Civic Intelligence

Knapp-Swezey Foundation Inc

EIN 11-3038738 • Patchogue, NY

PO Box 2549Patchogue, NY 11772
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

13th percentile

0.00x

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

$50M-$100M nonprofits • Source year 2024

Net Margin

55th percentile

8.4%

Higher net margin than 55% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$2,500

Higher top officer pay than 17% of similar nonprofits.

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

$50M-$100M nonprofits • Source year 2024

Asset Growth

89th percentile

26%

Faster asset growth than 89% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

24462%

Faster revenue growth than 100% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Assets

Up

$17,911,001

Up $3,661,069 (+26%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$17,911,001

Up $3,661,069 (+26%) from 2023

Revenue

Up

$51,916,764

Up $51,705,397 (+24462%) from 2023

Expenses

Up

$47,531,959

Up $44,498,630 (+1467%) from 2023

Net Income

Up

$4,384,805

Up $7,206,767 (+255%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $37,104,392Liabilities 2011: $02011Assets 2012: $33,768,295Liabilities 2012: $02012Assets 2013: $32,250,895Liabilities 2013: $02013Assets 2014: $27,872,800Liabilities 2014: $02014Assets 2015: $25,227,656Liabilities 2015: $1,7812015Assets 2019: $23,340,889Liabilities 2019: $02019Assets 2020: $21,024,773Liabilities 2020: $7,1672020Assets 2021: $19,389,472Liabilities 2021: $878Net Assets 2021: $19,388,5942021Assets 2022: $17,076,268Liabilities 2022: $0Net Assets 2022: $17,076,2682022Assets 2023: $14,249,932Liabilities 2023: $0Net Assets 2023: $14,249,9322023Assets 2024: $17,911,001Liabilities 2024: $0Net Assets 2024: $17,911,0012024

Highlighted filing

2024

Assets$17,911,001
Liabilities$0
Net Assets$17,911,001

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $22,286,033Expenses 2011: $1,673,888Net Income 2011: $20,612,1452011Revenue 2012: $565,113Expenses 2012: $3,643,641Net Income 2012: -$3,078,5282012Revenue 2013: $2,754,400Expenses 2013: $4,185,300Net Income 2013: -$1,430,9002013Revenue 2014: $2,498,471Expenses 2014: $6,845,379Net Income 2014: -$4,346,9082014Revenue 2015: $4,002,619Expenses 2015: $6,606,308Net Income 2015: -$2,603,6892015Revenue 2019: $620,912Expenses 2019: $3,124,437Net Income 2019: -$2,503,5252019Revenue 2020: $872,539Expenses 2020: $3,177,910Net Income 2020: -$2,305,3712020Revenue 2021: $832,081Expenses 2021: $2,436,951Net Income 2021: -$1,604,8702021Revenue 2022: $1,271,457Expenses 2022: $3,562,535Net Income 2022: -$2,291,0782022Revenue 2023: $211,367Expenses 2023: $3,033,329Net Income 2023: -$2,821,9622023Revenue 2024: $51,916,764Expenses 2024: $47,531,959Net Income 2024: $4,384,8052024

Highlighted filing

2024

Revenue$51,916,764
Expenses$47,531,959
Net Income$4,384,805

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 26, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN J ROETrustee-$2,500-$2,500
MICHELE KNAPPTrustee-$2,500-$2,500
DAVID KNAPPTrustee-$2,000-$2,000
JERRY KNAPPTrustee-$2,000-$2,000
WILLIAM KNAPPTreasurer-$1,500-$1,500
JOHN SWEZEYTrustee-$1,500-$1,500
DOROTHY SWEZEYTrustee-$1,500-$1,500
CAROLYN MAUSTTrustee-$1,500-$1,500
DANIELLE SANGIOVANNITrustee-$1,500-$1,500
JESSE SANGIOVANNITrustee-$1,500-$1,500
ALLISON KNAPPTrustee-$1,500-$1,500
JANE KNAPPTrustee-$1,000-$1,000
PRISCILLA KNAPPPresident-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNYU HOSPITALCHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$20,000,000
Paid GrantSTONY BROOK FOUNDATIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYSTONY BROOK, NY, US$10,000,000
Paid GrantCOMMUNITY FUNDS INCCHARITABLE CONTRIBUTIONPUBLIC CHARITYCOMMACK, NY, US$5,000,000
Paid GrantYMCA OF LONG ISLANDCHARITABLE CONTRIBUTIONPUBLIC CHARITYGLEN COVE, NY, US$5,000,000
Paid GrantIGHL FOUNDATIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYEAST MORICHES, NY, US$2,000,000
Paid GrantBOYS & GIRLS CLUB OF THE BELLPORT AREACHARITABLE CONTRIBUTIONPUBLIC CHARITYBELLPORT, NY, US$1,000,000
Paid GrantCOLBY-SAWYER COLLEGECHARITABLE CONTRIBUTIONPUBLIC CHARITYNEW LONDON, NH, US$1,000,000
Paid GrantCAMP PAQUTUCKCHARITABLE CONTRIBUTIONPUBLIC CHARITYHOLBROOK, NY, US$510,000
Paid GrantGATEWAY PLAYHOUSECHARITABLE CONTRIBUTIONPUBLIC CHARITYBELLPORT, NY, US$500,000
Paid GrantLONG ISLAND MUSEUMCHARITABLE CONTRIBUTIONPUBLIC CHARITYSTONYBROOK, NY, US$500,000
Paid GrantPATCHOGUE VILLAGECHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$484,998
Paid GrantSUFFOLK COUNTY GIRL SCOUTSCHARITABLE CONTRIBUTIONPUBLIC CHARITYRIVERHEAD, NY, US$150,000
Paid GrantNATURE CONSERVENCYCHARITABLE CONTRIBUTIONPUBLIC CHARITYEAST HAMPTON, NY, US$145,000
Paid GrantLONG ISLAND CARESCHARITABLE CONTRIBUTIONPUBLIC CHARITYHAUPPAUGE, NY, US$120,393
Paid GrantSOUTH COUNTRY EDUCATION FOUNDATIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYBELLPORT, NY, US$120,000
Paid GrantBAYPORT-BLUE POINT SCHOOLCHARITABLE CONTRIBUTIONPUBLIC CHARITYBAYPORT, NY, US$100,000
Paid GrantISLAND HARVESTCHARITABLE CONTRIBUTIONPUBLIC CHARITYMINEOLA, NY, US$75,000
Paid GrantPATCHOGUE-MEDFORD YOUTH AND COMMUNITY SERVICESCHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$65,000
Paid GrantCONGREGATIONAL CHURCH OF PATCHOGUECHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$50,000
Paid GrantGUIDE DOG FOUNDATIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYSMITHTOWN, NY, US$50,000
Paid GrantLONG ISLAND COMMUNITY FOUNDATIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYMELVILLE, NY, US$50,000
Paid GrantUNITED WAYCHARITABLE CONTRIBUTIONPUBLIC CHARITYDEER PARK, NY, US$50,000
Paid GrantLI YOUTH MENTORINGCHARITABLE CONTRIBUTIONPUBLIC CHARITYBRENTWOOD, NY, US$40,000
Paid GrantNEW BEGINNINGS COMMUNITY CENTERCHARITABLE CONTRIBUTIONPUBLIC CHARITYMEDFORD, NY, US$35,000
Paid GrantGIRLS INC OF LONG ISLANDCHARITABLE CONTRIBUTIONPUBLIC CHARITYDEER PARK, NY, US$30,000
Paid GrantNEW HOURCHARITABLE CONTRIBUTIONPUBLIC CHARITYBRENTWOOD, NY, US$30,000
Paid GrantLONG ISLAND COMMUNITY HOSPITALCHARITABLE CONTRIBUTIONPUBLIC CHARITYEAST PATCHOGUE, NY, US$27,280
Paid GrantHOPE HOUSECHARITABLE CONTRIBUTIONPUBLIC CHARITYPORT JEFFERSON, NY, US$25,000
Paid GrantLITERACY SUFFOLKCHARITABLE CONTRIBUTIONPUBLIC CHARITYBELLPORT, NY, US$25,000
Paid GrantMERCY CENTER MINISTRIESCHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$25,000
Paid GrantMERCY HAVENCHARITABLE CONTRIBUTIONPUBLIC CHARITYISLIP TERRACE, NY, US$20,000
Paid GrantPAC MOCACHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$20,000
Paid GrantPAL O MINE EQUESTRIAN INCCHARITABLE CONTRIBUTIONPUBLIC CHARITYISLANDIA, NY, US$15,000
Paid GrantPATCHOGUE COMMUNITY SERVICE FOUNDATIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$12,000
Paid GrantATLANTIC WIND SYMPHONYCHARITABLE CONTRIBUTIONPUBLIC CHARITYSAYVILLE, NY, US$10,000
Paid GrantBROOKHAVEN ARTS COUNCILCHARITABLE CONTRIBUTIONPUBLIC CHARITYFARMINGVILLE, NY, US$10,000
Paid GrantLIGHTHOUSE MISSIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$10,000
Paid GrantPATCHOGUE NEIGHBORS SOUP KITCHEN INCCHARITABLE CONTRIBUTIONPUBLIC CHARITYEAST PATCHOGUE, NY, US$10,000
Paid GrantPRACTICAL RESOURCES FOR CHURCHESCHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$10,000
Paid GrantSHARING A MEALCHARITABLE CONTRIBUTIONPUBLIC CHARITYSAYVILLE, NY, US$10,000
Paid GrantSUNSHINE PREVENTION CENTERCHARITABLE CONTRIBUTIONPUBLIC CHARITYPORT JEFFERSON, NY, US$10,000
Paid GrantBAFFACHARITABLE CONTRIBUTIONPUBLIC CHARITYSAYVILLE, NY, US$5,000
Paid GrantPATCHOGUE LIONESS LIONS CLUBCHARITABLE CONTRIBUTIONPUBLIC CHARITYPATCHOGUE, NY, US$1,000
Paid GrantPOST MORROW FOUNDATIONCHARITABLE CONTRIBUTIONPUBLIC CHARITYBROOKHAVEN, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
Knapp-swezey Foundation Inc
EIN
11-3038738
Phone
6316783406
Address
PO BOX 2549, PATCHOGUE, NY 11772

Signing Officer

Name
William Knapp
Title
Treasurer
Phone
6312416687
Signed
2025-11-26
Discuss with paid preparer
Yes

Preparer

Firm
KWM CPA'S LLP
Address
100 JERICHO QUADRANGLE SUITE 220, JERICHO, NY 11753
Preparer
Lawrence Spirio
Phone
5163336881
Raw XML AppendixShowing 400 of 2,099 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/Amt026570
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XIV, LINE 3A
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0CORRECTION OF NAME OF RECIPIENT OF CONTRIBUTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ON THE ORIGINAL RETURN, A CONTRIBUTION OF $2,000,000 WAS REPORTED AS PAID TO CONCERN FOR INDEPENDENT LIVING. THIS IS INCORRECT. THE CORRECT RECIPIENT OF THE $2,000,000 CONTRIBUTION IS IGHL FOUNDATION. THIS INFORMATION HAS BEEN CORRECTED ON THIS AMENDED RETURN.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0206150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1171843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2229112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3223293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt498502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5103880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61191600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7164083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8142011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9129044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1074779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11228832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12162500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13120646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14301392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1544073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1655233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171286631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1869625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19121309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202699870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2182599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22164465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23171977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24148472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25246098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26193848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2763635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2861204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2917103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30287710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31140686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3238597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3329268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34164501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35166589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36105802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37164978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3860176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39144529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40755808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411031607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42135024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0223822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1148064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2261921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3248029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4129667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5138167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62448964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7170181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8168486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9102662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10152525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11249490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12185443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13113976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14280621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15106249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1654323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt171299295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1886748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19131968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt202327739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2184919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22208126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23201787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24175707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25226370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26296328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2758292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2865985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2916392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30381099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31146915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3279902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3362505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34234435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35151663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36109846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37223709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3869120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39147685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40674160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41992421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42142784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02154 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1488 ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21015 AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31276 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4415 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5656 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64 BERKSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72019 BEST BUY CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8214 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92472 BRISTOL-MYERS SQUIBB CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1095 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111595 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12727 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132399 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm147166 COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15125 COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161624 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17141508.332 FEDERATED HERMES ULTRASHORT BOND FUND INSTITUTIONAL SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18252 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19618 HONEYWELL INTERNATIONAL INC COM USD1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2023980 ISHARES RUSSELL 2000 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21581 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221029 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23432 LOCKHEED MARTIN CORP COM USD1.00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24797 LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm252876 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26663 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27121 MSCI INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281095 NASDAQ INC COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29160 NESTLE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm305382 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31337 NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32566 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33379 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm341177 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351423 SKYWORKS SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36742 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371150 TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38256 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39290 UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm409002 VANGUARD INTERMEDIATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4112939 VANGUARD SHORT TERM BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42544 VISA INC CLASS A
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0951867
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0947461
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt00
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0129740
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2243417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3244588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4245000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5237082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6244841
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7245000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0130000 BARCLAYS BK DEL CD 5.00000% 08/18/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1100000 BAYCOAST BK SWANSEA MASS CD 5.30000% 08/21/2024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2245000 CIBC BK USA CD 4.60000% 04/14/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3245000 CHARLES SCHWAB BK SSB WESTLAKE CD 5.05000% 03/28/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4245000 CITIZENS FIRST BK VIROQUA WI CD 5.05000% 08/22/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5245000 DISCOVER BK CD 3.10000% 06/02/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6245000 FIRST FNDTN BK IRVINE CA CD 5.10000% 05/19/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7245000 WELLS FARGO BANK NATL ASSN CD 5.25000% 02/24/2025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0130220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt199953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2243677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3244520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4244640
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5240298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6244696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7244978
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AmendedReturnInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0637448
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-1640882
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0-1003434
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0-1003434
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt026570
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt051453454
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt047351671
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt047351671
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt052920198
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0637448
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0637448
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt04384805
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt056151961
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1640882
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052067337
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt032154
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt023565
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt028197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt072867
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047351671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023565
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt047531959
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt052090902
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt051916764
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023565
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0180288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222018-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-04-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-06-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442020-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472021-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492021-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522021-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532021-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542021-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562021-10-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572021-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582021-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592022-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602022-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612022-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622022-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632022-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652022-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662022-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672022-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682022-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702022-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712023-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722023-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732023-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752023-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762023-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772022-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782022-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872021-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882020-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892020-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912021-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922022-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942022-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962021-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972022-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992020-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002022-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032021-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072019-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082022-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102018-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112019-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122021-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132019-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1142023-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1152023-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1162023-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1172023-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1182023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1192023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1202023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1212022-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1222022-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1232020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1242023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1252024-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1262022-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1272022-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1282022-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1292022-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1302022-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1312022-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1322022-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1332022-02-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1342020-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1352023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1362024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01293
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2148182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3441
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8363
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt16645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18692
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt233367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24847
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29699
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt30787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt351425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt36629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38436
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt40527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42548
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46606
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48606

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $50M-$100M nonprofits