Liabilities / Assets
18th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
18th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
4th percentile
Higher net margin than 4% of similar nonprofits.
Top Officer Pay
27th percentile
Higher top officer pay than 27% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
69th percentile
Faster asset growth than 69% of similar nonprofits.
Revenue Growth
78th percentile
Faster revenue growth than 78% of similar nonprofits.
Balance Sheet
Assets
Up$9,473,612
Up $794,872 (+9.2%) from 2024
Net Assets
Up$9,473,612
Up $794,872 (+9.2%) from 2024
Liabilities
Flat$0
Flat from 2024
Revenue And Expenses
Revenue
Up$319,597
Up $70,146 (+28%) from 2024
Expenses
Up$535,458
Up $61,188 (+13%) from 2024
Net Income
Up-$215,861
Up $8,958 (+4.0%) from 2024
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2025 to Dec 31, 2025
- Signed
- Feb 18, 2026
- Return Version
- 2025v4.0
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Bryan I Lorber | Chairman | - | $0 | - | - |
| Leslie W Lorber | Vice-Chair Treas | - | $0 | - | - |
| Jora Fogg | Secretary | - | $0 | - | - |
Grants and Assistance
Foundation Grants and Related Investments
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | The Wolf School | Annual fund scholarship fund capital campaign | - | Rumford, RI, US | $125,000 |
| Paid Grant | UVM Foundation | Nursing scholarship fund | - | Burlington, VT, US | $50,000 |
| Paid Grant | Hitchcock Center for the Environment | General fund to support mission | - | Amherst, MA, US | $30,000 |
| Paid Grant | Yiddish Book Center | General fund to support mission Great Jewish Book summer program | - | Amherst, MA, US | $25,100 |
| Paid Grant | Amherst Survival Center | General fund to support mission | - | Amherst, MA, US | $25,000 |
| Paid Grant | Eaglebrook School | Annual fund and scholarship fund | - | Deerfield, MA, US | $25,000 |
| Paid Grant | Food Bank of Western Massachusetts | General fund to support mission | - | Hatfield, MA, US | $25,000 |
| Paid Grant | Massachusetts Audubon Society Inc | To support youth education | - | Easthampton, MA, US | $25,000 |
| Paid Grant | Historic Deerfield | General fund to support mission | - | Deerfield, MA, US | $21,500 |
| Paid Grant | Or HaLev Ctr for Jewish Spirituality | General fund to support mission | - | Covina, CA, US | $21,200 |
| Paid Grant | Dakin Humane Society | General fund to support mission | - | Springfield, MA, US | $20,000 |
| Paid Grant | Firends of the Wildwood Cemetery | General fund to support mission | - | Amherst, MA, US | $17,000 |
| Paid Grant | Jewish Community of Amherst | General fund to support mission | - | Amherst, MA, US | $15,650 |
| Paid Grant | Jewish Famil Services of Western Massachusetts | General fund to support mission | - | Springfield, MA, US | $14,000 |
| Paid Grant | Institute for Jewish Spirituality | General fund to support mission | - | New York, NY, US | $10,000 |
| Paid Grant | New England Public Media | General fund to support mission | - | Springfield, MA, US | $10,000 |
| Paid Grant | Franklin Land Trust | General fund to support mission | - | Shelburne Falls, MA, US | $5,000 |
| Paid Grant | Friends of the Jones Library | General fund to support mission | - | Amherst, MA, US | $5,000 |
| Paid Grant | Kestrel Land Trust Inc | General fund to support mission | - | Amherst, MA, US | $5,000 |
| Paid Grant | Pocumtuck Valley Memorial Assoc | General fund to support mission | - | Deerfield, MA, US | $5,000 |
| Paid Grant | Congregation Bnai Israel | General fund to support mission | - | Northampton, MA, US | $3,000 |
| Paid Grant | Bard College | Annual fund | - | Annandale on Hudson, NY, US | $2,500 |
| Paid Grant | Evergreen State College | Annual fund | - | Olympia, WA, US | $2,500 |
| Paid Grant | Pine Island Camp | General fund to support mission and scholarship | - | Belgrade Lakes, ME, US | $2,500 |
| Paid Grant | Adamah Inc | General fund to support mission | - | New York, NY, US | $2,200 |
| Paid Grant | Garden Conservancy | General fund to support mission | - | Garrison, NY, US | $1,500 |
| Paid Grant | Amherst Cinema Arts Center Inc | General fund to support mission | - | Amherst, MA, US | $1,000 |
| Paid Grant | Awakened Heart Project | General fund to support mission | - | Olivebridge, NY, US | $1,000 |
| Paid Grant | Bright Spot Therapy Dogs | General fund to support mission | - | W Brookfield, MA, US | $1,000 |
| Paid Grant | California Native Plant Society | General fund to support mission | - | Sacramento, CA, US | $1,000 |
| Paid Grant | Conservation Lands Foundation | Annual appeal | - | Durango, CO, US | $1,000 |
| Paid Grant | Friends of the INYO | General fund to support mission | - | Bishop, CA, US | $1,000 |
| Paid Grant | Guatemala Aid Fund | General fund to support mission | - | Arlington, MA, US | $1,000 |
| Paid Grant | Inyo Council for the Arts | General fund to support mission | - | Bishop, CA, US | $1,000 |
| Paid Grant | League of American Bicyclists | General fund to support mission | - | Washington, DC, US | $1,000 |
| Paid Grant | Machik | General fund to support mission | - | Washington, DC, US | $1,000 |
| Paid Grant | Massachusetts Bicycle Coalition Inc | General fund to support mission | - | Boston, MA, US | $1,000 |
| Paid Grant | Mono Lake Committee | General fund to support mission | - | Lee Vining, CA, US | $1,000 |
| Paid Grant | Sierra Nevada Bighorn Sheep Foundation | General fund to support mission | - | Bishop, CA, US | $1,000 |
| Paid Grant | Trustees of the Reservation | General fund to support mission | - | Boston, MA, US | $1,000 |
| Paid Grant | UMass Foundation | To support WUMB | - | Newton, MA, US | $1,000 |
| Paid Grant | Wilderness Torah | General fund to support mission | - | Berkeley, CA, US | $1,000 |
| Paid Grant | June Lake Friends of Library | General fund to support mission | - | June Lake, CA, US | $1,000 |
| Paid Grant | June Lake Loop Performing Arts Association | General fund to support mission | - | June Lake, CA, US | $1,000 |
| Paid Grant | Mono Basin Historical Society | General fund to support mission | - | Lee Vining, CA, US | $1,000 |
| Paid Grant | Mono Arts Council | General fund to support mission | - | Mammoth Lakes, CA, US | $1,000 |
| Paid Grant | Springboard Meditation Sangha | General fund to support mission | - | Philadelphia, PA, US | $900 |
| Paid Grant | Romemu | General fund to support mission | - | New York, NY, US | $600 |
| Paid Grant | Adventure Cycling Association | General fund to support mission | - | Missoula, MT, US | $500 |
| Paid Grant | American Philatelic Society | General fund to support mission | - | Bellefonte, PA, US | $500 |
| Paid Grant | Community Involved in Sustaining Agriculture | General fund to support mission | - | S Deerfield, MA, US | $500 |
| Paid Grant | Ithaca College | Annual fund | - | Ithaca, NY, US | $500 |
| Paid Grant | Live and Let Live Farm Inc | General fund to support mission | - | Chicester, NH, US | $500 |
| Paid Grant | CHD Not Bread Alone | General fund to support mission | - | Amherst, MA, US | $500 |
| Paid Grant | Community Music School | General fund to support mission | - | Springfield, MA, US | $500 |
| Paid Grant | East Coast Greenway Alliance | General fund to support mission | - | Durham, NC, US | $500 |
| Paid Grant | Guiding Eyes for the Blind Inc | General fund to support mission | - | Yorktown Heights, NY, US | $300 |
| Paid Grant | St Andrews School | Annual fund | - | Barrington, RI, US | $300 |
| Paid Grant | Connecticut Cancer Foundation | General fund to support mission | - | Old Saybrook, CT, US | $300 |
| Paid Grant | Framingham State University Foundation | Annual fund | - | Framingham, MA, US | $250 |
| Paid Grant | Native Plant Trust | General fund to support mission | - | Framingham, MA, US | $250 |
| Paid Grant | Sterling and Francine Clark Art Institute | General fund to support mission | - | Williamstown, MA, US | $250 |
| Paid Grant | Center for Science in the Public Interest | General fund to support mission | - | Washington, DC, US | $200 |
| Paid Grant | Museum at Eldridge St | General fund to support mission | - | New York, NY, US | $200 |
| Paid Grant | PanMass Challenge | To support Dana-Farber research | - | Needham, MA, US | $200 |
| Paid Grant | Friends of the Amherst Senior Center | General fund to support mission | - | Amherst, MA, US | $100 |
| Paid Grant | Insight Meditation Society Inc | General fund to support mission | - | Barre, MA, US | $100 |
| Paid Grant | Tanglewood | General fund to support mission | - | Boston, MA, US | $100 |
Filing and Contact Details
Filer
- Filer Name
- The Lorber Foundation
- EIN
- 23-7003984
- Phone
- 4139922985
- Address
- 1072 S EAST ST, AMHERST, MA 01002-3024
Signing Officer
- Name
- Leslie W Lorber
- Title
- Vice-Chair Treasurer
- Phone
- 4139922985
- Signed
- 2026-02-18
Raw XML AppendixShowing 400 of 1,247 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 |
|---|---|---|
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt | 0 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt | 1 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt | 2 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt | 3 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AccumulatedDepreciationAmt | 4 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 0 | 2012-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 1 | 2012-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 2 | 2011-02 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 3 | 2011-02 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt | 4 | 2012-01 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 0 | 376 BioRad Labs Inc. |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 1 | 1000 RTX Corp |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 2 | 624 Intl Busi Mach |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 3 | 500 Intl Busi Mach |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc | 4 | 1000 Ametek |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 0 | 123520 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 1 | 115720 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 2 | 137174 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 3 | 109915 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt | 4 | 180260 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 0 | 104694 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 1 | 159264 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 2 | 180873 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 3 | 152960 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt | 4 | 199246 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 0 | Donations |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 1 | Donations |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 2 | Donations |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 3 | Donations |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt | 4 | Donations |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt | 0 | 376 BioRad Labs Inc |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt | 1 | 1000 RTX Corp |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt | 2 | 624 Intl Busi Mach |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt | 3 | 500 Intl Busi Mach |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/BusinessName/BusinessNameLine1Txt | 4 | 1000 Ametek |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt | 0 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt | 1 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt | 2 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt | 3 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt | 4 | 0 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 0 | 2025-02 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 1 | 2025-09 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 2 | 2025-10 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 3 | 2025-11 |
| GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt | 4 | 2025-11 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 267384 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 12450 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 201162 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 25083 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 73560 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 36845 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 43600 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 300951 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 603647 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 97866 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 483620 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 40356 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 56456 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 33695 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 1184840 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 896455 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 314087 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 91446 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 501980 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 53940 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 9798 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 1026550 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 98068 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 24840 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 1467200 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 78062 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 414913 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 10458 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 32 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 267384 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 12450 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 201162 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 25083 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 73560 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 36845 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 43600 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 300951 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 603647 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 97866 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 483620 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 40356 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 56456 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 33695 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 1184840 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 896455 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 314087 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 91446 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 501980 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 53940 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 9798 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 1026550 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 98068 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 24840 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 1467200 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 28 | 78062 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 29 | 414913 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 30 | 10458 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 31 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 32 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | 376 Bio-Rad Labs Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | 2400 Walmart Stores Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | 1000 Viatris |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | 600 Vanguard Total Stock Mkt |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | 300 Vanguard European |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | 1000 Vanguard All World |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | 500 Sysco Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | 500 Southern Co. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | 2100 Proctor & Gamble |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | 2892 PNC Finl Serv Gp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | 600 Nucor |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | 1000 Microsoft Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | 400 Kimberly-Clark Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | 400 Ishares Select |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | 500 International Flavors & Frag |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | 4000 Intl Busin Mach |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | 3500 Humana Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | 2610 Exxon Mobil Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | 600 Chevron Corp |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | 9500 Carrier Global |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | 1000 Bristol Myers Squibb |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | 167 Ashland Global Holdings |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | 1000 Ametek Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | 5000 Ametek Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | 200 Ameriprise Financial Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | 1000 AT &T |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | 1000 RTX Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | 8000 RTX Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | 666 Duke Energy Corp. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | 4750 Otis Worldwide |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | 420 Pfizer Inc. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | 624 Intl Busin Mach |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | 500 Intl Busin Mach |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 189022 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 130448 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 29 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/MembershipDuesAndAssmntGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetIncomeLossFromSpecialEvtGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 1 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 2 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 3 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt | 4 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 1 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 2 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 3 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt | 4 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt | 1 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt | 2 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt | 3 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt | 4 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt | 1 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt | 2 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt | 3 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt | 4 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt | 5 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt | 6 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt | 1 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt | 2 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt | 3 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt | 4 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt | 5 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt | 6 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt | 1 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt | 2 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt | 3 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt | 4 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt | 5 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt | 6 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 319499 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 319499 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 632513 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 521700 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 521700 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 189022 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 189022 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -215861 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 797037 |
| IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 29 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 29 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 130448 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 821494 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt | 0 | 98 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 70 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 70 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 13688 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 521700 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 70 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 535458 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 821564 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 319597 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 70 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 13758 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt | 0 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 0 | 2012-01-27 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 1 | 2012-01-27 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 2 | 2012-01-27 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 3 | 2011-02-03 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 4 | 2011-02-03 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 260 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 359 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 36111 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 70946 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 56848 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt | 0 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt | 1 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt | 2 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt | 3 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt | 4 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 198986 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 158905 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | 68583 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 109927 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | 96112 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 198986 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 158905 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | 68583 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 109927 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | 96112 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 199246 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 159264 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 104694 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 180873 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 152960 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | D |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | D |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 2 | D |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 3 | D |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 4 | D |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | 1000 Ametek |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | 1000 RTX Corp. |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | 376 BioRad Labs Inc |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | 624 Intl Busi Mach |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | 500 Intl Busi Mach |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2025-11-05 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2025-09-23 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 2 | 2025-02-24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 3 | 2025-10-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 4 | 2025-11-25 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 632513 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -215861 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 1010733 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 9473612 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 8678740 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 9473612 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 444472 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 444472 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 444472 |
| IRS990PF/DistributableAmountGrp/IncomeTaxAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 455891 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 11419 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 11419 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 10000 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 11419 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 11419 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 11419 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt | 0 | 1419 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 10000 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 9473612 |
| IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 8105168 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 8449312 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 8449312 |
| IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYFMVAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/InventoriesBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/InventoriesEOYAmt | 0 | 0 |
Document Assets
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Filings
Displayed year
2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.
- Assets
- $9,473,612
- Liabilities
- $0
- Net assets
- $9,473,612
- Revenue
- $319,597
- Expenses
- $535,458
- Net income
- -$215,861