Civic Intelligence

L R Moffitt & L W Moffitt Foundation

EIN 34-6597380 • Columbus, OH

PO Box 1558 Dept Ea5w86Columbus, OH 43216
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

7th percentile

-73%

Higher net margin than 7% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,441

Higher top officer pay than 53% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

27th percentile

-3.1%

Faster asset growth than 27% of similar nonprofits.

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

Revenue Growth

7th percentile

-45%

Faster revenue growth than 7% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Down

$1,457,056

Down $47,003 (-3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,457,056

Down $47,003 (-3.1%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin7th percentile

Revenue

Down

$63,018

Down $51,051 (-45%) from 2023

Expenses

Up

$109,131

Up $3,549 (+3.4%) from 2023

Net Income

Down

-$46,113

Down $54,600 (-643%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,056,543Liabilities 2010: $0Net Assets 2010: $1,056,5432010Assets 2019: $1,381,976Liabilities 2019: $0Net Assets 2019: $1,381,9762019Assets 2020: $1,456,707Liabilities 2020: $0Net Assets 2020: $1,456,7072020Assets 2021: $1,484,477Liabilities 2021: $0Net Assets 2021: $1,484,4772021Assets 2022: $1,496,238Liabilities 2022: $0Net Assets 2022: $1,496,2382022Assets 2023: $1,504,059Liabilities 2023: $0Net Assets 2023: $1,504,0592023Assets 2024: $1,457,056Liabilities 2024: $0Net Assets 2024: $1,457,0562024

Latest loaded filing

2024

Assets$1,457,056
Liabilities$0
Net Assets$1,457,056
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$200K$100K$0-$100KExpenses 2010: $86,5152010Revenue 2019: $129,293Expenses 2019: $100,499Net Income 2019: $28,7942019Revenue 2020: $185,277Expenses 2020: $110,357Net Income 2020: $74,9202020Revenue 2021: $125,829Expenses 2021: $100,562Net Income 2021: $25,2672021Revenue 2022: $116,765Expenses 2022: $105,805Net Income 2022: $10,9602022Revenue 2023: $114,069Expenses 2023: $105,582Net Income 2023: $8,4872023Revenue 2024: $63,018Expenses 2024: $109,131Net Income 2024: -$46,1132024

Latest loaded filing

2024

Revenue$63,018
Expenses$109,131
Net Income-$46,113
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.06$0.11$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.11$0.11$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.12$0.11$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.13$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.19$0.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.13$0.10$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 9, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$19,441-$19,441
ORVILLE L REED III ESQCo Trustee-$4,733-$4,733
WILLIAM CAPLAN EXQCo Trustee-$4,733-$4,733
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL OPERATING-MIDDLEPORT, OH, US$6,000
Paid GrantAKRON-CANTON REGIONAL FOODBANKGENERAL OPERATING-AKRON, OH, US$5,000
Paid GrantOPEN M FOUNDATIONGENERAL OPERATING-AKRON, OH, US$2,500
Paid GrantSTEWARTS CARING PLACEGENERAL OPERATING-FAIRLAWN, OH, US$2,500
Paid GrantRAPE CRISIS CENTERGENERAL OPERATING-AKRON, OH, US$2,500
Paid GrantEMBRACING FUTURES INCGENERAL OPERATING-AKRON, OH, US$2,500
Paid GrantTHE SALVATION ARMYGENERAL OPERATING-ALEXANDRIA, VA, US$2,000
Paid GrantHUMANE SOCIETY OF SUMMIT COUNTYGENERAL OPERATING-TWINSBURG, OH, US$2,000
Paid GrantCOMMUNITY LEGAL AID SERVICES INCGENERAL OPERATING-AKRON, OH, US$2,000
Paid GrantBATTERED WOMENS SHELTERGENERAL OPERATING-AKRON, OH, US$2,000
Paid GrantAKRON MARATHON CHARITABLE CORPORATIONGENERAL OPERATING-AKRON, OH, US$2,000
Paid GrantCROWN POINT ECOLOGY CENTERGENERAL SUPPORT-BATH, OH, US$1,500
Paid GrantHAVEN OF REST MINISTRIESGENERAL OPERATING-AKRON, OH, US$1,500
Paid GrantNAMI SUMMIT COUNTYGENERAL OPERATING-AKRON, OH, US$1,500
Paid GrantAXESS FAMILY SERVICESGENERAL OPERATING-AKRON, OH, US$1,500
Paid GrantAKRON ZOOLOGICAL PARKGENERAL OPERATING-AKRON, OH, US$1,500
Paid GrantARTSPARKSGENERAL OPERATING-CUYAHOGA FLS, OH, US$1,500
Paid GrantBROKEN CHAINS JAIL & PRISON MINISTRYGENERAL OPERATING-AKRON, OH, US$1,500
Paid GrantWELL COMMUNITY DEVELOPMENT CORPGENERAL OPERATING-AKRON, OH, US$1,500
Paid GrantART RESOURCES TRANSFORMATIONSGENERAL OPERATING-AKRON, OH, US$1,500
Paid GrantHABITAT FOR HUMANITYGENERAL OPERATING-ATLANTA, GA, US$1,500
Paid GrantSOUTH STREET MINISTRIESGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantCOMMUNITY OUTREACH RESOURCES EXCHANGEGENERAL OPERATING-CUYAHOGA FLS, OH, US$1,000
Paid GrantGREENLEAF FAMILY CENTERGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantTHE CLEVELAND ORCHESTRAGENERAL OPERATING-CLEVELAND, OH, US$1,000
Paid GrantAKRON COMMUNITY SERVICE CTRGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantOHIOGUIDESTONEGENERAL OPERATING-BEREA, OH, US$1,000
Paid GrantGIRL SCOUTS OF NORTH EAST OHIOGENERAL OPERATING-MACEDONIA, OH, US$1,000
Paid GrantTUESDAY MUSICAL ASSOCIATION2016-17 CONCERT SERIES-AKRON, OH, US$1,000
Paid GrantAKRON ART MUSEUMGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantSTAN HYWET HALL GARDENSGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantCHILDRENS CONCERT SOCIETY OF AKRONGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantINTERNATIONAL SOAP BOX DERBY INCGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantEMERGE MINISTRIES INCGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantPEGASUS FARMGENERAL OPERATING-HARTVILLE, OH, US$1,000
Paid GrantVICTIM ASSISTANCE PROGRAMGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantGIRLS ON THE RUN NORTHEAST OHIOGENERAL OPERATING-BRECKSVILLE, OH, US$1,000
Paid GrantAUTISM SOCIETY OF GREATER AKRONGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantSAFETY FORCES SUPPORT CENTERGENERAL OPERATING-AKRON, OH, US$1,000
Paid GrantLAWRENCE SCHOOLGENERAL OPERATING-SAGAMORE HILLS, OH, US$1,000
Paid GrantSHAW JCC OF AKRONGENERAL OPERATING-COLUMBUS, OH, US$1,000
Paid GrantDANCING CLASSROOMS NORTHEAST OHIOGENERAL OPERATING-PARMA, OH, US$500
Paid GrantGRIEFCARE PLACE INCGENERAL OPERATING-STOW, OH, US$500
Paid GrantCHILD GUIDANCE & FAMILY SOLUTIONSGENERAL OPERATING-AKRON, OH, US$500
Paid GrantPORTAGE PATH COMMUNITYGENERAL OPERATING-AKRON, OH, US$500
Paid GrantUNITED DISABILITY SERVICES INCGENERAL OPERATING-AKRON, OH, US$500
Paid GrantDR BOBS HOMEGENERAL OPERATING-AKRON, OH, US$500
Paid GrantVICTORY GALLOP INCGENERAL OPERATING-AKRON, OH, US$500
Paid GrantPREGNANCY SOLUTIONS & SERVICES INCGENERAL OPERATING-COVENTRY TWP, OH, US$500
Paid GrantIDEASTREAMGENERAL OPERATING-CLEVELAND, OH, US$500
Paid GrantFAMILY PROMISE OF SUMMIT COUNTY INCGENERAL OPERATING-AKRON, OH, US$500
Paid GrantGREAT TRAIL COUNCILGENERAL OPERATING-COLUMBUS, OH, US$500
Filing and Contact Details

Filer

Filer Name
L R Moffitt & L W Moffitt Foundation
EIN
34-6597380
Phone
3303847301
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3303847301
Signed
2026-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
Raw XML AppendixShowing 400 of 1,120 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01250
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 Ohio's specific reporting instructions.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm053522KAB9 LINDE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm117252MAN0 CINTAS CORP NO 2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm224422EWP0 DEERE JOHN CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3539830BV0 LOCKHEED MARTIN CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4883556CV2 THERMO FISHER SCIENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm591282CHN4 US TREASURY N/B 4.75
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm630303M8L9 META PLATFORMS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm774460WAF4 PUBLIC STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm812572QAL9 CME GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm914913UAQ3 CATERPILLAR FINL SVC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1078016HZS2 ROYAL BK CDA GLOBAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049002
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt174789
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt249561
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt349640
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt449200
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550212
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650399
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt749564
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt850764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt049864
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt175005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt251136
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt350248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt450885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt551631
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt650613
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt750729
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt851536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt023563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt289444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt510384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt713612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt913932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1013945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1144633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1216104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1311060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt148724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1680081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1729207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1817020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt198303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2016596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2121679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2215561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2310523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt254717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2766013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2814369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2910691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3015746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3111942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3210547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3415255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3522375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt369046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3730881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3810040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt399480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4012502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4213499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4314966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4418896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4523666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4616712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4712953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4810679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4911283
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5010915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5119698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt056992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2128671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt335122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt612104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt719149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt831643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt929621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1028882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1151647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1224076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1332112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1436091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1515751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1675480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1725423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1814256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1930304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2022270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2139949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2231043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2327314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2427083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2525673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2619704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2762897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2819813
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2919347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3036787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3126356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3213050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt337252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3412000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3520236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3612958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3733248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3822191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3924731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4016605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt418717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4224618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4311616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4413942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4526112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4621538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4712896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4811051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4914202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5012839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5119505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287499 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm297717W794 WISDOMTREE TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm346625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4001055102 AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5494368103 KIMBERLY-CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm774340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1031428Q739 FEDERATED TOTAL RETU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1146600B409 IVY FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1230231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1397717W604 WISDOMTREE TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1565339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18464287242 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19756109104 REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2092343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2226441C204 DUKE ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2592939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28452308109 ILLINOIS TOOL WKS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29464288661 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30166764100 CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3300287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35030420103 AMERICAN WTR WKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36053484101 AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37277432100 EASTMAN CHEM CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39828806109 SIMON PPTY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4078464A698 SPDR SER TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4175513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42G54950103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4300130H105 AES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44025537101 AMERICAN ELEC PWR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4609290D101 BLACKROCK INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47194162103 COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49609207105 MONDELEZ INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5078463X749 SPDR INDEX SHS FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51842587107 SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5397717W315 WISDOMTREE TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5449456B101 KINDER MORGAN INC DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5797717W505 WISDOMTREE TR
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt064432
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt024464
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt047
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt088943
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt088943
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt024464
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt014453
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014453
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt028907
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt071500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt071500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt063951
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064432
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13368
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0289511
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt024464
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt073541
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0233
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0421
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0421
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt087436
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt014874
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0102311
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt088415
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt088943
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015936
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt014874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030811
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72025-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt275074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt57383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt613762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81862
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91760
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt105192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt117158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1416269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1524519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-7820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt67870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt74386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt82534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-2094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-4130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt114459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt125467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-7820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt42646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt67870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt74386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt82534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-2094
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-4130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt114459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt125467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt141036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt275160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt333323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt450000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt510029
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt616166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt79207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt86248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt94294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt113028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt129789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1419754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1525555
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/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0442. AES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1105. WAL-MART STORES, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc275000. LINDE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33522.48 FEDERATED TOTAL RETURN SERS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc450000. US TREASURY N/B 4.75% 07/31/2025
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc570. AMERICAN WTR WKS CO INC NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6835.05 IVY FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc732. J P MORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc861. WAL-MART STORES, INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc918. ABBVIE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10132. DOW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11129. DOW INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1274. EMERSON ELECTRIC CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1342. HONEYWELL INTL INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14987.18 IVY FDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15559. WISDOMTREE TR
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/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-10-02

Document Assets

No mirrored PDF or thumbnail assets are attached yet.