Civic Intelligence

Julia G Melson Charitable Testamentary Trust

990PF • Fiscal year 2024 • EIN 20-6724118

Jan 01, 2024 to Dec 31, 2024 • Filed on May 01, 2025

Organization Profile
PO Box 2450Montgomery, AL 36102-2450

(334) 230-6100

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

38th percentile

0.1%

Faster asset growth than 38% of similar nonprofits.

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

Revenue Growth

85th percentile

81%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,749,539

Up $2,140 (+0.1%) from 2023

Net Assets

$1,749,539

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin43rd percentile

Revenue

Up

$140,601

Up $62,900 (+81%) from 2023

Expenses

Up

$138,571

Up $7,330 (+5.6%) from 2023

Net Income

Up

$2,030

Up $55,570 (+104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,909,016Liabilities 2011: $02011Assets 2012: $1,869,099Liabilities 2012: $12012Assets 2013: $1,914,149Liabilities 2013: $0Net Assets 2013: $1,914,1492013Assets 2014: $1,912,361Liabilities 2014: $0Net Assets 2014: $1,912,3612014Assets 2015: $1,858,221Liabilities 2015: $0Net Assets 2015: $1,858,2212015Assets 2016: $1,792,967Liabilities 2016: $0Net Assets 2016: $1,792,9672016Assets 2017: $1,857,444Liabilities 2017: $0Net Assets 2017: $1,857,4442017Assets 2018: $1,833,549Liabilities 2018: $0Net Assets 2018: $1,833,5492018Assets 2019: $1,803,848Liabilities 2019: $12019Assets 2020: $1,753,662Liabilities 2020: $0Net Assets 2020: $1,753,6622020Assets 2021: $1,853,954Liabilities 2021: $0Net Assets 2021: $1,853,9542021Assets 2022: $1,801,093Liabilities 2022: $0Net Assets 2022: $1,801,0932022Assets 2023: $1,747,399Liabilities 2023: $12023Assets 2024: $1,749,539Liabilities 2024: $0Net Assets 2024: $1,749,5392024

Highlighted filing

2024

Assets$1,749,539
Liabilities$0
Net Assets$1,749,539
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $61,145Expenses 2011: $169,992Net Income 2011: -$108,8472011Revenue 2012: $98,203Expenses 2012: $138,588Net Income 2012: -$40,3852012Revenue 2013: $183,906Expenses 2013: $137,537Net Income 2013: $46,3692013Revenue 2014: $152,103Expenses 2014: $154,983Net Income 2014: -$2,8802014Revenue 2015: $80,699Expenses 2015: $134,941Net Income 2015: -$54,2422015Revenue 2016: $69,096Expenses 2016: $135,723Net Income 2016: -$66,6272016Revenue 2017: $201,424Expenses 2017: $135,576Net Income 2017: $65,8482017Revenue 2018: $120,000Expenses 2018: $144,115Net Income 2018: -$24,1152018Revenue 2019: $108,025Expenses 2019: $137,963Net Income 2019: -$29,9382019Revenue 2020: $87,602Expenses 2020: $137,990Net Income 2020: -$50,3882020Revenue 2021: $256,641Expenses 2021: $155,478Net Income 2021: $101,1632021Revenue 2022: $88,565Expenses 2022: $142,518Net Income 2022: -$53,9532022Revenue 2023: $77,701Expenses 2023: $131,241Net Income 2023: -$53,5402023Revenue 2024: $140,601Expenses 2024: $138,571Net Income 2024: $2,0302024

Highlighted filing

2024

Revenue$140,601
Expenses$138,571
Net Income$2,030
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN COXCo-Trustee-$0--
RICHARD P MORTHLANDCo-Trustee-$0--
KARLA CONWAYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Julia G Melson Charitable
EIN
20-6724118
Phone
3342306100
Address
PO BOX 2450, MONTGOMERY, AL 36102-2450

Signing Officer

Name
George C Smith
Title
Trust Officer
Phone
3342306100
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Warren Averett LLC
Address
105 TALLAPOOSA STREET STE 300, MONTGOMERY, AL 36104
Preparer
Jennifer D Burton
Phone
3342712200
Raw XML AppendixShowing 400 of 692 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01912
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0638
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BANK OF NEW YORK MELLON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BANK OF NOVA SCOTIA/THE 1.05% 02 MAR 2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK OF NOVA SCOTIA/THE 2.2% 03 FEB 2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BERKSHIRE HATHAWAY FINANCE CORP 4.25% 15 JAN 2049
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BLACKROCK INC 1.9% 28 JAN 2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BP CAPITAL MARKETS AMERICA INC 3.796% 09/21/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CHARLES SCHWAB CORP/THE .9% 11 MAR 2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7COMCAST CORP 3.75% 01 APR 2040
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8GOLDMAN SACHS GROUP INC/THE VARIABLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9INTERNATIONAL BUSINESS MACHINES 02/19/2016 3.45% 02/19/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10JP MORGAN CHASE & CO VARIABLE 3.782% 02/01/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11METLIFE INC 5.7% 15 JUN 2035
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12MORGAN STANLEY VARIABLE 4.654% 18 OCT 2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13PROCTER & GAMBLE CO/THE 3% 25 MAR 2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14ROYAL BANK OF CANANDA .875% 01/20/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15SHELL INTERNATIONAL FINANCE BV 2.375% 07 NOV 20294
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16TOYOTA MOTOR CREDIT .8% 09 JAN 2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17TOYOTA MOTOR CREDIT 1.125% 18 JUN 2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18TRUIST FINANCIAL CORP 1.267% 02 MAR 2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19UNITED STATES TREASURY NOTE/BOND .25% 31 MAY 2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20UNITED STATES TREASURY NOTE/BOND 1.25% 15 MAY 2050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21UNITED STATES TREASURY NOTE/BOND 1.625% 15 MAY 2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22UNITED STATES TREASURY NOTE/BOND 2.875% 15 MAY 2043
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23UNITED STATES TREASURY NOTE/BOND 3% 15 FEB 2048
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24WELLS FARGO BANK NA 5.85% 02/01/2037
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25WESTPAC BANKING CORP 3.4% 01/25/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt012830
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt111868
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt211973
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt326940
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt413424
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt511965
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt612837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt715466
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt813646
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt911872
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1023920
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1111265
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1223775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1312074
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1424651
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1511936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1612869
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1711909
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1824644
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1944022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2039103
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2175428
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2279641
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2366071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2411323
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2511879
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt012489
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt111511
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt211970
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt322579
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt411799
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt511946
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt612438
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt712065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt811833
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt911840
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1023491
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1111309
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1223486
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1311047
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1424059
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1511659
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1612380
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1711563
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1823976
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1945253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2031764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2176250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2272712
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2353549
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2411225
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2511551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt136854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt165446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1711990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1811859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1911868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt216132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2215994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2316269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24197735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt266983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt296776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt308636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt344564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt393321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt407449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt427973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt433481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt446438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt454111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt466154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt474674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt481082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt494075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt506574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt515671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52108638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt535223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt547178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt552832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt435560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt138794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt159539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt169162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1712114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1811327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1911373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt205028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22116831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23116257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24278850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2514383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2611058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt275218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt287560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2919907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3039200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3213370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt333871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt344225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3542033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt366754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt377907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt397067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt407901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt428467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt438358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt444687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt453297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt468641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt478215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt487803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt496843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5010138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt519611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52111774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5311294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt547157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt555051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN ELECTRIC POWER CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GE VERNOVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GOLDMAN SACHS GROUP INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HSBC HOLDINGS PLC VARIABLE 3.973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19INTERNATIONAL BUSINESS MACHINES CORP 3.45% 05/15/2029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21IRON MOUNTAIN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES CORE S&P MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ISHARES CORE S&P SMALLCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PACKAGING CORP OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PROGRESSIVE CORP/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PULTEGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ROSS SOTRES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SBA COMMUNICATIONS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SCHLUMBERGER NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SKYPER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47THE TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ZOETIES INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0335044
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0313756
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0158572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FREDDIE MAC POOLS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0148084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt059401
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt081200
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0140601
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0140601
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01912
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0638
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02550
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt081200
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0110000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt059401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt059401
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02030
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0473616
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt081200
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0114505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01404
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt023070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt023070
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0984
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01547
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0111912
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026096
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0138571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0140601
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0140601
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01912
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026096
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0138260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1254156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt277268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt277268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1142167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2331424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK OF AMERICA CORP CLASS ACTION SETTLEMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081200
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02030
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0110
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01749539
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01747399
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01749539
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0112141
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0112141
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0112141
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0113733
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01592
IRS990PF/DistributableAmountGrp/TotalTaxAmt01592
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01592
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01592
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01592
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0832
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0760
IRS990PF/FMVAssetsEOYAmt02253174
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0635559
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0627331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0585744
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0631934
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0601366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01178364
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt031
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt052
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt052
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0180177
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0158572
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0148084
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01747399
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01749539
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt021093
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027174
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027174
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01747399
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01749539
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02253174
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01747399
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01749539
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01747399
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01749539
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0278605
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0335044
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0313756
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02309305
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025339
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02283966
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt034640
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0113733
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02274665
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02309305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,749,539
Liabilities
$0
Net assets
$1,749,539
Revenue
$140,601
Expenses
$138,571
Net income
$2,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.14$0.14$0.00
2023Summary only. Only limited summary data is available for this year.$1.75$0.00$0.08$0.13$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.09$0.14$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.00$1.85$0.26$0.16$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.09$0.14$0.05
2019Summary only. Only limited summary data is available for this year.$1.80$0.00$0.11$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.12$0.14$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.20$0.14$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.07$0.14$0.07
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.08$0.13$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.15$0.15$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.18$0.14$0.05
2012Summary only. Only limited summary data is available for this year.$1.87$0.00$0.10$0.14$0.04
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.06$0.17$0.11