Civic Intelligence

The Walters Family Foundation Inc C/O Andersen Tax LLC

EIN 13-6107423 • Astoria, NY

25-65 34th StreetAstoria, NY 11103
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.7%

Faster asset growth than 32% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

12%

Faster revenue growth than 56% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,050,456

Down $36,092 (-1.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$2,050,456

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin24th percentile

Revenue

Up

$339,792

Up $37,431 (+12%) from 2023

Expenses

Up

$375,884

Up $70,346 (+23%) from 2023

Net Income

Down

-$36,092

Down $32,915 (-1036%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,236,029Liabilities 2011: $02011Assets 2012: $2,697,846Liabilities 2012: $02012Assets 2013: $2,886,273Liabilities 2013: $02013Assets 2014: $2,818,511Liabilities 2014: $02014Assets 2016: $2,584,602Liabilities 2016: $0Net Assets 2016: $2,584,6022016Assets 2018: $2,458,062Liabilities 2018: $0Net Assets 2018: $2,458,0622018Assets 2019: $2,306,260Liabilities 2019: $0Net Assets 2019: $2,306,2602019Assets 2020: $2,237,355Liabilities 2020: $0Net Assets 2020: $2,237,3552020Assets 2021: $2,167,575Liabilities 2021: $0Net Assets 2021: $2,167,5752021Assets 2022: $2,089,725Liabilities 2022: $0Net Assets 2022: $2,089,7252022Assets 2023: $2,086,548Liabilities 2023: $12023Assets 2024: $2,050,456Liabilities 2024: $0Net Assets 2024: $2,050,4562024

Highlighted filing

2024

Assets$2,050,456
Liabilities$0
Net Assets$2,050,456
Open 2024 Filing

Operations Trend

Revenue Growth56th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $175,649Expenses 2011: $219,570Net Income 2011: -$43,9212011Revenue 2012: $655,193Expenses 2012: $179,547Net Income 2012: $475,6462012Revenue 2013: $241,937Expenses 2013: $56,456Net Income 2013: $185,4812013Revenue 2014: $327,736Expenses 2014: $395,730Net Income 2014: -$67,9942014Revenue 2016: $126,567Expenses 2016: $235,070Net Income 2016: -$108,5032016Revenue 2018: $203,051Expenses 2018: $208,995Net Income 2018: -$5,9442018Revenue 2019: $144,335Expenses 2019: $296,137Net Income 2019: -$151,8022019Revenue 2020: $149,902Expenses 2020: $218,807Net Income 2020: -$68,9052020Revenue 2021: $253,069Expenses 2021: $322,849Net Income 2021: -$69,7802021Revenue 2022: $229,586Expenses 2022: $307,436Net Income 2022: -$77,8502022Revenue 2023: $302,361Expenses 2023: $305,538Net Income 2023: -$3,1772023Revenue 2024: $339,792Expenses 2024: $375,884Net Income 2024: -$36,0922024

Highlighted filing

2024

Revenue$339,792
Expenses$375,884
Net Income-$36,092
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,050,456
Liabilities
$0
Net assets
$2,050,456
Revenue
$339,792
Expenses
$375,884
Net income
-$36,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.34$0.38$0.04
2023Summary only. Only limited summary data is available for this year.$2.09$0.00$0.30$0.31$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.23$0.31$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.25$0.32$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.15$0.22$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.14$0.30$0.15
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.20$0.21$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.00$2.58$0.13$0.24$0.11
2014Summary only. Only limited summary data is available for this year.$2.82$0.00$0.33$0.40$0.07
2013Summary only. Only limited summary data is available for this year.$2.89$0.00$0.24$0.06$0.19
2012Summary only. Only limited summary data is available for this year.$2.70$0.00$0.66$0.18$0.48
2011Summary only. Only limited summary data is available for this year.$2.24$0.00$0.18$0.22$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHRYN WALTERSVice President/DirectorPT$0--
SARAH BLANCPresident/Director/TreasurPT$0--
CHRISTOPHER ALBERT BLANCSecretary/DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Walters Family Foundation Inc
EIN
13-6107423
Phone
6466234873
Address
25-65 34TH STREET, ASTORIA, NY 11103

Signing Officer

Name
Sarah Blanc
Title
President/director/treasurer
Phone
6466234873
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
20 20 Tax Consulting LLC
Address
25-65 34TH STREET, ASTORIA, NY 11103
Preparer
JOSEPH D'ANGELO
Phone
6466234873
Raw XML AppendixShowing 400 of 670 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/Amt03950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03950
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt534015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt635581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt732634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt872975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt918859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1018738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1230508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1319391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1412860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1537768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt178948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1817835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19114599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2028340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2114872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2220799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2335544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2441889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2525355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2624377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2732324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2826073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2952374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30226422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3179779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3234080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0137429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1178062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2176995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3131634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4400672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5123060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6339960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt756640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt879184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt955352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1034243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1143182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1288195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1337189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14201694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15225112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1628924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17224129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18526570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19135902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20394102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2141618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2249420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2347754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24100590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25114769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2668412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27240284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2881315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29126432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30301079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31106808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32125314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,215 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1935 SHS ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2935 SHS ALPHABET INC CAPITAL CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3600 SHS AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,600 SHS APPLE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52,800 SHS BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6750 SHS BERKSHIRE HATHAWAY INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7320 SHS BOEING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81,400 SHS BRISTOL MYERS SQUIBB CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9935 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10550 SHS COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11475 SHS COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,350 SHS COMCAST CORP NEW-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13375 SHS CONOCOPHILLIPS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141,875 SHS EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15750 SHS HCA HEALTHCARE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16200 SHS JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17935 SHS JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181,000 SHS MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192,600 SHS MFC ISHARES TR GLOBAL INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20935 SHS MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21550 SHS NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22325 SHS PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm231,800 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24600 SHS PROCTER & GAMBLE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25950 SHS TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26300 SHS UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27475 SHS UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28900 SHS WALMART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291,800 SHS WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3014,544.87 SHS MFB NORTHERN EQUITY INDEX FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm313,158.13 SHS MFO MFS INSTL INTL EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32650 SHS ALLSTATE CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0288916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt130218
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2163198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3151128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4100817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt040,645.46 SHS MFB NORTHERN HIGH YIELD FIXED INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13,951.46 SHS MFO BLACKROCK FDS V HIGH YIELD BD PORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt216,110.35 SHS MFB NORTHERN FUNDS TAX ADVANTAGED ULTRA SHORT FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt316,159.69 SHS MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43,435 SHS MFC FLEXSHARES TR MORNINGSTAR GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0245905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt128055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2163842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3154002
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4124897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0133139
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0206647
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt06
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0339792
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0339792
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0206647
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0315000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0315000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0133139
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0133139
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-36092
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0303233
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0206647
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0292085
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05301
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt047707
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt053008
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt03676
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0328177
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt047707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0375884
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0339792
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0339792
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt013177
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt047707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt060884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt060
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3971
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt631824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1721374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191352
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt231701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt421827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt56020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt64442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt91684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt126628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1314193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1417917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1513959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1624588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1825937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt202729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2312511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt39694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt421827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt56020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt64442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt91684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126628
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1314193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1417917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1513959
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1624588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1825937
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt202729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt224406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2312511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt310665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt423469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt58450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt636266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1213092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1315050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1514581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1625655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1721393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1827907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt194036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204329
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2314212
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/PropertyDesc085 SHARES ABBOTT LABORATORIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc150 SHARES ALLSTATE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc265 SHARES ALPHABET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc365 SHARES ALPHABET INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 SHARES APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200 SHARES BANK OF AMERICA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6152 SHARES BECTON DICKINSON AND CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7100 SHARES BRISTOL MYERS SQUIBB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc865 SHARES CISCO SYSTEM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc950 SHARES COCA COLA CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1033 SHARES COLGATE-PALMOLIVE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11150 SHARES COMCAST CORP NEW- CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12125 SHARES CONOCOPHILLIPS COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13125 SHARES EXXON MOBIL CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1450 SHARES HCA HEALTHCARE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1565 SHARES JPMORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1650 SHARES MASTERCARD INC CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17944.09 SHARES MFB NORTHERN EQUITY INDEX FUNDS MID CAP INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1865 SHARES MICROSOFT CORP COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1950 SHARES NIKE INC CL B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2025 SHARES PEPSICO INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21200 SHARES PFIZER INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2250 SHARES TJX COS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2325 SHARES UNITEDHEALTH GROUP INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242024-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0206647
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-36092
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02050456
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02086548
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02050456
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0283778
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0283778
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0283778
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0287838
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04060
IRS990PF/DistributableAmountGrp/TotalTaxAmt04060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01077
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03000
IRS990PF/FMVAssetsEOYAmt05860532
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02157271
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02157271
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02130
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08180
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08180
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01268298
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01194373
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05022025
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0734165
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0734277
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0716701
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-70723
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-106815
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt081955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0113626
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0113626
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02086548
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02050456
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05860532
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02086548
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02050456
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02086548
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02050456
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05844432

Document Assets

No mirrored PDF or thumbnail assets are attached yet.