Civic Intelligence

The Mary C Currie Foundation

990PF • Fiscal year 2020 • EIN 26-3232113

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

1401 North ParkwayMidland, MI 48640

(989) 631-3626

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

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

Liabilities / Revenue

29th percentile

0.00x

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

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

Net Margin

83rd percentile

38%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

55th percentile

4.8%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

63rd percentile

7.2%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Up

$1,365,468

Up $62,028 (+4.8%) from 2019

Net Assets

Up

$1,365,468

Up $62,028 (+4.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$165,330

Up $11,129 (+7.2%) from 2019

Expenses

Up

$103,302

Up $5,706 (+5.8%) from 2019

Net Income

Up

$62,028

Up $5,423 (+9.6%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $1,053,707Liabilities 2010: $5,260Net Assets 2010: $1,048,4472010Assets 2011: $1,078,011Liabilities 2011: $0Net Assets 2011: $1,078,0112011Assets 2012: $1,072,069Liabilities 2012: $0Net Assets 2012: $1,072,0692012Assets 2013: $1,089,654Liabilities 2013: $25,157Net Assets 2013: $1,064,4972013Assets 2014: $1,083,875Liabilities 2014: $0Net Assets 2014: $1,083,8752014Assets 2015: $1,115,691Liabilities 2015: $0Net Assets 2015: $1,115,6912015Assets 2016: $1,169,941Liabilities 2016: $967Net Assets 2016: $1,168,9742016Assets 2017: $1,232,003Liabilities 2017: $0Net Assets 2017: $1,232,0032017Assets 2018: $1,246,835Liabilities 2018: $0Net Assets 2018: $1,246,8352018Assets 2019: $1,303,440Liabilities 2019: $0Net Assets 2019: $1,303,4402019Assets 2020: $1,365,468Liabilities 2020: $0Net Assets 2020: $1,365,4682020Assets 2021: $1,415,037Liabilities 2021: $0Net Assets 2021: $1,415,0372021Assets 2022: $1,388,198Liabilities 2022: $0Net Assets 2022: $1,388,1982022Assets 2023: $1,476,068Liabilities 2023: $0Net Assets 2023: $1,476,0682023Assets 2024: $1,461,447Liabilities 2024: $0Net Assets 2024: $1,461,4472024

Highlighted filing

2020

Assets$1,365,468
Liabilities$0
Net Assets$1,365,468

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $53,4682010Expenses 2011: $55,1002011Expenses 2012: $55,9672012Revenue 2013: $52,926Expenses 2013: $59,116Net Income 2013: -$6,1902013Revenue 2014: $91,053Expenses 2014: $72,692Net Income 2014: $18,3612014Revenue 2015: $100,675Expenses 2015: $68,859Net Income 2015: $31,8162015Revenue 2016: $147,016Expenses 2016: $93,733Net Income 2016: $53,2832016Revenue 2017: $154,065Expenses 2017: $91,036Net Income 2017: $63,0292017Revenue 2018: $115,755Expenses 2018: $100,923Net Income 2018: $14,8322018Revenue 2019: $154,201Expenses 2019: $97,596Net Income 2019: $56,6052019Revenue 2020: $165,330Expenses 2020: $103,302Net Income 2020: $62,0282020Revenue 2021: $144,240Expenses 2021: $94,671Net Income 2021: $49,5692021Revenue 2022: $90,677Expenses 2022: $117,516Net Income 2022: -$26,8392022Revenue 2023: $186,870Expenses 2023: $99,000Net Income 2023: $87,8702023Revenue 2024: $89,588Expenses 2024: $104,209Net Income 2024: -$14,6212024

Highlighted filing

2020

Revenue$165,330
Expenses$103,302
Net Income$62,028
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY C CURRIEPresident-$0--
SHELLY CAUFIELDSecretary/Tr-$0--
ALAN OTTDirector - P-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMIDLAND AREA COMMUNITY FOUNDATIONSANFORD FOOD PANTRY/FLOOD RELIEFPCMIDLAND, MI, US$30,000
Paid GrantCITY OF MIDLANDOPERATIONALGOVMIDLAND, MI, US$25,000
Paid GrantMIDLAND AREA COMMUNITY FOUNDATIONOPERATIONALPCMIDLAND, MI, US$25,000
Paid GrantCITY OF MIDLANDCURRIE WEST CLUBHOUSEGOVMIDLAND, MI, US$10,000
Filing and Contact Details

Filer

Filer Name
The Mary C Currie Foundation
EIN
26-3232113
Phone
9896313626
Address
1401 NORTH PARKWAY, MIDLAND, MI 48640

Signing Officer

Name
Mary C Currie
Title
President
Phone
9896313626
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Andrews Hooper Pavlik Plc
Address
5915 EASTMAN AVE STE 100, MIDLAND, MI 48640-6824
Preparer
Kellie M Bos
Phone
9898357721
Raw XML AppendixShowing 400 of 660 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/Amt01720
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01720
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AFFILIATED MANAGERS GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALTRIA GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMERICAN HONDA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3AMGEN INC. NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK OF MONTREAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BANK OF NY MELLON CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CATERPILLAR FINL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7TCF BANK CD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8GENERAL ELECTRIC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9GOLDMAN SACHS NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10INTEL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11INTERCONTINENTAL EXCHANGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12JOHN DEERE CAPITAL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13JP MORGAN CHASE & CO NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14MEDTRONIC INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15PHILLIP MORRIS INTL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16QUALCOMM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17REALTY INCOME CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18ROCKWELL COLLINS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19SANOFI-AVENTIS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20SCHWAB CHARLES CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21SHELL INTERNATIONAL FIN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22TOYOTA MOTOR CREDIT CORP NOTE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23UNITED STATES TREASURY BILLS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24UNITED HEALTH GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025542
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt126523
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt226485
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt324898
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425233
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt526616
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt725143
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt827540
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt925133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1024637
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1125182
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1225109
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1326202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1425727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1524957
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1625247
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1725086
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1826671
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt027567
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt126562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt226555
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt325277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt426810
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt526632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt650000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt726641
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt827288
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt925005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1026465
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1125577
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1225945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1326064
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1425711
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1526814
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1626209
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1725226
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1826648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt519515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt716370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt918128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1129500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1222652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1334219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1412896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1539705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1634500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1710239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt189520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1916743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2028500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2120523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt228754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2310230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2413194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2577500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2722084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2815995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt297712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3023339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3114391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3232858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3337500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3474000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3519015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt032145
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt138558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt334488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt520132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt644050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt836404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt916890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1013710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1141534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1236236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1370652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1424122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1512366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1650626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1720086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1831905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1939856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2038243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2126619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2226823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2324540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2414085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2599194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2644484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2719518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2828830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2923586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3024618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3125914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3246578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3347862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34138053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3521873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN ELEC. PWR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLIED MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BRISTOL-MYERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CARDINAL HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CARNIVAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CATERPILLAR TRACTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DELAWARE EMERGING MARKETS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DUPONT DE NEMOURS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DR HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FIDELITY SMALL CAP DISCOVERY FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INVESCO OPPENHEIMER DEVELOPING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LAUDER ESTEE COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29METLIFE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MFS INTERNATIONAL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33WAL MART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TCF FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37THERMOFISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38WELLS FARGO SPECIAL SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VANGUARD INTERNATIONAL GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt026101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BOSTON PROPERTIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt018906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt029849
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0123126
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011912
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0443
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0164887
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0443
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0165330
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01720
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01720
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0123126
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029849
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029849
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt062028
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0382970
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011912
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011912
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0123126
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0154410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0443
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09926
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09926
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0551
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01656
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt091740
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010477
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0103302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0164887
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0165330
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01740
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010477
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt013302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11998-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31998-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt51998-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62012-05-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt71977-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82017-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt91998-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt111998-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131998-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151998-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt171977-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182011-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192010-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212010-04-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222012-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232016-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242017-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt225202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt724546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt925091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1019973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1216890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1410549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1526735
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1610230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt172560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt202747
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2125000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt223999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt231592
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt410370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt69104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt75092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-6685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt92222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-5850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt123599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt135334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt145278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt169513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1715440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt182205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt197761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt203558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2118661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt223005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt236007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt410370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt69104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt75092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-6685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92222
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-5850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt123599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt135334
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt145278
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt169513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1715440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt182205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt197761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt203558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2118661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt223005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt236007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt225226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38850
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt412490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt59294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt817861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt95081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1019241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1125026
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1322224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1515827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1625965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt179513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1825670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt194765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt209134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215309
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2221408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt247004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt257599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ALTRIA GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CORTEVA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMGEN INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CORTEVA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4APPLIED MATERIALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CORTEVA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6APPLIED MATERIALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CORTEVA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CARDINAL HEALTH INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CORTEVA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CARNIVAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DUPONT DE NEMOURS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12DR HORTON INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13DUPONT DE NEMOURS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14INTEL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15DUPONT DE NEMOURS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16MEDTRONIC INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17DUPONT DE NEMOURS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MERCK & CO. INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19GENUINE PARTS CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21MCDONALDS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23SHELL INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24WALMART INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CATERPILLER INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-07-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.19$0.10$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.09$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.14$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.17$0.10$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.15$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.12$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.15$0.09$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.15$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.10$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.07$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.05$0.06$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.05$0.01$1.05$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits