Civic Intelligence

St and Margaret D Harris Foundation

EIN 23-7118609 • Brookhaven, GA

Pub. 78 Eligible
4062 Peachtree Rd A-213Brookhaven, GA 30319
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

98th percentile

95%

Higher net margin than 98% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Asset Growth

97th percentile

102%

Faster asset growth than 97% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

3395%

Faster revenue growth than 99% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$22,541,156

Up $11,371,645 (+102%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$22,541,156

Up $11,371,645 (+102%) from 2023

Revenue

Up

$12,519,742

Up $12,161,494 (+3395%) from 2023

Expenses

Up

$607,396

Up $40,913 (+7.2%) from 2023

Net Income

Up

$11,912,346

Up $12,120,581 (+5821%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2020: $10,421,676Liabilities 2020: $1,800Net Assets 2020: $10,419,8762020Assets 2021: $12,856,123Liabilities 2021: $0Net Assets 2021: $12,856,1232021Assets 2022: $11,334,213Liabilities 2022: $0Net Assets 2022: $11,334,2132022Assets 2023: $11,169,511Liabilities 2023: $0Net Assets 2023: $11,169,5112023Assets 2024: $22,541,156Liabilities 2024: $0Net Assets 2024: $22,541,1562024

Latest loaded filing

2024

Assets$22,541,156
Liabilities$0
Net Assets$22,541,156

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $10,966,126Expenses 2020: $105,447Net Income 2020: $10,860,6792020Revenue 2021: $2,601,035Expenses 2021: $173,892Net Income 2021: $2,427,1432021Revenue 2022: -$824,950Expenses 2022: $711,884Net Income 2022: -$1,536,8342022Revenue 2023: $358,248Expenses 2023: $566,483Net Income 2023: -$208,2352023Revenue 2024: $12,519,742Expenses 2024: $607,396Net Income 2024: $11,912,3462024

Latest loaded filing

2024

Revenue$12,519,742
Expenses$607,396
Net Income$11,912,346

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 30, 2026
Return Version
2025v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH ERIN SJOSTROMPresident/DirectorFT$0--
PAMELA HARRIS BILYEUDirector-$0--
ELI POWELL NIEPOKYSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMERCER UNIVERSITYSCHOLARSHIP GRANT FOR HIGHER EDUCATION-MACON, GA, US$99,999
Paid GrantUNIVERSITY OF NOTRE DAMESCHOLARSHIP GRANT FOR HIGHER EDUCATION-NOTRE DAME, IN, US$69,227
Paid GrantBOSTON COLLEGESCHOLARSHIP GRANT FOR HIGHER EDUCATION-CHESTNUT HILL, MA, US$52,100
Paid GrantEAST COBB BAPTIST CHURCHTO PROVIDE FUNDING FOR OPERATIONS-MARIETTA, GA, US$50,000
Paid GrantGEORGETOWN UNIVERSITYSCHOLARSHIP GRANT FOR HIGHER EDUCATION-WASHINGTON, DC, US$50,000
Paid GrantCOLLECTIVE LEARNING ACADEMYSCHOLARSHIP GRANT FOR HIGHER EDUCATION-ATLANTA, GA, US$49,636
Paid GrantAUBURN UNIVERSITYSCHOLARSHIP GRANT FOR HIGHER EDUCATION-AUBURN, AL, US$39,387
Paid GrantMARQUETTE UNIVERSITYSCHOLARSHIP GRANT FOR HIGHER EDUCATION-MILWAUKEE, WI, US$34,706
Paid GrantGEORGIA DEPARTMENT OF FAMILY AND CHILDREN SERVICESTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$30,000
Paid GrantCOLLEGE OF CHARLESTONSCHOLARSHIP GRANT FOR HIGHER EDUCATION-CHARLESTON, SC, US$29,769
Paid GrantBERMAN CENTERTO PROVIDE FUNDING FOR OPERATIONS-SANDY SPRINGS, GA, US$27,750
Paid GrantCURE CHILDHOOD CANCERTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$25,000
Paid GrantGEORGIA MOUNTAIN FOOD BANKTO PROVIDE SUPPORT FOR OPERATIONS-GAINESVILLE, GA, US$25,000
Paid GrantMURPHY-HARPST CHILDREN'S CENTER INCTO PROVIDE FUNDING FOR OPERATIONS-CEDARTOWN, GA, US$25,000
Paid GrantWE CARE HALL COUNTYTO PROVIDE FUNDING FOR OPERATIONS-GAINESVILLE, GA, US$25,000
Paid GrantCAMP TWIN LAKESTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$25,000
Paid GrantCLUBHOUSE ATLATNA INCTO PROVIDE FUNDING FOR OPERATIONS-DUNWOODY, GA, US$25,000
Paid GrantST JUDE CHILDREN'S HOSPITALTO PROVIDE FUNDING FOR OPERATIONS-MEMPHIS, TN, US$20,025
Paid GrantSUNSHINE ON A RANNEY DAYTO PROVIDE FUNDING FOR OPERATIONS-ROSWELL, GA, US$20,000
Paid GrantUNIVERSITY OF GEORGIASCHOLARSHIP GRANT FOR HIGHER EDUCATION-ATHENS, GA, US$15,158
Paid GrantBOYS & GIRLS CLUB OF METRO ATLANTATO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$15,000
Paid GrantTHE ATLANTA WOMEN'S FOUNDATIONTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$15,000
Paid GrantDRESS FOR SUCCESS ATLANTATO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$15,000
Paid GrantBRENAU UNIVERSITYSCHOLARSHIP GRANT FOR HIGHER EDUCATION-GAINESVILLE, GA, US$14,839
Paid GrantBLESSING BAGS OF WARMTHTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$12,000
Paid GrantCOLUMBIA UNIVERSITYSCHOLARSHIP GRANT FOR HIGHER EDUCATION-NEW YORK, NY, US$10,124
Paid GrantATLANTA CASATO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$10,000
Paid GrantFAMILY PROMISE OF HALL COUNTYTO PROVIDE FUNDING FOR OPERATIONS-OAKWOOD, GA, US$10,000
Paid GrantLADY T'S HOMELESS MINISTRYTO PROVIDE FUNDING FOR OPERATIONS-LITHONIA, GA, US$10,000
Paid GrantMOVING IN THE SPIRITTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$10,000
Paid GrantRAISING EXPECTATIONSTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$10,000
Paid GrantTHE BOYCE L ANSLEY SCHOOLTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$10,000
Paid GrantATLANTA CHILDREN'S SHELTERTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$10,000
Paid GrantINTERNATIONAL WOMEN'S HOUSETO PROVIDE FUNDING FOR OPERATIONS-DECATUR, GA, US$10,000
Paid GrantTHE STUDY HALLTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$10,000
Paid GrantATLANTA RONALD MCDONALD HOUSE CHARITIESTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$10,000
Paid GrantSONGS FOR KIDS FOUNDATIONTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$5,000
Paid GrantHUGS FOR HARRISONTO PROVIDE FUNDING FOR OPERATIONS-GAINESVILLE, GA, US$5,000
Paid GrantTHREE RIVERS FUND RAISINGTO PROVIDE FUNDING FOR OPERATIONS-FRANKLIN, NH, US$1,489
Paid GrantTRIDENT TECHNICAL COLLEGESCHOLARSHIP GRANT FOR HIGHER EDUCATION-CHARLESTON, SC, US$1,200
Paid GrantATLANTA COMMUNITY FOOD BANKTO PROVIDE FUNDING FOR OPERATIONS-EAST POINT, GA, US$1,000
Paid GrantDANA-FARBER CANCER INSTITUTETO PROVIDE FUNDING FOR OPERATIONS-BOSTON, MA, US$1,000
Paid GrantACCENT GRAPHICS INCTO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$616
Paid GrantCHILDREN'S HOSPITAL OF ATLANTATO PROVIDE FUNDING FOR OPERATIONS-ATLANTA, GA, US$500
Paid GrantOPENAITO PROVIDE FUNDING FOR OPERATIONS-SAN FRANCISCO, CA, US$200
Filing and Contact Details

Filer

Filer Name
St and Margaret D Harris Foundation
EIN
23-7118609
Phone
6787992975
Address
4062 PEACHTREE RD A-213, BROOKHAVEN, GA 30319

Signing Officer

Name
Elizabeth Erin Sjostrom
Title
President
Phone
6787992975
Signed
2026-03-30
Discuss with paid preparer
Yes

Preparer

Firm
Hdwk LLC
Address
750 HAMMOND DR NE BLDG 1 SUITE 200, SANDY SPRINGS, GA 30328
Preparer
Lindsay M Ancar CPA
Phone
4047054589
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-100498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt85808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt973523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt107313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1114190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1211945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1313098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1433374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1515504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1619439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1723610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1815423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt194677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20-10559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21270299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-100498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt85808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt973523
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt107313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1114190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1211945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1313098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1433374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1515504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1619439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1723610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1815423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt194677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20-10559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21270299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3375000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt495000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5162500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt631001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72231670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt852819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9499443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1052851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1146189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1284471
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1349592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14174022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15456629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt16175000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17126100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18101154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1923462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20463527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21270299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BANK OF AMERICA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CITIGROUP INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DENTON TEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3EAST STROUDSBURG PA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MINNESOTA PUB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5VIRGINIA ST PUB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6WISDOMTREE US SMALLCAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7EATON VANCE ATLANTA CAPITAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FIRST TRUST MORNINGSTAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9FIRST TRUST MORNINGSTAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ISHARES GLOBAL COMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11ISHARES GLOBAL COMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ISHARES US FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13ISHARES US FINANCIAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14ISHARES US TECHNOLOGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15BLACKROCK INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16T. ROWE PRICE GROWTH STOCK I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17T. ROWE PRICE GROWTH STOCK I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18SCHWAB EMERGING MARKETS EQUITY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19SCHWAB EMERGING MARKETS EQUITY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20VANGUARD ENERGY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-04-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182025-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202025-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0399852
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-221478
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt022319678
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022541156
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt022319678
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01142214
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01142214
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01142214
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01150940
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08726
IRS990PF/DistributableAmountGrp/TotalTaxAmt08726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt010
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt010500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01764
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt010500
IRS990PF/FMVAssetsEOYAmt023948394
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02913
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0246151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0196098
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0194448
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015621878
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt015516057
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017445877
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt022541156
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt022319678
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03346252
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04355846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04355846
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022541156
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt022319678
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt023948394
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022541156
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt022319678
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022541156
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt022319678
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt03323962
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02251677
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01952223
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt023369336
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0198668
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt023170668
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0350540
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01150940
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023018796
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt023369336
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt090.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt24.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ELIZABETH ERIN SJOSTROM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PAMELA HARRIS BILYEU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELI POWELL NIEPOKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01005 STOVALL BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11281 SPRINGDALE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt25125 HIDDEN BRANCHES CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GAINESVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2DUNWOODY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd030319
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd130501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd230338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00

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