Civic Intelligence

The Washington Square Fund

990PF • Fiscal year 2025 • EIN 13-1624213

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 13, 2025

Organization Profile
CO Spiegler 54-17 31st Ave No 30Woodside, NY 11377-1160

(646) 479-5636

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

76th percentile

25%

Higher net margin than 76% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

53rd percentile

3.9%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

94th percentile

159%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,741,136

Up $178,387 (+3.9%) from 2024

Net Assets

$4,741,136

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin76th percentile

Revenue

Up

$502,487

Up $308,561 (+159%) from 2024

Expenses

Up

$377,863

Up $1,292 (+0.3%) from 2024

Net Income

Up

$124,624

Up $307,269 (+168%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,980,603Liabilities 2010: $0Net Assets 2010: $2,980,6032010Assets 2011: $2,943,373Liabilities 2011: $61,0502011Assets 2012: $2,691,134Liabilities 2012: $0Net Assets 2012: $2,691,1342012Assets 2013: $2,566,215Liabilities 2013: $1Net Assets 2013: $2,566,2152013Assets 2014: $2,504,145Liabilities 2014: $1Net Assets 2014: $2,504,1452014Assets 2015: $2,318,414Liabilities 2015: $1Net Assets 2015: $2,318,4142015Assets 2016: $2,155,192Liabilities 2016: $0Net Assets 2016: $2,155,1922016Assets 2019: $3,679,545Liabilities 2019: $02019Assets 2020: $3,770,835Liabilities 2020: $0Net Assets 2020: $3,770,8352020Assets 2021: $4,558,504Liabilities 2021: $1Net Assets 2021: $4,558,5042021Assets 2022: $4,167,593Liabilities 2022: $1Net Assets 2022: $4,167,5932022Assets 2023: $4,307,392Liabilities 2023: $12023Assets 2024: $4,562,749Liabilities 2024: $12024Assets 2025: $4,741,136Liabilities 2025: $0Net Assets 2025: $4,741,1362025

Highlighted filing

2025

Assets$4,741,136
Liabilities$0
Net Assets$4,741,136
Open 2025 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $223,4972010Revenue 2011: $185,681Expenses 2011: $283,961Net Income 2011: -$98,2802011Expenses 2012: $272,3272012Revenue 2013: $150,507Expenses 2013: $275,426Net Income 2013: -$124,9192013Revenue 2014: $226,137Expenses 2014: $288,207Net Income 2014: -$62,0702014Revenue 2015: $123,298Expenses 2015: $309,029Net Income 2015: -$185,7312015Revenue 2016: $129,896Expenses 2016: $293,118Net Income 2016: -$163,2222016Revenue 2019: $114,165Expenses 2019: $321,661Net Income 2019: -$207,4962019Revenue 2020: $114,484Expenses 2020: $279,129Net Income 2020: -$164,6452020Revenue 2021: $624,012Expenses 2021: $313,606Net Income 2021: $310,4062021Revenue 2022: $622,796Expenses 2022: $387,178Net Income 2022: $235,6182022Revenue 2023: $110,872Expenses 2023: $328,706Net Income 2023: -$217,8342023Revenue 2024: $193,926Expenses 2024: $376,571Net Income 2024: -$182,6452024Revenue 2025: $502,487Expenses 2025: $377,863Net Income 2025: $124,6242025

Highlighted filing

2025

Revenue$502,487
Expenses$377,863
Net Income$124,624
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEAN GRAHAMDirector, President-$0--
NEIL E BOTWINOFF ESQDirector, Vice President-$0--
JENNIFER KIMURADirector, Secretary-$0--
ORQUIDEA CORPORANDirector, Treasurer-$0--
LOUISE CHINNDirector-$0--
NIKKI WILLIAMS DIETRICHDirector-$0--
THERESA LAWRENCEDirector-$0--
EDITH MORRILLDirector-$0--
KATHERINE PALMERDirector-$0--
SUZANNE L RANDOLPHDirector-$0--
MARY-ELLEN WEINRIBDirector-$0--
ROBERTA CHESLERDirector (As Of 06/25)-$0--
Filing and Contact Details

Filer

Filer Name
Washington Square Fund
EIN
13-1624213
Phone
6464795636
Address
CO SPIEGLER 54-17 31ST AVE NO 30, WOODSIDE, NY 11377-1160

Signing Officer

Name
Sean Graham
Title
President
Phone
6464795636
Signed
2025-10-13
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
245 PARK AVENUE 12TH FLOOR, NEW YORK, NY 10167
Preparer
Michael R Koenecke CPA
Phone
2122862600
Raw XML AppendixShowing 400 of 746 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/Amt04500
AccountingFeesSchedule/AccountingFeesDetail/Amt18400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04500
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt18400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN EXPRESS CO 4.900% DUE 2/13/26 (40,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMPHENOL CORP 4.35000% DUE 6/1/29 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BARCLAYS PLC NOTE 5.20000% DUE 5/12/26 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BOEING CO 5.15000% DUE 5/1/30 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BROADCOM INC 4.80000% DUE 10/15/34 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5COCA COLA CONS INC 5.25000% DUE 6/1/29 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CONSTELLATION BRANDS INC 4.80000% DUE 5/1/30 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7DELL INTL LLC/EMC CORP 5.40000% DUE 4/18/34 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8DOMINION ENERGY INC SER 2025 4.60000% DUE 5/15/28 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9GOLDMAN SACHS GROUP INC 4.93700% DUE 4/23/28 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10HASBRO INC NOTE CALL MAKE WHOLE 3.55000% DUE 11/19/26 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11HOME DEPOT INC 4.90000% DUE 4/15/29 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12HYATT HOTELS CORP 5.75000% DUE 1/30/27 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13INTEL CORP 5.12500% DUE 2/10/30 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14INTERNATIONAL FLAVORS AND FRAGRANC 4.45000% DUE 9/29/28 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15KRAFT HEINZ FOODS CO SER B 3.00000% DUE 6/1/26 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16L3HARRIS TECHNOLOGIES INC 4.40000% DUE 6/15/28 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17LOWES COS INC 5.00000% DUE 4/15/23 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18MGM RESORTS INTERNATIONAL 4.62500% DUE 9/1/26 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19MICRON TECHNOLOGY INC 6.75000% DUE 11/1/29 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20MORGAN STANLEY SER I MTN 5.65200% DUE 4/13/28 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21MPLX LP 4.12500% DUE 3/1/27 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22OCCIDENTAL PETE CORP 5.20000% DUE 8/1/29 (30,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23PAYCHEX INC 5.10000% DUE 4/15/30 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24QUEST DIAGNOSTICS INC 4.20000% DUE 6/30/29 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25THE CAMPBELLS COMPANY 4.15000% DUE 3/15/28 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26US BANCORP SER CC MTN 5.10000% DUE 7/23/30 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27VENTAS RLTY LTD PARTNERSHIP 5.10000% DUE 7/15/32 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28VMWARE LLC 4.65000% DUE 5/15/27 (50,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29ZIMMER BIOMET HOLDINGS INC 5.20000% DUE 9/15/34 (25,000.000 QTY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt040121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt350905
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt449396
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt625206
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt750921
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt850330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt950390
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1049300
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1125649
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1225515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1351127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1449936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1524674
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1650131
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1750527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1824968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1954046
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2051110
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2124865
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2230097
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2351209
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2449785
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2549809
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2625519
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2725285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2850292
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2925081
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt040121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt150210
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt225113
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt350905
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt449396
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt525762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt625206
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt750921
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt850330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt950390
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1049300
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1125649
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1225515
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1351127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1449936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1524674
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1650131
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1750527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1824968
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1954046
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2051110
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2124865
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2230097
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2351209
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2449785
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2549809
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2625519
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2725285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2850292
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2925081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt040801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3211476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4197451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt595694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt636468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt769555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8205170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt981032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1097154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1181600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12206738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1369380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1437203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15178495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16111250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1745243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1846680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1914814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2088469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2133889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2236664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2361100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24101469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2538676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26140485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2787651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28147618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29248705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3040464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31173550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3276791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3340815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3466020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3516702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3647796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3773010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3824660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3944583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt040801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3211476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4197451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt595694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt636468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt769555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8205170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt981032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1097154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1181600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12206738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1369380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1437203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15178495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16111250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1745243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1846680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1914814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2088469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2133889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2236664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2361100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24101469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2538676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26140485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2787651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28147618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29248705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3040464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31173550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3276791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3340815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3466020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3516702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3647796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3773010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3824660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3944583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES (ABT) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC (ABBV) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALEXANDRIA REAL ESTATE EQUITIES (ARE) 200.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC CAP (GOOGL) 1,200.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON.COM INC (AMZN) 900.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN EXPRESS CO (AXP) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERICAN TOWER CORP (AMT) 165.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMERICAN WATER WORKS COMPANY (AWK) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC (AAPL) 1,000.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AT&T INC (T) 2,800.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BERKSHIRE HATHAWAY INC (BRKB) 200.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BOEING CO DEP CONV PFD (BAPRA) 1,000.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BROADCOM INC (AVGO) 750.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CISCO SYSTEMS INC (CSCO) 1,000.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DISNEY WALT CO (DIS) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EATON CORPORATION (ETN) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EXXON MOBIL CORP (XOM) 1,032.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FIFTH THIRD BANCORP (FITB) 1,100.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GAMING & LEISURE P (GLPI) 1,000.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GE HEALTHCARE TECHNOLOGIES INC (GEHC) 200.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GOLDMAN SACHS GROUP INC (GS) 125.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21HERMES INTERNATIONAL SA ADR (HESAY) 125.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOME DEPOT INC (HD) 100.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JOHNSON &JOHNSON (JNJ) 400.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JPMORGAN CHASE &CO. (JPM) 350.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25KIMBERLY-CLARK CORP (KMB) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MASTERCARD INCORPORATED CL A (MA) 250.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MCDONALD S CORP (MCD) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28META PLATFORMS INC CLASS A (META) 200.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROSOFT CORP (MSFT) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MONDELEZ INTL INC (MDLZ) 600.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NEXTERA ENERGY INC (NEE) 2,500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NORFOLK SOUTHN CORP (NSC) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ONEOK INC (OKE) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PEPSICO INC (PEP) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PHILLIPS 66 (PSX) 140.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROCTER AND GAMBLE CO (PG) 300.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37RTX CORPORATION COM (RTX) 500.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38SCHWAB CHARLES CORP DEP PFD (SCHWPRD) 1,000.000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TPG INC COM (TPG) 850.000 SHS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0109746
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0391648
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SECURITIES LITIGATION PROCEEDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0190
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0501584
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0501584
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt012900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt012900
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0391648
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0275000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0903
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0109746
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0109746
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0124624
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01127868
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0391648
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0457820
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt04887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt019
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04906
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt040500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt043648
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt084148
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0334099
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0377863
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0501584
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0502487
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt059099
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt043764
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0102863
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0812
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0736220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0391648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0391648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01127868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0391648
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0124624
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt053763
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04741136
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04562749
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04741136
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0226716
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0226716
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0226716
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0233080
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06364
IRS990PF/DistributableAmountGrp/TotalTaxAmt06364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06364
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt06348
IRS990PF/FMVAssetsEOYAmt04741136
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0901328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01207279
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01207279
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03592823
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03485533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03485533
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt04741136
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt068598
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt048324
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt048324
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04741136
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04741136
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04741136
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04562749
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04741136
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04732584
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt067902
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04664682
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt070989
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0233080
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04661595
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04732584
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt100.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SEAN GRAHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NEIL E BOTWINOFF ESQ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JENNIFER KIMURA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ORQUIDEA CORPORAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LOUISE CHINN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5NIKKI WILLIAMS DIETRICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6THERESA LAWRENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7EDITH MORRILL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8KATHERINE PALMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9SUZANNE L RANDOLPH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10MARY-ELLEN WEINRIB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11ROBERTA CHESLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR, PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR, VICE PRESIDENT

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
$4,741,136
Liabilities
$0
Net assets
$4,741,136
Revenue
$502,487
Expenses
$377,863
Net income
$124,624
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.50$0.38$0.12
2024Detailed filing. Detailed filing data is available for this year.$4.56$0.00$0.19$0.38$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.31$0.00$0.11$0.33$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$0.62$0.39$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.56$0.00$4.56$0.62$0.31$0.31
2020Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.11$0.28$0.16
2019Summary only. Only limited summary data is available for this year.$3.68$0.00$0.11$0.32$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.13$0.29$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$0.12$0.31$0.19
2014Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.23$0.29$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.15$0.28$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.27
2011Summary only. Only limited summary data is available for this year.$2.94$0.06$0.19$0.28$0.10
2010Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.22