Civic Intelligence

E Joseph Evans Charitable Trust Janet Alfieri Trustee

990PF • Fiscal year 2020 • EIN 04-6269182

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
PO Box 1650Plymouth, MA 02360

(781) 588-4190

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-128%

Higher net margin than 6% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$20,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

16th percentile

-5.3%

Faster asset growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

16th percentile

-35%

Faster revenue growth than 16% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,580,717

Down $88,501 (-5.3%) from 2019

Net Assets

Down

$1,580,717

Down $88,501 (-5.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin6th percentile

Revenue

Down

$74,933

Down $40,846 (-35%) from 2019

Expenses

Down

$170,537

Down $11,320 (-6.2%) from 2019

Net Income

Down

-$95,604

Down $29,526 (-45%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2009: $1,053,923Liabilities 2009: $02009Assets 2010: $1,158,571Liabilities 2010: $02010Assets 2011: $1,157,565Liabilities 2011: $12011Assets 2012: $1,121,630Liabilities 2012: $0Net Assets 2012: $1,121,6302012Assets 2013: $1,228,487Liabilities 2013: $0Net Assets 2013: $1,228,4872013Assets 2014: $1,873,049Liabilities 2014: $0Net Assets 2014: $1,873,0492014Assets 2015: $1,949,154Liabilities 2015: $0Net Assets 2015: $1,949,1542015Assets 2016: $1,929,661Liabilities 2016: $0Net Assets 2016: $1,929,6612016Assets 2017: $1,836,237Liabilities 2017: $0Net Assets 2017: $1,836,2372017Assets 2018: $1,730,652Liabilities 2018: $0Net Assets 2018: $1,730,6522018Assets 2019: $1,669,218Liabilities 2019: $0Net Assets 2019: $1,669,2182019Assets 2020: $1,580,717Liabilities 2020: $0Net Assets 2020: $1,580,7172020Assets 2021: $1,924,968Liabilities 2021: $0Net Assets 2021: $1,924,9682021Assets 2022: $1,782,898Liabilities 2022: $0Net Assets 2022: $1,782,8982022Assets 2023: $1,619,409Liabilities 2023: $12023Assets 2024: $1,621,552Liabilities 2024: $0Net Assets 2024: $1,621,5522024

Highlighted filing

2020

Assets$1,580,717
Liabilities$0
Net Assets$1,580,717
Open 2020 Filing

Operations Trend

Revenue Growth16th percentile

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

$1.0M$500K$0-$500KRevenue 2009: $101,976Expenses 2009: $131,663Net Income 2009: -$29,6872009Revenue 2010: $117,920Expenses 2010: $13,272Net Income 2010: $104,6482010Revenue 2011: $87,153Expenses 2011: $88,159Net Income 2011: -$1,0062011Expenses 2012: $127,1032012Revenue 2013: $232,480Expenses 2013: $125,623Net Income 2013: $106,8572013Revenue 2014: $779,289Expenses 2014: $134,727Net Income 2014: $644,5622014Revenue 2015: $210,744Expenses 2015: $139,766Net Income 2015: $70,9782015Revenue 2016: $68,263Expenses 2016: $139,922Net Income 2016: -$71,6592016Revenue 2017: $90,173Expenses 2017: $167,938Net Income 2017: -$77,7652017Revenue 2018: $48,062Expenses 2018: $157,489Net Income 2018: -$109,4272018Revenue 2019: $115,779Expenses 2019: $181,857Net Income 2019: -$66,0782019Revenue 2020: $74,933Expenses 2020: $170,537Net Income 2020: -$95,6042020Revenue 2021: $466,920Expenses 2021: $160,562Net Income 2021: $306,3582021Revenue 2022: -$59,573Expenses 2022: $122,683Net Income 2022: -$182,2562022Revenue 2023: $21,037Expenses 2023: $154,774Net Income 2023: -$133,7372023Revenue 2024: $191,491Expenses 2024: $156,213Net Income 2024: $35,2782024

Highlighted filing

2020

Revenue$74,933
Expenses$170,537
Net Income-$95,604
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANET ALFIERITrustee-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
E Joseph Evans Charitable Trust
EIN
04-6269182
Phone
7815884190
Address
PO BOX 1650, PLYMOUTH, MA 02360

Signing Officer

Name
Janet Alfieri
Title
Trustee
Phone
7815884190
Signed
2021-11-12

Preparer

Firm
Condon & Lapsley LLC
Address
15 CASWELL LANE, PLYMOUTH, MA 02360
Preparer
M Catherine Lapsley CPA
Phone
5088300500
Raw XML AppendixShowing 400 of 913 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/Amt04300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SECTION 1250 GAIN
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisMethodTxt0COST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt082
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASED
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt00
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt614991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2218209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2318740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2517946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt266020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt274445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2820109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt297066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt306723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3118999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3310154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3419632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3520073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt378067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt389231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3919679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4017833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4119626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4312991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt449094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4512007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt464755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt475849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4812912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4911075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt505131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5112133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt533510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5412525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5511284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5612403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt577377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5811793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt597300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt608417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt613936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6211055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6312277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6414009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt655850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt663642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt673795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt688954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt693804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt705699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt438878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt521311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt617271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt710604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt816385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt914672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1018839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1111551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1210127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1322060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1415570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1517000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1718806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1821299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1921416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt206437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2125356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2229139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2320460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2536340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2620960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2716482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2825615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2920561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3012974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3135335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3211420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3313912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3423590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3528654
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3612344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3710233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3815673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3923581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4018932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4133394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt424311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4314813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4414494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4510938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt466514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt477804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4812978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4910096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt505259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5111280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt533571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5414061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5510878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5615184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5710525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5812927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt596616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt608998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt614134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6212699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6313660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6428004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt659902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt663675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt675135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6812676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt694465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt706036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE SYSTEMS INC (ADBE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC-CL A (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN ELECTRIC POWER CO (AEP)-96 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN WATER WORKS CO INC (AWK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE COMPUTER INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T INC (T)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AVANGRID INC (AGR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COMCAST CORP CL A NEW (CMCSA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COSTCO WHOLESALE CORP (COST)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DANAHER CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EDWARD LIFESCIENCES CORP (EW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EVERSOURCE ENERGY (ES)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FACEBOOK INC CL A (FB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15HOME DEPOT INC (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JP MORGAN CHASE & CO (JPM)-10 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18LOCKHEED MARTIN CORP (LMT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19MASTERCARD INC (MA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORP (MSFT)-24 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MID-AMERICA APARTMENT COMMU (MAA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NATIONAL RETAIL PROPERTIES (NNN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PAYCHEX INC (PAYX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26THERMO FISHER SCIENTIFIC IN (TMO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27UNITEDHEALTH GRP INC (UNH)-36 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VERIZON COMM (VZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29VISA INC (V)-5 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30WALMART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31XCEL ENERGY INC (XEL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BERKSHIRE HATHAWAY (BRKB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CINCINNATI FINL CORP (CINF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CROWN CASTLE INTERNATIONAL (CCI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NEXTERA ENERGY INC (NEE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PEPSICO INC (PEP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ACCENTURE PLC CL A (ACN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39COCA COLA (KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTEL CORP (INTC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PROCTOR & GAMBLE (PG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ROPER TECHNOLOGIES (ROP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SONOCO PRODS CO (SON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WALT DISNEY CO (DIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ALIBABA GROUP HLDG (BABA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ASML HOLDING (ASML)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48CISCO SYS INC (CSCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49CLOROX CO DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50CVS HEALTH CDARE (CVS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DOMINION ENERGY INC (D)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EMERSON ELECTRI (EMR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53EQUINIX INC (EQIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54FIFTH THIRD BANKCORP (FITB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55GENERAL MILLS INC (GIS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HARTFORD FINL SVCS GROUP (HIG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HCA HEALTHCARE INC (HCA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INTRNATIONAL PAPER CO (IP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LHARRIS TECHNOLOGIES (LHX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MERCK & CO INC (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61NXP SEMICONDUCTORS (NXPI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62PFIZER INC (PFE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63PHILIP MORRIS INTL (PM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64PROLOGIS INC (PLD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65QUALCOMM INC (QCOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66SHERWIN WILLIAMS (SHW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67STARBUCKS CORP (SBUX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TMOBILE US INC (TMUS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TRANSUNION COM (TRU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNILEVER PLC SPON (UL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VIATRIS INC (VTRS)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15548
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2105983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3619505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt469000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt555131
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESCO PREFERRED PORTF (PGX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1STONE RIDGE REINSUR RISK PR (SRRIX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CITY NATIONAL ROCHDALE EMERGING MARKETS(CNRYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3CNR FIX INCOMOPP N (RIMOX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4CITY NATIONAL ROCHDALE FUNDS SELECT (CNRLX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5FIERA CAP SER TR (CRNYX)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt294339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3569854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt478201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt585777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt069152
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05766
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt015
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt074933
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt074933
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04300
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05684
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0115000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0115000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069152
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069152
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-95604
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0382688
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05766
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt019314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt031102
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt031102
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt055537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0170537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt074851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt074933
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt055537
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt055537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52657
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt68392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt78166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt85695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt951339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1112506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt138689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1432608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt155041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1718246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt183971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1912420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt202165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2111358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt234793
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt244444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt252658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt267614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2718629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt289438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt293344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt304962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3118501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt327617
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt333734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt343815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3519192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3618191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3718817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt382082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3919075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt84705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-12409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-5316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt128483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-1931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-5547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19-4334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt207750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21-8300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt231216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt244610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-1797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27-4045
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28-1740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt294115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt307563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31-6975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt333324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34-763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35-11916
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt364019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt37-8329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt387796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3915717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt57161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1838
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-1908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt84705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-12409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-5316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt128483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-1931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-5547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt181261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-4334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt207750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21-8300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt231216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt244610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26-1797

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,580,717
Liabilities
$0
Net assets
$1,580,717
Revenue
$74,933
Expenses
$170,537
Net income
-$95,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.19$0.16$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$0.02$0.15$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.06$0.12$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.47$0.16$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.17$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.12$0.18$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.05$0.16$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.09$0.17$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.21$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.78$0.13$0.64
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.23$0.13$0.11
2012Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.13
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.09$0.09$0.00
2010Summary only. Only limited summary data is available for this year.$1.16$0.00$0.12$0.01$0.10
2009Summary only. Only limited summary data is available for this year.$1.05$0.00$0.10$0.13$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits