Civic Intelligence

March Family Foundation

EIN 26-3296616 • Edina, MN

6320 Westwood CTEdina, MN 55436
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

22nd percentile

0.00x

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

$5M-$10M nonprofits • Source year 2022

Net Margin

4th percentile

-135%

Higher net margin than 4% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$15,000

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

$5M-$10M nonprofits • Source year 2022

Asset Growth

18th percentile

-4.7%

Faster asset growth than 18% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-86%

Faster revenue growth than 2% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$6,316,125

Up $75,584 (+1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,316,125

Up $75,584 (+1.2%) from 2023

Revenue

Up

$934,054

Up $191,630 (+26%) from 2023

Expenses

Up

$497,112

Up $53,485 (+12%) from 2023

Net Income

Up

$436,942

Up $138,145 (+46%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $5,619,722Liabilities 2019: $0Net Assets 2019: $5,619,7222019Assets 2020: $5,973,550Liabilities 2020: $0Net Assets 2020: $5,973,5502020Assets 2021: $6,466,100Liabilities 2021: $0Net Assets 2021: $6,466,1002021Assets 2022: $6,162,491Liabilities 2022: $0Net Assets 2022: $6,162,4912022Assets 2023: $6,240,541Liabilities 2023: $0Net Assets 2023: $6,240,5412023Assets 2024: $6,316,125Liabilities 2024: $0Net Assets 2024: $6,316,1252024

Highlighted filing

2024

Assets$6,316,125
Liabilities$0
Net Assets$6,316,125

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2019: $589,934Expenses 2019: $423,562Net Income 2019: $166,3722019Revenue 2020: $1,022,996Expenses 2020: $455,199Net Income 2020: $567,7972020Revenue 2021: $1,428,855Expenses 2021: $522,825Net Income 2021: $906,0302021Revenue 2022: $203,458Expenses 2022: $478,551Net Income 2022: -$275,0932022Revenue 2023: $742,424Expenses 2023: $443,627Net Income 2023: $298,7972023Revenue 2024: $934,054Expenses 2024: $497,112Net Income 2024: $436,9422024

Highlighted filing

2024

Revenue$934,054
Expenses$497,112
Net Income$436,942

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA M MAUERDirectorPT$15,000-$15,000
JOHN B MARCHDirector-$0--
JOHN D MARCHPresident-$0--
TIMOTHY S MARCHTreasurer-$0--
SARAH G MARCHSecretary-$0--
MARY CHUNG MARCHDirector-$0--
SALLIE S MARCHDirector-$0--
DANIEL C MAUERDirector-$0--
Filing and Contact Details

Filer

Filer Name
March Family Foundation
EIN
26-3296616
Phone
9529290724
Address
6320 WESTWOOD CT, EDINA, MN 55436

Signing Officer

Name
John March
Title
President & Treasurer
Phone
9529290724
Signed
2025-04-14
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Michael J Peterson CPA
Phone
2187224705
Raw XML AppendixShowing 400 of 922 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt337487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt741554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt826605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt914061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1130275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1218795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1315406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1434049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1517282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1613508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1736459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1823375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1912719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2020617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2156681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2211349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2315395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2411715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2538883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2714098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2823732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2925734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3029005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3131613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3226160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3319333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3417374
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3514787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3635500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3722391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3836216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3920529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4017182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4127155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4216130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4329750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4434390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4529611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4636896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4744782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4856105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4934633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5022922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5127506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5232239
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5324129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5420612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5529473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5619646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5745650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5816162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5927104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6033656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6124655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6228694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6319053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6430237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6516693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6628755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6720187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6825628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6944238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7027955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7124836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7235356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7334125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7438593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7521940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7630865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7721265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7819619
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7933010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8025187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8119099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8223343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8327497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8436642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8535266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8631473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8733213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8847832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8919195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9039070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9142866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9238662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93234789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94582432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9558593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96102328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9787975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98373194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt99189361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt100163051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10129174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102189735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10343949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt104163515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10529327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106188366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107308969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108406756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt109152767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt110341189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11160210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt010634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt364281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt434843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt524625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt735509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt827776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt917936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1138831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1316750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1437952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1525061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1617869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1753729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1820259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1914884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2023921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2196102
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2216640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2324957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24112938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2524391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2610372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2712101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2829228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2929015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3037352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3145135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3247705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3318341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3435942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3519980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3643248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3729846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3833640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3925615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4024651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4129480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4220367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4330540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4441582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4546436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4632367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4742990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48139985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4952366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5045666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5124048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5250230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5341601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5449529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5537271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5618270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5740612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5844897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5931013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6038658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6148837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6243793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6340874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6428925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6547457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6640062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6740224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6842652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6938730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7041454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7131734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7253531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7330223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7451308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7538578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7626252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7734257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7845266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7949305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8041471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8146169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8230423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8351487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8449002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8536189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8655182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8720176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8840590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8943598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9041754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9155836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9233895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93230061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94758681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9555768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96103955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9789991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98683515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99300548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt100199825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10125500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102167488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10343456
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt104192795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10529979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106181759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107366450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108410343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt109234841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110464076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11160210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALIGN TECHNOLOGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHARLES RIV LABORATORIES INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COSTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ENSIGN GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10FAIR ISAAC CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FIVE BELOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13FLOOR & DECOR HLDGS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14GLOBANT S A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15GRAND CANYON ED INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16GUIDEWIRE SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HEICO CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18IDEXX LABS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KINSALE CAP GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20MEDPACE HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MOTOROLA SOLUTIONS INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PAYLOCITY HLDG CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PRIVIA HEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28RB GLOBAL INC COM ISIN#CA74935Q1072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ROLLINS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32SERVICENOW INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34TESLA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35THE TRADE DESK INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TYLER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VEEVA SYS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41WEST PHARMACEUTICAL SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WORKIVA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ABBVIE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ACCENTURE PLC IRELAND CLASS SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46AMERICAN WTR WKS CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AMPHENOL CORP NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ATMOS ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50AUTOMATIC DATA PROCESSING INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52BLACKROCK INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53BROADRIDGE FINL SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54CASEYS GEN STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55CINTAS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56CINTAS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CORTEVA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58COSTCO WHOLESALE CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60EQUINIX INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62FASTENAL CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GALLAGHER ARTHUR J & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64HENRY JACK & ASSOC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67INTUIT COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MCCORMICK & CO INC COM NON VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MONDELEZ INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74MOTOROLA SOLUTIONS INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NASDAQ INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76POOL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78REPUBLIC SVCS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SHERWIN WILLIAMS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SNAP ON INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STERIS PLC REGISTERED SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83STRYKER CORP COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84T-MOBILE US INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85TEXAS INSTRS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86TRACTOR SUPPLY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87UNITED PARCEL SVC INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WATSCO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WEC ENERGY GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91WALMART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ZOETIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93FIRST TR EXCHANGE-TRADED FD VIII LOW DURATION STRATEGIC FOCUS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94FIRST TR VALUE LINE DIVID INDEX FD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95FIRST TR EXCHANGE-TRADED FD IV LONG DURATION OPPORTUNITIES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96FIRST TR EXCHANGE-TRADED FD IV LTD DURATION INVT GRADE CORPORATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97FIRST TR EXCHANGE TRADED FD IV LOW DURATION OPPORTUNITIES ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98INVESCO QQQ TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP MOMENTUM ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100INVESCO EXCHANGE-TRADED FD TR DWA CONSUMER STAPLES MOMENTUM ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101ISHARES TR 20+ YR TREAS BD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ISHARES TR MSCI EAFE SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103ISHARES TR MSCI EAFE SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106SPDR INDEX SHS FDS S&P EMERGING MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SPDR SER TR S&P 600 SMALL CAP VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VANGUARD INTL FD FTSE DEVELOPED MKTS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109VANGUARD WORLD FDS VANGUARD FINLS ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110VANGUARD INDEX FDS VANGUARD MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111VANGUARD FEDERAL MONEY MARKET FUND INVESTORS SHARES
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0153433
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0393824
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0547257
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0547257
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0393824
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0393000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0393000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0386797
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0152902
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0153433
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0436942
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01311760
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0393824
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0460692
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt083902
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt083902
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02132
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0411078
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt086034
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0497112
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0546726
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0934054
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt018078
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt086034
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0104112
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02666
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0917936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0393824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0393824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01311760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0393824
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0436942
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0361358
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06677483
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06240541
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06316125
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0377335
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0377335
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0377335
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0383739
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06404
IRS990PF/DistributableAmountGrp/TotalTaxAmt06404
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010535
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.