Staley Family Foundation

EIN 26-3442296 • Avon, CO

PO Box 8389Avon, CO 81620

Siviq Scores

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

0.00x

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

$25M-$50M nonprofits • Source year 2024

0.00x

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

$25M-$50M nonprofits • Source year 2024

-41%

Higher net margin than 8% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

-3.2%

Faster asset growth than 18% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

-35%

Faster revenue growth than 8% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets15th percentile

Assets

Down

$35,745,254

Down $1,179,086 (-3.2%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$35,745,254

Down $1,179,086 (-3.2%) from 2023

Operations

Liabilities / Revenue16th percentile Net Margin8th percentile

Revenue

Down

$2,841,314

Down $1,500,122 (-35%) from 2023

Expenses

$4,020,400

Up $348,152 (+9.5%) from 2023

Net Income

Down

-$1,179,086

Down $1,848,274 (-276%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

Highlighted filing

2024

Assets$35,745,254

Liabilities$0

Net Assets$35,745,254

Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

Highlighted filing

2024

Revenue$2,841,314

Expenses$4,020,400

Net Income-$1,179,086

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $35,745,254
Liabilities: $0
Net assets: $35,745,254
Revenue: $2,841,314
Expenses: $4,020,400
Net income: -$1,179,086

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$35.7	$0.00	$35.7	$2.84	$4.02	$1.18
2023Detailed filing. Detailed filing data is available for this year.	$36.9	$0.00	$36.9	$4.34	$3.67	$0.67
2022Detailed filing. Detailed filing data is available for this year.	$36.3	$0.00	$36.3	$0.35	$4.37	$4.72
2021Detailed filing. Detailed filing data is available for this year.	$41.0	$0.00	$41.0	$6.85	$3.77	$3.08
2020Detailed filing. Detailed filing data is available for this year.	$37.9	$0.00	$37.9	$6.00	$2.94	$3.06

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 22, 2025
Return Version: 2024v5.1

Compensation and Service Providers

Top Officer Pay19th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WARREN STALEY	Trustee	-	$0	-	-
MARY LYNN STALEY	Trustee	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	HABITAT FOR HUMANITY - VAIL VALLEY	GENERAL SUPPORT	PC PUBLIC CHARITY	AVON, CO, US	$200,000
Paid Grant	HABITAT FOR HUMANITY INTERNATIONAL	GENERAL SUPPORT	PC PUBLIC CHARITY	AMERICUS, GA, US	$200,000
Paid Grant	OPPORTUNITY INTERNATIONAL	GENERAL SUPPORT	PC PUBLIC CHARITY	CHICAGO, IL, US	$200,000
Paid Grant	HABITAT FOR HUMANITY - TWIN CITIES	GENERAL SUPPORT	PC PUBLIC CHARITY	ST PAUL, MN, US	$150,000
Paid Grant	CRISTO REY JESUIT HIGH SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$150,000
Paid Grant	HABITAT FOR HUMANITY - VAIL VALLEY	GENERAL SUPPORT	PC PUBLIC CHARITY	GYPSUM, CO, US	$150,000
Paid Grant	SANSUM CLINIC	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA BARBARA, CA, US	$150,000
Paid Grant	HABITAT FOR HUMANITY - TWIN CITIES	GENERAL SUPPORT	PC PUBLIC CHARITY	ST PAUL, MN, US	$150,000
Paid Grant	KSU FOUNDATION - ENGINEERING SCHOLARSHIPS	GENERAL SUPPORT	PC PUBLIC CHARITY	MANHATTAN, KS, US	$100,000
Paid Grant	OUR LADY OF GRACE (OLOGTERTIARY)	GENERAL SUPPORT	PC PUBLIC CHARITY	EDINA, MN, US	$76,000
Paid Grant	OUR LADY OF GRACE (OLOGTERTIARY)	GENERAL SUPPORT	PC PUBLIC CHARITY	EDINA, MN, US	$75,000
Paid Grant	CORNELL UNIVERSITY - JOHNSON SCHOOL OF BUSINESS	GENERAL SUPPORT	PC PUBLIC CHARITY	ITHACA, NY, US	$50,000
Paid Grant	ST JOHN THE BAPTIST CATHOLIC CHURCHSCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	JORDON, MN, US	$50,000
Paid Grant	SISTERS OF PRO ECCLESIA SANCTA	GENERAL SUPPORT	PC PUBLIC CHARITY	BLOOMINGTON, MN, US	$50,000
Paid Grant	TRANSFORMATION THROUGH EDUCATION - OUR LADY OF NAMULENGA HIGH SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	CREST HILL, IL, US	$50,000
Paid Grant	BENILDE ST MARGARETS	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$50,000
Paid Grant	LUCILE PACKARD CHILDREN'S HOSPITAL	GENERAL SUPPORT	PC PUBLIC CHARITY	PALO ALTO, CA, US	$50,000
Paid Grant	PARTNERS IN FOOD SOLUTIONS	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$50,000
Paid Grant	SCHOLARSHIP FOUNDATION OF SANTA BARBARA	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA BARBARA, CA, US	$50,000
Paid Grant	REGIS JESUIT HIGH SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$40,000
Paid Grant	ESQUELA DE GUADALUPE	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$40,000
Paid Grant	TRACTORS FOR AFRICA	GENERAL SUPPORT	PC PUBLIC CHARITY	EDEN PRAIRIE, MN, US	$30,000
Paid Grant	ESQUELA DE GUADALUPE	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$30,000
Paid Grant	SHARING & CARING HANDS	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$30,000
Paid Grant	OUR LADY OF GRACE (OLOGTERTIARY)	GENERAL SUPPORT	PC PUBLIC CHARITY	EDINA, MN, US	$30,000
Paid Grant	TRACTORS FOR AFRICA	GENERAL SUPPORT	PC PUBLIC CHARITY	EDEN PRAIRIE, MN, US	$30,000
Paid Grant	THERE WITH CARE	GENERAL SUPPORT	PC PUBLIC CHARITY	MENLO PARK, CA, US	$30,000
Paid Grant	OUR LADY OF GRACE (OLOGTERTIARY)	GENERAL SUPPORT	PC PUBLIC CHARITY	EDINA, MN, US	$25,000
Paid Grant	ESQUELA DE GUADALUPE	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$25,000
Paid Grant	CRISTO REY JESUIT HIGH SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$25,000
Paid Grant	SACRED HEART SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	MENLO PARK, CA, US	$25,000
Paid Grant	ST JOHN THE BAPTIST CATHOLIC CHURCHSCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	JORDON, MN, US	$25,000
Paid Grant	YOUTH FRONTIERS	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$25,000
Paid Grant	ICE IN PARADISE	GENERAL SUPPORT	PC PUBLIC CHARITY	GOLETA, CA, US	$25,000
Paid Grant	SACRED HEART SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	MENLO PARK, CA, US	$25,000
Paid Grant	DE MARILLAC ACADEMY	GENERAL SUPPORT	PC PUBLIC CHARITY	SAN FRANCISCO, CA, US	$20,000
Paid Grant	UNIVERSITY OF MARY	GENERAL SUPPORT	PC PUBLIC CHARITY	BISMARCK, ND, US	$20,000
Paid Grant	ST ISADORE'S CATHOLIC STUDENT CENTER	GENERAL SUPPORT	PC PUBLIC CHARITY	MANHATTAN, KS, US	$20,000
Paid Grant	ICE IN PARADISE	GENERAL SUPPORT	PC PUBLIC CHARITY	GOLETA, CA, US	$20,000
Paid Grant	GLOBAL LEADERSHIP NETWORK	GENERAL SUPPORT	PC PUBLIC CHARITY	SOUTH BARRINGTON, IL, US	$20,000
Paid Grant	ST CLARE OF ASSISI SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	EDWARDS, CO, US	$20,000
Paid Grant	ST JOHN THE BAPTIST CATHOLIC CHURCHSCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	JORDON, MN, US	$20,000
Paid Grant	MERCY HOMES FOR BOYS AND GIRLS	GENERAL SUPPORT	PC PUBLIC CHARITY	CHICAGO, IL, US	$20,000
Paid Grant	GOOD SHEPHERD FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$18,000
Paid Grant	MERCY HOMES FOR BOYS AND GIRLS	GENERAL SUPPORT	PC PUBLIC CHARITY	CHICAGO, IL, US	$15,000
Paid Grant	THERE WITH CARE	GENERAL SUPPORT	PC PUBLIC CHARITY	MENLO PARK, CA, US	$15,000
Paid Grant	YOUTH FRONTIERS	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$15,000
Paid Grant	OUR LADY OF GRACE (OLOGTERTIARY)	GENERAL SUPPORT	PC PUBLIC CHARITY	EDINA, MN, US	$15,000
Paid Grant	JUNIOR ACHIEVEMENT	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$15,000
Paid Grant	REGIS JESUIT HIGH SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$15,000
Paid Grant	TOGETHER IN MISSION	GENERAL SUPPORT	PC PUBLIC CHARITY	LOS ANGELES, CA, US	$15,000
Paid Grant	VAIL VALLEY FOUNDATION EDUCATION	GENERAL SUPPORT	PC PUBLIC CHARITY	AVON, CO, US	$15,000
Paid Grant	TREE HOUSE FAMLY HOPE SERVICES	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$15,000
Paid Grant	INTERNATIONAL SAMARITAN	GENERAL SUPPORT	PC PUBLIC CHARITY	ANN ARBOR, MI, US	$10,000
Paid Grant	REGIS JESUIT HIGH SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$10,000
Paid Grant	ONE MILLION HOME	GENERAL SUPPORT	PC PUBLIC CHARITY	TACOMA, WA, US	$10,000
Paid Grant	BRIDGE FOR YOUTH	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	SHARING & CARING HANDS	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	OPPORTUNITY INTERNATIONAL	GENERAL SUPPORT	PC PUBLIC CHARITY	CHICAGO, IL, US	$10,000
Paid Grant	ASHESI UNIVERSITY FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	SEATTLE, WA, US	$10,000
Paid Grant	ZAWADI FUND INTERNATIONAL	GENERAL SUPPORT	PC PUBLIC CHARITY	PAOLI, PA, US	$10,000
Paid Grant	BRIDGING	GENERAL SUPPORT	PC PUBLIC CHARITY	BLOOMINGTON, MN, US	$10,000
Paid Grant	OPPORTUNITY INTERNATIONAL	GENERAL SUPPORT	PC PUBLIC CHARITY	CHICAGO, IL, US	$10,000
Paid Grant	BISHOP GARCIA DIEGO HIGH SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA BARBARA, CA, US	$10,000
Paid Grant	OUR LADY OF MT CARMEL	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA BARBARA, CA, US	$10,000
Paid Grant	ST JOSEPH'S INDIAN SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	ST CHAMBERLAIN, SD, US	$10,000
Paid Grant	WASHBURN CENTER FOR CHILDREN	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	BOYS TOWN	GENERAL SUPPORT	PC PUBLIC CHARITY	BOYS TOWN, NE, US	$10,000
Paid Grant	HAZELDEN BETTY FORD FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	ST PAUL, MN, US	$10,000
Paid Grant	NORTHERN STAR COUNCIL	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	BOYS & GIRLS CLUB OF THE PENNINSULA	GENERAL SUPPORT	PC PUBLIC CHARITY	MENLO PARK, CA, US	$10,000
Paid Grant	COURAGE KENNY FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	CASA OF DENVER	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$10,000
Paid Grant	OPPORTUNITY INTERNATIONAL	GENERAL SUPPORT	PC PUBLIC CHARITY	CHICAGO, IL, US	$10,000
Paid Grant	TWIN CITIES RISE	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	MINNESOTA PRIVATE COLLEGE COUNCIL	GENERAL SUPPORT	PC PUBLIC CHARITY	ST PAUL, MN, US	$10,000
Paid Grant	ZAWADI FUND INTERNATIONAL	GENERAL SUPPORT	PC PUBLIC CHARITY	PAOLI, PA, US	$10,000
Paid Grant	CATHOLIC CHARITIES OF SANTA BARBARA	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA BARBARA, CA, US	$10,000
Paid Grant	ROUND UP RIVER RANCH	GENERAL SUPPORT	PC PUBLIC CHARITY	AVON, CO, US	$10,000
Paid Grant	IOCP - CARING FOR KIDS	GENERAL SUPPORT	PC PUBLIC CHARITY	PLYMOUTH, MN, US	$10,000
Paid Grant	MUSEUM OF RUSSIAN ART	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	VOYAGER OUTWARD BOUND SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	ST PAUL, MN, US	$10,000
Paid Grant	ST JOHN THE BAPTIST CATHOLIC CHURCHSCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	JORDON, MN, US	$10,000
Paid Grant	OUR LADY OF MT CARMEL	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA BARBARA, CA, US	$10,000
Paid Grant	NORTHSIDE ACHIEVEMENT ZONE	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	EASTSIDE PREP SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	PALO ALTO, CA, US	$10,000
Paid Grant	ESQUELA DE GUADALUPE	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$10,000
Paid Grant	INTERNATIONAL SAMARITAN	GENERAL SUPPORT	PC PUBLIC CHARITY	ANN ARBOR, MI, US	$10,000
Paid Grant	CATHOLIC RELIEF SERVICES	GENERAL SUPPORT	PC PUBLIC CHARITY	BALTIMORE, MD, US	$10,000
Paid Grant	RAVENWOOD EDUCATION FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	MENLO PARK, CA, US	$10,000
Paid Grant	NORTHERN STAR COUNCIL	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	BETA THETA PI FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	OXFORD, OH, US	$10,000
Paid Grant	GLOBAL MINNESOTA	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	YMCA OF THE NORTH	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	NOTRE DAME SCHOOL	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA BARBARA, CA, US	$10,000
Paid Grant	UNITED HOSPITAL FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	CARONDOLET MINISTRIES FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	ST PAUL, MN, US	$10,000
Paid Grant	BENILDE ST MARGARETS	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$10,000
Paid Grant	NUESTROS PEQUENOS HERMANOS	GENERAL SUPPORT	PC PUBLIC CHARITY	CHICAGO, IL, US	$10,000
Paid Grant	HABITAT FOR HUMANITY - TWIN CITIES	GENERAL SUPPORT	PC PUBLIC CHARITY	ST PAUL, MN, US	$10,000
Paid Grant	VAIL VETERAN'S PROGRAM	GENERAL SUPPORT	PC PUBLIC CHARITY	VAIL, CO, US	$10,000
Paid Grant	OPPORTUNITY INTERNATIONAL	GENERAL SUPPORT	PC PUBLIC CHARITY	CHICAGO, IL, US	$10,000
Paid Grant	SOPHIA MONTESSORI ACADEMY	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$7,500
Paid Grant	MISSION MINISTRIES	GENERAL SUPPORT	PC PUBLIC CHARITY	MENLO PARK, CA, US	$7,500
Paid Grant	CHILDREN'S HEALTH COUNCIL	GENERAL SUPPORT	PC PUBLIC CHARITY	PALO ALTO, CA, US	$7,500
Paid Grant	URBAN PEAK	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$7,000
Paid Grant	CAMP HOPE	GENERAL SUPPORT	PC PUBLIC CHARITY	LAKE FOREST, IL, US	$7,000
Paid Grant	ESQUELA DE GUADALUPE	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$6,000
Paid Grant	CENTER FOR VICTIMS OF TORTURE	GENERAL SUPPORT	PC PUBLIC CHARITY	ST PAUL, MN, US	$5,000
Paid Grant	CASA OF SAN MATEO COUNTY	GENERAL SUPPORT	PC PUBLIC CHARITY	REDWOOD CITY, CA, US	$5,000
Paid Grant	ALSU OF MISSOURI	GENERAL SUPPORT	PC PUBLIC CHARITY	COLUMBIA, MO, US	$5,000
Paid Grant	ESQUELA DE GUADALUPE	GENERAL SUPPORT	PC PUBLIC CHARITY	DENVER, CO, US	$5,000
Paid Grant	YMCA OF SAN MATEO	GENERAL SUPPORT	PC PUBLIC CHARITY	SAN MATEO, CA, US	$5,000
Paid Grant	BENILDE ST MARGARETS	GENERAL SUPPORT	PC PUBLIC CHARITY	MINNEAPOLIS, MN, US	$5,000
Paid Grant	LUCILE PACKARD CHILDREN'S HOSPITAL	GENERAL SUPPORT	PC PUBLIC CHARITY	PALO ALTO, CA, US	$5,000
Paid Grant	LUCILE PACKARD CHILDREN'S HOSPITAL	GENERAL SUPPORT	PC PUBLIC CHARITY	PALO ALTO, CA, US	$5,000
Paid Grant	FOOD BANK OF SANTA BARBARA	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA BARBARA, CA, US	$5,000
Paid Grant	OAKLAND LACROSSE CLUB	GENERAL SUPPORT	PC PUBLIC CHARITY	OAKLAND, CA, US	$4,000
Paid Grant	US LACROSSE FOUNDATION	GENERAL SUPPORT	PC PUBLIC CHARITY	SPARKS, MD, US	$3,500
Paid Grant	ACE SCHOLARSHIP	GENERAL SUPPORT	PC PUBLIC CHARITY	GREENWOOD VILLAGE, CO, US	$3,000
Paid Grant	SAFE SPACE	GENERAL SUPPORT	PC PUBLIC CHARITY	STUART, FL, US	$2,500
Paid Grant	LIFEMOVES	GENERAL SUPPORT	PC PUBLIC CHARITY	SANTA CLARA, CA, US	$2,500
Paid Grant	FINDING KIDS ORG	GENERAL SUPPORT	PC PUBLIC CHARITY	LOS ALTOS, CA, US	$1,000
Paid Grant	FIT KIDS	GENERAL SUPPORT	PC PUBLIC CHARITY	OCEANSIDE, CA, US	$1,000

Filing and Contact Details

Filer

Filer Name: Staley Family Foundation
EIN: 26-3442296
Phone: 9529252462
Address: PO BOX 8389, AVON, CO 81620

Signing Officer

Name: Warren Staley
Title: Officer
Phone: 9529252462
Signed: 2025-05-22
Discuss with paid preparer: Yes

Preparer

Firm: Deloitte Tax Llp
Address: 50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer: Meghan Lemens
Phone: 6123974000

Raw XML AppendixShowing 400 of 1,544 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	9350
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	9350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	413898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	53344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	53165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	265108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	314906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	410972
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	59	315266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	60	403707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	61	165522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	62	361325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	63	525225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	64	183061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	65	558659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	66	428673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	67	440892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	68	298898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	69	181964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	70	317241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	71	172171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	72	246663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	73	536924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	74	307103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	75	513666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	76	670377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	342582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	733159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	739479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	1974949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	295539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	1072498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	751234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	7162012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	11752962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	9	300300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	10	590486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	11	194753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	12	601231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	13	1157697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	14	561254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	15	706789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	16	322800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	17	802096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	18	1097546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	19	828216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	20	540342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	21	553479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	22	1185293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	23	677886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	24	413962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	25	514851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	26	469609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	27	1164729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	28	757084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	29	550077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	30	1642783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	31	710958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	32	616439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	33	1108823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	34	596413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	35	878058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	36	890527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	37	454897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	38	471658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	39	721604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	40	485750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	41	2923524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	42	2356607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	43	780470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	44	492737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	45	762079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	46	703279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	47	3445747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	48	746296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	49	301000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	50	576764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	51	529433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	52	366484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	53	840262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	54	765488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	55	883066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	56	767918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	57	839445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	58	1109113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	59	1392150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	60	1519152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	61	559910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	62	565294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	63	517099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	64	322269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	65	1313692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	66	608688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	67	1397775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	68	447067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	69	914089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	70	1012564
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	71	778641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	72	751859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	73	1345221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	74	1053105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	75	625245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	76	670377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	ALIGN TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	AMERICAN WATER WORKS COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	ANSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	BEST BUY COMPANY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	BRISTOL MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	CHARLES RIVER LAB INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	12	CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	13	CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	14	CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	15	CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	16	CME GROUP INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	17	COCA-COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	18	COSTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	19	DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	20	ENSIGN GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	21	FAIR ISAAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	22	FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	23	FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	24	FIVE BELOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	25	FLOOR & DECOR HOLDINGS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	26	GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	27	GLOBANT S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	28	GRAND CANYON EDUCATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	29	GUIDEWIRE SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	30	HEICO CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	31	IDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	32	IDEXX LABORATORIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	33	INTL BUSINESS MACHINES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	34	JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	35	JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	36	KINDER MORGAN INC DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	37	KINSALE CAPITAL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	38	L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	39	MEDPACE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	40	MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	41	MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	42	MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	43	MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	44	MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	45	NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	46	NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	47	NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	48	PAYCOM SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	49	PAYLOCITY HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	50	PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	51	PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	52	PRIVIA HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	53	PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	54	QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	55	RB GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	56	ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	57	ROLLINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	58	S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	59	SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	60	SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	61	STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	62	STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	63	SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	64	TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	65	TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	66	TRADE DESK INC (THE) CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	67	TYLER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	68	U S BANCORP DE NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	69	UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	70	VEEVA SYSTEMS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	71	VERISK ANALYTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	72	VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	73	WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	74	WEST PHARMACEUTICAL SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	75	WORKIVA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	76	VANGUARD TREASURY MONEY MARKET INVESTOR CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	1163636
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	1	873677
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	2	999893
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	3	499972
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	4	1204081
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	PEAR TREE POLARIS FOREIGN VALUE INSTL CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	1	SPDR S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	2	VANGUARD FTSE DEVELOPED MKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	3	VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	4	WCM FOCUSED INTL GROWTH INSTL CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	1214167
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	1	2047764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	2	1086949
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	3	505579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	4	1300109
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	1051642
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	1301472
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	2353114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt	0	0
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	2353114
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	9350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	9350
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	18700
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	1301472
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	3369000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	3369000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	488200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	1023592
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	1051642
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-1179086
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	6390352
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	1301472
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	1728014
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt	0	576558
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	576558
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	11142
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	56142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	3378350
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	597050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	4020400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	2325064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	2841314
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	9350
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	597050
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	651400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	5088880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	138080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	1163392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	138080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	1	1163392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	138080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	1	6252272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	CAPITAL GAIN DISTRIB. FROM PUBLICLY TRADED SEC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	0	2024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt	1	2024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	1301472
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-1179086
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	35745254
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	36924340
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	35745254
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	3918292
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	3918292
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	3918292
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	3942311
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt	0	0
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	24019
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	24019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	22160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt	0	1859
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd	0	X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	24019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	24019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	24019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	24019
IRS990PF/FMVAssetsEOYAmt	0	90349082
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	966
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	92384
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	92384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	28620555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	29186194
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	82376713
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	3842174
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	4741259
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	6154568
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt	0	36924340
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt	0	35745254
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	4460645
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	1725417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	1725417
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	36924340
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	35745254
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	90349082
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	36924340
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	35745254
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	36924340
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	35745254
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	80046920
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	2282390
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	77764530
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	1200704
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	3942311
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	78846216
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	80046920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt	0	THE MCCREA BURNS GROUP OF ROBERT W BAIRD & CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt	0	576558
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt	0	INVESTMENT ADVISORY SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt	0	7605 EDINBOROUGH WAY STE 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm	0	EDINA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd	0	MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd	0	55435
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	0.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	WARREN STALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	MARY LYNN STALEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	PO BOX 8389
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	PO BOX 8389
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	AVON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	AVON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CO

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