Civic Intelligence

Rees Paul and Martha Charitable Tua

EIN 20-6740669 • Winchester, VA

1835 Valley AvenueWinchester, VA 22601
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

7th percentile

-57%

Higher net margin than 7% of similar nonprofits.

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

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

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

Asset Growth

18th percentile

-4.7%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

81st percentile

60%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,770,379

Down $333,565 (-4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,770,379

Down $333,565 (-4.7%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin7th percentile

Revenue

Up

$582,528

Up $218,930 (+60%) from 2023

Expenses

Up

$916,093

Up $463,089 (+102%) from 2023

Net Income

Down

-$333,565

Down $244,159 (-273%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$10M$5.0M$0Assets 2010: $17,728Liabilities 2010: $0Net Assets 2010: $17,7282010Assets 2011: $7,418,742Liabilities 2011: $12011Assets 2012: $8,076,454Liabilities 2012: $12012Assets 2013: $7,945,063Liabilities 2013: $0Net Assets 2013: $7,945,0632013Assets 2014: $8,123,138Liabilities 2014: $0Net Assets 2014: $8,123,1382014Assets 2015: $7,631,134Liabilities 2015: $0Net Assets 2015: $7,631,1342015Assets 2016: $7,500,088Liabilities 2016: $0Net Assets 2016: $7,500,0882016Assets 2017: $7,227,171Liabilities 2017: $0Net Assets 2017: $7,227,1712017Assets 2018: $7,057,290Liabilities 2018: $0Net Assets 2018: $7,057,2902018Assets 2019: $6,921,221Liabilities 2019: $0Net Assets 2019: $6,921,2212019Assets 2020: $7,367,529Liabilities 2020: $0Net Assets 2020: $7,367,5292020Assets 2021: $7,616,493Liabilities 2021: $0Net Assets 2021: $7,616,4932021Assets 2022: $7,186,314Liabilities 2022: $0Net Assets 2022: $7,186,3142022Assets 2023: $7,103,944Liabilities 2023: $0Net Assets 2023: $7,103,9442023Assets 2024: $6,770,379Liabilities 2024: $0Net Assets 2024: $6,770,3792024

Highlighted filing

2024

Assets$6,770,379
Liabilities$0
Net Assets$6,770,379
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $116,9832010Revenue 2011: $7,604,028Expenses 2011: $202,448Net Income 2011: $7,401,5802011Revenue 2012: $1,010,851Expenses 2012: $351,753Net Income 2012: $659,0982012Revenue 2013: $352,447Expenses 2013: $484,167Net Income 2013: -$131,7202013Revenue 2014: $638,502Expenses 2014: $460,587Net Income 2014: $177,9152014Revenue 2015: -$44,630Expenses 2015: $447,501Net Income 2015: -$492,1312015Revenue 2016: $297,462Expenses 2016: $429,169Net Income 2016: -$131,7072016Revenue 2017: $196,457Expenses 2017: $468,195Net Income 2017: -$271,7382017Revenue 2018: $296,671Expenses 2018: $467,033Net Income 2018: -$170,3622018Revenue 2019: $366,670Expenses 2019: $501,892Net Income 2019: -$135,2222019Revenue 2020: $519,758Expenses 2020: $97,754Net Income 2020: $422,0042020Revenue 2021: $755,264Expenses 2021: $507,651Net Income 2021: $247,6132021Revenue 2022: $28,688Expenses 2022: $456,227Net Income 2022: -$427,5392022Revenue 2023: $363,598Expenses 2023: $453,004Net Income 2023: -$89,4062023Revenue 2024: $582,528Expenses 2024: $916,093Net Income 2024: -$333,5652024

Highlighted filing

2024

Revenue$582,528
Expenses$916,093
Net Income-$333,565
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,770,379
Liabilities
$0
Net assets
$6,770,379
Revenue
$582,528
Expenses
$916,093
Net income
-$333,565
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.58$0.92$0.33
2023Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.36$0.45$0.09
2022Detailed filing. Detailed filing data is available for this year.$7.19$0.00$7.19$0.03$0.46$0.43
2021Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.76$0.51$0.25
2020Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.52$0.10$0.42
2019Detailed filing. Detailed filing data is available for this year.$6.92$0.00$6.92$0.37$0.50$0.14
2018Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.30$0.47$0.17
2017Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.20$0.47$0.27
2016Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$0.30$0.43$0.13
2015Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.04$0.45$0.49
2014Detailed filing. Detailed filing data is available for this year.$8.12$0.00$8.12$0.64$0.46$0.18
2013Detailed filing. Detailed filing data is available for this year.$7.95$0.00$7.95$0.35$0.48$0.13
2012Summary only. Only limited summary data is available for this year.$8.08$0.00$1.01$0.35$0.66
2011Summary only. Only limited summary data is available for this year.$7.42$0.00$7.60$0.20$7.40
2010Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.12
Latest Filing Detail
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 Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS W NEUBERTPrimary Trustee-$0--
BARBARA NEUBERT PASCUATrustee-$0--
GERALD V NEUBERTTrustee-$0--
MARY LEE EBERL EVANSTrustee-$0--
VIRGINIA ANN LUCATELLITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rees Paul and Martha Charitable Tua
EIN
20-6740669
Phone
5406782710
Address
1835 VALLEY AVENUE, WINCHESTER, VA 22601

Signing Officer

Name
Thomas Neubert
Title
Primary Trustee
Phone
5406782710
Signed
2025-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 2560, WINCHESTER, VA 22604-1760
Preparer
Derek S Mccarty CPA
Phone
5406623417
Raw XML AppendixShowing 400 of 1,123 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/Amt03000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01500
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBVIE INC CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALPHABET INC CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMPHENOL CORP CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3APPLE INC CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CISCO SYSTEMS INC CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5CSX CORP CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6DUKE ENERGY PROGRESS CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7FISERV INC CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8INTEL CORP -CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9JOHN DEERE CAPITAL CORP CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10MCDONALD'S CORP CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11MCKESSON CORP CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12NATIONAL RURAL UTIL COOP CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13NORFOLK SOUTHERN CORP CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14OMNICOM GROUP INC CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15ORACLE CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16REPUBLIC SERVICES CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17SHELL INTERNATIONAL -CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18TORONTO-DOMINION BANK -CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19US BANCORP -CORPORATE BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt098884
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1101976
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt298490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3101377
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4102246
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt598080
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6102205
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt798471
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8100263
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9100181
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10100071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1199729
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1274472
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1399876
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1498319
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1599399
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1697700
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17155114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18149136
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19100439
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt098474
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt196269
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt297930
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt396191
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4100359
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt597914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt699173
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt798782
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt899490
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt999947
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10100186
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11100318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1271189
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13101022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1496065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1598557
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1697363
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17146657
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18146010
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1998856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0121545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1158988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt438285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt726062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt870952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt981168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1043726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1138377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12131738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1338911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14102792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15143941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1647254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1722390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1829994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19172433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2049595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21126824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2266147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt236041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2476540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2531934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26121153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2737594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28164779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2943665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3087407
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31131363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3248238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3313793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3472758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35123706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3645252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37128650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3844602
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3987618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4087138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4125397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42139345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43132199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44178617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0124421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1184690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2136961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt318119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt462469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5236146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7298370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8350588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt988424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1036210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1132627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12114544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1377883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14160685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1593324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1658580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1739524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1838899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19144704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20114821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21157971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2258140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23153989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2480290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25337200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2681484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2764033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28153423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2973716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3089742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31128606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3255620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3378233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34106012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35144020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3642659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37117351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3845152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39104713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4096401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41124520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42154014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43154818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44154784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADVANCED MICRO DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALTABA INC ESCROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COSTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DEXCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ECOLAB INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GENERAL DYNAMICS COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19IDEXX LABS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MASTERCARD INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MEDPACE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23META PLATFORMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MONGODB INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28POOL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PURE STORAGE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ROCKWELL AUTOMATION, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35STRYKER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TREX COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VERISK ANALYTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WATSCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WORKDAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0870770
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0865786
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt071872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1148518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt265845
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt368474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ARTISAN INTL VAL-INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ISHARES BARCLAYS 1-3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ISHARES CORE S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ISHARES CORE S&P SMALL-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt093815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1147564
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2108731
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt392176
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0154633
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0427890
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0582528
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0582528
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0427890
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0836000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0836000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0154633
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0154633
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-333565
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02808154
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0427890
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0511916
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt068951
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt068951
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0837500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt070612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0916093
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0582528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0582528
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt070612
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt080093
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332011-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt044424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18833
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt621344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt813048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt913980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1030755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1118149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1222086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1318186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1429370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1531828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1624396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1862261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1919630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2149605
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt229404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2329696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2430479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2558715
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26103468
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2782596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2899012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2982510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3069260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3157785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3241275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3333020
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3441275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3542513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3632104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3720506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3824721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3920870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4064286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt411512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4230801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4327983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4415673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt456997
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4618053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt48125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5010490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5133849
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5339081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5431229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5638929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5722355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt04951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt226472
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt326383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt48704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt57944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt611449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt731448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt810421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt911348
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt109245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt127914
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt136814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1412156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt159615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-4620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-23202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt196400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt229248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt232210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt245098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25-8187
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26-1471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27-1176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28-193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29-501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3022124
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3118283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3212146

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $5M-$10M nonprofits