Civic Intelligence

Joseph T and Helen M Simpson Foundation

990PF • Fiscal year 2020 • EIN 23-6242538

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 20, 2021

285 Delaware Avenue 3rd FloorBuffalo, NY 14202

(717) 255-2174

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

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

Top Officer Pay

54th percentile

$27,341

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

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

Asset Growth

31st percentile

-1.3%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

91st percentile

95%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Down

$3,280,053

Down $43,816 (-1.3%) from 2019

Net Assets

Down

$3,280,053

Down $43,816 (-1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$327,762

Up $159,377 (+95%) from 2019

Expenses

Down

$370,861

Down $5,393 (-1.4%) from 2019

Net Income

Up

-$43,099

Up $164,770 (+79%) from 2019

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,611,402Liabilities 2010: $0Net Assets 2010: $2,611,4022010Assets 2011: $2,486,561Liabilities 2011: $0Net Assets 2011: $2,486,5612011Assets 2012: $2,354,286Liabilities 2012: $0Net Assets 2012: $2,354,2862012Assets 2013: $2,367,823Liabilities 2013: $0Net Assets 2013: $2,367,8232013Assets 2014: $2,148,395Liabilities 2014: $0Net Assets 2014: $2,148,3952014Assets 2017: $3,129,269Liabilities 2017: $0Net Assets 2017: $3,129,2692017Assets 2018: $3,516,494Liabilities 2018: $0Net Assets 2018: $3,516,4942018Assets 2019: $3,323,869Liabilities 2019: $0Net Assets 2019: $3,323,8692019Assets 2020: $3,280,053Liabilities 2020: $0Net Assets 2020: $3,280,0532020Assets 2021: $3,594,418Liabilities 2021: $0Net Assets 2021: $3,594,4182021Assets 2022: $3,395,152Liabilities 2022: $0Net Assets 2022: $3,395,1522022Assets 2023: $3,203,117Liabilities 2023: $0Net Assets 2023: $3,203,1172023Assets 2024: $3,229,700Liabilities 2024: $0Net Assets 2024: $3,229,7002024

Highlighted filing

2020

Assets$3,280,053
Liabilities$0
Net Assets$3,280,053

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $497,6542010Expenses 2011: $408,2222011Expenses 2012: $452,0872012Revenue 2013: $435,314Expenses 2013: $421,776Net Income 2013: $13,5382013Revenue 2014: $141,144Expenses 2014: $360,553Net Income 2014: -$219,4092014Revenue 2017: $213,558Expenses 2017: $277,223Net Income 2017: -$63,6652017Revenue 2018: $741,942Expenses 2018: $336,676Net Income 2018: $405,2662018Revenue 2019: $168,385Expenses 2019: $376,254Net Income 2019: -$207,8692019Revenue 2020: $327,762Expenses 2020: $370,861Net Income 2020: -$43,0992020Revenue 2021: $769,418Expenses 2021: $454,568Net Income 2021: $314,8502021Revenue 2022: $160,820Expenses 2022: $358,969Net Income 2022: -$198,1492022Revenue 2023: $227,477Expenses 2023: $413,342Net Income 2023: -$185,8652023Revenue 2024: $423,673Expenses 2024: $406,019Net Income 2024: $17,6542024

Highlighted filing

2020

Revenue$327,762
Expenses$370,861
Net Income-$43,099
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 20, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$27,341-$27,341
HUGH J T SIMPSONExecutive DirectorPT$24,000-$24,000
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWILDCAT FDN MECH AREA SCH DISTPUBLIC SUPPORTN/AMECHANICSBURG, PA, US$20,000
Paid GrantUNITED WAY OF THE CAPITAL REGIONPUBLIC SUPPORTPCENOLA, PA, US$15,000
Paid GrantHARRISBURG SYMPHONY ASSOC ATTN JEFF WOODRUFFGENERAL OPERATINGPCHARRISBURG, PA, US$12,500
Paid GrantSONSHINE MINISTRIESPUBLIC SUPPORTPCHARRISBURG, PA, US$11,500
Paid GrantBETHESDA MISSIONGENERAL OPERATINGPCHARRISBURG, PA, US$11,334
Paid GrantPINNACLE HEALTH AUXILIARYPUBLIC SUPPORTPCHARRISBURG, PA, US$10,500
Paid GrantNEW HOPE MINISTRIESPUBLIC SUPPORTPCDILLSBURG, PA, US$10,500
Paid GrantSALVATION ARMY INCPUBLIC SUPPORTPCHARRISBURG, PA, US$10,000
Paid GrantRONALD MCDONALD HOUSEPUBLIC SUPPORTPCHERSHEY, PA, US$8,700
Paid GrantCAPITAL AREA DREAM CENTERPUBLIC SUPPORTPCHARRISBURGH, PA, US$8,000
Paid GrantWILDHEARTS MINISTRIESPUBLIC SUPPORTPCHARRISBURG, PA, US$7,500
Paid GrantBOYS & GIRLS CLUB OF CENTRAL PAGENERAL OPERATINGPCHARRISBURG, PA, US$6,500
Paid GrantYMCA - HARRISBURG AREAPUBLIC SUPPORTPCHARRISBURG, PA, US$6,000
Paid GrantCENTRAL PA FOOD BANKPUBLIC SUPPORTPCHARRISBURG, PA, US$5,000
Paid GrantDOWNTOWN DAILY BREADGENERALPCHARRISBURG, PA, US$5,000
Paid GrantTHREE STAR FOUNDATIONPUBLIC SUPPORTPCHARRISBURGH, PA, US$4,000
Paid GrantOPERATION VETERANS HOPEPUBLIC SUPPORTPCMT HOLLY SPRINGS, PA, US$3,750
Paid GrantGOODWILL KEYSTONE AREAGENERAL OPERATINGPCHARRISBURG, PA, US$3,500
Paid GrantMECHANICSBURG AREA MEALS ON WHEELS INCPUBLIC SUPPORTPCMECHANICSBURG, PA, US$3,500
Paid GrantHEALTH MINISTRIES OF CHRIST LUTHERAN CHURCHSUPPORTPCHARRISBURG, PA, US$3,500
Paid GrantGREENLIGHT OPERATIONCHURCHCHURCHCAMP HILL, PA, US$3,000
Paid GrantHERITAGE FOUNDATIONGENERAL OPERATINGPCWASHINGTON, DC, US$2,500
Paid GrantTHEATRE HARRISBURGPUBLIC SUPPORTPCHARRISBURG, PA, US$2,500
Paid GrantOPEN STAGE OF HARRISBURGPUBLIC SUPPORTPCHARRISBURG, PA, US$2,500
Paid GrantJOSEPH T SIMPSON PUBLIC LIBRARYPUBLIC SUPPORTPCMECHANICSBURG, PA, US$2,000
Paid GrantYWCA-GREATER HARRISBURGPUBLIC SUPPORTPCHARRISBURG, PA, US$2,000
Paid GrantHOMELAND CENTERGENERAL OPERATINGPCHARRISBURG, PA, US$2,000
Paid GrantCHRISTIAN SERVICES COUNSELING CENTERGENERAL SUPPORTPCCARLISLE, PA, US$2,000
Paid GrantCAPITAL REGION LITERACY COUNCILPUBLIC SUPPORTPCHARRISBURG, PA, US$1,750
Paid GrantHOSPICE OF CENTRAL PENNSYLVANIAPUBLIC SUPPORTPCHARRISBURG, PA, US$1,500
Paid GrantAMERICAN RED CROSS OF SUSQUEHANNA VALLEYPUBLIC SUPPORTPCHARRISBURG, PA, US$1,500
Paid GrantMCDANIEL COLLEGEPUBLIC SUPPORTPCWESTMINSTER, MD, US$1,500
Paid GrantYMCA - WEST SHOREPUBLIC SUPPORTPCCAMP HILL, PA, US$1,500
Paid GrantWITF TV-FM GREG POLANDPUBLIC SUPPORTPCHARRISBURG, PA, US$1,500
Paid GrantFOUNDATION FOR ENHANCING COMMUNITIESPUBLIC SUPPORTPCHARRISBURG, PA, US$1,500
Paid GrantMARKET SQUARE CONCERTSPUBLIC SUPPORTPCHARRISBURG, PA, US$1,500
Paid GrantUCP CENTRAL PAPUBLIC SUPPORTPCCAMP HILL, PA, US$1,400
Paid GrantSUSQUEHANNA ART MUSEUMPUBLIC SUPPORTPCHARRISBURG, PA, US$1,000
Paid GrantHUMMELSTOWN HISTORICAL SOCIETYPUBLIC SUPPORTPCHUMMELSTOWN, PA, US$1,000
Paid GrantCAPITAL AREA SCHOOL FOR THE ARTSEDUCATIONPCHARRISBURG, PA, US$1,000
Paid GrantCOMMONWEALTH FOUNDATIONPUBLIC AWARENESSPCHARRISBURG, PA, US$1,000
Paid GrantCHILDRENS MIRACLE NETWORK-PENN STATE CHILDRENS HOSPITALPROVIDE MEDICAL CARE FORPCHERSHEY, PA, US$1,000
Paid GrantFUND FOR JOHNS HOPKINS MEDICINE ATTNKIMMEL CANCER CENTER (DR HANN)MEDICINEPCBALTIMORE, MD, US$1,000
Paid GrantHARVARD SQUARE COLLEGE FINANCIAL ADVPUBLIC SUPPORTPCMECHANICSBURG, PA, US$1,000
Paid GrantGIRL SCOUTS OF CONNECTICUT CAMPERSHIP FUNDPUBLIC SUPPORTPCHARTFORD, CT, US$1,000
Paid GrantTHE CHRISTIAN SCHOOL OF GRACE BAPTIST CHURCHPUBLIC SUPPORTPCCARLISLE, PA, US$1,000
Paid GrantLEADING INMATES IN FAITH & EDUCATIONPUBLIC SUPPORTPCNEWVILLE, PA, US$1,000
Paid GrantCENTER FOR CHAMPIONSGENERALPCHARRISBURG, PA, US$1,000
Paid GrantMETROPOLITAN OPERA GUILD LINCOLN CENTERGENERAL SUPPORTPCNEW YORK, NY, US$1,000
Paid GrantMESSIAH UNIVERSITY FINANCE DEPARTMENTPUBLIC SUPPORTPCMECHANICSBURG, PA, US$1,000
Paid GrantCENTRAL PA YOUTH BALLETPUBLIC SUPPORTPCCARLISLE, PA, US$1,000
Paid GrantWORLD SURGICAL FOUNDATION INC DR DOMINGO T ALVEAR PRESIDENTPUBLIC SUPPORTPCCAMP HILL, PA, US$1,000
Paid GrantCUMBERLAND PERRY ASSOCIATION FOR RETARDED CITIZENS (CIT)PUBLIC SUPPORTPCMECHANICSBURG, PA, US$1,000
Paid GrantDOWNTOWN MECHANICSBURG PROJECTPUBLIC SUPPORTPCMECHANICSBURG, PA, US$1,000
Paid GrantCUMBERLAND COUNTY HISTORICAL SOCIETYPUBLIC SUPPORTPCCARLISLE, PA, US$800
Paid GrantBRAIN & BEHAVIOR RESEACH FDNPUBLIC SUPPORTPCNEW YORK, NY, US$800
Paid GrantST LABRE INDIAN SCHOOLPUBLIC SUPPORTPCASHLAND, MT, US$800
Paid GrantUNITED METHODIST HOME FOR CHILDRENPUBLIC SUPPORTPCMECHANICSBURG, PA, US$750
Paid GrantWETAPUBLIC SUPPORTPCARLINGTON, VA, US$550
Paid GrantHUMANE SOCIETY OF HARRISBURGPUBLIC SUPPORTPCHARRISBURG, PA, US$500
Paid GrantWXPNPUBLIC SUPPORTPCPHILADELPHIA, PA, US$500
Paid GrantHARRISBURG SHAKESPEARE FESTIVALPUBLIC SUPPORTPCHARRISBURG, PA, US$500
Paid GrantSTATE STREET ACADEMY OF MUSICEDUCATIONPCHARRISBURG, PA, US$500
Paid GrantNATIVITY SCHOOL OF HARRISBURGEDUCATIONPCHARRISBURG, PA, US$500
Paid GrantWRTI-FMGENERAL OPERATINGPCPHILADELPHIA, PA, US$500
Paid GrantSKI ROUNDTOP RACING CLUBPUBLIC SUPPORTPCCAMP HILL, PA, US$500
Paid GrantGIRL SCOUTS IN THE HEART OF PENN PAUL LEWIS TREASURERPUBLIC SUPPORTPCHARRISBURG, PA, US$500
Paid GrantDAUPHIN COUNTY HISTORICAL SOCIETYPUBLIC SUPPORTPCHARRISBURG, PA, US$500
Paid GrantDAUPHIN COUNTY LIBRARY SYSTEMSGENERAL SUPPORTPCHARRISBURG, PA, US$500
Paid GrantHARRISBURG AREA RIVERBOAT SOC INCPUBLIC SUPPORTPCHARRISBURG, PA, US$500
Paid GrantWEDNESDAY CLUB SCHOLARSHIP FUNDPUBLIC SUPPORTPCHARRISBURG, PA, US$500
Paid GrantPA FAMILY SUPPORT ALLIANCEPUBLIC SUPPORTPCHARRISBURG, PA, US$500
Paid GrantEXPONENT PHILANTHROPYPUBLIC SUPPORTPCWASHINGTON, DC, US$300
Paid GrantHARRISBURG CHORAL SOCIETYPUBLIC SUPPORTPCCAMP HILL, PA, US$300
Filing and Contact Details

Filer

Filer Name
Joseph T and Helen M Simpson Foundation
EIN
23-6242538
Phone
7172552174
Address
285 DELAWARE AVENUE 3RD FLOOR, BUFFALO, NY 14202

Signing Officer

Name
M T Trust Company
Title
Vice President
Phone
7172552174
Signed
2021-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 E CARY ST SUITE 201, RICHMOND, VA 23223
Preparer
Eric W Coursey
Phone
8043444548
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6EXXON MOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7UNITED TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CVS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10EOG RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13PHILIP MORRIS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15VANGUARD SM CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16LOWES COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DANAHER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DELTA AIR LINES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FEDEX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LOCKHEED MARTIN CORPORATION CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21UNION PACIFIC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22OMNICOM GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27U S BANCORP DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MAXIM INTEGRATED PRODS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LSV VALUE EQUITY FD STRATEGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33T ROWE PRICE LARGE CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VANGUARD INSTITUTIONAL INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES RUSSELL MID-CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ISHARES RUSSELL MID-CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ISHARES RUSSELL 2000 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VANGUARD REIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MERCK & COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ORACLE CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42COMCAST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44EXPEDIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45EXTENDED STAY AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SHERWIN WILLIAMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47TJX COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48COSTCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ESTEE LAUDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VALERO ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BLACKROCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53CME GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VANGUARD FINANCIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VANGUARD HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ZOETIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59BOEING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60BROADCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AMERICAN ELECTRIC POWER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CMS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MSIF GROWTH PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68INGERSOLL-RAND PUBLIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69SUNCOR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70WILLIS TOWERS WATSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71VANGUARD FTSE DEV MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72WCM FOCUSED INTL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73VANGUARD FTSE EMERGIN MKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VANGUARD GLBL EX-US REAL EST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75VANGUARD INFORMATION TECHNOLOG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76MORGAN STANLEY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MEDTRONIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78ACTIVISION BLIZZARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NIKE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STARBUCKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81RAYTHEON TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82XYLEM INC-W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83TRANE TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84FEDERATED HERMES ULTRASHORT
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt080539
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0235762
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER REVENUE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt011461
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0327762
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0327762
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0235762
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt051341
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt051341
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0226234
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0226234
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt079120
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt080539
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-43099
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0860537
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0235762
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0170255
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt092571
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt092571
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt011461
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0715
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0715
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0226234
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0144627
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0370861
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0314882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0327762
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0144627
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0144627
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112003-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122003-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132006-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142006-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152006-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292005-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302003-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312003-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322003-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332003-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442018-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452006-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462006-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502003-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512003-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522020-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552005-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582009-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592009-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602018-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt671996-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt681996-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732015-06-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742013-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882019-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902020-03-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952005-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt961996-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt971996-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992015-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002005-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012005-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042006-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052006-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072005-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082020-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092018-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102018-08-20

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