Liabilities / Assets
19th percentile
Tied with the lowest-debt nonprofits in its peer group.
Refreshing map…
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
19th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
17th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
14th percentile
Higher net margin than 14% of similar nonprofits.
Top Officer Pay
53rd percentile
Higher top officer pay than 53% of similar nonprofits.
Top officer pay equals 12.9% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
15th percentile
Faster revenue growth than 15% of similar nonprofits.
Assets
Up$22,716,600
Up $3,207,712 (+16%) from 2022
Net Assets
Up$22,716,600
Up $3,207,712 (+16%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue
Down$1,242,590
Down $510,246 (-29%) from 2022
Expenses
Down$1,695,823
Down $369,009 (-18%) from 2022
Net Income
Down-$453,233
Down $141,237 (-45%) from 2022
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOANNE ZIESING | Trustee | PT | $160,000 | - | $160,000 |
| PETER ZIESING | Trustee | PT | $0 | - | - |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 5923 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | PREPARATION OF TAX RETURNS AND OTHER ACCOUNTING SERVICES |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 2961 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 2961 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | AMERICAN HONDA FIN CORP SER A |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | APPLE INC NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | BANK NOVA SCOTIA B C NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 3 | BANK NOVA SCOTIA B C SER I NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 4 | BANK OF MONTREAL |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 5 | BANK OF AMERICA CORP SER L |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 6 | BHP BILLITON FIN USA LTD NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 7 | CANADIAN IMPERIAL BK COMM TORO NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 8 | CATERPILLAR FINL SVCS S BE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 9 | CINTAS CORP NO 2 NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 10 | COLGATE PALMOLIVE CO NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 11 | CONSUMERS ENERGY CO BOND |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 12 | JOHN DEERE CAPITAL CORP |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 13 | HOME DEPOT INC NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 14 | INTERNATIONAL BUSINESS MACHS NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 15 | INTEL CORP NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 16 | INTUIT NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 17 | JPMORGAN CHASE & CO NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 18 | MORGAN STANLEY SER I |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 19 | NATIONAL RURAL UTILS COOP FIN SER D |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 20 | ORACLE CORP NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 21 | PEPSICO INC NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 22 | PFIZIER INVT ENTERPRISES NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 23 | PUBLIC STORAGE NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 24 | ROYAL BK CDA |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 25 | SALESFORCE COM INC NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 26 | STATE STR CORP NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 27 | SOUTHERN CALIF EDISON CO SER 2023C |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 28 | THERMO FISHER SCIENTIFIC INC NOT |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 29 | TORONTO DOMINION BANK SER C |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 30 | TOYOTA MTR CR CORP SER B |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 31 | UNION PAC CORP NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 32 | WALMART INC NOTE CALL MAKE WHOLE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 33 | WESTPAC BANKING CORPORATION NOTE |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 154809 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 150000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 75221 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 3 | 69921 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 4 | 100000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 5 | 155494 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 6 | 154749 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 7 | 144922 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 8 | 129843 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 9 | 139969 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 10 | 129880 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 11 | 126759 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 12 | 140000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 13 | 129755 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 14 | 110962 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 15 | 130000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 16 | 154861 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 17 | 111225 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 18 | 125205 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 19 | 124886 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 20 | 112140 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 21 | 129925 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 22 | 124854 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 23 | 120000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 24 | 154983 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 25 | 124936 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 26 | 128150 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 27 | 139846 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 28 | 154893 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 29 | 200000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 30 | 124881 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 31 | 130174 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 32 | 129909 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 33 | 155000 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 157948 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 150023 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 2 | 74769 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 3 | 68494 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 4 | 101417 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 5 | 155691 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 6 | 158543 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 7 | 141548 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 8 | 127884 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 9 | 137487 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 10 | 127147 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 11 | 123040 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 12 | 140448 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 13 | 128796 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 14 | 108999 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 15 | 130965 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 16 | 158005 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 17 | 109308 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 18 | 123800 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 19 | 120758 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 20 | 107536 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 21 | 130520 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 22 | 124646 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 23 | 119993 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 24 | 156519 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 25 | 121849 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 26 | 122978 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 27 | 140608 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 28 | 157327 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 29 | 200108 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 30 | 123506 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 31 | 130806 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 32 | 128708 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 33 | 157130 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 361675 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 250936 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 682 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 223291 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 139466 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 190507 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 219688 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 240708 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 329459 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 96507 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 396978 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 528145 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 576235 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 346500 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 695988 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 888984 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 617852 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 259357 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 248080 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 292813 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 384045 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 535699 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 543479 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 115089 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 513942 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 119196 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 0 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 278471 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 284488 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 218337 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 468856 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 372491 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 1008354 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 919237 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 288020 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 1266847 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 647167 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 521472 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 453888 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 387504 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 648909 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 217313 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 932672 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 829112 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 571781 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 727299 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 777955 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 834130 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 696566 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 718785 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 675297 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 633271 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 535233 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 639765 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 1588393 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 524426 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 496307 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 433318 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 2428 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 414924 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 28 | 667833 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 29 | 311600 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 30 | 771805 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 31 | 433227 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | ALPHABET INC CAP STK CL C |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | AMAZON.COM INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | AMGEN INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | APPLE INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | ASML HOLDING NV |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | CDW CORP COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | CHURCH & DWIGHT COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | CME GROUP INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | DANAHER CORPORATION COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | EDWARDS LIFESCIENCES CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | ELI LILLY AND CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | EOG RESOURCES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | EQT CORP COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | FISERV INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | GXO LOGISTICS INCORPORATED COMMON STOCK |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | HUMANA INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | HOME DEPOT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | INTUIT INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | JPMORGAN CHASE & CO |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | LENNAR CORP COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | LOWES COMPANIES INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | MASTERCARD INCORPORATED CL A |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | MICROSOFT CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | MOTOROLA SOLUTIONS INC COM NEW |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | NEXTERA ENERGY INC COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | NVIDIA CORPORATION COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | PRAIRIESKY RTY LTD COM ISIN |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | PROGRESSIVE CORP COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | ROPER TECHNOLOGIES INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | TRANSUNION COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | UNITEDHEALTH GROUP INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | ZOETIS INC |
| InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt | 0 | 150000 |
| InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt | 0 | 150000 |
| InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt | 0 | 809259 |
| InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt | 0 | 808163 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 644300 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 597334 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 956 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 1242590 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 1242590 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 2961 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 2961 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 5923 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 597334 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 160000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 160000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 1211782 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 1211782 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 644300 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 644300 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -453233 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 5328488 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 956 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 956 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt | 0 | 9991 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt | 0 | 9991 |
| IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt | 0 | 19982 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 597334 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 967320 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 10214 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 10214 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 261476 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 261476 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 12769 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 842 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 26446 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 1407717 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 275270 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 1695823 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 1242590 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 1242590 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 195935 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 275270 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 484041 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 399366 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 4331788 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 160846 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 436488 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 160846 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 436488 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 560212 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 4768276 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | NEUBERGER BERMAN 22166 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | NEUBERGER BERMAN 22166 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | 597334 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -453233 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 0 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 3660945 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 22716600 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 19508888 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 22716600 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 1443923 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 1443923 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 1443923 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 1457369 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 13446 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 13446 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 7234 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 20680 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 13446 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 7234 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 13446 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 13446 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 20680 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 32531550 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 19508888 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 22716600 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 3405787 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 4488152 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 4467304 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 11746551 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 10737944 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 20574838 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 2689381 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 6531245 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 6531245 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 19508888 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 22716600 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 32531550 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 19508888 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 22716600 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 19508888 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 22716600 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt | 0 | 1667169 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt | 0 | 959259 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt | 0 | 958163 |
| IRS990PF/MethodOfAccountingCashInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 29591247 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 4840638 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 24750609 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 443869 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 1457369 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 29147378 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 29591247 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 0 | THE BOLTON GROUP |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 0 | 260255 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 0 | INVESTMENT ADVICE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 0 | 1290 AVENUE OF THE AMERICAS |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 0 | NEW YORK |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 0 | 10104 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 25.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 10.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 160000 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | JOANNE ZIESING |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 1 | PETER ZIESING |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 55 WELLESLEY DRIVE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 1 | 55 WELLESLEY DRIVE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | NEW CANAAN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 1 | NEW CANAAN |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | CT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 1 | CT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 06840 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 1 | 06840 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 1407717 |
| IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 1407717 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd | 0 | 1 |
| IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm | 0 | MARCUM LLP |
| IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd | 0 | 0 |
| IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt | 0 | 35 MASON STREET 1D |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.