Civic Intelligence

David W Edward Charitable Fund 450007018

EIN 34-1863585 • Youngstown, OH

C/O Farmers Trust CO 42 Mcclurg RYoungstown, OH 44512
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$25,008

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

44th percentile

1.1%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

80th percentile

56%

Faster revenue growth than 80% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,084,584

Up $46,182 (+1.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,084,584

Up $46,182 (+1.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin66th percentile

Revenue

Up

$286,136

Up $102,612 (+56%) from 2023

Expenses

Down

$239,948

Down $5,569 (-2.3%) from 2023

Net Income

Up

$46,188

Up $108,181 (+175%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,322,398Liabilities 2010: $0Net Assets 2010: $3,322,3982010Assets 2011: $3,333,167Liabilities 2011: $0Net Assets 2011: $3,333,1672011Assets 2012: $3,387,462Liabilities 2012: $0Net Assets 2012: $3,387,4622012Assets 2013: $3,723,531Liabilities 2013: $0Net Assets 2013: $3,723,5312013Assets 2014: $3,888,318Liabilities 2014: $0Net Assets 2014: $3,888,3182014Assets 2015: $3,973,650Liabilities 2015: $0Net Assets 2015: $3,973,6502015Assets 2016: $3,901,986Liabilities 2016: $0Net Assets 2016: $3,901,9862016Assets 2017: $3,970,918Liabilities 2017: $0Net Assets 2017: $3,970,9182017Assets 2018: $3,990,482Liabilities 2018: $0Net Assets 2018: $3,990,4822018Assets 2019: $3,947,093Liabilities 2019: $0Net Assets 2019: $3,947,0932019Assets 2020: $3,892,669Liabilities 2020: $0Net Assets 2020: $3,892,6692020Assets 2021: $4,149,775Liabilities 2021: $0Net Assets 2021: $4,149,7752021Assets 2022: $4,101,785Liabilities 2022: $0Net Assets 2022: $4,101,7852022Assets 2023: $4,038,402Liabilities 2023: $0Net Assets 2023: $4,038,4022023Assets 2024: $4,084,584Liabilities 2024: $0Net Assets 2024: $4,084,5842024

Highlighted filing

2024

Assets$4,084,584
Liabilities$0
Net Assets$4,084,584
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $138,7482010Expenses 2011: $195,8002011Expenses 2012: $210,8682012Revenue 2013: $549,627Expenses 2013: $213,554Net Income 2013: $336,0732013Revenue 2014: $389,394Expenses 2014: $223,333Net Income 2014: $166,0612014Revenue 2015: $324,738Expenses 2015: $233,098Net Income 2015: $91,6402015Revenue 2016: $161,373Expenses 2016: $232,648Net Income 2016: -$71,2752016Revenue 2017: $295,270Expenses 2017: $226,330Net Income 2017: $68,9402017Revenue 2018: $261,663Expenses 2018: $241,422Net Income 2018: $20,2412018Revenue 2019: $196,987Expenses 2019: $240,370Net Income 2019: -$43,3832019Revenue 2020: $184,423Expenses 2020: $238,839Net Income 2020: -$54,4162020Revenue 2021: $497,074Expenses 2021: $239,974Net Income 2021: $257,1002021Revenue 2022: $228,192Expenses 2022: $276,174Net Income 2022: -$47,9822022Revenue 2023: $183,524Expenses 2023: $245,517Net Income 2023: -$61,9932023Revenue 2024: $286,136Expenses 2024: $239,948Net Income 2024: $46,1882024

Highlighted filing

2024

Revenue$286,136
Expenses$239,948
Net Income$46,188
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,084,584
Liabilities
$0
Net assets
$4,084,584
Revenue
$286,136
Expenses
$239,948
Net income
$46,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.29$0.24$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$0.18$0.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.23$0.28$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.50$0.24$0.26
2020Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.18$0.24$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.20$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.26$0.24$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.30$0.23$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.16$0.23$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.32$0.23$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.39$0.22$0.17
2013Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.55$0.21$0.34
2012Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.21
2011Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.20
2010Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$25,008-$25,008
NEIL MAXWELLLegal Advisor-$0--
Filing and Contact Details

Filer

Filer Name
David W Edward Charitable Fund Xxxxxxxxx
EIN
34-1863585
Phone
3307437000
Address
C/O FARMERS TRUST CO 42 MCCLURG R, YOUNGSTOWN, OH 44512

Signing Officer

Name
Farmers Trust Co Ttee
Title
VP & TX Officer
Phone
3307437000
Signed
2025-04-28
Raw XML AppendixShowing 400 of 1,329 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/Amt02090
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01568
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0523
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm050,000 EXXON MOBIL CORP 2.610
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm150,000 PEPSICO INC 3.000% 10/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2100,000 PFIZER INC 3.400% 05/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm350,000 MA ST REF SER E TAXABL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm425,000 KIMBERLY-CLARK CORP SR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm550,000 TJX COS INC NEW SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm650,000 VISA INC SR GLBL NT 25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm750,000 CME GROUP INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8100,000 CHEVRON CORP GLBL NT 2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm950,000 JPMORGAN CHASE SR NT 2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1050,000 TJX COS INC NEW SR GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt052668
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt152980
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt250357
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt324556
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt450591
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550878
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7100316
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt848290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt948487
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt044553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt148136
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt239994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt322837
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt448192
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt549421
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt649822
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt799071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt848711
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt947615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt025130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt337209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt723026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1110417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1210344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1316557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1435941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1537290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1616819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1718843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt189604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1934356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2023632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2136785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2225865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2332003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2431633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2529936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2613795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2726189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2813642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2921112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3032002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3126171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3224909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3335248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3423171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3528026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3614999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3715652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3834317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3917894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4021956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4115157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4221179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4329315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4424255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4528860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4623025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4722493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4815818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4930705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt027392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt260955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt325722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt431527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt576128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt664068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt740278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt830970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt920224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1039573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1139505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1232377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1333796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1425708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1528313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1632827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1724297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1812806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1944825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2035222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2146214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2239770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2332537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2434075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2549462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2630683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2724267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2819894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2923903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3036594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3123721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3240807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3343599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3424617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3531473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3613149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3713916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3826966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3916642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4030512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4125302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4251428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4337068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4422967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4531312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4641719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4718639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4815507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4930606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01203 SHS AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1875 SHS CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2322 SHS ALPHABET INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3573 SHS CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4218 SHS JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5304 SHS APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6152 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71470 SHS KINDER MORGAN INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8432 SHS NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9133 SHS PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10438 SHS WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11125 SHS VISA INC COM CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12268 SHS TJX COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1376 SHS ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14969 SHS PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15708 SHS VERIZON COMMUNICATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16828 SHS ESSENTIAL UTILITIES I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1731 SHS LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18390 SHS TYSON FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19163 SHS UNITED PARCEL SRV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20168 SHS CBOE GLOBAL MKTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2150 SHS LOCKHEAD MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2286 SHS STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23230 SHS TE CONNECTIVITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24334 SHS SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2558 SHS SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26290 SHS MID-AMER APT CMNTYS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2711 SHS AUTOZONE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28199 SHS CME GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29565 SHS CITIGROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30302 SHS DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31739 SHS EQT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32456 SHS GENERAL MLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33225 SHS INTRNL BUS MACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34128 SHS JPMORGAN CHASE & CO C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35652 SHS NEWMONT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3672 SHS CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37195 SHS EOG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38162 SHS HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3977 SHS AKAMAI TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40223 SHS AMAZON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41472 SHS GILEAD SCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421153 SHS KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43560 SHS VORNADO RLTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44394 SHS MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45184 SHS ASHLAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4691 SHS BIOGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47234 SHS DELL TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48127 SHS KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49142 SHS CHENIERE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50196 SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51680 SHS PALANTIR TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52308 SHS PHILIP MORRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53279 SHS SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54474 SHS SOLVENTUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55386 SHS TWILIO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56309 SHS UBER TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5768 SHS UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5887 SHS ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5950 SHS UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60351 SHS VENTAS INC
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0736372
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0725205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0131613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1236563
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt234445
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3232101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4164948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt550000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6180089
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt730223
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8151810
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt993369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1043060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1145053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1256832
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt012,084.568 DFA GLOBAL REAL EST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121,637.212 GOLDMAN SACHS INFLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2219.000 SPDR CONSUMER DISCR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt316,770.332 BLACKROCK ISHARES M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47,677.956 DFA EMERGING MRKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53,879.901 MFS MID CAP GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65,434.783 FEDERATED TOTAL RET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt710,417.914 GLDMN SACHS TR II G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt872.000 INVESCO QQQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt932,660.126 DFA INVT DIM GRP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103,920.544 INVESCO MAIN STREET
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114,680.417 DFA INTER TERM EXTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1210309.4960 FED HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134514.279 JPMORGAN TR II JPM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145560.823 VANGUARD SHORT TERM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0122054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1202957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt249133
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3255748
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4178743
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt550380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6203774
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt736809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8146317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9106604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1044464
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1145369
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1257332
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0115026
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0159262
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt011848
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0286136
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0286136
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01568
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0523
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02090
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0159262
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07502
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017506
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt025008
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0210249
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0210249
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0115026
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0115026
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt046188
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0984258
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011848
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011848
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0159262
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0266406
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01701
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0219519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019730
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0239948
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0286136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0286136
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09270
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt029699
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12017-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-03-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-05-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-02-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-07-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-09-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302009-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312009-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342020-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362021-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392024-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442015-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452015-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462015-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472014-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482020-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492021-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502021-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512023-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522021-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532023-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542023-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552024-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562021-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572018-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582024-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592020-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602020-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612020-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622024-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642020-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652023-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672022-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682020-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692023-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702016-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732024-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-11-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752021-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762021-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt244502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4829
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61447
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt82247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt915057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118659
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126636

Document Assets

No mirrored PDF or thumbnail assets are attached yet.