Civic Intelligence

Maria Foundation 60982-8 P2-Ptpp-10-2

990PF • Fiscal year 2020 • EIN 23-7892071

Jan 01, 2020 to Dec 31, 2020 • Filed on May 04, 2021

Tower At Pnc Plaza 27th FloorPittsburgh, PA 15222

(412) 807-3309

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

9th percentile

-89%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

24th percentile

-2.8%

Faster asset growth than 24% of similar nonprofits.

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

Revenue Growth

7th percentile

-60%

Faster revenue growth than 7% of similar nonprofits.

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

Assets

Down

$2,397,264

Down $70,144 (-2.8%) from 2019

Net Assets

Down

$2,397,264

Down $70,144 (-2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$76,551

Down $116,709 (-60%) from 2019

Expenses

Down

$144,809

Down $40,748 (-22%) from 2019

Net Income

Down

-$68,258

Down $75,961 (-986%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,667,453Liabilities 2010: $0Net Assets 2010: $2,667,4532010Assets 2011: $2,556,077Liabilities 2011: $0Net Assets 2011: $2,556,0772011Assets 2012: $2,496,740Liabilities 2012: $0Net Assets 2012: $2,496,7402012Assets 2013: $2,416,655Liabilities 2013: $0Net Assets 2013: $2,416,6552013Assets 2014: $2,374,888Liabilities 2014: $0Net Assets 2014: $2,374,8882014Assets 2015: $2,584,212Liabilities 2015: $0Net Assets 2015: $2,584,2122015Assets 2016: $2,449,507Liabilities 2016: $0Net Assets 2016: $2,449,5072016Assets 2017: $2,395,785Liabilities 2017: $0Net Assets 2017: $2,395,7852017Assets 2019: $2,467,408Liabilities 2019: $0Net Assets 2019: $2,467,4082019Assets 2020: $2,397,264Liabilities 2020: $0Net Assets 2020: $2,397,2642020Assets 2021: $2,465,436Liabilities 2021: $0Net Assets 2021: $2,465,4362021Assets 2022: $2,436,794Liabilities 2022: $0Net Assets 2022: $2,436,7942022Assets 2023: $2,508,092Liabilities 2023: $0Net Assets 2023: $2,508,0922023Assets 2024: $2,503,983Liabilities 2024: $0Net Assets 2024: $2,503,9832024

Highlighted filing

2020

Assets$2,397,264
Liabilities$0
Net Assets$2,397,264

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $199,7122010Expenses 2011: $149,9302011Expenses 2012: $140,9472012Revenue 2013: $62,433Expenses 2013: $142,518Net Income 2013: -$80,0852013Revenue 2014: $132,138Expenses 2014: $147,389Net Income 2014: -$15,2512014Revenue 2015: $341,732Expenses 2015: $132,405Net Income 2015: $209,3272015Revenue 2016: $7,414Expenses 2016: $142,116Net Income 2016: -$134,7022016Revenue 2017: $89,651Expenses 2017: $143,366Net Income 2017: -$53,7152017Revenue 2019: $193,260Expenses 2019: $185,557Net Income 2019: $7,7032019Revenue 2020: $76,551Expenses 2020: $144,809Net Income 2020: -$68,2582020Revenue 2021: $229,967Expenses 2021: $158,422Net Income 2021: $71,5452021Revenue 2022: $152,753Expenses 2022: $180,628Net Income 2022: -$27,8752022Revenue 2023: $229,436Expenses 2023: $157,280Net Income 2023: $72,1562023Revenue 2024: $148,185Expenses 2024: $154,069Net Income 2024: -$5,8842024

Highlighted filing

2020

Revenue$76,551
Expenses$144,809
Net Income-$68,258
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 4, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
A RICHARD MARKSONCo-Trustee-$0--
MICHAEL E MARKSONCo-Trustee-$0--
THOMAS R MARKSONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Maria Foundation
EIN
23-7892071
Phone
4128073309
Address
TOWER AT PNC PLAZA 27TH FLOOR, PITTSBURGH, PA 15222

Signing Officer

Name
Michael E Markson
Title
Co-trustee
Phone
4128073309
Signed
2021-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Raw XML AppendixShowing 400 of 1,329 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm102665WCD1 AMERICAN HONDA FINAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049575
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt050123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt142998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt196988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2211097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt257002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt262766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt277704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt284760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt305231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt328478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt336860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt344274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt374353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt388683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt396760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt404335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt433301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt444138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt467272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt483494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt495804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt504170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt514717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt538028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt548432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt554804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt564203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt573206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt585183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt594260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt602664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt622788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt635081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt226055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt539276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt148234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt176532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt185671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1911334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt208104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2242482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt234911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt257143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2711966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt285027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt305452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt315096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt329316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt338642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt344888
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt357414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt365474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt387837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt398036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt405385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4219279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt459633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt468171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt478600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt486707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt499796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt504776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt514273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5211200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5316773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt548262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt555948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt566558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt579533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt586449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt596662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt606663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt617218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt625246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt637575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19158106 AIR PRODUCTS & CHEMICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm220002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm323135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm430420103 AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm531162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm637833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm753332102 AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm860505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm999502106 BOOZ ALLEN HAMILTON H
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11172908105 CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12189054109 CLOROX CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13256677105 DOLLAR GENERAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14302491303 FMC CORPORATION NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16460690100 INTERPUBLIC GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18485170302 KANSAS CITY SOUTHERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19502431109 L3 HARRIS TECHNOLOGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21532457108 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26620076307 MOTOROLA SOLUTIONS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29747525103 QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32879360105 TELEDYNE TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3474762E102 QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3503073E105 AMERISOURCEBERGEN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3687612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3728176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3834959E109 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3989151E109 TOTAL S E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4000287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4100507V109 ACTIVISION BLIZZARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200971T101 AKAMAI TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4302079K305 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4403027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4509247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4611135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4712514G108 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4816119P108 CHARTER COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4920030N101 COMCAST CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5022160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5122822V101 CROWN CASTLE INTL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5223331A109 D R HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5330303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5446625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5558933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5664110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5770450Y103 PAYPAL HOLDINGS INC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5878409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5989400J107 TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6089832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6191324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6292826C839 VISA INC CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6392939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64G1151C101 ACCENTURE PLC CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt157043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2238062
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt460570
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt542314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt615585
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt719834
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt864701
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9171468
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10120428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1114528
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1214766
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1350051
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1429439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15110171
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1650189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1775000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1827517
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1960106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2172033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2395417
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2427091
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2535000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2650692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MUTUAL FUNDS - FIXED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt257071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3256206103 DODGE & COX INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5317609295 SEAFARER OVERSEAS GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6412295107 HARDING LOEVNER INTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7461418444 WCM FOCUSED INTL GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287473 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287481 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287598 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287630 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287648 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464288273 ISHARES MSCI EAFE SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17552746364 MFS EMERGING MKTS DE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18921937603 VANGUARD TOTAL BD MK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19922031810 VANGUARD INTM TERM I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20922908553 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2100769G543 CAMBIAR INTL EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2231423A671 FEDERATED HERMES INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2352106N459 LAZARD GLOBAL LISTED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2472201F490 PIMCO INCOME FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2574256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2681369Y860 REAL ESTATE SELECT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2789154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2897717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0269773
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt160268
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2243939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt351702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt492905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt568278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt619392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt728742
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8104196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9190055
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10190501
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1116469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1225803
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1375483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1434175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15113147
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1653306
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1779668
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1837199
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1962072
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20159461
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2171295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22100792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt23151990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2434220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2558654
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2651262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt059463
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017088
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt076551
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt076551
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017088
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108578
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108578
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt056948
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt059463
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-68258
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0684499
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017088
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054208
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt018587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt033587
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01237
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0123578
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0144809
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt074036
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt076551
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019828
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036231
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112016-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-04-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292014-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302015-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372016-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422017-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432020-03-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.15$0.15$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.00$2.51$0.23$0.16$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.15$0.18$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.23$0.16$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.08$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.19$0.19$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.09$0.14$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.01$0.14$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.34$0.13$0.21
2014Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.13$0.15$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.06$0.14$0.08
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.14
2011Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.20