Civic Intelligence

Massachusetts Society of the Cincinnati

EIN 04-6046761 • Boston, MA

CO Welch Forbes Llc 45 School SBoston, MA 02108
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

30th percentile

-5.1%

Higher net margin than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$2,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.6%

Faster asset growth than 36% of similar nonprofits.

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

Revenue Growth

83rd percentile

70%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,242,882

Down $12,667 (-0.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,242,882

Down $12,667 (-0.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin30th percentile

Revenue

Up

$247,712

Up $102,405 (+70%) from 2023

Expenses

Up

$260,379

Up $13,570 (+5.5%) from 2023

Net Income

Up

-$12,667

Up $88,835 (+88%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,825,943Liabilities 2010: $0Net Assets 2010: $1,825,9432010Assets 2011: $1,931,136Liabilities 2011: $0Net Assets 2011: $1,931,1362011Assets 2012: $1,867,644Liabilities 2012: $0Net Assets 2012: $1,867,6442012Assets 2013: $1,780,662Liabilities 2013: $0Net Assets 2013: $1,780,6622013Assets 2014: $1,965,836Liabilities 2014: $0Net Assets 2014: $1,965,8362014Assets 2015: $2,146,710Liabilities 2015: $0Net Assets 2015: $2,146,7102015Assets 2016: $2,592,544Liabilities 2016: $0Net Assets 2016: $2,592,5442016Assets 2017: $2,748,210Liabilities 2017: $108,837Net Assets 2017: $2,639,3732017Assets 2018: $2,596,414Liabilities 2018: $12,775Net Assets 2018: $2,583,6392018Assets 2019: $2,605,250Liabilities 2019: $0Net Assets 2019: $2,605,2502019Assets 2020: $2,700,446Liabilities 2020: $0Net Assets 2020: $2,700,4462020Assets 2021: $2,543,429Liabilities 2021: $0Net Assets 2021: $2,543,4292021Assets 2022: $2,357,051Liabilities 2022: $0Net Assets 2022: $2,357,0512022Assets 2023: $2,255,549Liabilities 2023: $0Net Assets 2023: $2,255,5492023Assets 2024: $2,242,882Liabilities 2024: $0Net Assets 2024: $2,242,8822024

Highlighted filing

2024

Assets$2,242,882
Liabilities$0
Net Assets$2,242,882
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $129,0612010Expenses 2011: $145,3062011Expenses 2012: $165,8412012Revenue 2013: $68,573Expenses 2013: $155,555Net Income 2013: -$86,9822013Revenue 2014: $355,964Expenses 2014: $170,790Net Income 2014: $185,1742014Revenue 2015: $343,862Expenses 2015: $162,721Net Income 2015: $181,1412015Revenue 2016: $625,887Expenses 2016: $176,186Net Income 2016: $449,7012016Revenue 2017: $232,102Expenses 2017: $185,273Net Income 2017: $46,8292017Revenue 2018: $178,112Expenses 2018: $233,846Net Income 2018: -$55,7342018Revenue 2019: $219,508Expenses 2019: $197,897Net Income 2019: $21,6112019Revenue 2020: $292,574Expenses 2020: $197,378Net Income 2020: $95,1962020Revenue 2021: $63,456Expenses 2021: $220,473Net Income 2021: -$157,0172021Revenue 2022: $85,682Expenses 2022: $272,060Net Income 2022: -$186,3782022Revenue 2023: $145,307Expenses 2023: $246,809Net Income 2023: -$101,5022023Revenue 2024: $247,712Expenses 2024: $260,379Net Income 2024: -$12,6672024

Highlighted filing

2024

Revenue$247,712
Expenses$260,379
Net Income-$12,667
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,242,882
Liabilities
$0
Net assets
$2,242,882
Revenue
$247,712
Expenses
$260,379
Net income
-$12,667
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.25$0.26$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.15$0.25$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.09$0.27$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.06$0.22$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.29$0.20$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.22$0.20$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.60$0.01$2.58$0.18$0.23$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.75$0.11$2.64$0.23$0.19$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.63$0.18$0.45
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.34$0.16$0.18
2014Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.36$0.17$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.07$0.16$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.15
2010Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.13
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J ARCHER O'REILLY IIISecretaryPT$2,000-$2,000
HERBERT J MOTLEY JRPresident-$0--
PAUL CLEMENTE JRVice President-$0--
CHRISTOPHER JOHN PORTERTreasurer-$0--
THOMAS WARREN THALERAssistant Secretary-$0--
STEPHEN JOHN KELLEHER JRAssistant Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOCIETY OF THE CINCINNATIMASSACHUSETTS SOCIETY OF THE CINCINNATI INTERNPUBLICWASHINGTON, DC, US$32,000
Paid GrantGENERAL HENRY KNOX MUSEUMPARTIAL FUNDING OF THE INTERNSHIP PROGRAM.PUBLICTHOMASTON, ME, US$15,000
Paid GrantCONCORD MUSEUMPATRIOT DAY CELEBRATION, TEACHER TRAINING AND RESOURCES TIED TO THE COMMEMORATION OF THE 250TH ANNIVERSARY OF THE AMERICAN REVOLUTION.PUBLICCONCORD, MA, US$12,000
Paid GrantREVOLUTION 250 COALITIONCOMMEMORATE THE 250TH ANNIVERSARY OF THE REVOLUTION.PUBLICBOSTON, MA, US$11,500
Paid GrantSOCIETY OF THE CINCINNATIANNUAL TRIENNIAL FUND CONTRIBUTIONPUBLICWASHINGTON, DC, US$7,000
Paid GrantMASSACHUSETTS HISTORICAL SOCIETYSUPPORT TEACHER OUTREACH AND MASOC FELLOWSHIP.PUBLICBOSTON, MA, US$6,000
Paid GrantTHE PAUL REVERE MEMORIAL ASSOCIATIONREENACTMENT SPECIFICALLY RELATED TO PAUL REVERE AND FAMILY. SESSIONS ON COLONIAL LIFE AND MUSIC OF LESS INTEREST.PUBLICBOSTON, MA, US$6,000
Paid GrantBATTLE RHODE ISLAND ASSOCIATIONFUND CONTINUED DEVELOPMENT OF WEBSITEPUBLICPORTSMOUTH, RI, US$5,000
Paid GrantCOL BAILEY 2NDGENERAL PURPOSE GRANTPUBLICBOLTON, MA, US$5,000
Paid GrantHINGHAM HISTORICAL SOCIETYPARTIAL FUNDING OF THE PROGRAM FOCUSING ON VIDEO PRODUCTION.PUBLICHINGHAM, MA, US$5,000
Paid GrantMOUNT GULIAN SOCIETYEXPAND AND ENHANCE MARKETING PROGRAM FOR 4TH AND 7TH GRADE PUBLIC, PRIVATE, AND HOME-SCHOOLED CHILDREN.PUBLICBEACON, NY, US$5,000
Paid GrantFRIENDS OF MINUTE MAN NATIONAL PARKLECTURES, GUN POWDER, AND ROYAL ARTILLERY UNIFORM.PUBLICCONCORD, MA, US$4,500
Paid GrantOLD NORTH ILLUMINATEDREENACTMENTS AND DISCUSSIONS SPECIFIC TO THE REVOLUTION.PUBLICBOSTON, MA, US$4,500
Paid GrantCOMMONWELATH MUSEUMFUNDING SCHOOL BUS TRANSPORTATION FOR FIELD TRIPS TO THE MUSEUM.PUBLICBOSTON, MA, US$4,000
Paid GrantMASSACHUSETTS COUNCIL FOR SOCIAL STUDIESFUNDING FOR HISTORICAL SITESPUBLICBOSTON, MA, US$3,900
Paid GrantAMERICAN FRIENDS OF LAFAYETTEPARTIAL FUNDING TOWARD 200TH ANNIVERSARY TOUR AND EVENTS.PUBLICGAITHERBURG, MD, US$3,750
Paid GrantWARREN FOUNDATIONPLANNING TO CREATE A DOCUMENTARY ABOUT THE LIFE OF JOSEPH WARREN.PUBLICWILLIAMSBURG, VA, US$3,750
Paid GrantMERCY OTIS WARREN SOCIETYGRANT IS TO PROMOTE THE REVOLUTIONARY WAR WRITER AND FIRST WOMEN TO WRITE THE HISTORY OF THE REVOLUTION THROUGH SHOWS.PUBLICMANOMET, MA, US$3,000
Paid GrantSOMERVILLE HISTORICAL SOCIETYREQUEST TO PRODUCE AND PRINT 10,000 MAPS OF REVOLUTIONARY SITES IN MEDFORD AND SOMERVILLE. MA OFFICE OF TOURISM FUNDING 7,750.PUBLICSOMERVILLE, MA, US$3,000
Paid GrantHISTORIC NEW ENGLAND (SOC FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES)REVOLUTIONARY ERA FIELD TRIP AND VIRTUAL EXPERIENCES FOR GRADES 3-8. FOCUS ON HENRY KNOX, EVACUATION DAY AND MEANING OF FREEDOM.PUBLICBOSTON, MA, US$2,000
Paid GrantBUNKER HILL MONUMENT ASSOCIATIONFUNDING FOR THE RESTORATION OF PORTRAITS.PUBLICCHARLESTOWN, MA, US$1,500
Paid GrantBIDWELL HOUSEFUND 16% OF THE BUDGET FOR EVENT IN CONJUNCTION WITH REVOLUTION 250.PUBLICMONTEREY, MA, US$1,000
Paid GrantDYER MEMORIAL LIBRARYREQUESTED FUNDS TO CREATE AN EXHIBIT AND PUBLIC PROGRAM.PUBLICABINGTON, MA, US$1,000
Paid GrantFRIENDS OF FORT CONSTITUTIONFUNDING FOR REPRODUCTION OF POWDER BARRELS AND RESTORING A HISTORIC FLAG.PUBLICBARRINGTON, NH, US$1,000
Paid GrantOLD COLONY HISTORY MUSEUMPARTIAL FUNDING OF A 17,000 PROGRAM OF REENACTMENT EVENTS AND SPEAKERS.PUBLICTAUNTON, MA, US$1,000
Paid Grant-ANNUAL FREDERICK GRAHAM AWARDPUBLICBRAINTREE, MA, US$1,000
Paid GrantSOCIETY OF THE CINCINNATICHALLENGE GRANT FOR 2023 NEVER GIVERS CAMPAIGNPUBLICWASHINGTON, DC, US$1,000
Paid GrantVARNUM CONTINENTALSPARTIAL FUNDING FOR NEW HVAC SYSTEM.PUBLICEAST GREENWICH, RI, US$1,000
Paid GrantHANOVER HISTORICAL SOCIETYSTORIES FROM REVOLUTION - TWO PRESENTATIONS, CEMETERY TOUR, AND ONLINE INFORMATION.PUBLICHANOVER, MA, US$915
Paid GrantALDEN KINDRED OF AMERICAGRANT REVOLUTIONARY WAR ENCAMPMENT.PUBLICDUXBURY, MA, US$750
Filing and Contact Details

Filer

Filer Name
Massachusetts Society of the Cincinnati
EIN
04-6046761
Phone
6175231635
Address
CO WELCH FORBES LLC 45 SCHOOL S, BOSTON, MA 02108

Signing Officer

Name
Herbert J Motley Jr
Title
President
Phone
6175231635
Signed
2025-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Welch & Forbes LLC
Address
45 SCHOOL STREET, BOSTON, MA 02108-3204
Preparer
Wayne Kurpiel
Phone
6175231635
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WEST PHARMACEUTICAL SVSC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46XYLEM INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt050172
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt050097
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt092939
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0102399
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08960
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MEMBERSHIP FEES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1SPECIAL EVENT RECEIPTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2COMMITTEE RECEIPTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3ANNUAL DINNER RECEIPTS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4MERCHANDISE SALES
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5RETURN OF GRANT FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt010000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt04500
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt18460
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt24400
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt36860
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt45389
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0214298
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt029609
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0243907
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02745
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02745
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0102399
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0152065
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0152065
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03805
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt092939
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt092939
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-12667
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0304405
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08960
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08960
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0102399
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0173486
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt026812
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt070852
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt039609
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt024713
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt024713
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt01389
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01354
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03938
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0178877
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0260379
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0204298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0247712
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt026812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0108314
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt326542
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51325
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt617758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt743290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt843209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt014188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt315939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt422697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt610865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-9363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt014188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt131485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt315939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt422697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt610865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-9363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt023209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt165452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt226678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt342481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt432417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt628623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt733927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt847050
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/PropertyDesc0AFLAC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CUMMINS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2EXPEDITORS INTL WASH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3EXPEDITORS INTL WASH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GALLAGHER ARTHUR J & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GALLAGHER ARTHUR J & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES RUSSELL 2000 (MKT)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7NIKE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-11-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0102399
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-12667
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02242882
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02255549
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02242882
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0199880
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0199880
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0199880
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0202291
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02411
IRS990PF/DistributableAmountGrp/TotalTaxAmt02411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02242
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0331
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02411
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02742
IRS990PF/FMVAssetsEOYAmt04153554
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01304909
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01304909
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014850
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064891
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0142940
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0168046
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0155019
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01985174
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01931118
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03854892
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02500
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0950640
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0937973
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0110085
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt026155
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt026155
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02255549
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02242882
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04153554
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02255549
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02242882
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02255549
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02242882
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt050172
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt050097
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04107435
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0145
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04104790
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt061612
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02500
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0202291
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04045823
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04107435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J ARCHER O'REILLY III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HERBERT J MOTLEY JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAUL CLEMENTE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CHRISTOPHER JOHN PORTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4THOMAS WARREN THALER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5STEPHEN JOHN KELLEHER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SECRETARY

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