Civic Intelligence

Ethel Dow Wells Foundation Inc.

EIN 04-6056412 • Deerfield, MA

Pub. 78 Eligible
C/O Martha Lyman P O Box 157Deerfield, MA 01342
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

92nd percentile

66%

Higher net margin than 92% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

65th percentile

5.0%

Faster asset growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

92nd percentile

134%

Faster revenue growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$411,489

Up $19,780 (+5.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$411,489

Up $19,780 (+5.0%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin92nd percentile

Revenue

Up

$56,325

Up $32,212 (+134%) from 2024

Expenses

Up

$19,413

Up $1,727 (+9.8%) from 2024

Net Income

Up

$36,912

Up $30,485 (+474%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth65th percentile

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

$600K$400K$200K$0Assets 2011: $323,644Liabilities 2011: $02011Assets 2012: $358,989Liabilities 2012: $02012Assets 2013: $371,262Liabilities 2013: $02013Assets 2014: $394,807Liabilities 2014: $0Net Assets 2014: $394,8072014Assets 2015: $369,504Liabilities 2015: $0Net Assets 2015: $369,5042015Assets 2016: $410,449Liabilities 2016: $0Net Assets 2016: $410,4492016Assets 2017: $419,725Liabilities 2017: $0Net Assets 2017: $419,7252017Assets 2018: $402,068Liabilities 2018: $0Net Assets 2018: $402,0682018Assets 2019: $393,903Liabilities 2019: $0Net Assets 2019: $393,9032019Assets 2020: $393,387Liabilities 2020: $0Net Assets 2020: $393,3872020Assets 2021: $408,604Liabilities 2021: $0Net Assets 2021: $408,6042021Assets 2022: $346,208Liabilities 2022: $0Net Assets 2022: $346,2082022Assets 2023: $349,160Liabilities 2023: $0Net Assets 2023: $349,1602023Assets 2024: $391,709Liabilities 2024: $0Net Assets 2024: $391,7092024Assets 2025: $411,489Liabilities 2025: $0Net Assets 2025: $411,4892025

Highlighted filing

2025

Assets$411,489
Liabilities$0
Net Assets$411,489
Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $13,340Expenses 2011: $16,293Net Income 2011: -$2,9532011Revenue 2012: $11,942Expenses 2012: $16,305Net Income 2012: -$4,3632012Revenue 2013: $12,931Expenses 2013: $18,276Net Income 2013: -$5,3452013Revenue 2014: $12,683Expenses 2014: $18,880Net Income 2014: -$6,1972014Revenue 2015: $13,986Expenses 2015: $18,052Net Income 2015: -$4,0662015Revenue 2016: $19,331Expenses 2016: $18,741Net Income 2016: $5902016Revenue 2017: $20,783Expenses 2017: $20,054Net Income 2017: $7292017Revenue 2018: $18,588Expenses 2018: $21,438Net Income 2018: -$2,8502018Revenue 2019: $21,571Expenses 2019: $20,164Net Income 2019: $1,4072019Revenue 2020: $23,390Expenses 2020: $19,758Net Income 2020: $3,6322020Revenue 2021: $19,663Expenses 2021: $20,278Net Income 2021: -$6152021Revenue 2022: $19,712Expenses 2022: $20,802Net Income 2022: -$1,0902022Revenue 2023: $11,166Expenses 2023: $17,631Net Income 2023: -$6,4652023Revenue 2024: $24,113Expenses 2024: $17,686Net Income 2024: $6,4272024Revenue 2025: $56,325Expenses 2025: $19,413Net Income 2025: $36,9122025

Highlighted filing

2025

Revenue$56,325
Expenses$19,413
Net Income$36,912
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,489
Liabilities
$0
Net assets
$411,489
Revenue
$56,325
Expenses
$19,413
Net income
$36,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.56$0.19$0.37
2024Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.24$0.18$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.11$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.20$0.21$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.20$0.20$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.23$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.22$0.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.19$0.21$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.21$0.20$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.19$0.19$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.14$0.18$0.04
2014Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.13$0.19$0.06
2013Summary only. Only limited summary data is available for this year.$3.71$0.00$0.13$0.18$0.05
2012Summary only. Only limited summary data is available for this year.$3.59$0.00$0.12$0.16$0.04
2011Summary only. Only limited summary data is available for this year.$3.24$0.00$0.13$0.16$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 27, 2026
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha LymanPresident-$0--
Sherry HagerSecretary-$0--
Timothy BishopTreasurer-$0--
John PalmerMember-$0--
Roberta StuartMember-$0--
Barbara Brehm CurtisMember-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGCC FoundationEducation ScholarshipN AGreenfield, MA, US$18,100
Filing and Contact Details

Filer

Filer Name
Ethel Dow Wells Foundation Inc
EIN
04-6056412
Phone
4137746881
Address
C/O MARTHA LYMAN P O BOX 157, Deerfield, MA 01342

Signing Officer

Name
Timothy Bishop
Title
Treasurer
Phone
4139234064
Signed
2026-01-27
Raw XML AppendixShowing 400 of 690 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0171
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Cost of tax preparation software fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0171
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt40
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt50
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt60
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt70
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt80
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt90
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12018-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22020-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32020-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52007-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62012-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82020-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92005-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0CVS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1CVS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2PFF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3VZ
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4MRK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5JNJ
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6JNJ
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7MRK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8JPM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9PG
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt05092
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt17934
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt29653
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt39673
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt45737
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt56611
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt63267
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt77171
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt87464
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt96980
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt04059
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt16765
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt28735
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt36967
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt48868
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt515446
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt67723
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt710163
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt824395
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt919566
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9Purchase
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt0CVS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt1CVS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt2PFF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt3VZ
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt4MRK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt5JNJ
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt6JNJ
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt7MRK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt8JPM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt9PG
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt20
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt30
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt40
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt50
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt60
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt70
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt80
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt90
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02025-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12025-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22025-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32025-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42025-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52025-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62025-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72025-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82025-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92025-09
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Doing Business As Names
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0DBA
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0Ethel Dow Wells Foundation Inc
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Vanguard Int-Term Inv Grade Bond (VFIDX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Vanguard Short-Term Investment-Grade Inv (VFSTX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2Vanguard Interm-Term Invmt-Grade Inv (VFICX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Vanguard Short-Term Inv Grade Bond (VFSUX)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4iShares Hi Yield Syst Bond ETF (HYDB)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt076132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt339376
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt49091
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt076132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt339376
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt49091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt327813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt519206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt673284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt750178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt824919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt916708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt109992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1213472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1430315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt327813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt519206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt673284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt750178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt824919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt916708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt109992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt137096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1430315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CVS Health Corp CVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1iShares Preferred and Income Securities ETF PFF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Verizon Communications VZ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Johnson & Johnson JNJ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Merck & Co Inc MRK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Procter & Gamble PG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Technology Select Sector SPDR Fund XLK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Vanguard High Dividend Yield ETF VYM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8JPMorgan Chase JPM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Schwab US Dividend Equity ETF SCHD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Vanguard FTSE All World Ex US ETF VEU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Vanguard Mid Cap Value ETF VOE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Vanguard S&P 500 ETF VOO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Vanguard Small Cap Value ETF VBR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Vanguard Intl High Div Yield ETF VYMI
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt012929
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043105
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0291
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt10
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt20
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt40
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt50
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt60
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt056325
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt056325
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0171
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043105
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt018100
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt018100
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012929
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012929
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt036912
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0112687
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0291
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0291
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt043105
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt055012
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0809
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0809
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0333
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt018100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01313
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt056325
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt056325
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01313
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01313
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52007-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92005-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt56611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt77171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt96980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt58835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt816931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt912586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt43131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt816931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt912586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36967
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt710163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt824395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt919566
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/PropertyDesc075 sh CVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125 sh CVS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2275 sh PFF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3175 sh VZ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 sh MRK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5100 sh JNJ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc650 sh JNJ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7125 sh MRK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc879 sh JPM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9125 sh PG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-02-06

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits