Civic Intelligence

The Anonymous Foundation

990PF • Fiscal year 2020 • EIN 20-5224490

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

Organization Profile
3192 Bradford PlaceBirmingham, AL 35242

(256) 572-1485

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

88th percentile

47%

Faster asset growth than 88% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

164%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,507,940

Up $1,443,108 (+47%) from 2019

Net Assets

Up

$4,507,940

Up $1,443,108 (+47%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin95th percentile

Revenue

Up

$1,742,635

Up $1,081,983 (+164%) from 2019

Expenses

Up

$299,527

Up $78,665 (+36%) from 2019

Net Income

Up

$1,443,108

Up $1,003,318 (+228%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,338,761Liabilities 2010: $0Net Assets 2010: $2,338,7612010Assets 2011: $2,272,205Liabilities 2011: $0Net Assets 2011: $2,272,2052011Assets 2012: $2,218,230Liabilities 2012: $0Net Assets 2012: $2,218,2302012Assets 2013: $2,228,419Liabilities 2013: $0Net Assets 2013: $2,228,4192013Assets 2014: $2,286,023Liabilities 2014: $0Net Assets 2014: $2,286,0232014Assets 2015: $2,413,608Liabilities 2015: $12015Assets 2017: $2,412,916Liabilities 2017: $0Net Assets 2017: $2,412,9162017Assets 2018: $2,625,042Liabilities 2018: $0Net Assets 2018: $2,625,0422018Assets 2019: $3,064,832Liabilities 2019: $0Net Assets 2019: $3,064,8322019Assets 2020: $4,507,940Liabilities 2020: $0Net Assets 2020: $4,507,9402020Assets 2021: $4,615,893Liabilities 2021: $57,529Net Assets 2021: $4,558,3642021Assets 2022: $4,869,200Liabilities 2022: $0Net Assets 2022: $4,869,2002022Assets 2024: $4,684,078Liabilities 2024: $4,607Net Assets 2024: $4,679,4712024

Highlighted filing

2020

Assets$4,507,940
Liabilities$0
Net Assets$4,507,940
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $58,0342010Expenses 2011: $141,4152011Expenses 2012: $140,6752012Revenue 2013: $209,910Expenses 2013: $199,721Net Income 2013: $10,1892013Revenue 2014: $295,932Expenses 2014: $238,328Net Income 2014: $57,6042014Revenue 2015: $1,870,203Expenses 2015: $297,244Net Income 2015: $1,572,9592015Revenue 2017: $148,335Expenses 2017: $122,436Net Income 2017: $25,8992017Revenue 2018: $329,329Expenses 2018: $117,203Net Income 2018: $212,1262018Revenue 2019: $660,652Expenses 2019: $220,862Net Income 2019: $439,7902019Revenue 2020: $1,742,635Expenses 2020: $299,527Net Income 2020: $1,443,1082020Revenue 2021: $440,854Expenses 2021: $390,430Net Income 2021: $50,4242021Revenue 2022: $608,543Expenses 2022: $297,707Net Income 2022: $310,8362022Revenue 2024: $415,241Expenses 2024: $471,210Net Income 2024: -$55,9692024

Highlighted filing

2020

Revenue$1,742,635
Expenses$299,527
Net Income$1,443,108
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
A Jefferson McDonald JrDirector & President-$0--
Kerry McDonaldDirector & Treasurer-$0--
Jennifer M JonasDirector & Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Anonymous Foundation
EIN
20-5224490
Phone
2565721485
Address
3192 Bradford Place, Birmingham, AL 35242

Signing Officer

Name
A Jefferson McDonald Jr
Title
President & Director
Phone
2565721485
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Michael A Bryant CPA PC
Address
3161 Cahaba Heights Road Suite 203, Vestavia Hills, AL 35243
Preparer
Michael A Bryant
Phone
2059863749
Raw XML AppendixShowing 400 of 5,790 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/BondNm05000 Air Lease Corp 3.75% 01 Jun 2026 CUSIP: 00914AAB8
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19000 American Honda Finance Corp 2.65% 44239 CUSIP: 02665WCD1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26000 Amgen Inc 2.25% 19 Aug 2023 CUSIP: 031162CH1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36000 Apple Inc 1.25% 20 Aug 2030 CUSIP: 037833DY3
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46000 Apple Inc 2.1% 12 Sep 2022 CUSIP: 037833DC1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm55000 Bank of America Corp Variable 3.559% 46500 CUSIP: 06051GHT9
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm65000 BP Capital Markets America Inc 3.796% 45921 CUSIP: 10373QAB6
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm75000 Capital One Financial Corp 3.65% 11 May 2027 CUSIP: 14040HCE3
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm86000 Charles Schwab Corp/The .9% 11 Mar 2026 CUSIP: 808513BF1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm96000 Citigroup Inc Variable .776% 30 Oct 2024 CUSIP: 172967MT5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm106000 Duke Energy Corp 2.4% 15 Aug 2022 CUSIP: 26441CAW5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm115000 DuPont de Nemours Inc 4.205% 15 Nov 2023 CUSIP: 26078JAB6
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm125000 Exxon Mobil Corp 2.44% 16 Aug 2029 CUSIP: 30231GBE1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm136000 Fifth Third Bank NA 2.25% 14 Jun 2021 CUSIP: 31677QBG3
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm145000 Gilead Sciences Inc 3.65% 01 Mar 2026 CUSIP: 375558BF9
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm156000 Goldman Sachs Group Inc/The Variable 2.905% 24 Jul 2023 CUSIP: 38141GWM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm165000 HP Inc 3.4% 17 Jun 2030 CUSIP: 40434LAC9
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm175000 HSBC Holdings PLC Variable 3.973% 47625 CUSIP: 404280CC1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm185000 International Business Machines Corp 3.45% 19 Feb 2026 CUSIP: 459200JG7
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm195000 International Business Machines Corp 3.5% 15 May 2029 CUSIP: 459200KA8
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm205000 Kroger Co/The 2.65% 15 Oct 2026 CUSIP: 501044DE8
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm215000 Lowe's Cos Inc 3.65% 05 Apr 2029 CUSIP: 548661DR5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm226000 Molson Coors Beverage Co 3.5% 01 May 2022 CUSIP: 60871RAC4
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2310000 Morgan Stanley 3.7% 23 Oct 2024 CUSIP: 61761JVL0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm246000 Oracle Corp 2.625% 15 Feb 2023 CUSIP: 68389XBR5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2522758.482 Pioneer Bond Fund CUSIP: 723622809
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm265000 Southern Co 3.70% 30 Apr 2030 CUSIP: 842587DE4
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm275000 TD Ameritrade Holding Corp 3.75% 01 Apr 2024 CUSIP: 87236YAH1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm286000 Toyota Motor Credit Corp 2.95% 13 Apr 2021 CUSIP: 89236TEU5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm296000 Toyota Motor Credit Corp 3.4% 15 Sep 2021 CUSIP: 89233P5F9
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm306000 Truist Financial Corp 2.7% 27 Jan 2022 CUSIP: 867914BM4
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm315000 Valero Energy Corp 3.4% 15 Sep 2026 CUSIP: 91913YAU4
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm326000 Verizon Communications Inc .85% 20 Nov 2025 CUSIP: 92343VFS8
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm335000 Walmart Inc 3.55% 26 Jun 2025 CUSIP: 931142ED1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm346000 Wells Fargo Bank Na 2.6% 15 Jan 2021 CUSIP: 94988J5N3
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm355000 Bank of Nova Scotia/The 2.2% 03 Feb 2025 CUSIP: 064159TF3
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm365000 Equinor ASA 3.7% 01 Mar 2024 CUSIP: 85771PAN2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm375000 Lloyds Banking Group Plc SNR PIDI NTS 4.375% 22 Mar 2028 CUSIP: 539439A
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm385000 Mitsubishi UFJ Financial Group Inc 2.801% 18 Jul 2024 CUSIP: 606822BJ2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm396000 Royal Bank of Canada 2.5% 19 Jan 2021 CUSIP: 78012KKU0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm405000 Shell International Finance BV 2.375% 07 Nov 2029 CUSIP: 822582CD2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26088
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt46033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt55122
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt65137
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt75133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt85996
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt96006
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt105975
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt115103
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125088
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt136023
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt145191
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt156029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt165094
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt175164
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt185190
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt195142
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt205020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt215432
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt226228
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2310385
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt246085
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25199280
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt265168
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt275092
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt286018
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt296287
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt306050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt315046
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt326004
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt335121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt346002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt355048
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt365157
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt375368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt385076
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt396005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt405015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26302
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36001
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt46186
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt55646
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt65670
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt75732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt86077
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt96039
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt106181
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt115516
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt125427
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt136042
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt145672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt156232
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt165564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt175774
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt185674
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt195785
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt205461
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt215835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt226239
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2311128
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt246280
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25232592
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt265790
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt275489
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt286044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt296129
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt306141
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt315482
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt326047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt335662
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt346004
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt355313
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt365494
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt375951
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt385360
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt396005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt405383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt085152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1175210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt543129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt618090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt739494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt830199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt959820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1056408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1160239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1239738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1360194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1421110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1565498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1649933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17120000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1885675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1933007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt209503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2159687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2237097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2335583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2460394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2524977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26198378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2767031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2813696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2936948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3140668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3254610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3389809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3458691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3536325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3640638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt388844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3938303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4054054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4152282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4262436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4336361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4492056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4559395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4623765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4755852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4895000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4949938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5095000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5195000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5222009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5395000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5439759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55143090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5661186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5799652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58175000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5944492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6033868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0113922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1227985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2563933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt330608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt461331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt542225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt749328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt833679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt978600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1056517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1170007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1263090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1356400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1443272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1575978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1653462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17122922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1879686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1995714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2056978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2157814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22101656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2341048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2469739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2559305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26283586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2770164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2877150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29117495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3088980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3146872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3276527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33106638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3466147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3544506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3638087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37243964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3881512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3947930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4070136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4162308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4270500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4347268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44125770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4579283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4686061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4791025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48100689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4950550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5096856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5198518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5221469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5393366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5446015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55183514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5669264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5799116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58185648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5951670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6041247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm065 Alphabet Inc CUSIP: 02079K305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170 Amazon.com Inc CUSIP: 023135106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24250 Apple Inc CUSIP: 037833100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3125 Biogen Inc CUSIP: 09062X103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm485 BlackRock Inc CUSIP: 09247X101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5500 Chevron Corp CUSIP: 166764100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6750 Cisco Systems Inc CUSIP: 17275R102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7800 Citigroup Inc CUSIP: 172967424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8185 CME Group Inc CUSIP: 12572Q105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91500 Comcast Corp CUSIP: 20030N101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10150 Costco Wholesale Corp CUSIP: 22160K105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111025 CVS Health Corp CUSIP: 126650100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12300 Dollar General Corp CUSIP: 256677105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13750 Dominion Resources Inc/VA CUSIP: 25746U109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14200 Ecolab Inc CUSIP: 278865100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15450 Eli Lilly and Co CUSIP: 532457108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161297 Exxon Mobil Corp CUSIP: 30231G102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17450 Facebook Inc CUSIP: 30303M102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18300 Home Depot Inc/The CUSIP: 437076102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19450 Honeywell International Inc CUSIP: 438516106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20150 Intuit Inc CUSIP: 461202103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21675 iShares US Real Estate ETF CUSIP: 464287739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22800 JPMorgan Chase & Co CUSIP: 46625H100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23115 Mastercard Inc CUSIP: 57636Q104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24325 McDonald's Corp CUSIP: 580135101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25725 Merck & Co Inc CUSIP: 58933Y105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261275 Microsoft Corp CUSIP: 594918104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271200 Mondelez International Inc CUSIP: 609207105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281000 NextEra Energy Inc CUSIP: 65339F101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29225 NVIDIA Corp CUSIP: 67066G104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30600 PepsiCo Inc CUSIP: 713448108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31325 PPG Industries Inc CUSIP: 693506107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32550 Procter & Gamble Co/The CUSIP: 742718109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33700 Qualcomm Inc CUSIP: 747525103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34925 Raytheon Technologies Corp CUSIP: 75513E101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35200 salesforce.com Inc CUSIP: 79466L302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36135 SBA Communications Corp CUSIP: 78410G104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371382 Target Corp CUSIP: 87612E106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38175 Thermo Fisher Scientific Inc CUSIP: 883556102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391000 Truist Financial Corp CUSIP: 89832Q109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40200 UnitedHealth Group Inc CUSIP: 91324P102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41370 United Parcel Service Inc CUSIP: 911312106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421200 Verizon Communications Inc CUSIP: 92343V104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43200 Vertex Pharmaceuticals Inc CUSIP: 92532F100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44575 Visa Inc CUSIP: 92826C839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45550 Walmart Inc CUSIP: 931142103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46475 Walt Disney Co/The CUSIP: 254687106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47550 Zoetis Inc CUSIP: 98978V103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm481811.939 Artisan Mid Cap Fund CUSIP: 04314H600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49599 MSC Industrial Direct Co Inc CUSIP: 553530106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm506874.096 Nuance Mid Cap Value Fund CUSIP: 56167N712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm516172.839 PGIM QMA Small-Cap Value Fund CUSIP: 875921777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52275 Prudential Financial Inc CUSIP: 744320102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53902.784 Victory RS Small Cap Growth Fund CUSIP: 92647Q363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54500 Wec Energy Group Inc CUSIP: 92939U106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm554603.952 Artisan International Value Fund CUSIP: 04314H857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56450 Chubb Ltd CUSIP: H1467J104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57825 Eaton Corp PLC CUSIP: G29183103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm586532.288 Harding Loevner International Equity Portfolio CUSIP: 412295107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591000 iShares MSCI Emerging Markets ETF CUSIP: 464287234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60450 LyondellBasell Industries NV CUSIP: N53745100
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0316451
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0327250
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0101508
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01639108
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01097
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0922
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01742635
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01742635
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01639122
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0247332
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0247332
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0101508
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0101508
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01443108
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02796699
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01097
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01639108
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01716076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt036
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0922
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0922
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt025690
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt027190
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0367
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt024453
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0248868
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0299527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01742649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01742635
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01536
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026573
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-07-10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,507,940
Liabilities
$0
Net assets
$4,507,940
Revenue
$1,742,635
Expenses
$299,527
Net income
$1,443,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.42$0.47$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.61$0.30$0.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.06$4.56$0.44$0.39$0.05
2020Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$1.74$0.30$1.44
2019Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.66$0.22$0.44
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$0.00$2.63$0.33$0.12$0.21
2017Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.15$0.12$0.03
2015Summary only. Only limited summary data is available for this year.$2.41$0.00$1.87$0.30$1.57
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.30$0.24$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.21$0.20$0.01
2012Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.06