Civic Intelligence

The Maxon Foundation

990PF • Fiscal year 2024 • EIN 31-6045992

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 07, 2025

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(513) 632-4596

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

10th percentile

-30%

Higher net margin than 10% of similar nonprofits.

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

Top Officer Pay

72nd percentile

$335,089

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

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

Asset Growth

22nd percentile

-1.5%

Faster asset growth than 22% of similar nonprofits.

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

Revenue Growth

88th percentile

97%

Faster revenue growth than 88% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$25,026,834

Down $1,559,615 (-5.9%) from 2022

Net Assets

Down

$25,026,834

Down $1,559,615 (-5.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin10th percentile

Revenue

Up

$1,761,571

Up $1,335,337 (+313%) from 2022

Expenses

Down

$2,298,669

Down $189,663 (-7.6%) from 2022

Net Income

Up

-$537,098

Up $1,525,000 (+74%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$30M$20M$10M$0Assets 2010: $161,964Liabilities 2010: $0Net Assets 2010: $161,9642010Assets 2020: $29,129,676Liabilities 2020: $0Net Assets 2020: $29,129,6762020Assets 2021: $28,610,433Liabilities 2021: $0Net Assets 2021: $28,610,4332021Assets 2022: $26,586,449Liabilities 2022: $0Net Assets 2022: $26,586,4492022Assets 2024: $25,026,834Liabilities 2024: $0Net Assets 2024: $25,026,8342024

Highlighted filing

2024

Assets$25,026,834
Liabilities$0
Net Assets$25,026,834
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $31,0732010Revenue 2020: $2,627,321Expenses 2020: $2,234,693Net Income 2020: $392,6282020Revenue 2021: $1,866,233Expenses 2021: $2,261,134Net Income 2021: -$394,9012021Revenue 2022: $426,234Expenses 2022: $2,488,332Net Income 2022: -$2,062,0982022Revenue 2024: $1,761,571Expenses 2024: $2,298,669Net Income 2024: -$537,0982024

Highlighted filing

2024

Revenue$1,761,571
Expenses$2,298,669
Net Income-$537,098
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$335,089-$335,089
Filing and Contact Details

Filer

Filer Name
The Maxon Foundation
EIN
31-6045992
Phone
5136324596
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5136324596
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML AppendixShowing 400 of 624 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt055168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1148833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2308885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3169518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt497291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5113603
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6113596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7382891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8210568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9495964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10325513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11420173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12207391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13319897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14715838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15230003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16257974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17384183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18248757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19171585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20228050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21448452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22167382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23425700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24235724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25370494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26726329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27232151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28151404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29235074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30278946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3186229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32122007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33446477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34223613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35305772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36136315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0368599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1505860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2746010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3458816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41297927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5733016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6305397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72231000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81736472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9982283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102077568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11641935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12837000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13364549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141677970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15266552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16999005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17471087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18314969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19377100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20585378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21930306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22166568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23848096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24501495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25874136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt262224938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27684331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28234074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29211400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30377156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31184892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32128921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33873408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34671450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35203202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36102816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm057636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2H1467J104 CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm365339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm522160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1002079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1103027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1256585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13012653101 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1446625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1515135B101 CENTENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1688339J105 TRADE DESK INC THE C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1887612E106 TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19461202103 INTUIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20217204106 COPART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2328176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2481762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2579466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2730303M102 FACEBOOK INC A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2978409V104 S P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30G6095L109 APTIV PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3174340W103 PROLOGIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3229444U700 EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33620076307 MOTOROLA SOLUTIONS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3420825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3667066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38G3265R107 APTIV PLC COM SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0357961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21491313
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3200638
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4608805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5890347
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt61113828
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71607900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8971472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9950877
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10690000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11372453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt121046211
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt131097232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt141098690
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15845169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0912810FS2 U S TREASURY I P S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197MSCD1P4 WHITE OAK FIXED INCO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2922908645 VANGUARD MID-CAP IND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3524686524 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt478467Y107 SPDR S P MIDCAP 400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt598MSCF1K8 PARTNERS GROUP PRVT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt756064L298 MAINSTAY CBRE GLOBAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8922908686 VANGUARD SMALL CAP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9412295107 HARDING LOEVNER INTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10464288885 ISHARES MSCI EAFE GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1174316J458 CONGRESS MID CAP GRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1236381Y108 MONDRIAN INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13464287804 ISHARES CORE S P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1492647K309 VICTORY TRIVALENT IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1546432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16921943858 VANGUARD FTSE DEVELO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1752471E258 CLEARBRIDGE INTERNAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0318096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1355607
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22358193
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3662991
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4838850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5794445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt61478599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72337695
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt81549280
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt91586160
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10750930
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11691320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121496110
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt131238052
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt141243320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15930365
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0798527
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0929510
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1FROM PARTNERSHIP/S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2FROM PARTNERSHIP/S
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01558
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt119397
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt012579
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01748992
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt012579
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01761571
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0929510
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt033509
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0301580
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0335089
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01921300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01921300
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0776621
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0798527
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-537098
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02040687
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0929510
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01401782
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt03770
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03970
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt020955
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt033534
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt019954
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt036810
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01956509
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0325304
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02298669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01727086
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01761571
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt035209
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0325304
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0377369
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt31911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0493137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1500000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2118040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt036483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2525174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6369969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7369969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8369969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9369969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10369969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11369969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt036483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-3629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2525174
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0529620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1496371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2643214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc02350. ECOLAB INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc140322.581 NYLI CBRE GLOBAL INFRASTRUCTURE FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23415. MARATHON PETROLEUM CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31. SECURITY LITIGATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc41. MYLAN NV 3.950% 6/15/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51. WELLS FARGO & CO NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0929510
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-537098
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt034489
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0185589
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt025061323
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt025412832
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt025026834
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02256502
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02256502
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02256502
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02275987
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019485
IRS990PF/DistributableAmountGrp/TotalTaxAmt019485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03857
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt023342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03857
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019485
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt023342
IRS990PF/FMVAssetsEOYAmt046811883
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt025412832
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt025026834
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028833
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025211
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025211
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010808927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt010197750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027195682
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02767
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt018623
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt018623
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt014313385
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt013842896
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018630013
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0258920
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0942354
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0942354
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt025412832
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt025026834
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt046811883
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt025412832
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt025026834
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt025412832
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt025026834
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt046212939
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01522896
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt044690043
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0693194
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02275987
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045519745
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046212939
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0335089
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01956509
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01956509
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false

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
$25,026,834
Liabilities
$0
Net assets
$25,026,834
Revenue
$1,761,571
Expenses
$2,298,669
Net income
-$537,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.0$0.00$25.0$1.76$2.30$0.54
2022Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$0.43$2.49$2.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.6$0.00$28.6$1.87$2.26$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$2.63$2.23$0.39
2010Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.03