Civic Intelligence

Perkins Charitable Foundation

990PF • Fiscal year 2024 • EIN 34-6549753

Jan 01, 2024 to Dec 31, 2024 • Filed on May 09, 2025

PO Box 484Gates Mills, OH 44040

(440) 567-2217

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.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

44%

Higher net margin than 84% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

89%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$14,729,574

Up $1,932,673 (+15%) from 2023

Net Assets

Up

$14,729,574

Up $1,932,673 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$4,388,400

Up $2,062,041 (+89%) from 2023

Expenses

Down

$2,455,727

Down $74,396 (-2.9%) from 2023

Net Income

Up

$1,932,673

Up $2,136,437 (+1048%) from 2023

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2020: $13,732,917Liabilities 2020: $0Net Assets 2020: $13,732,9172020Assets 2021: $14,294,669Liabilities 2021: $0Net Assets 2021: $14,294,6692021Assets 2022: $13,000,665Liabilities 2022: $0Net Assets 2022: $13,000,6652022Assets 2023: $12,796,901Liabilities 2023: $0Net Assets 2023: $12,796,9012023Assets 2024: $14,729,574Liabilities 2024: $0Net Assets 2024: $14,729,5742024

Highlighted filing

2024

Assets$14,729,574
Liabilities$0
Net Assets$14,729,574

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $1,959,792Expenses 2020: $1,989,250Net Income 2020: -$29,4582020Revenue 2021: $2,561,876Expenses 2021: $2,000,124Net Income 2021: $561,7522021Revenue 2022: $1,221,170Expenses 2022: $2,515,174Net Income 2022: -$1,294,0042022Revenue 2023: $2,326,359Expenses 2023: $2,530,123Net Income 2023: -$203,7642023Revenue 2024: $4,388,400Expenses 2024: $2,455,727Net Income 2024: $1,932,6732024

Highlighted filing

2024

Revenue$4,388,400
Expenses$2,455,727
Net Income$1,932,673
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHERINE S SCOVILCo-Trustee-$0--
TOD OLIVACo-Trustee-$0--
MARY B PERKINSCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTALL TIMBERSPHILANTHROPIC PURPOSES.-TALAHASSEE, FL, US$232,800
Paid GrantCASE WESTERN RESERVE UNIVERSITYPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$110,000
Paid GrantTALL TIMBERS FOUNDATIONPHILANTHROPIC PURPOSES.-TALAHASSEE, FL, US$100,000
Paid GrantARCHBOLD FOUNDATIONPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$80,700
Paid GrantAMERICAN BIRD CONSERVANCYPHILANTHROPIC PURPOSES.-THE PLAINS, VA, US$75,000
Paid GrantTALL TIMBERS RESEARCH STATIONPHILANTHROPIC PURPOSES.-TALLAHASSEE, FL, US$72,750
Paid GrantPROPERTY & ENVIRONMENT RESEARCH CENTERPHILANTHROPIC PURPOSES.-BOZEMAN, MT, US$70,000
Paid GrantTALL TIMBERS RED HILLSPHILANTHROPIC PURPOSES.-TALAHASSEE, FL, US$65,000
Paid GrantHANNA PERKINS CENTERPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$64,160
Paid GrantJOHNNY MORRIS' WONDERS OF WILDLIFE FOUNDATIONPHILANTHROPIC PURPOSES.-SPRINGFIELD, MO, US$61,800
Paid GrantPLANNED PARENTHOOD FEDERATION OF AMERICAPHILANTHROPIC PURPOSES.-WASHINGTON, DC, US$60,000
Paid GrantPLANNED PARENTHOOD OF NORTH CENTRAL FLORIDAPHILANTHROPIC PURPOSES.-WEST PALM BEACH, FL, US$60,000
Paid GrantCOMMUNITY FOUNDATION OF JACKSON HOLEPHILANTHROPIC PURPOSES.-JACKSON, WY, US$57,000
Paid GrantAUDUBON GREAT LAKESPHILANTHROPIC PURPOSES.-CHICAGO, IL, US$55,000
Paid GrantAUDUBON OF FLORIDAPHILANTHROPIC PURPOSES.-MIAMI, FL, US$50,000
Paid GrantTHE MADEIRA SCHOOLPHILANTHROPIC PURPOSES.-MCLEAN, VA, US$50,000
Paid GrantCLEVELAND MUSEUM OF NATURAL HISTORYPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$42,000
Paid GrantUNIVERSITY HOSPITALS OF CLEVELANDPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$41,000
Paid GrantBOYS & GIRLS CLUB OF CLEVELANDPHILANTHROPIC PURPOSES.-AKRON, OH, US$40,250
Paid GrantGREATER CLEVELAND FOOD BANKPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$40,000
Paid GrantNATURE CONSERVANCY OHIOPHILANTHROPIC PURPOSES.-DUBLIN, OH, US$40,000
Paid GrantPATHFINDER INTERNATIONALPHILANTHROPIC PURPOSES.-WATERTOWN, MA, US$35,000
Paid GrantTHOMAS COUNTY HUMANE SOCIETYPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$35,000
Paid GrantUNITED WAY OF THOMAS COUNTYPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$32,000
Paid GrantCOLLEGE NOW GREATER CLEVELANDPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$30,000
Paid GrantCAPTAINS FOR CLEAN WATER INCPHILANTHROPIC PURPOSES.-FORT MYERS, FL, US$25,000
Paid GrantCLEVELAND STATE UNIVERSITYPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$25,000
Paid GrantLAKE ERIE NATURE & SCIENCE CENTERPHILANTHROPIC PURPOSES.-BAY VILLAGE, OH, US$25,000
Paid GrantPLANNED PARENTHOOD OF GREATER OHIOPHILANTHROPIC PURPOSES.-COLUMBUS, OH, US$25,000
Paid GrantBEST BUDDIES OHIOPHILANTHROPIC PURPOSES.-WESTLAKE, OH, US$22,615
Paid GrantCLEVELAND METROPARKSPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$22,000
Paid GrantTHOMASVILLE CENTER FOR THE ARTSPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$20,650
Paid GrantTHEODORE ROOSEVELT CONSERVATION PARTNERSHIPPHILANTHROPIC PURPOSES.-WASHINGTON, DC, US$20,325
Paid GrantUNIVERSITY SCHOOLPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$20,055
Paid GrantBLUECOATS INCPHILANTHROPIC PURPOSES.-BEACHWOOD, OH, US$20,000
Paid GrantBREAKTHROUGH SCHOOLS - CLEVELANDPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$20,000
Paid GrantBREVARD MUSIC CENTER INCPHILANTHROPIC PURPOSES.-BREVARD, NC, US$20,000
Paid GrantHATHAWAY BROWN SCHOOLPHILANTHROPIC PURPOSES.-SHAKER HEIGHTS, OH, US$20,000
Paid GrantNATURE CONSERVANCY MONTANAPHILANTHROPIC PURPOSES.-HELENA, MT, US$20,000
Paid GrantPRETERMPHILANTHROPIC PURPOSES.-SHAKER HEIGHTS, OH, US$20,000
Paid GrantPLAYHOUSE SQUARE FOUNDATIONPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$17,000
Paid GrantCHARLOTTE CONGREGATIONAL CHURCHPHILANTHROPIC PURPOSES.-CHARLOTTE, VT, US$15,565
Paid GrantCLEVELAND MUSEUM OF ARTPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$15,160
Paid GrantBIKE CLEVELANDPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$15,000
Paid GrantST IGNATIUS HIGH SCHOOLPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$15,000
Paid GrantTHE CURTIS FUNDPHILANTHROPIC PURPOSES.-MIDDLEBURY, VT, US$15,000
Paid GrantURBAN COMMUNITY SCHOOL - CLEVELANDPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$14,000
Paid GrantTROUT UNLIMITED MONTANAPHILANTHROPIC PURPOSES.-MISSOULA, MT, US$12,000
Paid GrantAMERICAN RED CROSSPHILANTHROPIC PURPOSES.-WASHINGTON, DC, US$10,300
Paid GrantCLEVELAND HEARING & SPEECH CENTERPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$10,000
Paid GrantCUYAHOGA VALLEY SCENIC RAILROADPHILANTHROPIC PURPOSES.-PENINSULA, OH, US$10,000
Paid GrantNATIVE ECOSYSTEMS COUNCILPHILANTHROPIC PURPOSES.-WILLOW CREEK, MT, US$10,000
Paid GrantWOOD RIVER LAND TRUSTPHILANTHROPIC PURPOSES.-HAILEY, ID, US$10,000
Paid GrantFLORIDA WILDLIFE CORRIDOR FOUNDATIONPHILANTHROPIC PURPOSES.-ST PETERSBURG, FL, US$8,000
Paid GrantKAHN ACADEMYPHILANTHROPIC PURPOSES.-MOUNTAIN VIEW, CA, US$8,000
Paid GrantLAKE ERIE FOUNDATIONPHILANTHROPIC PURPOSES.-LAKESIDE, OH, US$8,000
Paid GrantPROJECT HEALING WATERS FLY FISHING INCPHILANTHROPIC PURPOSES.-LA PLATA, MD, US$8,000
Paid GrantWESTERN RESERVE LAND CONSERVANCYPHILANTHROPIC PURPOSES.-MORELAND HILLS, OH, US$8,000
Paid GrantFLAT ROCK PLAYHOUSEPHILANTHROPIC PURPOSES.-FLAT ROCK, NC, US$7,500
Paid GrantARTS FOR LIFEPHILANTHROPIC PURPOSES.-ASHEVILLE, NC, US$7,000
Paid GrantOLD JOE CLUB CHARITIES INCPHILANTHROPIC PURPOSES.-GREENSBURG, PA, US$6,665
Paid GrantGREAT LAKES THEATERPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$6,000
Paid GrantTHOMAS UNIVERSITYPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$5,700
Paid GrantCHILDREN'S ADVOCACY CENTER OF THOMAS COUNTYPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$5,000
Paid GrantEARTH JUSTICEPHILANTHROPIC PURPOSES.-SAN FRANCISCO, CA, US$5,000
Paid GrantLAUREL SCHOOLPHILANTHROPIC PURPOSES.-SHAKER HEIGHTS, OH, US$5,000
Paid GrantMAPLE STREET SCHOOLPHILANTHROPIC PURPOSES.-MANCHESTER CENTER, VT, US$5,000
Paid GrantNEVER LOST INCPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$5,000
Paid GrantTHE EPIPHANY SCHOOLPHILANTHROPIC PURPOSES.-DORCHESTER, MA, US$5,000
Paid GrantTHE GREEN VALE SCHOOLPHILANTHROPIC PURPOSES.-OLD BROOKVILLE, NY, US$5,000
Paid GrantTHOMASVILLE LANDMARKSPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$5,000
Paid GrantTRINITY - PAWLING SCHOOLPHILANTHROPIC PURPOSES.-PAWLING, NY, US$5,000
Paid GrantUNITED WAY OF GREATER CLEVELANDPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$5,000
Paid GrantGRAYSON-JOCKEY CLUB RESEARCHPHILANTHROPIC PURPOSES.-LEXINGTON, KY, US$4,510
Paid GrantST DUNSTAN'S EPISCOPAL CHURCHPHILANTHROPIC PURPOSES.-DOVER, MA, US$4,400
Paid GrantCLEVELAND ORCHESTRAPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$4,160
Paid GrantHOBART WILLIAM SMITH COLLEGESPHILANTHROPIC PURPOSES.-GENEVA, NY, US$4,000
Paid GrantTROUT UNLIMITEDPHILANTHROPIC PURPOSES.-ARLINGTON, VA, US$3,750
Paid GrantTROUT UNLIMITED - HEADWATERSPHILANTHROPIC PURPOSES.-ASHEVILLE, NC, US$3,500
Paid GrantTHE SALVATION ARMY MASSACHUSETTSPHILANTHROPIC PURPOSES.-CANTON, MA, US$3,400
Paid GrantHANDS AND HEARTS FOR HORSES INCPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$3,000
Paid GrantIDEASTREAM PUBLIC MEDIAPHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$3,000
Paid GrantMOUNTAIN CHILD ADVOCACY CENTERPHILANTHROPIC PURPOSES.-ASHEVILLE, NC, US$3,000
Paid GrantSUMMIT COUNTY HISTORICAL SOCIETYPHILANTHROPIC PURPOSES.-AKRON, OH, US$3,000
Paid GrantMIDDLEBURY COLLEGEPHILANTHROPIC PURPOSES.-MIDDLEBURY, VT, US$2,500
Paid GrantSMOKEY HOUSE CENTERPHILANTHROPIC PURPOSES.-DARBY, VT, US$2,500
Paid GrantWESTERN RESERVE HISTORICAL SOCIETY (RESOURCE CENTER)PHILANTHROPIC PURPOSES.-CLEVELAND, OH, US$2,500
Paid GrantMANCHESTER ELEMENTARY MIDDLE SCHOOLPHILANTHROPIC PURPOSES.-SUNDERLAND, VT, US$2,000
Paid GrantMANCHESTER COMMUNITY LIBRARYPHILANTHROPIC PURPOSES.-MANCHESTER CENTER, VT, US$2,000
Paid GrantNORTH SHORE LAND ALLIANCE INCPHILANTHROPIC PURPOSES.-OYSTER BAY, NY, US$1,980
Paid GrantAFRICAN WILDLIFE FOUNDATIONPHILANTHROPIC PURPOSES.-WASHINGTON, DC, US$1,600
Paid GrantATLANTIC SALMON FEDERATIONPHILANTHROPIC PURPOSES.-CALAIS, ME, US$1,600
Paid GrantPRICKLY PEAR LAND TRUSTPHILANTHROPIC PURPOSES.-HELENA, MT, US$1,500
Paid GrantWORLD CENTRAL KITCHEN INCPHILANTHROPIC PURPOSES.-WASHINGTON, DC, US$1,500
Paid GrantWAKE FOREST UNIVERSITYPHILANTHROPIC PURPOSES.-WINSTONSALEM, NC, US$1,250
Paid GrantWOOSTER SCHOOLPHILANTHROPIC PURPOSES.-DANBURY, CT, US$1,250
Paid GrantHOLDEN FORESTS AND GARDENSPHILANTHROPIC PURPOSES.-KIRTLAND, OH, US$1,160
Paid GrantTHERAPEUTIC RIDING CENTERPHILANTHROPIC PURPOSES.-CHAGRIN FALLS, OH, US$1,160
Paid GrantBLACKFOOT PATHWAYSPHILANTHROPIC PURPOSES.-LINCOLN, MT, US$1,075
Paid GrantUPPER MISSOURI WATERKEEPERPHILANTHROPIC PURPOSES.-BOZEMAN, MT, US$1,050
Paid GrantASHEVILLE COMMUNITY THEATREPHILANTHROPIC PURPOSES.-ASHEVILLE, NC, US$1,000
Paid GrantCHATHAM CONSERVATION FOUNDATIONPHILANTHROPIC PURPOSES.-CHATHAM, MA, US$1,000
Paid GrantMINORITY OUTDOOR ALLIANCEPHILANTHROPIC PURPOSES.-AUSTELL, GA, US$1,000
Paid GrantTHE DAVID SHELDRICK WILDLIFE TRUST USAPHILANTHROPIC PURPOSES.-LAGUNA HILLS, CA, US$1,000
Paid GrantFAMILY PANTRY OF CAPE CODPHILANTHROPIC PURPOSES.-HARWICH, MA, US$1,000
Paid GrantGRATEFUL HEARTSPHILANTHROPIC PURPOSES.-DORSET, VT, US$1,000
Paid GrantPATHWAYS VERMONTPHILANTHROPIC PURPOSES.-WINOOSKI, VT, US$1,000
Paid GrantPLANNED PARENTHOOD OF NORTHERN NEW ENGLANDPHILANTHROPIC PURPOSES.-COLCHESTER, VT, US$1,000
Paid GrantPIPING ROCK SCHOLARSHIP FUND INCPHILANTHROPIC PURPOSES.-LOCUST VALLEY, NY, US$1,000
Paid GrantSOUTHERN VERMONT ART CENTERPHILANTHROPIC PURPOSES.-MANCHESTER CENTER, VT, US$1,000
Paid GrantTHE NATURE CONSERVANCYPHILANTHROPIC PURPOSES.-ARLINGTON, VA, US$1,000
Paid GrantVERMONT MOUNTAIN BIKE ASSOCIATIONPHILANTHROPIC PURPOSES.-SOUTH BURLINGTON, VT, US$1,000
Paid GrantALL SAINTS EPISCOPAL CHURCHPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$800
Paid GrantST CHRISTOPHER'S EPISCOPAL CHURCHPHILANTHROPIC PURPOSES.-CHATHAM, MA, US$800
Paid GrantLOYALHANNA WATERSHED ASSOCIATIONPHILANTHROPIC PURPOSES.-LGONIER, PA, US$750
Paid GrantDUCKS UNLIMITEDPHILANTHROPIC PURPOSES.-MEMPHIS, TN, US$750
Paid GrantFRIENDS OF DWIGHT DERBY HOUSEPHILANTHROPIC PURPOSES.-MEDFIELD, MA, US$750
Paid GrantTHE SALVATION ARMY GEORGIAPHILANTHROPIC PURPOSES.-ATLANTA, GA, US$700
Paid GrantST JOHN'S UNITED METHODIST CHURCHPHILANTHROPIC PURPOSES.-AIKEN, NC, US$600
Paid GrantHANDS ON THOMAS COUNTYPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$500
Paid GrantPOINTER RESCUE ORG INCPHILANTHROPIC PURPOSES.-MANASSAS, VA, US$500
Paid GrantTHE DEL SHORES FOUNDATIONPHILANTHROPIC PURPOSES.-LOS ANGELES, CA, US$500
Paid GrantTHE TREVOR PROJECTPHILANTHROPIC PURPOSES.-HOLLYWOOD, CA, US$500
Paid GrantTHOMASVILLE COMMUNITY RESOURCE CENTERPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$400
Paid GrantPEBBLE HILL FOUNDATIONPHILANTHROPIC PURPOSES.-THOMASVILLE, GA, US$300
Paid GrantWOUNDED WARRIOR PROJECTPHILANTHROPIC PURPOSES.-TOPEKA, KS, US$300
Paid GrantBURR & BURTON ACADEMYPHILANTHROPIC PURPOSES-MANCHESTER, VT, US$260
Paid GrantA FRIEND OF JACK RESCUEPHILANTHROPIC PURPOSES.-DENVER, CO, US$250
Paid GrantFIRST PRESBYTERIAN NURSERY SCHOOL NEW CANAAN INCPHILANTHROPIC PURPOSES.-NEW CANAAN, CT, US$250
Paid GrantDANA-FARBER CANCER INSTITUTEPHILANTHROPIC PURPOSES.-BOSTON, MA, US$250
Paid GrantEQUAL JUSTICE INITIATIVEPHILANTHROPIC PURPOSES.-MONTGOMERY, AL, US$250
Paid GrantWESTMINSTER SCHOOLPHILANTHROPIC PURPOSES-SIMSBURY, CT, US$250
Filing and Contact Details

Filer

Filer Name
Perkins Charitable Foundation
EIN
34-6549753
Phone
4405672217
Address
PO BOX 484, GATES MILLS, OH 44040

Signing Officer

Name
Tod Oliva
Title
Trustee
Phone
4405672217
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Stan Bazan & Company
Address
8748 BRECKSVILLE RD 128, BRECKSVILLE, OH 44141
Preparer
Heather Archdeacon
Phone
2163287800
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32604050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm07000 SHS. BEG. PEPSI CO INC, 2,500 SHS. END
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112,000 PROCTOR & GAMBLE COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213,000 EATON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm315,000 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm415,000 EXXON MOBILE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm515,000 JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62,000 SHS. LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm720,000 INTEL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm817,000 SHS. BEG., ABBVIE INC. 5,000 SHS. ENDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm920,000 SHS. COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1022,400 SHS. APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113,000 HOME DEPOT INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123,000 SHS. AMAZON COM. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133,000 SHS. BOEING COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143,000 SHS. NVIDIA CORP., 30,000 ENDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm156,650 SHS. BEG., MERCK & CO INC. NEW 9,650 SHS. ENDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1630,000 SHS. MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175,000 AMERICAN EXPRESS COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm185,000 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm195,000 SHS. UPS CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2030,000 SHS. BEG., PFIZER INC. 7500 SHS. ENDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm218,000 SHS. ALPHABET INC. NONVOTING CAPITAL STK. CL CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm228,000 SHS. ALPHABET INC. VOTING CAPITAL STK. CL AM, 10,000 END
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm236,000 SHS. TARGET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246,203 SHS. VIATRIS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm257,050 HONEYWELL INTERNATIONAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm267,675 SHS. HP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm279,850 SHS. JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm289,859 SHS. SYNCHRONY FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291,900 SHS. BEG, ELI LILLY & CO COM 3,000 SHS. ENDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302,000 SHS. BERKSHIRE HATHAWAY INC.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3110,000 OCCIDENTAL PETE CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm325,000 TJX COMPANIES INC.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1055000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1215565
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1322615
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt151075
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1620000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1720000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1820000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2025000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt221000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2622000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2715160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2842000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt301000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt314160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt331000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3430000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3557000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt395000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt40250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt411000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt427500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt438000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt44750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt451000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt464510
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt476000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4840000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt493000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt50500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5164160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt534000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt541160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt553000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5661800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt578000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt588000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5925000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt605000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt612000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt622000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt635000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt642500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6520000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt663000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6740000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6810000

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