| Paid Grant | Community Labor United Inc | General support | PC | Boston, MA, US | $80,000 |
| Paid Grant | Massachusetts Immigrant and Refugee Advocacy Coalition Inc | General support | PC | Boston, MA, US | $80,000 |
| Paid Grant | Massachusetts Voter Education Network Inc | General support | PC | Boston, MA, US | $80,000 |
| Paid Grant | GreenRoots Inc | General support | PC | Chelsea, MA, US | $76,000 |
| Paid Grant | Massachusetts Senior Action Council Inc | General support | PC | Quincy, MA, US | $76,000 |
| Paid Grant | Massachusetts Communities Action Network Inc | General support | PC | Boston, MA, US | $75,000 |
| Paid Grant | Massachusetts Communities Action Network Inc | I Have a Future Project | PC | Boston, MA, US | $70,000 |
| Paid Grant | Third Sector New England Inc | General support | PC | Boston, MA, US | $65,000 |
| Paid Grant | Asian American Resource Workshop Inc | General support | PC | Dorchester, MA, US | $64,000 |
| Paid Grant | Brazilian Worker Center Inc | General support | PC | Allston, MA, US | $64,000 |
| Paid Grant | Lawyers for Civil Rights Inc | General support | PC | Boston, MA, US | $64,000 |
| Paid Grant | Right to the City Alliance Inc | Right to the City Boston Project | PC | Brooklyn, NY, US | $64,000 |
| Paid Grant | Center for Economic Democracy | General support | PC | Boston, MA, US | $60,000 |
| Paid Grant | Massachusetts Law Reform Institute Inc | General support | PC | Boston, MA, US | $60,000 |
| Paid Grant | Resist Inc | Matahari Women Workers Center Project | PC | Jamaica Plain, MA, US | $60,000 |
| Paid Grant | Justice At Work | General support | PC | Boston, MA, US | $56,000 |
| Paid Grant | Citizens for Juvenile Justice Inc | General support | PC | Boston, MA, US | $55,000 |
| Paid Grant | Third Sector New England Inc | Revere Youth in Action Project | PC | Boston, MA, US | $55,000 |
| Paid Grant | Comunidades Enraizadas Community Land Trust | General support | PC | Chelsea, MA, US | $54,953 |
| Paid Grant | Tides Foundation | General support | PC | Los Angeles, CA, US | $52,000 |
| Paid Grant | ACLU Foundation of Massachusetts Inc | Racial Justice Program | PC | Boston, MA, US | $50,000 |
| Paid Grant | Alternatives for Community and Environment Inc | Support for the BMIP Design Team | PC | Roxbury, MA, US | $50,000 |
| Paid Grant | AYNI Institute Inc | Neighbors United for a Better East Boston Project | PC | Revere, MA, US | $50,000 |
| Paid Grant | Boston Alliance of Gay and Lesbian Youth Inc | Massachusetts Transgender Political Coalition Project | PC | Boston, MA, US | $50,000 |
| Paid Grant | Boston Tenant Coalition Inc | General support | PC | Boston, MA, US | $50,000 |
| Paid Grant | Brockton Interfaith Community Inc | General support | PC | Brockton, MA, US | $50,000 |
| Paid Grant | CAIR MA Inc | General support | PC | Boston, MA, US | $50,000 |
| Paid Grant | Centro Presente Inc | General support | PC | East Boston, MA, US | $50,000 |
| Paid Grant | Families for Justice as Healing Inc | General support | PC | Roxbury, MA, US | $50,000 |
| Paid Grant | Muslim Justice League Inc | General support | PC | Boston, MA, US | $50,000 |
| Paid Grant | Pioneer Valley Project Inc | General support | PC | Springfield, MA, US | $50,000 |
| Paid Grant | Resist Inc | Boston Education Justice Alliance | PC | Jamaica Plain, MA, US | $50,000 |
| Paid Grant | Resist Inc | Stories Inspiring Movement Project | PC | Jamaica Plain, MA, US | $50,000 |
| Paid Grant | Right to the City Alliance Inc | SNOL Nadie Se Mude Project | PC | Brooklyn, NY, US | $50,000 |
| Paid Grant | Solidaire Network Inc | Membership dues | PC | Oakland, CA, US | $50,000 |
| Paid Grant | The Schott Foundation for Public Education | Massachusetts Gateway Strategy for Education Justice Project | PC | Cambridge, MA, US | $50,000 |
| Paid Grant | Urban Revival Inc | Support for the BMIP Design Team | PC | Jamaica Plain, MA, US | $50,000 |
| Paid Grant | Brazilian Womens Group Inc | General support | PC | Brighton, MA, US | $45,000 |
| Paid Grant | Center for Economic Democracy | CCDS Project | PC | Boston, MA, US | $45,000 |
| Paid Grant | Immigrant Family Services Institute Inc | General support | PC | Mattapan, MA, US | $45,000 |
| Paid Grant | Massachusetts Advocates for Children Inc | General support | PC | Boston, MA, US | $45,000 |
| Paid Grant | Resist Inc | Mass Education Justice Alliance Project | PC | Jamaica Plain, MA, US | $45,000 |
| Paid Grant | The City School Inc | Youth Justice & Power Union Project | PC | Dorchester, MA, US | $44,000 |
| Paid Grant | Asian American Resource Workshop Inc | Dorchester Not for Sale Project | PC | Dorchester, MA, US | $40,000 |
| Paid Grant | Boston Affordable Housing Coalition Inc | General support | PC | Jamaica Plain, MA, US | $40,000 |
| Paid Grant | Friends of St Stephens Youth Programs Inc | SSYP Parent and Community Organizing Project | PC | Boston, MA, US | $40,000 |
| Paid Grant | Massachusetts Affordable Housing Alliance Inc | General support | PC | Boston, MA, US | $40,000 |
| Paid Grant | Resist Inc | Reclaim Roxbury Project | PC | Jamaica Plain, MA, US | $40,000 |
| Paid Grant | Bend the Arc A Jewish Partnership for Justice | Membership dues | PC | New York, NY, US | $35,000 |
| Paid Grant | Fenway Community Development Corp | General support | PC | Boston, MA, US | $35,000 |
| Paid Grant | Movement Alliance Project | General support | PC | Philadelphia, PA, US | $35,000 |
| Paid Grant | Asian American Resource Workshop Inc | Support for the BMIP Design Team | PC | Dorchester, MA, US | $25,000 |
| Paid Grant | Center for Labor Education and Research Inc | Support for the BMIP Design Team | PC | Boston, MA, US | $25,000 |
| Paid Grant | Chinese Progressive Association | Support for the BMIP Design Team | PC | Boston, MA, US | $25,000 |
| Paid Grant | Dudley Street Neighborhood Initiative Inc | Support for the BMIP Design Team | PC | Roxbury, MA, US | $25,000 |
| Paid Grant | Pioneer Valley Workers Center Inc | General support | PC | Northampton, MA, US | $25,000 |
| Paid Grant | PowerSwitch Action | General support | PC | Oakland, CA, US | $25,000 |
| Paid Grant | The City School Inc | Support for the BMIP Design Team | PC | Dorchester, MA, US | $25,000 |
| Paid Grant | Community Action Pioneer Valley Inc | Community Resilience Hub Downtown | PC | Greenfield, MA, US | $19,000 |
| Paid Grant | Friends of St Stephens Youth Programs Inc | General support | PC | Boston, MA, US | $15,000 |
| Paid Grant | Arise Inc | General support | PC | Springfield, MA, US | $10,000 |
| Paid Grant | Brockton Workers Alliance | General support | PC | Brockton, MA, US | $10,000 |
| Paid Grant | Center for Economic Democracy | Brave Narratives Project | PC | Boston, MA, US | $10,000 |
| Paid Grant | Community Art Center Inc | General support | PC | Cambridge, MA, US | $10,000 |
| Paid Grant | Greater Boston Interfaith Organization | General support | PC | Boston, MA, US | $10,000 |
| Paid Grant | Haymarket Peoples Fund Inc | Haymarket's 50th Anniversary | PC | Jamaica Plain, MA, US | $10,000 |
| Paid Grant | Haymarket Peoples Fund Inc | Partner Convening Project | PC | Jamaica Plain, MA, US | $10,000 |
| Paid Grant | Justice Funders | Membership dues | PC | Oakland, CA, US | $10,000 |
| Paid Grant | Massachusetts Immigrant and Refugee Advocacy Coalition Inc | Immigrant Storytelling Campaign | PC | Boston, MA, US | $10,000 |
| Paid Grant | Right to the City Alliance Inc | General support | PC | Brooklyn, NY, US | $10,000 |
| Paid Grant | Somerville Community Corporation Inc | Dynamic Awareness Campaign | PC | Somerville, MA, US | $10,000 |
| Paid Grant | The City School Inc | Mental Health Crisis Response Campaign | PC | Dorchester, MA, US | $10,000 |
| Paid Grant | Urban Revival Inc | Support for Rent Control and Social Housing Campaigns | PC | Jamaica Plain, MA, US | $10,000 |
| Paid Grant | Philanthropy Massachusetts Inc | Membership dues | PC | Boston, MA, US | $9,990 |
| Paid Grant | Confluence Philanthropy Inc | Membership dues | PC | New York, NY, US | $5,500 |
| Paid Grant | Funders for Lesbian and Gay Issues Inc | Membership dues | PC | New York, NY, US | $5,000 |
| Paid Grant | Greater Boston Interfaith Organization | Action to Build Power for Housing Justice Campaign | PC | Boston, MA, US | $5,000 |
| Paid Grant | Multicultural AIDS Coalition Inc | Let's Walk Together Project | PC | Jamaica Plain, MA, US | $5,000 |
| Paid Grant | Social and Environmental Entrepreneurs Inc | Membership dues | PC | Calabasas, CA, US | $5,000 |
| Paid Grant | Somerville Community Corporation Inc | General support | PC | Somerville, MA, US | $5,000 |
| Paid Grant | Grantmakers Concerned with Immigrants and Refugees | Membership dues | PC | Petaluma, CA, US | $3,750 |
| Paid Grant | Neighborhood Funders Group | Membership dues | PC | Oakland, CA, US | $3,750 |
| Paid Grant | Asian American Resource Workshop Inc | Southeast Asian Narrative Power & Movement Building | PC | Dorchester, MA, US | $3,600 |
| Paid Grant | Mission Investors Exchange Inc | Membership dues | PC | New York, NY, US | $3,300 |
| Paid Grant | Asian American Pacific Islanders In Philanthropy | Membership dues | PC | Oakland, CA, US | $2,500 |
| Paid Grant | Association of Black Foundation Executives Inc | Membership dues | PC | New York, NY, US | $2,500 |
| Paid Grant | Foundation Financial Officers Group Inc | Membership dues | PC | Mt Royal, NJ, US | $2,000 |
| Paid Grant | PEAK Grantmaking Inc | Membership dues | PC | Washington, DC, US | $2,000 |
Filing and Contact Details
Filer
- Filer Name
- The Hyams Foundation Inc
- EIN
- 04-6013680
- Phone
- 6174265600
- Address
- 89 South Street 404, Boston, MA 02111
Signing Officer
- Name
- Lisa Owens
- Title
- Executive Director
- Phone
- 6174265600
- Signed
- 2025-11-17
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Blazek & Vetterling
- Address
- 2900 Weslayan Suite 200, Houston, TX 77027
- Preparer
- Kurt Coburn
- Phone
- 7134395739
Raw XML AppendixShowing 400 of 2,206 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/Amt | 0 | 14500 |
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 1 | 22150 |
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 2 | 34500 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | Tax compliance |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 1 | Accounting services |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 2 | Audit services |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 7250 |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 1 | 7723 |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 2 | 12075 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 5750 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 1 | 14398 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 2 | 22425 |
| DistributionFromCorpusElection/ElectionDesc | 0 | Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), the foundation hereby elects to treat, as a current distribution out of corpus, the following unused prior years distributions that were treated as corpus distributions under Regulation 53.4942(a)-3(d)(1)(iii) in such prior tax year:Tax Year Amount2019 $911,5102020 $443,490During 2024, The Hyams Foundation received a total of $1,355,000 in cash contributions from private foundations, comprised of the following:Common Stream Inc: $70,000Barr Foundation: $400,000The Oak Foundation USA: $760,000Lohengrin Foundation Inc: $125,000Pursuant to Regulation 53.4942(a)-3(c)(2)(iv), The Hyams Foundation elects to treat $911,510 of excess 2019 qualifying distributions and $443,490 of excess 2020 qualifying distributions that were treated as distributions out of corpus in such prior tax year to satisfy the requirements imposed by Section 4942(g)(3). |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt | 0 | To the knowledge of the Foundaton, there have been no diversions. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt | 1 | To the knowledge of the Foundaton, there have been no diversions. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 0 | Home Funders Collaborative LLC |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 1 | EBNT Holdings LLC (East Boston Neighborhood Trust) |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 0 | Latest reports received: 06/30/22, 03/01/23, 07/24/24, 08/26/25 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 1 | Latest reports received: 05/25/23, 04/10/24, 08/27/24 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt | 0 | 3007500 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt | 1 | 1000000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt | 0 | 2003-06-26 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt | 1 | 2022-09-23 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 0 | The purpose of this program related investment is to make predevelopment and permanent financing loans to qualifying low-income housing developments.Detail of the dates and PRI amounts in the totals above:Date Amount06/26/2003 $ 7,50010/31/2004 $ 135,00012/31/2004 $ 525,00010/31/2005 $ 162,50003/31/2006 $ 450,00005/31/2006 $ 120,00002/28/2007 $ 225,00003/31/2007 $ 202,50006/30/2007 $ 240,00010/29/2008 $ 540,00001/08/2009 $ 400,000 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 1 | PRI loan for a period of fifteen years. EBNT agreed to use the loan funds to acquire and provide permanently affordable rental housing stock throughout East Boston. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt | 0 | Home Funders has submitted complete reports since December of 2003 of the type ordinarily required by commercial investors under similar circumstances, including annual audited financial statements. This investment remained on the Foundations books as of 12/31/24. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt | 1 | This investment remained on the Foundations books as of 12/31/24. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 0 | 75 Arlington St |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 1 | 72 Marginal Street 6th Floor |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 0 | Boston |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 1 | Boston |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 0 | MA |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 1 | MA |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 0 | 02116 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 1 | 02128 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt | 0 | 2025-08-26 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 0 | From Sch K-1 (Form 1065) - UBTI |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt | 0 | Cost |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 0 | 78064 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 0 | Purchased |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt | 0 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt | 0 | 78064 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 72928 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 394211 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 75316 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 122459 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 96882 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 71473 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 4298872 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 70677 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 135586 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 163958 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 330140 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 5599742 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 2814595 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 79113 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 85207 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 2325436 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 109380 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 82728 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 154850 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 68557 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 97259 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 66799 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 526383 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 77848 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 2545845 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 77326 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 76473 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 127380 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 112157 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 64436 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 87477 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 62935 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 32 | 140425 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 33 | 115015 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 34 | 170608 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 35 | 93425 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 36 | 85927 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 37 | 539098 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 38 | 49337 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 39 | 113525 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 40 | 266505 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 41 | 351437 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 42 | 51034 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 43 | 103608 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 44 | 129118 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 45 | 76219 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 46 | 116347 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 47 | 182061 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 48 | 199319 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 49 | 74808 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 50 | 66241 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 51 | 83748 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 52 | 5624797 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 53 | 4982181 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 54 | 2146243 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 55 | 9034540 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 56 | 6579005 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 57 | 1680596 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 58 | 115978 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 59 | 77936 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 60 | 264842 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 61 | 92141 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 62 | 76109 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 72928 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 394211 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 75316 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 122459 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 96882 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 71473 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 4298872 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 70677 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 135586 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 163958 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 330140 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 5599742 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 2814595 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 79113 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 85207 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 2325436 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 109380 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 82728 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 154850 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 68557 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 97259 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 66799 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 526383 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 77848 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 2545845 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 77326 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 76473 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 127380 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 28 | 112157 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 29 | 64436 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 30 | 87477 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 31 | 62935 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 32 | 140425 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 33 | 115015 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 34 | 170608 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 35 | 93425 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 36 | 85927 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 37 | 539098 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 38 | 49337 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 39 | 113525 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 40 | 266505 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 41 | 351437 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 42 | 51034 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 43 | 103608 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 44 | 129118 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 45 | 76219 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 46 | 116347 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 47 | 182061 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 48 | 199319 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 49 | 74808 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 50 | 66241 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 51 | 83748 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 52 | 5624797 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 53 | 4982181 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 54 | 2146243 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 55 | 9034540 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 56 | 6579005 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 57 | 1680596 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 58 | 115978 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 59 | 77936 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 60 | 264842 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 61 | 92141 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 62 | 76109 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | 164 Adobe Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | 2,070 Alphabet Inc Class C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | 605 American Water Works Co Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | 230 Ameriprise Financial, Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | 456 Analog Devices Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | 199 Aon PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | 59,385 Ariel Fund Institutional |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | 1,282 Ball Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | 3,085 Bank of America Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | 33 Booking Holdings Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | 1,424 Broadcom Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | 101,610 Brown Advisory Sustainable Growth Fund Inst |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | 112,900 Brown Capital Management Intl Small Company Fund Inst |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | 1,159 Carrier Global Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | 649 CBRE Group Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | 248,710 CCM Community Impact Bond Fund Inst |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | 471 CME Group Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | 910 Colgate-Palmolive Co |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | 169 Costco Wholesale Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | 741 CRH PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | 279 Cummins Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | 291 Danaher Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | 2,102 Defiance Daily Target 2X Long MP ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | 439 Digital Realty Trust Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | 293,638 DoubleLine Total Return Bond Fund Class I |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | 330 Ecolab Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | 1,033 Edwards Lifesciences Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | 165 Eli Lilly And Co |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | 905 Emerson Electric Co |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | 1,122 Eversource Energy |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | 2,069 Fifth Third Bancorp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | 873 Hologic Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | 361 Home Depot Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 33 | 183 Intuit Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 34 | 1,715 Merck & Co Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 35 | 1,141 Metlife Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 36 | 1,021 Micron Technology Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 37 | 1,279 Microsoft Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 38 | 826 Mondelez International, Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 39 | 903 Morgan Stanley |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 40 | 299 Netflix Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 41 | 2,617 Nvidia Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 42 | 365 Omega Healthcare Investors Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 43 | 618 Procter & Gamble Co |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 44 | 559 Ralph Lauren Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 45 | 107 Regeneron Pharmaceuticals Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 46 | 384 Salesforce Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 47 | 1,507 TJX Companies Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 48 | 903 T-Mobile Us Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 49 | 172 Ulta Beauty Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 50 | 216 Valmont Industries Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 51 | 1,727 Vanguard Balanced Index Fund Admiral Shares |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 52 | 365,722 Vanguard Developed Markets Index Fund Inst |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 53 | 178,190 Vanguard Emerging Markets Stock Index Fund Inst |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 54 | 95,304 Vanguard Inflation-Protected Securities Fund Admiral Shares |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 55 | 1,055,437 Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 56 | 676,157 Vanguard Intermediate-Term Treasury Fund Admiral Shares |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 57 | 40,409 Vanguard Total World Stock Index Fund Institutional Shares |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 58 | 288 Vertex Pharmaceuticals Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 59 | 686 Vertiv Holdings Co |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 60 | 838 Visa Inc |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 61 | 486 Westinghouse Air Brake Technologies Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 62 | 656 Xylem Inc |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 507976 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 58174 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 265463 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 3 | 981344 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 4 | 11565407 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 5 | 777 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 6 | 69395 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 7 | 538015 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 8 | 1264182 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 9 | 1189966 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 10 | 1086793 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 11 | 1198809 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 12 | 504808 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 13 | 1438229 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 14 | 113819 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 15 | 38166 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 16 | 613899 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 17 | 22157 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 18 | 94007 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 19 | 245171 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 20 | 461225 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 21 | 24479 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 22 | 1 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 23 | 2881031 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 24 | 2604740 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 25 | 49819 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 26 | 1909665 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 27 | 61898 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 28 | 712887 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 29 | 1309175 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 30 | 96083 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 31 | 19366352 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 32 | 39177 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 33 | 114141 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 34 | 25434 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 35 | 7527 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 36 | 339111 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 37 | 223050 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 38 | 18764 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 39 | 737614 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 40 | 5778970 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 41 | 47819 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 42 | 1042011 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 43 | 1532921 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 44 | 2282363 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 45 | 4038949 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 46 | 7385116 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | 57 Stars Global Opportunity Fund 3 Blocker (Cayman), L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | AACP Tax Exempt Investors II, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | AACP Tax-Exempt Investors III, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 3 | AACP Tax-Exempt Investors V, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 4 | Arrowstreet Capital Global All Country Alpha Extension Fund (Cayman) Ltd. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 5 | Asia Alternatives Delaware III, LP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 6 | Asia Alternatives Delaware V, LP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 7 | Auldbrass Partners Secondary Opportunity Fund II, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 8 | Auldbrass Partners Secondary Opportunity Fund III, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 9 | Avanath Affordable Housing IV, LLC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 10 | Banneker Partners Fund II, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 11 | Base10 Advancement Initiative I, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 12 | Base10 Partners III, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 13 | Brightwood Capital Fund IV-U, LP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 14 | CA Resources Fund (U.S. Tax-Exempt), L.P. - Series Bain X |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 15 | Commonfund Capital International Partners VI LP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 16 | Commonfund Capital Natural Resources Partners IX, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 17 | Commonfund Capital Natural Resources Partners VII LP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 18 | Commonfund Capital Venture Partners VII LP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 19 | Commonfund Capital Venture Partners VIII LP |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 20 | Dover Street IX Cayman Fund L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 21 | Dover Street VIII Cayman Fund L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 22 | Genesis Emerging Markets, L.P. - Side Pocket (Russia) |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 23 | Grain Communications Opportunity Fund II, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 24 | Heard High Conviction Long Only Fund LLC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 25 | Impact America Fund III, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 26 | Impactive Capital Fund Ltd. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 27 | LCP VII (Offshore), L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 28 | Legacy Venture V (QP), LLC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 29 | Legacy Venture VI (QP), LLC |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 30 | Material Impact Fund III, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 31 | Metis Equity Trust- Metis US Equity Index Portfolio |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 32 | Metropolitan Real Estate Partners Global II, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 33 | Metropolitan Real Estate Partners Global IV, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 34 | Park Street Capital Natural Resource Fund III, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 35 | Park Street Capital Natural Resource Fund IV, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 36 | Park Street Capital Natural Resource Fund V, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 37 | Park Street Capital Private Equity Fund IX, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 38 | Park Street Capital Private Equity Fund VIII, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 39 | Park Street Capital Private Equity Fund X, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 40 | Preserver, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 41 | Siguler Guff Distressed Opportunities Fund IV, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 42 | SJF Ventures IV, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 43 | TrueBridge-Kauffman Fellows Endowment Fund III, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 44 | TrueBridge-Kauffman Fellows Endowment Fund IV, L.P. |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 45 | Varadero International, Ltd |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 46 | Wellington Trust Company, NA CTF Global Impact Portfolio |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 507976 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 58174 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 265463 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 3 | 981344 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 4 | 11565407 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 5 | 777 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 6 | 69395 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 7 | 538015 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 8 | 1264182 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 9 | 1189966 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 10 | 1086793 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 11 | 1198809 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 12 | 504808 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 13 | 1438229 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 14 | 113819 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 15 | 38166 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 16 | 613899 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 17 | 22157 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 18 | 94007 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 19 | 245171 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 20 | 461225 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 21 | 24479 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 22 | 1 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 23 | 2881031 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 24 | 2604740 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 25 | 49819 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 26 | 1909665 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 27 | 61898 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 28 | 712887 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 29 | 1309175 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 30 | 96083 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 31 | 19366352 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 32 | 39177 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 33 | 114141 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 34 | 25434 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 35 | 7527 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 36 | 339111 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 37 | 223050 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 38 | 18764 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 39 | 737614 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 40 | 5778970 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 41 | 47819 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 42 | 1042011 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 43 | 1532921 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 44 | 2282363 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 45 | 4038949 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 46 | 7385116 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 2 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 3 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 4 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 5 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 6 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 7 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 8 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 9 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 10 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 11 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 12 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 13 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 14 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 15 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 16 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 17 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 18 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 19 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 20 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 21 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 22 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 23 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 24 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 25 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 26 | FMV |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 27 | FMV |
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