Civic Intelligence

Ta Ja Jr & W F Van Wynen Trust B

EIN 22-6502705 • Pittsburgh, PA

Pub. 78 Eligible
500 First Ave P7-pfsc-03-zPittsburgh, PA 15219
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$9,483

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

56th percentile

3.9%

Faster asset growth than 56% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

115%

Faster revenue growth than 89% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$953,775

Up $35,849 (+3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$953,775

Up $35,849 (+3.9%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin84th percentile

Revenue

Up

$94,998

Up $50,846 (+115%) from 2023

Expenses

Down

$59,647

Down $1,607 (-2.6%) from 2023

Net Income

Up

$35,351

Up $52,453 (+307%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,005,225Liabilities 2011: $02011Assets 2012: $998,601Liabilities 2012: $02012Assets 2013: $987,007Liabilities 2013: $0Net Assets 2013: $987,0072013Assets 2014: $984,449Liabilities 2014: $02014Assets 2015: $986,366Liabilities 2015: $0Net Assets 2015: $986,3662015Assets 2019: $951,183Liabilities 2019: $02019Assets 2020: $969,546Liabilities 2020: $0Net Assets 2020: $969,5462020Assets 2021: $992,344Liabilities 2021: $0Net Assets 2021: $992,3442021Assets 2022: $934,514Liabilities 2022: $0Net Assets 2022: $934,5142022Assets 2023: $917,926Liabilities 2023: $0Net Assets 2023: $917,9262023Assets 2024: $953,775Liabilities 2024: $0Net Assets 2024: $953,7752024

Highlighted filing

2024

Assets$953,775
Liabilities$0
Net Assets$953,775
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $27,904Expenses 2011: $56,779Net Income 2011: -$28,8752011Revenue 2012: $57,375Expenses 2012: $57,169Net Income 2012: $2062012Revenue 2013: $47,024Expenses 2013: $59,652Net Income 2013: -$12,6282013Revenue 2014: $65,021Expenses 2014: $67,580Net Income 2014: -$2,5592014Revenue 2015: $68,218Expenses 2015: $66,301Net Income 2015: $1,9172015Revenue 2019: $49,027Expenses 2019: $65,273Net Income 2019: -$16,2462019Revenue 2020: $81,837Expenses 2020: $62,177Net Income 2020: $19,6602020Revenue 2021: $86,971Expenses 2021: $63,506Net Income 2021: $23,4652021Revenue 2022: $11,523Expenses 2022: $67,568Net Income 2022: -$56,0452022Revenue 2023: $44,152Expenses 2023: $61,254Net Income 2023: -$17,1022023Revenue 2024: $94,998Expenses 2024: $59,647Net Income 2024: $35,3512024

Highlighted filing

2024

Revenue$94,998
Expenses$59,647
Net Income$35,351
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$953,775
Liabilities
$0
Net assets
$953,775
Revenue
$94,998
Expenses
$59,647
Net income
$35,351
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.09$0.06$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.06$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.01$0.07$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.09$0.06$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.06$0.02
2019Summary only. Only limited summary data is available for this year.$0.95$0.00$0.05$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.07$0.07$0.00
2014Summary only. Only limited summary data is available for this year.$0.98$0.00$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$0.06$0.06$0.00
2011Summary only. Only limited summary data is available for this year.$1.01$0.00$0.03$0.06$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NACo-Trustee-$9,483-$9,483
GLORIA E GRIECO ESQCo-Trustee-$3,816-$3,816
Filing and Contact Details

Filer

Filer Name
Ja Jr & Wf Van Wynen-trust B
EIN
22-6502705
Phone
4127686324
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127686324
Signed
2025-03-28
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Raw XML AppendixShowing 400 of 2,126 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
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt233197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt292038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt303383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt322142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt331094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt362017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt372800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt383466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt393130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt422198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt432135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt441743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt452315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt462049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt481127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt492187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5017158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt532663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt542373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt319389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1310433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1510539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt182988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt204109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2413383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2519282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt274043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt283104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt305266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt322028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt353037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt363005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt373388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt383550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt392737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt403180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt423039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt432646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt443075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt461735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt472932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt482673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt492510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5016786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt512485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt532535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt542093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0172908105 CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2460690100 INTERPUBLIC GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7620076307 MOTOROLA SOLUTIONS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11879360105 TELEDYNE TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1274762E102 QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1300287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1402079K305 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1509247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1611135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1712514G108 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1820030N101 COMCAST CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1922160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2030303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2146625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2258933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2378409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2491324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2592826C839 VISA INC CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2692939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27G1151C101 ACCENTURE PLC CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30030420103 AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32053332102 AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3409260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3630231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3757636Q104 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39806857108 SCHLUMBERGER LTD SED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4098978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4335137L105 FOX CORP - CLASS A -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47127387108 CADENCE DESIGN SYSTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50452308109 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5281762P102 SERVICE NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53872540109 TJX COMPANIES INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54H11356104 BUNGE GLOBAL SA SEDO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55H1467J104 CHUBB LTD SEDOL B3BQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5709290D101 BLACKROCK FUNDING IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59277432100 EASTMAN CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60443510607 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61512807306 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62571903202 MARRIOTT INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6367066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64754730109 RAYMOND JAMES FINANC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65824348106 SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67G54950103 NEW LINDE PLC SEDOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt021505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2149663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt333054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4128605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5139540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt67119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt716469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt814129
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt915227
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1015692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1137234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1259945
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1327251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1436738
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1514765
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1612735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1713524
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1814147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1916646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2016417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0317609295 SEAFARER OVERSEAS GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1461418444 WCM FOCUSED INTL GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4936793686 WASATCH INTL OPPORTU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt574256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt697717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7057071813 BAIRD MIDCAP INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt909260B309 BLACKROCK CORE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10413838566 OAKMARK INTL SM CAP-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11543069405 LONGLEAF PARTNERS FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1200770X675 PZENA EMERG MKTS VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1356167N712 NUANCE MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1489154M702 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1589609H704 TRIBUTARY SMALL COMP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1625434V807 DIMENSIONAL INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1731428Q739 FEDERATED TOTAL RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1846429B267 ISHARES U S TREASURY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1946429B697 ISHARES MSCI USA MIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2046434V456 ISHARES MSCI INTL QU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2174440B884 PRUDENTIAL TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2200769G535 LSV SMALL CAP FUND-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2304314H576 ARTISAN INTL SM/MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2442588P809 HENNESSY FOCUS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25674375878 OBERWEIS SMALL CAP O
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2674441C881 PGIM JENN M/C GROW-R
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2789155H389 TOUCHSTONE MIDCAP VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt022707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2194264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt340303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4123652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5122870
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt611451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt713568
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt816551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt917403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1017030
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1137134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1260483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1327988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1437166
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1515427
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1611913
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1713894
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1816234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1917735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2017061
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt028218
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt066780
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt094998
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt094998
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt066780
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07609
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05690
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013299
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045224
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045224
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028136
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028218
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt035351
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0227937
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt066780
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt088900
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0326
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt052833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06016
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt059647
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt094916
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt094998
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07609
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06016
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014423
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-08-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152013-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192021-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-07-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292021-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342021-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362024-02-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392020-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442021-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452021-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462020-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472018-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502023-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512021-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522018-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552021-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562019-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582020-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592022-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622013-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632012-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662023-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672021-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682020-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692013-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712020-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732018-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752012-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762018-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782022-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792012-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802021-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812023-04-12

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $500k-$1M nonprofits