Civic Intelligence

Israel Matz Foundation

EIN 13-6121533 • New York, NY

14 E 4th Street - 403New York, NY 10012-1141
Siviq Scores

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

Liabilities / Assets

97th percentile

1.56x

Higher debt load relative to assets than 97% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

99th percentile

8.16x

Higher debt load relative to revenue than 99% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-59%

Higher net margin than 9% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

18th percentile

-10%

Faster asset growth than 18% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

18%

Faster revenue growth than 63% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$519,754

Down $58,512 (-10%) from 2023

Liabilities

Up

$808,844

Up $3 (+0.0%) from 2023

Net Assets

Down

-$289,090

Down $58,515 (-25%) from 2023

Operations
Liabilities / Revenue99th percentileNet Margin9th percentile

Revenue

Up

$99,121

Up $15,442 (+18%) from 2023

Expenses

Up

$157,636

Up $4,715 (+3.1%) from 2023

Net Income

Up

-$58,515

Up $10,727 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $288,396Liabilities 2010: $12,159Net Assets 2010: $276,2372010Assets 2011: $681,980Liabilities 2011: $526,232Net Assets 2011: $155,7482011Assets 2012: $558,117Liabilities 2012: $555,209Net Assets 2012: $2,9082012Assets 2013: $909,446Liabilities 2013: $12,690Net Assets 2013: $896,7562013Assets 2014: $823,384Liabilities 2014: $15,633Net Assets 2014: $807,7512014Assets 2015: $1,101,516Liabilities 2015: $458,704Net Assets 2015: $642,8122015Assets 2016: $850,208Liabilities 2016: $450,564Net Assets 2016: $399,6442016Assets 2017: $705,273Liabilities 2017: $442,493Net Assets 2017: $262,7802017Assets 2018: $571,446Liabilities 2018: $432,607Net Assets 2018: $138,8392018Assets 2019: $506,191Liabilities 2019: $422,270Net Assets 2019: $83,9212019Assets 2020: $544,892Liabilities 2020: $523,062Net Assets 2020: $21,8302020Assets 2021: $775,747Liabilities 2021: $834,259Net Assets 2021: -$58,5122021Assets 2022: $671,074Liabilities 2022: $832,407Net Assets 2022: -$161,3332022Assets 2023: $578,266Liabilities 2023: $808,841Net Assets 2023: -$230,5752023Assets 2024: $519,754Liabilities 2024: $808,844Net Assets 2024: -$289,0902024

Highlighted filing

2024

Assets$519,754
Liabilities$808,844
Net Assets-$289,090
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $164,0882010Expenses 2011: $178,3852011Expenses 2012: $245,7802012Revenue 2013: $1,131,165Expenses 2013: $237,317Net Income 2013: $893,8482013Revenue 2014: $96,807Expenses 2014: $185,812Net Income 2014: -$89,0052014Revenue 2015: $44,614Expenses 2015: $209,553Net Income 2015: -$164,9392015Revenue 2016: $2,133Expenses 2016: $245,301Net Income 2016: -$243,1682016Revenue 2017: $82,981Expenses 2017: $219,845Net Income 2017: -$136,8642017Revenue 2018: $92,165Expenses 2018: $216,106Net Income 2018: -$123,9412018Revenue 2019: $93,173Expenses 2019: $148,091Net Income 2019: -$54,9182019Revenue 2020: $85,616Expenses 2020: $147,707Net Income 2020: -$62,0912020Revenue 2021: $72,719Expenses 2021: $153,061Net Income 2021: -$80,3422021Revenue 2022: $43,752Expenses 2022: $146,573Net Income 2022: -$102,8212022Revenue 2023: $83,679Expenses 2023: $152,921Net Income 2023: -$69,2422023Revenue 2024: $99,121Expenses 2024: $157,636Net Income 2024: -$58,5152024

Highlighted filing

2024

Revenue$99,121
Expenses$157,636
Net Income-$58,515
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$519,754
Liabilities
$808,844
Net assets
-$289,090
Revenue
$99,121
Expenses
$157,636
Net income
-$58,515
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.81$0.29$0.10$0.16$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.81$0.23$0.08$0.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.83$0.16$0.04$0.15$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.83$0.06$0.07$0.15$0.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.52$0.02$0.09$0.15$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.42$0.08$0.09$0.15$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.43$0.14$0.09$0.22$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.44$0.26$0.08$0.22$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.45$0.40$0.00$0.25$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.46$0.64$0.04$0.21$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.02$0.81$0.10$0.19$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.91$0.01$0.90$1.13$0.24$0.89
2012Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.00$0.25
2011Detailed filing. Detailed filing data is available for this year.$0.68$0.53$0.16$0.18
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.01$0.28$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL ARFATrusteePT$0--
HIAM ARFATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Israel Matz Foundation
EIN
13-6121533
Phone
2126738142
Address
14 E 4TH STREET - 403, NEW YORK, NY 10012-1141

Signing Officer

Name
Rachel Arfa
Title
Trustee
Phone
2126738142
Signed
2025-11-10

Preparer

Firm
SINGER & FALK CPA'S PC
Address
48 SO SERVICE RD STE 404, MELVILLE, NY 11747-2335
Preparer
Robert Singer
Phone
5169381828
Raw XML AppendixShowing 400 of 735 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/Amt03500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03500
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt01983-01-01
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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32000-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42002-01-01
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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62003-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72003-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82008-12-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92009-05-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102009-06-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112013-07-01
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2S/L
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3S/L
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0162780
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DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt1140367
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt01035
DepreciationSchedule/DepreciationPropertyGrp/LifeRt030.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt110.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt210.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt310.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt410.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt55.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt610.0000
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DepreciationSchedule/DepreciationPropertyGrp/LifeRt95.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt105.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt1139.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt0162780
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt1110825
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0CONDO-HEADQUARTERS 403
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5COMPUTER SOFTWARE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6FURNITURE & FIXTURES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8AIR CONDITIONER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9COMPUTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11RENOVATIONS UNIT 403
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02012-04
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc080 SHS APPLE INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc145 SHS APPLE INC.
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc312 SHS SCHWAB US DIVIDEND EQTY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc411SHS SCHWAB US DIVIDEND EQTY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc516 SHS VANGUARD SMALL CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc67 SHS VANGUARD SMALL CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc76 SHS VANGUARD SMALL CAP VALUE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc815 SHS VANGUARD RUSSELL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc921 SHS VANGUARD RUSSELL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1019 SHS VANGUARD RUSSELL
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1716 SHS PRINCIPAL MIDCAP FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1831 SHS PRINCIPAL MIDCAR FUND
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2010 SHS MFS VALUE FD CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2126 SHS MFS VALUE RD CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2224 SHS MFS VALUE RD CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2315 SHS CALAMOS MARKET NEUTRAL INCOME
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2450 SHS CALAMOS MARKET NEUTRAL INCOME
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2552 SHS CALAMOS MARKET NEUTRAL INCOME
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2657 SHS PIMCO INCOME FUND CL 12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2796 SHS PIMCO INCOME FUND CL 12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc28104 SHS PIMCO INCOME FUND CL 12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc29123 SHS PIMCO TOTAL RETURN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30193 SHS PIMCO TOTAL RETURN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31214 SHS PIMCO TOTAL RETURN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3214 SHS JP MORGAN LARGE CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3322 SHS JP MORGAN LARGE CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc343 SHS JP MORGAN LARGE CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3512 SHS JP MORGAN LARGE CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc362 SHS JP MORGAN LARGE CAP GROWTH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc371 SHS JP MORGAN LARGE CAP GROWTH
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt5706
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt61311
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt71113
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt81238
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt91834
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt101695
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt111316
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt122165
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt131998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt141483
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt152088
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt162113
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt17628
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt181310
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt191072
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt20483
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt211324
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt221212
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt23214
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt24721
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt25757
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt26604
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt271019
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt301652
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt311802
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt32918
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt331555
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt35861
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt36144
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3774
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-10
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222024-05
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322024-02
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372024-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt013421
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt19470
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt234
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt380
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt450
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt554
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt6170
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1183
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt13217
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt205
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2181
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2264
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-3
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt256
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt269
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2717
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt283
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2912
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3016
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt31-5
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt32278
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt33550
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3478
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt35317
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3654
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt043878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1113941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt218458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt043878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1113941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3PGIM TOTAL RETURN BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BLACKSTONE REAL ESTATE INCOME TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FEDERATED HERMES GOVT OBLIG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JP MORGAN EXCH TRADED 11.675%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7JP MORGAN EXCH TRADED 2.623%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VANGUARD RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ISHARES INC CORE MSCI EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES INC CORE MSCI EAF ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11JP MORGAN ULTRA SHORT INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD 500 INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PIMCO COMMODITY REAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JP MORGAN EMERGING MKTS EQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15JP MORGAN RESEARCH MKT NEUTRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PARNASSUS CORE EQUITY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JP MORGAN LARGE CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JP MORGAN LARGE CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JP MORGAN CORE PLUS BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JP MORGAN STRATEGIC INCOME OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ARTISAN HIGH INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BLACKSTONE ALT MULTI STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JP MORGAN INCOME FD 4.682%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JP MORGAN INTL FOCUS FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CALAMOS MARKET NEUTRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MFS VALUE FD CL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PIMCO INCOME FUND CL I2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PIMCO TOTAL RETURN FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PRINCIPAL MIDCAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SCHWAB US DIVIDEND EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SPDR S&P 500 ETF TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VANGUARD SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VANGUARD RUSSELL 1000 ETF VONG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VANGUARD RUSSELL 1000 ETF VONV
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt0122310
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0CONDO
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0122310
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01338
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0148
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt027724
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt017030
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt018527
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt027724
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt046251
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03500

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