Civic Intelligence

Robert C Vance Charitable Foundation

990PF • Fiscal year 2025 • EIN 06-6050188

Feb 01, 2024 to Jan 31, 2025 • Filed on Mar 09, 2025

Organization Profile
PO Box 653067Dallas, TX 75265-3067

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$22,107

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

40%

Faster revenue growth than 81% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,647,387

Up $356,531 (+16%) from 2024

Net Assets

$2,647,387

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin78th percentile

Revenue

Up

$1,352,527

Up $388,678 (+40%) from 2024

Expenses

Down

$995,996

Down $77,797 (-7.2%) from 2024

Net Income

Up

$356,531

Up $466,475 (+424%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,737,709Liabilities 2012: $02012Assets 2013: $4,576,322Liabilities 2013: $02013Assets 2014: $4,398,858Liabilities 2014: $02014Assets 2015: $4,130,779Liabilities 2015: $02015Assets 2016: $3,895,632Liabilities 2016: $02016Assets 2020: $3,264,389Liabilities 2020: $1Net Assets 2020: $3,264,3892020Assets 2021: $3,011,225Liabilities 2021: $1Net Assets 2021: $3,011,2252021Assets 2022: $2,636,400Liabilities 2022: $1Net Assets 2022: $2,636,4002022Assets 2023: $2,400,632Liabilities 2023: $1Net Assets 2023: $2,400,6322023Assets 2024: $2,290,856Liabilities 2024: $12024Assets 2025: $2,647,387Liabilities 2025: $0Net Assets 2025: $2,647,3872025

Highlighted filing

2025

Assets$2,647,387
Liabilities$0
Net Assets$2,647,387
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2012: $253,272Expenses 2012: $433,343Net Income 2012: -$180,0712012Revenue 2013: $327,570Expenses 2013: $488,402Net Income 2013: -$160,8322013Revenue 2014: $331,960Expenses 2014: $509,384Net Income 2014: -$177,4242014Revenue 2015: $319,430Expenses 2015: $557,995Net Income 2015: -$238,5652015Revenue 2016: $319,707Expenses 2016: $583,236Net Income 2016: -$263,5292016Revenue 2020: $906,235Expenses 2020: $648,117Net Income 2020: $258,1182020Revenue 2021: $342,117Expenses 2021: $595,281Net Income 2021: -$253,1642021Revenue 2022: $383,873Expenses 2022: $758,698Net Income 2022: -$374,8252022Revenue 2023: $494,345Expenses 2023: $730,111Net Income 2023: -$235,7662023Revenue 2024: $963,849Expenses 2024: $1,073,793Net Income 2024: -$109,9442024Revenue 2025: $1,352,527Expenses 2025: $995,996Net Income 2025: $356,5312025

Highlighted filing

2025

Revenue$1,352,527
Expenses$995,996
Net Income$356,531
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Mar 9, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N AAgent For Fiduciary-$22,107-$22,107
HERBERT E CARLSON JRDir/Chmn/President-$0--
CHERYL C CARLSONDirector/Secretary-$0--
CYNTHIA A CARLSONDirector/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Robert C Vance Char Fdn
EIN
06-6050188
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Herbert E Carlson Jr
Title
President
Phone
8888663275
Signed
2025-03-09

Preparer

Firm
Bank of America
Address
PO BOX 653067, DALLAS, TX 75265-3067
Preparer
Karen J Kiser
Phone
8888663275
Raw XML AppendixShowing 400 of 654 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt274130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3143828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt434456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt639373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt720273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt814895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt926500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1089724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1121505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1226641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1348860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1431108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1512032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1638342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17145248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18101999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2049065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2127640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2231713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23108015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2442427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2531228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26100814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2747231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2841320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2931243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt308004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3117160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3244414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3365976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3419620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3539790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3612464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt373739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3816500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3929569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt407302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4115659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4226266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4342110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4445401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4510649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4626471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4812891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4918918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5050150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt514530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5313373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt545251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt553046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt563185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt573724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1298600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2344629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3427320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4381248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt592590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6105684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7532700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8574530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt956480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10260100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1159985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12499410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13150690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141302000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1549520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16117900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17760750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt184460940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19592920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2078367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2154340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2278617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23343720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2495415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25801900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26975960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27401900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28217877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt297772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30415060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3194920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3278780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3388095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34104487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3524000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt368910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37101280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38228992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3937300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4083950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4184517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4210280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4354492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4485641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451323945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4627870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4716674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4832794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49411362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5032690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5123855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5264475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5359996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5412948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt558601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5664803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0922042866 VANGUARD MSCI PACIFI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1922908769 VANGUARD TOTAL STK M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm330231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4067806109 BARNES GROUP INC DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5244199105 DEERE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7854502101 STANLEY BLACK & DECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm888579Y101 3M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm902209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10126650100 CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11194162103 COLGATE PALMOLIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1225243Q205 DIAGEO PLC SPSD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16075887109 BECTON DICKINSON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18478160104 JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2058933Y105 MERCK AND CO INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2280105N105 SANOFI ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24064058100 BANK NEW YORK MELLON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25360271100 FULTON FINL CORP PA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2644041F105 HORIZON FINCL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2746625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28571748102 MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29693475105 PNC FINCL SERVICES G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3300206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3492343V104 VERIZON COMMUNICATNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35092113109 BLACK HILLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3626441C204 DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3730161N101 EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38552690109 MDU RESOURCES GRP IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39596680108 MIDDLESEX WATER COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4065339F101 NEXTERA ENERGY INC S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4165473P105 NISOURCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42842587107 SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43297178105 ESSEX PPTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44931427108 WALGREENS BOOTS ALLI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45G5960L103 MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46163851108 CHEMOURS (THE) CO SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47500754106 KRAFT (THE) HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48125523100 CIGNA GROUP/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4922052L104 CORTEVA INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50260557103 DOW INC REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5126614N102 DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52921937710 VANGUARD SMALL CAP G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5314448C104 CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5468902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5575513E101 RTX CORP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5668622V106 ORGANON AND CO REG S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5729082K105 EMBECTA CORP REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5821037T109 CONSTELLATION ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59498894104 KNIFE RIVER CORP REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60300426103 EVERUS CONSTRUCTION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6183444M101 SOLVENTUM CORP REG S
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0440737
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0911790
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01352527
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01352527
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0911790
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08843
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt013264
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt022107
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0945740
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0945740
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0440737
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0440737
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0356531
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0958423
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0911790
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01337886
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt06430
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0537
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020379
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0961513
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014641
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0995996
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01352527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01352527
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015773
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014641
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt050256
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt01991-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11992-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt21997-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31997-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt41997-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51999-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110524
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt57791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0350005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1449349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt228827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt314446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt429292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt539709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0350005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1449349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt228827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt314446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt429292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt539709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0355888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1459873
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt238000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt319000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt438000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt547500
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/PropertyDesc01000. CIGNA GROUP/THE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1500. LILLY ELI & COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2800. BARNES GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3400. BARNES GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4800. BARNES GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51000. BARNES GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0911790
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0356531
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02647387
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02290856
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02647387
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0897317
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0897317
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0897317
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0915914
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018597
IRS990PF/DistributableAmountGrp/TotalTaxAmt018597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt013200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018597
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt05397
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt013200
IRS990PF/FMVAssetsEOYAmt018359995
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02290856
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02647387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02053133
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02006501
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017719109
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0237723
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0640886
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0640886
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02290856
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02647387
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt018359995
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02290856
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02647387
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02290856
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02647387
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018597234
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0560439
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt018036795
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0278959
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0915914
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018318275
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018597234
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt04
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt222107
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HERBERT E CARLSON JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHERYL C CARLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BANK OF AMERICA N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CYNTHIA A CARLSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIR/CHMN/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2AGENT FOR FIDUCIARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt021 WINESAP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt121 WINESAP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2225 FRANKLIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt341 FARMINGTON CHASE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0KENSINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1KENSINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0060372932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1060372932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3060323188
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0961513
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0961513
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,647,387
Liabilities
$0
Net assets
$2,647,387
Revenue
$1,352,527
Expenses
$995,996
Net income
$356,531
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$1.35$1.00$0.36
2024Detailed filing. Detailed filing data is available for this year.$2.29$0.00$0.96$1.07$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.49$0.73$0.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.64$0.00$2.64$0.38$0.76$0.37
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.34$0.60$0.25
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.26$0.00$3.26$0.91$0.65$0.26
2016Summary only. Only limited summary data is available for this year.$3.90$0.00$0.32$0.58$0.26
2015Summary only. Only limited summary data is available for this year.$4.13$0.00$0.32$0.56$0.24
2014Summary only. Only limited summary data is available for this year.$4.40$0.00$0.33$0.51$0.18
2013Summary only. Only limited summary data is available for this year.$4.58$0.00$0.33$0.49$0.16
2012Summary only. Only limited summary data is available for this year.$4.74$0.00$0.25$0.43$0.18