Civic Intelligence

The Thomas J Evans Foundation

990PF • Fiscal year 2023 • EIN 31-6055767

Nov 01, 2022 to Oct 31, 2023 • Filed on Jan 15, 2024

Organization Profile

View Organization Page

PO Box 4217Newark, OH 43058-4217

(740) 349-8276

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

89th percentile

55%

Higher net margin than 89% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$111,021

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

53rd percentile

5.5%

Faster asset growth than 53% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

168%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$23,912,314

Up $1,252,860 (+5.5%) from 2022

Net Assets

Up

$23,912,314

Up $1,252,860 (+5.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Up

$2,263,394

Up $1,417,768 (+168%) from 2022

Expenses

Up

$1,010,534

Up $86,236 (+9.3%) from 2022

Net Income

Up

$1,252,860

Up $1,331,532 (+1693%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$40M$30M$20M$10M$0Assets 2015: $21,359,557Liabilities 2015: $0Net Assets 2015: $21,359,5572015Assets 2020: $20,739,875Liabilities 2020: $0Net Assets 2020: $20,739,8752020Assets 2021: $22,738,126Liabilities 2021: $0Net Assets 2021: $22,738,1262021Assets 2022: $22,659,454Liabilities 2022: $0Net Assets 2022: $22,659,4542022Assets 2023: $23,912,314Liabilities 2023: $0Net Assets 2023: $23,912,3142023Assets 2024: $29,393,967Liabilities 2024: $0Net Assets 2024: $29,393,9672024Assets 2025: $32,681,896Liabilities 2025: $118Net Assets 2025: $32,681,7782025

Highlighted filing

2023

Assets$23,912,314
Liabilities$0
Net Assets$23,912,314
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $1,913,152Expenses 2015: $1,287,240Net Income 2015: $625,9122015Revenue 2020: $497,817Expenses 2020: $341,262Net Income 2020: $156,5552020Revenue 2021: $2,419,459Expenses 2021: $421,208Net Income 2021: $1,998,2512021Revenue 2022: $845,626Expenses 2022: $924,298Net Income 2022: -$78,6722022Revenue 2023: $2,263,394Expenses 2023: $1,010,534Net Income 2023: $1,252,8602023Revenue 2024: $6,407,512Expenses 2024: $925,859Net Income 2024: $5,481,6532024Revenue 2025: $4,247,523Expenses 2025: $946,388Net Income 2025: $3,301,1352025

Highlighted filing

2023

Revenue$2,263,394
Expenses$1,010,534
Net Income$1,252,860
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2022 to Oct 31, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER ROBERTSExec DirectorPT$107,787$3,234$111,021
SARAH R WALLACEChairPT$0--
JOHN H WALLACEPresident-$0--
LOUELLA H REESETreasurer-$0--
SALLY W HECKMANSecretary-$0--
GILBERT H REESETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Thomas J Evans Foundation
EIN
31-6055767
Phone
7403498276
Address
PO BOX 4217, NEWARK, OH 43058-4217

Signing Officer

Name
Sarah Wallace
Title
Chair
Phone
7403498276
Signed
2024-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Wilson Shannon & Snow Inc
Address
10 WEST LOCUST STREET, NEWARK, OH 43055
Preparer
Kim D Flemingcpamt
Phone
7403456611
Raw XML AppendixShowing 400 of 834 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/Amt0966
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE OHIO ATTORNEY GENERAL DOES NOT WANT A COPY OF THE TAX RETURN. ORGANIZATIONS ARE REQUIRED TO PREPARE AN ON LINE REGISTRATION.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0121171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1184712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2259267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3229962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4108566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt577568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6173799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7108435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8198487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt989570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10134312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1190367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1296108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13177666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1475205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15217687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16166987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1742707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18105961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19134555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20263851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21122350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22138008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2334899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2464683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25153352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2673918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27100270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28154042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2956173
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30150874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31109324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3296720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3377994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34121160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35150295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3628353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37127799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38130662
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39103370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40155752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41110076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42151899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4319969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44157786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45243011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4652851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47231597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4878890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49104657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5047982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5152801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5299236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0104593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1538935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2545952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3212944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41169775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5152772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6168377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7196736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8233064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9317993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10187829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11231660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12152473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13205965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1478552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15150942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16131676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17146801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1872038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19170365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20274291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21193392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22370850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23570146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24222845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25302965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26150635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271403157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28212795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29246648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30489360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31195936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3273344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3391576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34212292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35133874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3683092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37100156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38176325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39141300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40193108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41183367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42289737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4325605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44258819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45214020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4652925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47170625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4855985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49108088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5046812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5152842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52106814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CHIPOTLE MEXICAN GRILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COCA-COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COSTCO WHOLESALE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CSX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DEERE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DISNEY (WALT) COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EMERSON ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ESTEE LAUDER COMPANIES INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENERAL DYNAMICS CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GENERAL ELECTRIC COMPANY (NEW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INTERCONTINENTAL EXCHANGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JPMORGAN CHASE & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MCDONALD'S CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MERCK & COMPANY INC (NEW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26META PLATFORMS INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MICROSOFT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NIKE INC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NVIDIA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PNC FINANCIAL SERVICES GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PROCTER & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35SHERWIN-WILLAMS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36TARGET CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VISA INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ACCENTURE PLC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ASTRAZENECA PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CHUBB LTD (NEW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SCHLUMBERGER LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DR HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EXXON MOBILE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FORD MOTOR COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48GE HEALTHCARE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49STRYKER CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TAKE-TWO INTERACTIVE SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52WASTE MANAGEMENT INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01998198
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01909453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0117880
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt197331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt273699
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31520957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4194641
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51198043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6135074
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AMERICAN TOWER CORPORATION REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD COMMUNICATION SERVICES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD EMERGING MARKETS STOCK INDEX FD ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD SMALL-CAP VALUE INDEX ADMIRAL SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt098004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt187504
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2103520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt31755986
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4195807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt51713311
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6194317
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0388544
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01250624
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt023576
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01662744
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01662744
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0966
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01250624
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0107787
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0107787
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0351872
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0351872
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0600650
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0388544
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0388544
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01252860
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02117280
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03493
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02347
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05840
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01250624
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01586400
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt051352
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt051352
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0107175
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0107175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt030701
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt038943
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt023576
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt023576
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt073182
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0315364
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt06449
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt06449
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt019431
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0815
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt020246
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0678411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt076344
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01010534
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01662744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02263394
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0326539
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt076344
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0658662
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt04540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt019841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt376227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt433961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt527289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt616287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt754228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt831615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt960831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1171700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1212998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1346938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1422741
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15108613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1671494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt174944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1871941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1920537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2021421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2140540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt09289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt213580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt374949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt418004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-6707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt687957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt833350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-17990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1117269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12115345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1391551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-3192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-19705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-4052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18129353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19263073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20201991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21244360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt09289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt213580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt374949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt418004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-6707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt687957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt833350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-17990
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-55
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1117269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12115345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1391551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-3192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-19705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-4052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18129353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19263073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20201991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21244360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt029130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt222324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3151176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt451965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt520582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6104244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt755612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt864965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt942841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1188969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12128343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13138489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1419549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1588908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1667442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18201294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19283610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20223412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21284900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0410.982 VANGUARD SMALL-CAP VALUE INDEX ADMIRAL SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13323.502 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2600 BANK OF AMERICA CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31600 EMERSON ELECTRIC COMPANY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4500 NIKE INC CLASS B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5600 COMCAST CORPORATION CLASS A (NEW)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6700 APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7300 CHEVRON CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8500 CONOCOPHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9800 SCHLUMBERGER LIMITED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc100.666 GE HEALTHCARE TECHNOLOGIES INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11485 META PLATFORMS INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12400 HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13800 TARGET CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14500 COMCAST CORPORATION CLASS A (NEW)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151461 TYSON FOODS INC CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16636.129 VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17351.135 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc181800 TARGET CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19850 MICROSOFT CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc201250 APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21126 & 122 WEST CHURCH ST & WEST LOCUST ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52022-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92022-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172023-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192023-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202023-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212023-01-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01250624
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01252860
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023912314
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022659454
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023912314
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01262638
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0957059
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01262638

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,912,314
Liabilities
$0
Net assets
$23,912,314
Revenue
$2,263,394
Expenses
$1,010,534
Net income
$1,252,860
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$4.25$0.95$3.30
2024Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$6.41$0.93$5.48
2023Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$2.26$1.01$1.25
2022Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$0.85$0.92$0.08
2021Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$2.42$0.42$2.00
2020Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$0.50$0.34$0.16
2015Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.91$1.29$0.63