Civic Intelligence

Trust Ua Wyman-Potter Foundation 14-217670

EIN 16-6060015 • New York, NY

66 Hudson BoulevardNew York, NY 10001
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 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$29,462

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

78th percentile

47%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,534,407

Up $48,252 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,534,407

Up $48,252 (+3.2%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin75th percentile

Revenue

Up

$186,870

Up $60,074 (+47%) from 2024

Expenses

Down

$137,979

Down $3,673 (-2.6%) from 2024

Net Income

Up

$48,891

Up $63,747 (+429%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,306,951Liabilities 2012: $02012Assets 2013: $1,287,745Liabilities 2013: $02013Assets 2014: $1,321,411Liabilities 2014: $02014Assets 2015: $1,339,712Liabilities 2015: $02015Assets 2016: $1,360,537Liabilities 2016: $02016Assets 2020: $1,346,763Liabilities 2020: $02020Assets 2021: $1,288,262Liabilities 2021: $0Net Assets 2021: $1,288,2622021Assets 2022: $1,550,230Liabilities 2022: $0Net Assets 2022: $1,550,2302022Assets 2023: $1,499,129Liabilities 2023: $0Net Assets 2023: $1,499,1292023Assets 2024: $1,486,155Liabilities 2024: $0Net Assets 2024: $1,486,1552024Assets 2025: $1,534,407Liabilities 2025: $0Net Assets 2025: $1,534,4072025

Highlighted filing

2025

Assets$1,534,407
Liabilities$0
Net Assets$1,534,407
Open 2025 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $91,657Expenses 2012: $89,530Net Income 2012: $2,1272012Revenue 2013: $76,766Expenses 2013: $95,972Net Income 2013: -$19,2062013Revenue 2014: $133,046Expenses 2014: $99,380Net Income 2014: $33,6662014Revenue 2015: $126,941Expenses 2015: $108,640Net Income 2015: $18,3012015Revenue 2016: $111,756Expenses 2016: $90,931Net Income 2016: $20,8252016Revenue 2020: $150,039Expenses 2020: $123,499Net Income 2020: $26,5402020Revenue 2021: $155,395Expenses 2021: $214,407Net Income 2021: -$59,0122021Revenue 2022: $279,829Expenses 2022: $32,328Net Income 2022: $247,5012022Revenue 2023: $81,024Expenses 2023: $132,329Net Income 2023: -$51,3052023Revenue 2024: $126,796Expenses 2024: $141,652Net Income 2024: -$14,8562024Revenue 2025: $186,870Expenses 2025: $137,979Net Income 2025: $48,8912025

Highlighted filing

2025

Revenue$186,870
Expenses$137,979
Net Income$48,891
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,534,407
Liabilities
$0
Net assets
$1,534,407
Revenue
$186,870
Expenses
$137,979
Net income
$48,891
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.19$0.14$0.05
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.13$0.14$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.08$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.28$0.03$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.00$1.29$0.16$0.21$0.06
2020Summary only. Only limited summary data is available for this year.$1.35$0.00$0.15$0.12$0.03
2016Summary only. Only limited summary data is available for this year.$1.36$0.00$0.11$0.09$0.02
2015Summary only. Only limited summary data is available for this year.$1.34$0.00$0.13$0.11$0.02
2014Summary only. Only limited summary data is available for this year.$1.32$0.00$0.13$0.10$0.03
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$0.08$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.31$0.00$0.09$0.09$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Jun 11, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HSBC BANK USATrustee-$29,462-$29,462
Filing and Contact Details

Filer

Filer Name
Trust Ua Wyman-potter Foundation 14-217670
EIN
16-6060015
Phone
2125250561
Address
66 HUDSON BOULEVARD, NEW YORK, NY 10001

Signing Officer

Name
For Hsbc Bank USA
Title
VP
Phone
2125250561
Signed
2025-06-11
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
3124869399
Raw XML AppendixShowing 400 of 1,073 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/BondNm022160K105 COSTCO WHOLESALE COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1464287226 ISHARES CORE US AGGR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2464288513 ISHARES IBOXX USD HI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm346435G672 ISHARES CORE INTERNA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04999
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1309885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt268557
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3103373
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt045074
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1269311
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt264254
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt393511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt024460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt821479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt924098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1016289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1120222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1214797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1323192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1522483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1713283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt197472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt205983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2214639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt238389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2418443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2515187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2622934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2712765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2811375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2920967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3011433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3117383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3222061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3319960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3421716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3521714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3616297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3726080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3822168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3918710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4020371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4218564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4326567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4420006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4520052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4625411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4715268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt030985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt350189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt464649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt576559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt613278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt723340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt829396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt935698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1015369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1128733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1214704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1336028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1438759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1573881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1632330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1781648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1820502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt196848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2027497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2118193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2212127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2310377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2440572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2539374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2644466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2726792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2815656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2928427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3017970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3119717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3233828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3318838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3433408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3527577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3642001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3722302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3829657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3928786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4040735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4170564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4229499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4335826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4423261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4544108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4627701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4716378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm200724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38073108 AEROVIRONMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm502079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm623135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm730420103 AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm837833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm903852U106 ARAMARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1075887109 BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1109247X101 BLACKROCK INC CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1211135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13808513105 CHARLES SCHWAB CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16172967424 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1712572Q105 CME GROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1820030N101 COMCAST CORP-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1921036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21254687106 DISNEY WALT CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2329444U700 EQUINIX INC REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2430231G102 EXXON MOBIL CORPORAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2530303M102 FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2734959J108 FORTIVE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28368736104 GENERAC HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30406216101 HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32446413106 HUNTINGTON INGALLS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3345866F104 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34459200101 INTL. BUSINESS MACHI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3546120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3646266C105 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3846625H100 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39518439104 LAUDER ESTEE COS CL-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40548661107 LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41550021109 LULULEMON ATH-WI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4565339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4667066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4770450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5075513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5179466L302 SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52806857108 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55911363109 UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5691324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5792343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5892826C839 VISA INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59929160109 VULCAN MATLS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6094106L109 WASTE MANAGEMENT INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6198138H101 WORKDAY INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6298956P102 ZIMMER BIOMET HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63G4474Y214 JANUS HENDERSON GROU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6500766T100 AECOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6603027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6720825C104 CONOCOPHLLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68224399105 CRANE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7037045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71697435105 PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7274762E102 QUANTA SERVICES INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7378486Q101 SVB FINANCIAL GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7487612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76949746101 WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77254687106 THE WALT DISNEY COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78688239201 OSHKOSH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7905550J101 BJ'S WHOLESALE CLUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8016411R208 CHENIERE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8117275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8252470H666 CLEARBRIDGE SMALL CA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83205887102 CONAGRA BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84209115104 CONSOLIDATED EDISON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85224441105 CRANE HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87437076102 HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8861945C103 MOSAIC CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89693718108 PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90749607107 RLI CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92817565104 SERVICE CORP INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93872540109 TJX COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9591913Y100 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9609260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9914040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100532457108 ELI LILLY AND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10134959E109 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10264110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104744573106 PUBLIC SERVICE ENTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105745867101 PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106773903109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10781762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108892356106 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109902973304 US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111040413205 ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11222788C105 CROWDSTRIKE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113291011104 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114314172263 FEDERATED HERMES CLO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115544006505 LORD ABBETT DEVELOPI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11630303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11792532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11895040Q104 WELTOWER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt037322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt143380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt38986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt430651
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt56315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt69595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt79709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt88296
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt98299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1011620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1130278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1224318
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt139690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1413274
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1518177
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt019766F175 COLUMBIA HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155273E640 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2722005220 PIMCO INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34812C0803 JP MORGAN HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287226 ISHARES CORE TOTAL U
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464288513 ISHARES IBOXX HIGH Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt646435G672 ISHARES INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464288281 ISHARES JP MORGAN US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt878464A391 SPDR BBG BARCLAY EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt946434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287465 ISHARES MSCI EAFE ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287630 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15464287481 ISHARES RUSSELL MIDC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464287606 ISHARES S&P MIDCAP 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1752470H666 CLEARBRIDGE SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18412295107 HARDING LOEVNER INTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1947803W406 JOHN HANCOCK III DIS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20544006505 LORD ABBETT DEVELOPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2155273E848 MFS INTERNATIONAL GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2255273E822 MFS INTERNATIONAL VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23H1467J104 CHUBB LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24G5494J103 LINDE PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2746434G822 ISHARES MSCI JAPAN E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt030153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132944
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt336527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt439382
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt56835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt622195
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt718924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt823567
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt918577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1031654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1143993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1231266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1323198
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1413710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1521765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt043015
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0143855
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0186870
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0186870
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0143855
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05892
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt023570
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt029462
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0106000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0106000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt042385
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt043015
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt048891
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0466655
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0143855
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0162505
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0165
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0112142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023735
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0137979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0186240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186870
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06142
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023735
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031979
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152006-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162013-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262010-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1668
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt713193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt88976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt918327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt105267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1420278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1521344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1617164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt182809

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits