Civic Intelligence

Tr UW William P Hamilton Fund XXXXX5005

EIN 13-6846411 • Chicago, IL

Pub. 78 Eligible
10 S Dearborn Il1-0111Chicago, IL 60603
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

18th percentile

-16%

Higher net margin than 18% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$114,683

Higher top officer pay than 55% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Asset Growth

31st percentile

-1.0%

Faster asset growth than 31% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$8,780,970

Down $84,984 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$8,780,970

Down $84,984 (-1.0%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin18th percentile

Revenue

Down

$528,254

Down $292,415 (-36%) from 2023

Expenses

Down

$611,771

Down $16,160 (-2.6%) from 2023

Net Income

Down

-$83,517

Down $276,255 (-143%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

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

$10M$5.0M$0Assets 2010: $7,761,929Liabilities 2010: $0Net Assets 2010: $7,761,9292010Assets 2011: $7,851,056Liabilities 2011: $0Net Assets 2011: $7,851,0562011Assets 2012: $7,670,620Liabilities 2012: $02012Assets 2013: $7,696,353Liabilities 2013: $02013Assets 2014: $8,055,317Liabilities 2014: $02014Assets 2015: $7,979,396Liabilities 2015: $02015Assets 2018: $8,256,073Liabilities 2018: $0Net Assets 2018: $8,256,0732018Assets 2019: $8,441,634Liabilities 2019: $0Net Assets 2019: $8,441,6342019Assets 2020: $8,532,545Liabilities 2020: $0Net Assets 2020: $8,532,5452020Assets 2021: $8,739,457Liabilities 2021: $0Net Assets 2021: $8,739,4572021Assets 2022: $8,673,222Liabilities 2022: $0Net Assets 2022: $8,673,2222022Assets 2023: $8,865,954Liabilities 2023: $0Net Assets 2023: $8,865,9542023Assets 2024: $8,780,970Liabilities 2024: $0Net Assets 2024: $8,780,9702024

Latest loaded filing

2024

Assets$8,780,970
Liabilities$0
Net Assets$8,780,970
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $334,4622010Expenses 2011: $466,2562011Revenue 2012: $326,134Expenses 2012: $513,253Net Income 2012: -$187,1192012Revenue 2013: $531,144Expenses 2013: $497,564Net Income 2013: $33,5802013Revenue 2014: $909,692Expenses 2014: $550,542Net Income 2014: $359,1502014Revenue 2015: $509,102Expenses 2015: $596,689Net Income 2015: -$87,5872015Revenue 2018: $770,015Expenses 2018: $570,493Net Income 2018: $199,5222018Revenue 2019: $752,927Expenses 2019: $566,892Net Income 2019: $186,0352019Revenue 2020: $643,044Expenses 2020: $552,169Net Income 2020: $90,8752020Revenue 2021: $798,980Expenses 2021: $592,065Net Income 2021: $206,9152021Revenue 2022: $610,245Expenses 2022: $676,475Net Income 2022: -$66,2302022Revenue 2023: $820,669Expenses 2023: $627,931Net Income 2023: $192,7382023Revenue 2024: $528,254Expenses 2024: $611,771Net Income 2024: -$83,5172024

Latest loaded filing

2024

Revenue$528,254
Expenses$611,771
Net Income-$83,517
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.53$0.61$0.08
2023Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.82$0.63$0.19
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$0.61$0.68$0.07
2021Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.80$0.59$0.21
2020Detailed filing. Detailed filing data is available for this year.$8.53$0.00$8.53$0.64$0.55$0.09
2019Detailed filing. Detailed filing data is available for this year.$8.44$0.00$8.44$0.75$0.57$0.19
2018Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.77$0.57$0.20
2015Summary only. Only limited summary data is available for this year.$7.98$0.00$0.51$0.60$0.09
2014Summary only. Only limited summary data is available for this year.$8.06$0.00$0.91$0.55$0.36
2013Summary only. Only limited summary data is available for this year.$7.70$0.00$0.53$0.50$0.03
2012Summary only. Only limited summary data is available for this year.$7.67$0.00$0.33$0.51$0.19
2011Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.47
2010Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Feb 26, 2026
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$114,683-$114,683
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOMMUNITY SERVICE SOCIETY OF NYGENERALPCNEW YORK, NY, US$573,382
Filing and Contact Details

Filer

Filer Name
Tr Uw William P Hamilton Fund Xxxxx5005
EIN
13-6846411
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
ExecDirector
Phone
8004962583
Signed
2026-02-26
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Raw XML AppendixShowing 400 of 2,829 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0921937603 VANGUARD TTL BD MKT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm183002G108 SIX CIRCLES ULTR SHR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm292203J308 VANGUARD TTL INTL BN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm383002G702 SIX CIRCLES GLOBAL B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm483002G884 SIX CIRCLES CREDIT O
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5464288679 ISHARES SHORT TREASU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6921937827 VANGUARD SHORT-TERM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7464287432 ISHARES 20+ YEAR TRE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm846435U853 ISHARES BROAD USD HI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm992203J407 VANGUARD TOTAL INTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1092206C870 VANGUARD INT-TERM CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1146429B267 ISHARES US TREASURY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12921937835 VANGUARD TOTAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1392206C771 VANGUARD MORTGAGE-BA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0545000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11157733
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2268727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3285425
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4267951
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5283117
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6135963
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7138539
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0522316
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11072752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2283462
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3289360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4280452
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5282056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6139839
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7141315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6254896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt815424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16447626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt179731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2010152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221371932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231193811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24900956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2613600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt278075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2813047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2914815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt337800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt347531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35282493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36309350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37172912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38205280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt397970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt407842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4112583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt429886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4310256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4410218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4511823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt467265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt489191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4920992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5021225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt517699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5229459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5315462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt548662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5517302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5616341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5724789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5814968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5912745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6011998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6117656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt081310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2102059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt328971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt419605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6462052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt825703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt942391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10127431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1232744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1320364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14146910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1515469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161810984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1724399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1825392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1912005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2029361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222752120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232188877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241282643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2530284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2620580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2724573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2812048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2920088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt309540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt316031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3210963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3313867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3417102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35284982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36451502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37297950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38202585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt397982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4021099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4127009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4219447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4315581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4414466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4514847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4613825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4718054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt489355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4919327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5026151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt517890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5249564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5315276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt549251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5518436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5621277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5731245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5812999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5918657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6013593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6118967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm002079K107 ALPHABET INC-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5110122108 BRISTOL-MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm630303M102 META PLATFORMS INC-C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9532457108 ELI LILLY AND COMPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10548661107 LOWE'S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1157636Q104 MASTERCARD INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1565339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16655844108 NORFOLK SOUTHERN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1767066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1978462F103 SPDR S&P 500 ETF TRU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2191324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2294106B101 WASTE CONNECTIONS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25315911750 FIDELITY 500 INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2683002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2783002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2800287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3309857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36N07059210 ASML HOLDING NV-NY R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3720825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3822160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39363576109 ARTHUR J GALLAGHER &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4043300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4145687V106 INGERSOLL RAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4246120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4346641Q191 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4446641Q217 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4546641Q225 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4646641Q233 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47679580100 OLD DOMINION FREIGHT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4875886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5030231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5161174X109 MONSTER BEVERAGE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52743315103 PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54573284106 MARTIN MARIETTA MATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5578409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57872540109 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58G54950103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59127387108 CADENCE DESIGN SYS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60254687106 WALT DISNEY CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61315911727 FIDELITY INTL INDX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6268902V107 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6379466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64824348106 SHERWIN-WILLIAMS CO/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65842587107 THE SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66032095101 AMPHENOL CORP-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6711135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6926884L109 EQT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71443201108 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7381762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76G8994E103 TRANE TECHNOLOGIES P
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0393052
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0458058
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0851110
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0851110
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0458058
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt040000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt074683
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0114683
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0573382
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0573382
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0393052
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0393052
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0156894
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03201129
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0458058
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0776237
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0614132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt074873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0694216
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0851110
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0851110
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt040750
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074873
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0120834
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202025-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272009-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282024-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402023-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422009-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442012-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462025-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492024-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502024-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542023-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552025-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562025-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572023-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582025-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592025-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602025-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612025-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622009-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632024-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642025-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652024-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662013-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672024-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682025-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692023-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722025-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732023-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752025-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762025-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772010-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782016-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792025-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802021-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822025-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832025-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862024-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872024-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882024-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892024-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902024-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912020-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002016-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022021-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032021-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042021-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062024-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072019-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082021-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102025-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1142024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1152024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1162024-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1172024-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1182024-12-09

Document Assets

No mirrored PDF or thumbnail assets are attached yet.