Civic Intelligence

Jean E Vaughan Charitable Trust

990PF • Fiscal year 2021 • EIN 25-6042578

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 20, 2022

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7484

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

53rd percentile

15%

Higher net margin than 53% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

66th percentile

$13,577

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

37th percentile

2.0%

Faster asset growth than 37% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-3.1%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$598,148

Up $11,784 (+2.0%) from 2020

Net Assets

Up

$598,148

Up $11,784 (+2.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin53rd percentile

Revenue

Down

$73,882

Down $2,398 (-3.1%) from 2020

Expenses

Up

$62,736

Up $5,330 (+9.3%) from 2020

Net Income

Down

$11,146

Down $7,728 (-41%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$800K$600K$400K$200K$0Assets 2015: $562,785Liabilities 2015: $0Net Assets 2015: $562,7852015Assets 2017: $553,600Liabilities 2017: $0Net Assets 2017: $553,6002017Assets 2019: $568,248Liabilities 2019: $0Net Assets 2019: $568,2482019Assets 2020: $586,364Liabilities 2020: $0Net Assets 2020: $586,3642020Assets 2021: $598,148Liabilities 2021: $0Net Assets 2021: $598,1482021Assets 2022: $594,547Liabilities 2022: $0Net Assets 2022: $594,5472022Assets 2024: $670,639Liabilities 2024: $0Net Assets 2024: $670,6392024

Highlighted filing

2021

Assets$598,148
Liabilities$0
Net Assets$598,148
Open 2021 Filing

Operations Trend

Revenue Growth30th percentile

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

$150K$100K$50K$0-$50KRevenue 2015: $33,581Expenses 2015: $49,042Net Income 2015: -$15,4612015Revenue 2017: $29,354Expenses 2017: $50,652Net Income 2017: -$21,2982017Revenue 2019: $63,126Expenses 2019: $51,531Net Income 2019: $11,5952019Revenue 2020: $76,280Expenses 2020: $57,406Net Income 2020: $18,8742020Revenue 2021: $73,882Expenses 2021: $62,736Net Income 2021: $11,1462021Revenue 2022: $63,529Expenses 2022: $67,637Net Income 2022: -$4,1082022Revenue 2024: $134,367Expenses 2024: $64,752Net Income 2024: $69,6152024

Highlighted filing

2021

Revenue$73,882
Expenses$62,736
Net Income$11,146
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 20, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$13,577-$13,577
Filing and Contact Details

Filer

Filer Name
Jean E Vaughan Tua
EIN
25-6042578
Phone
3307427484
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427484
Signed
2022-04-20
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
Raw XML AppendixShowing 400 of 1,359 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
AccountingFeesSchedule/AccountingFeesDetail/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt010130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt155699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1810898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt196982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt292297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3011500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3127500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3228314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3310000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt364466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt373998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt391725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt418220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt423921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt435944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt443640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt453000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4611000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt483112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt492755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt504143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt527412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt533623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt548547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt553755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt561736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt572039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5822000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt595519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt603168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt621431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt634114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt642756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt651617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt662090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt673808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6876500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6929500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7018500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7118000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt738057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt74218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt753508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt761678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt773294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt782033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt793738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt807440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt813846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt838000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt852034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt863675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt872477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt882497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt892518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt902401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt924880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt932410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt942430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt951973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt962432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt972510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt981541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt993113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1001473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt020006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt219952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt815753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt915078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1029655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1411224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1520279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1641729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1832959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1916950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt238287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2412258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt257817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2611841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt274933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2815935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt294283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3011569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3126159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3228127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt339818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3413280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt357624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3613454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3710426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt386910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt393381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt403959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt428586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4310814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt444157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt452885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4611174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt476279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt484026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt496572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt505898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5114564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5239411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt534914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5414303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt555970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5612251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt572460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5820248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt598180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6014940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt619357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt626663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt639393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt644620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt653449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt664814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt675480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6879771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6928183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7018467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7118576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt725977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt738025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt743150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7514639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt765127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7715896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt782788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt794774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8012935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8110264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8210834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt837859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8510556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt863497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt872400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt882507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt893169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt902481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt912457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt924798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt932632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt942490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt952319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt962778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt972580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt981475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt994227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1001836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1075887109 BECTON DICKINSON AND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246625H100 JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm489832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6742718109 PROCTER GAMBLE CO/T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm891324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11277902698 E V ATLANTA CAP SMID
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1309247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14464287507 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1602079K305 ALPHABET INCORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18494368103 KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2067103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21464287804 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22009158106 AIR PRODUCTS CHEMIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2321036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24532457108 ELI LILLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2570450Y103 PAYPAL HOLDINGS INCO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27907818108 UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2814040H105 CAPITAL ONE FINL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2928176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3030231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3140168W483 GUGGENHEIM FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32543916688 LORD ABBETT INVT TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33693390841 PIMCO FDS PAC INVT M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34922031760 VANGUARD FIXED INCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3730303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39452308109 ILLINOIS TOOL WKS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40579780206 MCCORMICK INC/MD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4175513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4291913Y100 VALERO ENERGY CORP N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4374340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4592343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46277911491 EATON VANCE MUTUAL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4731420B847 FEDERATED HERMES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4831428Q887 FEDERATED SELECT TOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49957663503 WESTERN ASSET FDS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51166764100 CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5365339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5467066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55778296103 ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5692826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58882508104 TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6072201F623 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6100507V109 ACTIVISION BLIZZARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64071813109 BAXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65171340102 CHURCH & DWIGHT CO I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6622822V101 CROWN CASTLE INTL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68693506107 PPG INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70550021109 LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7131428Q739 FEDERATED TOTAL RETU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7272201F490 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7374440B405 PGIM TOTAL RETURN BO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74922031737 VANGUARD FIXED INCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7589155T649 TOUCHSTONE FDS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7646138E511 INVESCO EXCHANGE-TRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7811135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79172062101 CINCINNATI FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8022160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8346120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86592905749 METROPOLITAN WEST FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87921943858 VANGUARD TAX-MANAGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8800206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91244199105 DEERE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm927591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9555261F104 MT BANK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9609857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98744320102 PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100053484101 AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101060505104 BANK AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10388160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10435671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105038222105 APPLIED MATLS INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt019164
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt054718
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt073882
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt073882
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt054718
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt06789
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06789
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013577
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt047105
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt047105
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018780
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt019164
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011146
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0114581
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt054718
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt066708
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt055144
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06790
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt062736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt073498
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt073882
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08039
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06790
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015631
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02002-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12002-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71996-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt81996-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92012-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102012-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142003-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152016-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172016-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182008-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192008-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202013-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212013-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242020-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252000-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272016-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282012-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292012-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302013-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312013-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322002-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332011-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-02-03

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$598,148
Liabilities
$0
Net assets
$598,148
Revenue
$73,882
Expenses
$62,736
Net income
$11,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.34$0.65$0.70
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$0.00$5.95$0.64$0.68$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.74$0.63$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$0.76$0.57$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.63$0.52$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.29$0.51$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.34$0.49$0.15