Civic Intelligence

Dale L Mullen Trust

EIN 25-6289241 • Columbus, OH

PO Box 1558 Dept Ea5w86Columbus, OH 43216
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

72nd percentile

21%

Higher net margin than 72% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

64th percentile

$10,659

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 14.4% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

52nd percentile

2.8%

Faster asset growth than 52% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

94%

Faster revenue growth than 87% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$566,624

Up $15,265 (+2.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$566,624

Up $15,265 (+2.8%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin72nd percentile

Revenue

Up

$74,052

Up $35,942 (+94%) from 2023

Expenses

Up

$58,713

Up $37,314 (+174%) from 2023

Net Income

Down

$15,339

Down $1,372 (-8.2%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2017: $551,385Liabilities 2017: $0Net Assets 2017: $551,3852017Assets 2018: $573,268Liabilities 2018: $0Net Assets 2018: $573,2682018Assets 2019: $554,286Liabilities 2019: $0Net Assets 2019: $554,2862019Assets 2020: $577,114Liabilities 2020: $0Net Assets 2020: $577,1142020Assets 2021: $599,597Liabilities 2021: $0Net Assets 2021: $599,5972021Assets 2022: $534,398Liabilities 2022: $0Net Assets 2022: $534,3982022Assets 2023: $551,359Liabilities 2023: $0Net Assets 2023: $551,3592023Assets 2024: $566,624Liabilities 2024: $0Net Assets 2024: $566,6242024

Highlighted filing

2024

Assets$566,624
Liabilities$0
Net Assets$566,624
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2017: $31,616Expenses 2017: $28,241Net Income 2017: $3,3752017Revenue 2018: $50,671Expenses 2018: $28,659Net Income 2018: $22,0122018Revenue 2019: $64,819Expenses 2019: $82,371Net Income 2019: -$17,5522019Revenue 2020: $64,731Expenses 2020: $42,186Net Income 2020: $22,5452020Revenue 2021: $95,763Expenses 2021: $70,999Net Income 2021: $24,7642021Revenue 2022: $33,221Expenses 2022: $101,516Net Income 2022: -$68,2952022Revenue 2023: $38,110Expenses 2023: $21,399Net Income 2023: $16,7112023Revenue 2024: $74,052Expenses 2024: $58,713Net Income 2024: $15,3392024

Highlighted filing

2024

Revenue$74,052
Expenses$58,713
Net Income$15,339
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$566,624
Liabilities
$0
Net assets
$566,624
Revenue
$74,052
Expenses
$58,713
Net income
$15,339
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.74$0.59$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.38$0.21$0.17
2022Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.33$1.02$0.68
2021Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.96$0.71$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.65$0.42$0.23
2019Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.65$0.82$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.51$0.29$0.22
2017Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.32$0.28$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$10,659-$10,659
Filing and Contact Details

Filer

Filer Name
Dale L Mullen Trust
EIN
25-6289241
Phone
6143319473
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
6143319473
Signed
2025-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
Raw XML AppendixShowing 400 of 985 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/Amt01750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt036883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt310889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt82534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121357
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt133599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1470560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt173557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1938332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt205826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt266354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt273971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt296833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt321390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3338915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3564618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt365617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt383076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt391781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt412172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4223079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt431691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4413885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4528277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt461916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt477330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt485688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt493169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt503072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt531524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt542606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt554501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt563780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt571883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt582308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt593751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt601845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt034452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt412326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt515831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt811048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt926044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1122340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1463752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt159072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt179214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1813184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1937809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2024041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2113352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2238138
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2515165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2617225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt278603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2813896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt295447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt302951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt321398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3339592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt341944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3563649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt365264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt383009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt394240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt401700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4224441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4412607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4527582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt461773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt477772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt485559
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt493513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt503002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt531333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt542304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt554397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt563961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt582057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt593679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt601629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0543916688 LORD ABBETT INVT TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm228176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3592905749 METROPOLITAN WEST FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472201F623 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5071813109 BAXTER INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm609247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm774340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm892826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm992939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1131420B847 FEDERATED HERMES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1200507V109 ACTIVISION BLIZZARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2031428Q739 FEDERATED TOTAL RETU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21552982720 MFS SER TR XIII
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22452308109 ILLINOIS TOOL WKS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24882508104 TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2591913Y100 VALERO ENERGY CORP N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2822822V101 CROWN CASTLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3046625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3140168W483 GUGGENHEIM FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3202079K305 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3467066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3791324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38922908686 VANGUARD INDEX FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40957663503 WESTERN ASSET FDS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4114040H105 CAPITAL ONE FINL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42166764100 CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4346120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4465339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47512807108 LAM RESH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48532457108 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49149123101 CATERPILLAR INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5088160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5189155T649 TOUCHSTONE FDS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52464285204 ISHARES GOLD TRUST E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5346428Q109 ISHARES SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5535671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5661756E461 MORGAN STANLEY INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57038222105 APPLIED MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59649280815 NEW WORLD FD INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60922031737 VANGUARD FIXED INCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6146138E511 INVESCO EXCHANGE-TRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6400724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65025537101 AMERICAN ELEC PWR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68060505104 BANK AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6909857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7021036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7225243Q205 DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73256677105 DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7426875P101 EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7530231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7632008F200 FIRST EAGLE FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78543487136 LOOMIS SAYLES FDS II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7955261F104 M & T BK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8164110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83674599105 OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm857591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8679466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8781762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9192646A831 VICTORY PORTFOLIOS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93936793744 WASATCH FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94191912401 COHEN & STEERS REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95230001752 CULLEN EMERGING MARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96253868103 DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97262028731 DRIEHAUS SMALL CAP G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9930303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100369604301 GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10267103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10368389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10575513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108902973304 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10992343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11098978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111G54950103 LINDE PLC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt021824
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt052228
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt074052
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt074052
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt052228
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05330
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05330
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010659
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045639
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045639
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021796
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021824
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015339
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0194709
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt052228
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt068545
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/TaxesNetInvstIncmAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt052719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt058713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt074024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt074052
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07080
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05479
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013074
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172011-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312011-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392021-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-03-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422015-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442011-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462016-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt72723
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt109457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt154344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt193712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt203567
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt222780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt232779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt245133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt254086
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt263825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt275889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt284866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt29309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt301964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt321513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt331611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt353789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt368201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt374361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt384963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt396200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt403687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt413682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt421457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4312881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44616
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-1015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81233
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-8
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141600

Document Assets

No mirrored PDF or thumbnail assets are attached yet.