Civic Intelligence

Robert S Anderson Charitable Trust

990PF • Fiscal year 2024 • EIN 26-6561966

Nov 01, 2023 to Oct 31, 2024 • Filed on Jan 29, 2025

Organization Profile
500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

(412) 762-7070

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

10th percentile

-46%

Higher net margin than 10% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$27,168

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

27th percentile

-2.5%

Faster asset growth than 27% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,699,443

Down $42,759 (-2.5%) from 2023

Net Assets

Down

$1,699,443

Down $42,759 (-2.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin10th percentile

Revenue

Down

$91,408

Down $143,524 (-61%) from 2023

Expenses

Down

$133,674

Down $2,410 (-1.8%) from 2023

Net Income

Down

-$42,266

Down $141,114 (-143%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,271,648Liabilities 2010: $0Net Assets 2010: $1,271,6482010Assets 2011: $1,487,775Liabilities 2011: $0Net Assets 2011: $1,487,7752011Assets 2012: $1,505,453Liabilities 2012: $0Net Assets 2012: $1,505,4532012Assets 2013: $1,584,296Liabilities 2013: $0Net Assets 2013: $1,584,2962013Assets 2014: $1,616,663Liabilities 2014: $0Net Assets 2014: $1,616,6632014Assets 2015: $1,619,134Liabilities 2015: $0Net Assets 2015: $1,619,1342015Assets 2016: $1,591,888Liabilities 2016: $0Net Assets 2016: $1,591,8882016Assets 2017: $1,606,485Liabilities 2017: $0Net Assets 2017: $1,606,4852017Assets 2018: $1,712,165Liabilities 2018: $0Net Assets 2018: $1,712,1652018Assets 2019: $1,724,830Liabilities 2019: $0Net Assets 2019: $1,724,8302019Assets 2020: $1,664,455Liabilities 2020: $0Net Assets 2020: $1,664,4552020Assets 2021: $1,699,389Liabilities 2021: $0Net Assets 2021: $1,699,3892021Assets 2022: $1,643,353Liabilities 2022: $0Net Assets 2022: $1,643,3532022Assets 2023: $1,742,202Liabilities 2023: $0Net Assets 2023: $1,742,2022023Assets 2024: $1,699,443Liabilities 2024: $0Net Assets 2024: $1,699,4432024

Highlighted filing

2024

Assets$1,699,443
Liabilities$0
Net Assets$1,699,443
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $70,4172010Expenses 2011: $72,8192011Expenses 2012: $95,8432012Expenses 2013: $97,1422013Revenue 2014: $141,218Expenses 2014: $108,851Net Income 2014: $32,3672014Revenue 2015: $132,035Expenses 2015: $116,399Net Income 2015: $15,6362015Revenue 2016: $91,961Expenses 2016: $120,831Net Income 2016: -$28,8702016Revenue 2017: $130,446Expenses 2017: $115,946Net Income 2017: $14,5002017Revenue 2018: $228,724Expenses 2018: $122,713Net Income 2018: $106,0112018Revenue 2019: $141,441Expenses 2019: $129,044Net Income 2019: $12,3972019Revenue 2020: $63,362Expenses 2020: $123,780Net Income 2020: -$60,4182020Revenue 2021: $163,940Expenses 2021: $127,943Net Income 2021: $35,9972021Revenue 2022: $89,015Expenses 2022: $145,389Net Income 2022: -$56,3742022Revenue 2023: $234,932Expenses 2023: $136,084Net Income 2023: $98,8482023Revenue 2024: $91,408Expenses 2024: $133,674Net Income 2024: -$42,2662024

Highlighted filing

2024

Revenue$91,408
Expenses$133,674
Net Income-$42,266
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Jan 29, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$27,168-$27,168
Filing and Contact Details

Filer

Filer Name
Robert S Anderson Charitable Trust
EIN
26-6561966
Phone
4127627070
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127627070
Signed
2025-01-29
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Raw XML AppendixShowing 400 of 2,381 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/EOYBookValueAmt05435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt93628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt113326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt151763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt191468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt241442
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt252740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2911973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt322756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt331393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt361433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt382397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt392411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt404669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt432749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt441325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt461020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt471161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt482100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt492062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt502578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt522014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt532247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt542000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt552464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt563557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt572165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt582732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt594754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt606535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt621462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt631857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt642008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt656563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt662653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt676129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt681933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt691246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt701610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt721885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt731635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt741840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt754231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt762413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt776584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt781628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt795328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8012903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt811997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt822119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt831769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt844244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt851646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt056076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt257381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt530971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt810631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt910702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt108211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt125517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1325541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt156740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt178742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1824956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt194826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt205700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2310601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt242389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2610161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt273990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt283061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2930383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt303153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt343055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt353329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt371889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt382881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt399492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt406719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt443843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt464082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt472238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt482684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt492090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt503854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt512421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt522111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt532694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt541911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt553672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt565545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt572254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt582691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt596351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt607199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt612920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt621355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt631362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt642334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6511196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt663552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt678477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt682459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt692591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt702431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt711943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt722943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt741753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt753266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt762116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt777051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt786617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt795720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8013807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt811891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt822321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt831964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt844105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt851696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120030N101 COMCAST CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2030420103 AMERICAN WATER WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492826C839 VISA INC CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5053332102 AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm602079K305 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm778409V104 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10172908105 CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1146625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13G1151C101 ACCENTURE PLC CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1430303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17620076307 MOTOROLA SOLUTIONS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19460690100 INTERPUBLIC GROUP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2122160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2211135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2374762E102 QUANTA SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2509247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2612514G108 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2800287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3191324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3258933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35277432100 EASTMAN CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3630225T102 EXTRA SPACE STORAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38461202103 INTUIT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40571748102 MARSH & MCLENNAN COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4165339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42902973304 US BANCORP DEL COM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43125523100 THE CIGNA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4689151E109 TOTALENERGIES SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4757636Q104 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4917275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5192343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53443510607 HUBBELL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54427866108 THE HERSHEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5503076C106 AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5709260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5930231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6035137L105 FOX CORP - CLASS A -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6142809H107 HESS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6265336K103 NEXSTAR MEDIA GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63682189105 ON SEMICONDUCTOR COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65817565104 SERVICE CORP INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6692939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6794106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6898978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69H1467J104 CHUBB LTD SEDOL B3BQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7112572Q105 CME GROUP INC A DERI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73127387108 CADENCE DESIGN SYSTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75693718108 PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7674340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77806857108 SCHLUMBERGER LTD SED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78816851109 SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7981762P102 SERVICE NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80828806109 SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81833034101 SNAP ON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82872540109 TJX COMPANIES INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8389417E109 THE TRAVELERS COS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8490384S303 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85G8994E103 TRANE TECHNOLOGIES P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8809290D101 BLACKROCK FUNDING IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9020825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9122788C105 CROWDSTRIKE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93452308109 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94512807306 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95571903202 MARRIOTT INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9667066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97780259305 SHELL PLC-W/I-ADR SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98G29183103 EATON CORP PLC SEDOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99G51502105 JOHNSON CTLS INTL PL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100G54950103 NEW LINDE PLC SEDOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101G5960L103 MEDTRONIC PLC SEDOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt093298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1250066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt245533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3110592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt448914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5169835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt645370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt718196
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt855879
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt923989
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1047745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1149337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1292510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1364477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1453098
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1527411
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1635342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1749546
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1833708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1982282
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt009260B382 BLACKROCK STRATEGIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt297717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287200 ISHARES CORE S&P 500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464288638 ISHARES TRUST ISHARE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt546090E103 INVESCO QQQ TRUST ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6922908744 VANGUARD VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287176 ISHARES TIPS BOND ET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8779556406 T ROWE PR MID CAP GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt904314H402 ARTISAN INTERNATIONA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464287242 ISHARES IBOXX $ INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11464287309 ISHARE S&P 500 GROWT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287507 ISHARES CORE S&P MID
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287705 ISHARES S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464287879 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15464287887 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16464288877 ISHARES MSCI EAFE VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1746432F339 ISHARES MSCI USA QUA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1846434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1946434V456 ISHARES MSCI INTL QU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20808524862 SCHWAB SHORT TERM US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt090881
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1247620
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt268798
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3238778
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt475481
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5271152
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt678428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt725707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt853950
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt932337
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1055339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1155775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12106616
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1373453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1457898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1540929
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1639212
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1753604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1834158
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1985185
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt054826
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt036577
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0SECTION 897 CAPITA
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt091408
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt091408
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt036577
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05434
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt021734
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt027168
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100915
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100915
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054724
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054826
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-42266
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0248920
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036577
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt068961
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0610
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,699,443
Liabilities
$0
Net assets
$1,699,443
Revenue
$91,408
Expenses
$133,674
Net income
-$42,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.09$0.13$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.23$0.14$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.09$0.15$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.16$0.13$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.00$1.66$0.06$0.12$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.14$0.13$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.23$0.12$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.13$0.12$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.09$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.13$0.12$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14$0.11$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10
2012Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.07
2010Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.07