Civic Intelligence

Mattina R Proctor Foundation

EIN 11-1067014 • Boston, MA

75 Federal St Ste 1300Boston, MA 02110-2052
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

28th percentile

-3.8%

Higher net margin than 28% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

77th percentile

$67,540

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.4%

Faster asset growth than 31% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

270%

Faster revenue growth than 96% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,190,545

Down $43,729 (-0.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$10,190,545

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue18th percentileNet Margin28th percentile

Revenue

Up

$1,064,390

Up $776,491 (+270%) from 2023

Expenses

Up

$1,104,505

Up $57,172 (+5.5%) from 2023

Net Income

Up

-$40,115

Up $719,319 (+95%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$15M$10M$5.0M$0Assets 2010: $9,956,140Liabilities 2010: $0Net Assets 2010: $9,956,1402010Assets 2011: $9,401,143Liabilities 2011: $12011Assets 2012: $9,089,200Liabilities 2012: $0Net Assets 2012: $9,089,2002012Assets 2013: $8,746,321Liabilities 2013: $12013Assets 2014: $8,623,195Liabilities 2014: $1Net Assets 2014: $8,623,1952014Assets 2015: $8,073,768Liabilities 2015: $0Net Assets 2015: $8,073,7682015Assets 2017: $7,552,984Liabilities 2017: $0Net Assets 2017: $7,552,9842017Assets 2018: $7,538,417Liabilities 2018: $0Net Assets 2018: $7,538,4172018Assets 2019: $8,825,935Liabilities 2019: $1Net Assets 2019: $8,825,9352019Assets 2020: $10,824,037Liabilities 2020: $1Net Assets 2020: $10,824,0372020Assets 2021: $11,262,047Liabilities 2021: $1Net Assets 2021: $11,262,0472021Assets 2022: $10,968,415Liabilities 2022: $0Net Assets 2022: $10,968,4152022Assets 2023: $10,234,274Liabilities 2023: $12023Assets 2024: $10,190,545Liabilities 2024: $0Net Assets 2024: $10,190,5452024

Highlighted filing

2024

Assets$10,190,545
Liabilities$0
Net Assets$10,190,545
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $758,4672010Revenue 2011: $341,615Expenses 2011: $899,834Net Income 2011: -$558,2192011Expenses 2012: $849,0252012Revenue 2013: $564,453Expenses 2013: $904,181Net Income 2013: -$339,7282013Revenue 2014: $857,870Expenses 2014: $1,001,542Net Income 2014: -$143,6722014Revenue 2015: $432,587Expenses 2015: $982,014Net Income 2015: -$549,4272015Revenue 2017: $495,322Expenses 2017: $800,258Net Income 2017: -$304,9362017Revenue 2018: $759,601Expenses 2018: $774,168Net Income 2018: -$14,5672018Revenue 2019: $2,055,002Expenses 2019: $767,484Net Income 2019: $1,287,5182019Revenue 2020: $2,749,478Expenses 2020: $753,179Net Income 2020: $1,996,2992020Revenue 2021: $1,286,378Expenses 2021: $862,089Net Income 2021: $424,2892021Revenue 2022: $454,843Expenses 2022: $784,342Net Income 2022: -$329,4992022Revenue 2023: $287,899Expenses 2023: $1,047,333Net Income 2023: -$759,4342023Revenue 2024: $1,064,390Expenses 2024: $1,104,505Net Income 2024: -$40,1152024

Highlighted filing

2024

Revenue$1,064,390
Expenses$1,104,505
Net Income-$40,115
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$10,190,545
Liabilities
$0
Net assets
$10,190,545
Revenue
$1,064,390
Expenses
$1,104,505
Net income
-$40,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.06$1.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$10.2$0.00$0.29$1.05$0.76
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.45$0.78$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.00$11.3$1.29$0.86$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.00$10.8$2.75$0.75$2.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.83$0.00$8.83$2.06$0.77$1.29
2018Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.76$0.77$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.55$0.00$7.55$0.50$0.80$0.30
2016Detailed filing. Detailed filing data is available for this year.
2015Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.43$0.98$0.55
2014Detailed filing. Detailed filing data is available for this year.$8.62$0.00$8.62$0.86$1.00$0.14
2013Detailed filing. Detailed filing data is available for this year.$8.75$0.00$0.56$0.90$0.34
2012Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$0.85
2011Summary only. Only limited summary data is available for this year.$9.40$0.00$0.34$0.90$0.56
2010Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.76
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY D HUTCHINSTrusteePT$67,540-$67,540
WILLIAM I HOCHBERGTrusteePT$67,540-$67,540
Filing and Contact Details

Filer

Filer Name
Mattina R Proctor Foundation
EIN
11-1067014
Phone
6177485107
Address
75 FEDERAL ST STE 1300, BOSTON, MA 02110-2052

Signing Officer

Name
Jeffrey D Hutchins
Title
Trustee
Phone
6177485107
Signed
2025-08-08
Discuss with paid preparer
Yes

Preparer

Firm
Broude & Hochberg Llp
Address
75 FEDERAL ST STE 1300, BOSTON, MA 02110
Preparer
Jeremy Chase
Phone
6177485100
Raw XML AppendixShowing 400 of 1,198 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/Amt014657
AccountingFeesSchedule/AccountingFeesDetail/Amt1560
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0B&H - TAX
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1B&H - TAX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0200973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1152378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2516894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3295274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4152015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5370394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6254482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7152497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8247485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9239938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10152065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11228529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12250676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13267314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14327057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15192217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16242846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17350133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18232854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19242651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20173086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21199206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22345017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23160149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24250809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25302836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26411329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27316089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28276988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29200025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30290902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3194807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3244787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33120460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34244327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3550848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36245576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3724013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38119281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39191360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40244468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41553566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0214909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1290227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2784319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3312768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4287883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51352268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6748098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7276630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8249557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9393642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101219478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11530504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121233384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13360982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14386723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15355200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16205813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt171026222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18276123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19308800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20421362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21233520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22544586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt231054724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24360913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25497400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt262107500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27335725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28797872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29215441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30504792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31301770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32102846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33381876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34269188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35343525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36257882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37456080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38202344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39310895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40283323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41903500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES - 1,900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC IRELAND - 825 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AIR PRODUCTS & CHEM - 690 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM INC - 3,575 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMGEN, INC - 1,200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANALOG DEVICES INC - 1,355 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC 5,400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLIED MATERIALS INC - 4,600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AT&T INC - 0 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AUTOMATIC DATA PROCESSING - 945 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BECTON DICKINSON & CO - 1,100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLACKROCK INC - 384 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BRISTOL MYERS SQUIBB CO - 4,688 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BROADCOM INC - 5260 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BROWN AND BROWN INC - 5,200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CATERPILLAR INC - 3,400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHENIERE ENERGY INC - 1,680 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CHEVRON CORP - 2,670 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CISCO SYSTEMS INC - 6,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CONSTELLATION ENERGY CORP - 920 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20COSTCO WHOLESALE CORP - 1,120 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CROWDSTRIKE HLDGS INC - 807 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CVS HEALTH CORP - 0 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23DISNEY CO - 3,900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DOW INC - 4,900 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DUKE ENERGY CORP - 2,475 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ELI LILLY & CO - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EMERSON ELECTRIC CO - 3,400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GENUINE PARTS CO - 2,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29HOME DEPOT INC - 1,400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JP MORGAN CHASE & CO - 4,400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MCDONALDS CORP - 1,245 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MERCK & CO INC - 5,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MICROSOFT CORP - 5,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NIKE INC CL B - 4,100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NVIDIA CORP - 2500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ORACLE CORP - 4,788 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PAYCHEX INC - 3,600 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PFIZER INC - 7,189 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PROCTER & GAMBLE CO - 1,800 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PROLOGIS INC - 973 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42RTX CORP - 3,300 S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43STARBUCKS CORP - 2,950 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44STATE STREET CORP - 3,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TALEN ENERGY CORP - 1,280 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46TARGET CORP - 1,400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNION PACIFIC CORP - 2,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48UNITEDHEALTH GROUP INC - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49US BANCORP - 6,500 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50VERIZON COMMUNICATIONS -0 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VISTRA CORP - 2,055 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WALMART, INC - 10,000 SHS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0370826
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0651176
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05418
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt036970
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01064390
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01064390
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt015217
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0731375
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt067540
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt067540
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0135080
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0767000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0767000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0370826
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0370826
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40115
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02631861
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05418
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05418
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02717
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0651176
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01001142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04256
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt042137
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt036970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt036970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0100567
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt033770
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0134337
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0939363
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0143447
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01104505
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01144589
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01064390
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0172363
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0143447
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0337505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71985-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91996-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-08-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112001-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt191985-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt211991-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt231991-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272005-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0200856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt257094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt540964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt635231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8212053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt913790
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10301154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1182260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12192770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14146835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1516151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1611295
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt172289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1856055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt192047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2022584
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2122754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22207942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt235807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24119504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt254700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26114551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2715111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-42218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-9642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt32056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-1522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt598451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-10082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt725624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-60680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt916943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-36488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1178321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-13015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-29994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15258717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-2306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1736666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-11111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1926747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-4606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21114882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2211971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2329317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2495868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26121272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2727890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-42218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-9642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt32056
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-1522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt598451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-10082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt725624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-60680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt916943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-36488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1178321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-13015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-29994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15258717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-2306
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1736666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-11111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1926747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-4606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21114882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2211971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2329317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2495868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt25741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt26121272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2727890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0158638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16482
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt247452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5139415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt625149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt730704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8151373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt930733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10264666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11160581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12179755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14116841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15274868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt168989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1738955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1844944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1928794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2017978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21137636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22219913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2335124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24215372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt255441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt26235823
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2743001
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/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0690 SHS AIR PRODUCTS & CHEMICALS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1131 SHS CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2500 SHS DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc331 SHS DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc440 SHS DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51469 SHS DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6265 SHS DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7333.01 SHS DUKE ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81595 SHS DISNEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9333.33 SHS DUKE ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc104900 SHS DOW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111741.66 SHS DUKE ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc122000 SHS NIKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1367 SHS DUKE ENERGY CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141300 SHS NIKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15635 SHS MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16100 SHS NIKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1790 SHS MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18500 SHS NIKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc191000 SHS PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20200 SHS NIKE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc214780 SHS PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc221400 SHS TARGET CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc231220 SHS PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24400 SHS UNITEDHEALTH GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25189 SHS PFIZER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc264688 SHS BIRSTOL MYERS SQUIBB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27869 SHS CISCO SYSTEMS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-09-26

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $10M-$25M nonprofits