Civic Intelligence

J B Firestone Charitable Test Tr

990PF • Fiscal year 2020 • EIN 34-6577308

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 22, 2021

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(440) 329-3264

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

11th percentile

-59%

Higher net margin than 11% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

67th percentile

$16,121

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 28.9% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

22nd percentile

-4.4%

Faster asset growth than 22% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$748,107

Down $34,282 (-4.4%) from 2019

Net Assets

Down

$748,107

Down $34,282 (-4.4%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin11th percentile

Revenue

Up

$55,810

Up $9,479 (+20%) from 2019

Expenses

Up

$89,001

Up $5,538 (+6.6%) from 2019

Net Income

Up

-$33,191

Up $3,941 (+11%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$1.0M$500K$0Assets 2015: $943,791Liabilities 2015: $0Net Assets 2015: $943,7912015Assets 2017: $840,549Liabilities 2017: $0Net Assets 2017: $840,5492017Assets 2018: $813,597Liabilities 2018: $0Net Assets 2018: $813,5972018Assets 2019: $782,389Liabilities 2019: $0Net Assets 2019: $782,3892019Assets 2020: $748,107Liabilities 2020: $0Net Assets 2020: $748,1072020Assets 2021: $740,684Liabilities 2021: $0Net Assets 2021: $740,6842021Assets 2024: $760,561Liabilities 2024: $0Net Assets 2024: $760,5612024

Highlighted filing

2020

Assets$748,107
Liabilities$0
Net Assets$748,107
Open 2020 Filing

Operations Trend

Revenue Growth75th percentile

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

$100K$50K$0-$50K-$100KRevenue 2015: $36,997Expenses 2015: $91,811Net Income 2015: -$54,8142015Revenue 2017: $32,873Expenses 2017: $86,512Net Income 2017: -$53,6392017Revenue 2018: $59,795Expenses 2018: $80,339Net Income 2018: -$20,5442018Revenue 2019: $46,331Expenses 2019: $83,463Net Income 2019: -$37,1322019Revenue 2020: $55,810Expenses 2020: $89,001Net Income 2020: -$33,1912020Revenue 2021: $76,913Expenses 2021: $86,447Net Income 2021: -$9,5342021Revenue 2024: $89,545Expenses 2024: $80,647Net Income 2024: $8,8982024

Highlighted filing

2020

Revenue$55,810
Expenses$89,001
Net Income-$33,191
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$16,121-$16,121
WALT ZIEGLERAdvisor-$0--
WM HANGEAdvisor-$0--
MAYOR DANNY DEROSSETAdvisor-$0--
BOB DLUGOSZAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
J B Firestone Charitable Test Tr
EIN
34-6577308
Phone
4403293264
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
4403293264
Signed
2021-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
Raw XML AppendixShowing 400 of 669 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/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0HSBC USA INC 5.000% 0 9 / 2 7
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AIR PRODUCTS & CHEMICALS 3.000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DUKE ENERGY CORP 3.950% 1 0 /
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3FEDERATED INSTITUTIONAL HIGH Y
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FEDERATED TOTAL RETURN BOND FU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5VANGUARD INTERMEDIATE-TERM COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6VANGUARD SHORT-TERM INVESTMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7CVS HEALTH CORP 4%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8METLIFE INC NON CALLABLE DTD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9LORD ABBETT SHORT DURATION INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10PIMCO INCOME FUND - INSTITUTIO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11009158AR7 AIR PRODUCTS & CHEMI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1226441CAL9 DUKE ENERGY CORP 3.9
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13126650CC2 CVS HEALTH CORPORATI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1459156RBF4 METLIFE INC NON CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025059
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt135532
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225240
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt025548
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt138012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt227292
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt326279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt310623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt685000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt713000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt850831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt105569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1137538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1225386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1315240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1410255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1510952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1613167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1718983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1919412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt207121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2114779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2312739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2433950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt253720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt262489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt274899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2852540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt319865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3210775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt345839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3510625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3626113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3726968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt032569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt324620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt538278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt685610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt713709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8123390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt910379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1035542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1137506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1226236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1327316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1412091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1542260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1610638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1727241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1814037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1928830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2018962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2121299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2214147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2325414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2435429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2520554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2737262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28105685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2921032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3061037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3129778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3227542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3315021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt349283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3517128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3693128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3727626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COCO COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12JP MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PPL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PRAXAIR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23TEXAS INSTRUMENTS IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TRAVELERS COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm303M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CONSUMER STAPLES SELECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES RUSSELL MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ISHARES RUSSELL TOP 200 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36VANGUARD FTSE DEVELOPED MARKET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EASTMAN CHEMICAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43NUCOR CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45RESIDEO TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CONSUMER STAPLES SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48LINOE PUBLIC LTD CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AMERICAN EXPRESS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53742718109 PROCTER GAMBLE CO/T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5692826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57543916688 LORD ABBETT SHORT DU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58957663503 WESTERN ASSET CORE P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59464287499 ISHARES RUSSELL MID-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6014040H105 CAPITAL ONE FINANCIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6231420B847 FEDERATED INSTITUTIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6331428Q739 FEDERATED TOTAL RETU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6430303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67670346105 NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6989417E109 TRAVELERS COS INC/TH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71032095101 AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7446625H100 JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75922031810 VANGUARD INTERMEDIAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7775513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79464287804 ISHARES CORE SP SMAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8002079K305 ALPHABET INCORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84580135101 MCDONALD S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86G5494J103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87464289438 ISHARES RUSSELL TOP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88464287242 ISHARES IBOXX $ INVE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt024762
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031048
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt055810
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt055810
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031048
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt08060
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt08060
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt016121
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt071200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt071200
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024693
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024762
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-33191
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0106156
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031048
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047681
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/TaxesRevAndExpnssAmt0480
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt080460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt08060
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt089001
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt055741
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt055810
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt09260
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt08060
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt017801
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02008-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12009-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-04-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32011-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42012-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt54751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1025000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121149
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-1910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt161152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt171152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt181152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt191152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt201152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt221152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt231152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt241152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-1910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113296
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt425000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt59391
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt68493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91670
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1023090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc010. APPLE COMPUTER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc170. CARRIER GLOBAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2200. COCA-COLA CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc340. DANAHER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc425000. HSBC USA INC 5.000%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5200. ISHARES RUSSELL MID-CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6150. ISHARES S & P SMALLCAP 600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc715. LOCKHEED MARTIN (COMMON STOCK)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc810. MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc935. OTIS WORLDWIDE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc102076.41 PIMCO INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1120. THERMO ELECTRON CORP W/1 RT/SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1225. VISA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-09-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122020-05-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt031048
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-33191
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01116
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt025
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0749223
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0782389
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0748107
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt057743
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt057743
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt057743
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt058406
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0663
IRS990PF/DistributableAmountGrp/TotalTaxAmt0663
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0663
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt081
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0663
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0663
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0744
IRS990PF/FMVAssetsEOYAmt01370923
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$748,107
Liabilities
$0
Net assets
$748,107
Revenue
$55,810
Expenses
$89,001
Net income
-$33,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.61$0.00$7.61$0.90$0.81$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.41$0.00$7.41$0.77$0.86$0.10
2020Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.56$0.89$0.33
2019Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.46$0.83$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.14$0.00$8.14$0.60$0.80$0.21
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.41$0.00$8.41$0.33$0.87$0.54
2015Detailed filing. Detailed filing data is available for this year.$9.44$0.00$9.44$0.37$0.92$0.55
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $500k-$1M nonprofits