Civic Intelligence

Edith Mae Eckler Trust

990PF • Fiscal year 2019 • EIN 34-6650255

Jan 01, 2019 to Dec 31, 2019 • Filed on May 05, 2020

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 849-8878

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.

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

62nd percentile

$10,282

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

44th percentile

0.4%

Faster asset growth than 44% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

41st percentile

-0.6%

Faster revenue growth than 41% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$628,337

Up $2,677 (+0.4%) from 2018

Net Assets

Up

$628,337

Up $2,677 (+0.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin64th percentile

Revenue

Down

$49,843

Down $286 (-0.6%) from 2018

Expenses

Down

$44,583

Down $3,068 (-6.4%) from 2018

Net Income

Up

$5,260

Up $2,782 (+112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$800K$600K$400K$200K$0Assets 2010: $586,439Liabilities 2010: $0Net Assets 2010: $586,4392010Assets 2016: $568,454Liabilities 2016: $0Net Assets 2016: $568,4542016Assets 2017: $623,260Liabilities 2017: $0Net Assets 2017: $623,2602017Assets 2018: $625,660Liabilities 2018: $0Net Assets 2018: $625,6602018Assets 2019: $628,337Liabilities 2019: $0Net Assets 2019: $628,3372019Assets 2020: $639,019Liabilities 2020: $0Net Assets 2020: $639,0192020Assets 2021: $716,279Liabilities 2021: $0Net Assets 2021: $716,2792021Assets 2022: $665,912Liabilities 2022: $0Net Assets 2022: $665,9122022Assets 2023: $651,341Liabilities 2023: $0Net Assets 2023: $651,3412023Assets 2024: $642,352Liabilities 2024: $0Net Assets 2024: $642,3522024

Highlighted filing

2019

Assets$628,337
Liabilities$0
Net Assets$628,337
Open 2019 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $36,4852010Revenue 2016: $18,708Expenses 2016: $45,335Net Income 2016: -$26,6272016Revenue 2017: $100,749Expenses 2017: $45,610Net Income 2017: $55,1392017Revenue 2018: $50,129Expenses 2018: $47,651Net Income 2018: $2,4782018Revenue 2019: $49,843Expenses 2019: $44,583Net Income 2019: $5,2602019Revenue 2020: $56,832Expenses 2020: $48,428Net Income 2020: $8,4042020Revenue 2021: $128,969Expenses 2021: $49,108Net Income 2021: $79,8612021Revenue 2022: -$4,385Expenses 2022: $49,362Net Income 2022: -$53,7472022Revenue 2023: $31,598Expenses 2023: $46,184Net Income 2023: -$14,5862023Revenue 2024: $38,643Expenses 2024: $47,725Net Income 2024: -$9,0822024

Highlighted filing

2019

Revenue$49,843
Expenses$44,583
Net Income$5,260
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$10,282-$10,282
Filing and Contact Details

Filer

Filer Name
Edith Mae Eckler Trust
EIN
34-6650255
Phone
3308498878
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3308498878
Signed
2020-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Raw XML AppendixShowing 400 of 2,364 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
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/BondNm0FEDERATED INSTITUTIONAL HIGH Y
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FEDERATED TOTAL RETURN BD FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOLDMAN SACHS INFLATION PROTEC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3LORD ABBETT SHORT DURATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4PIMCO INCOME FUND -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5PIMCO LONG DURATION TOTAL RETU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6GUGGENHEIM LIMITED DURATION CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7METROPOLITAN WEST UNC BD-1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt06192
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt155083
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26454
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt375440
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt457160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt613142
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt713148
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt06663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt156909
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26661
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt374838
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt455712
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt524282
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt613104
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt713159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt04060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt95942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt108704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1143371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt157955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt164215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt173999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt207045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt226096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt245952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt273625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2919333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt304468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3218762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3411370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt353371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt363612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt377885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt393060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt403487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt415828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt428011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt434915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt443705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt468507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt485314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt496198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5031780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt910898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1015428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1143487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt146641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1512935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt174311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt186299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2013562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt227901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt246527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt256000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt275088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt287685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2920430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt308062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3219143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt335085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3410318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt353056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt364508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt378783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt384591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt393209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt403736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt428814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt436219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt443494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt457185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt469647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt473143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt485745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt496298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5032632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES CORE S&P SM CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD FTSE DEVELOPED MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CONSTELLATION BRANDS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CROWN CASTLE INTL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES CORE S&P MID-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27O'REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ADOBE SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32BECTON DICKINSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CBOE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EXPEDIA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38INTUITIVE SURGICAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MFS GLOBAL REAL ESTATE FUND-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43AMERICAN FUNDS- NEW WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NUVEEN EQUITY MARKET NEUTRAL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47PRICE T ROWE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AMERISOURCE BERGEN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61TOUCHSTONE MID CAP FUND INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63AMPHENOL CORP CL A
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018694
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt031079
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt049843
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt049843
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt031079
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05141
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05141
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt010282
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt034000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018643
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018694
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05260
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0300909
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt031079
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt044380
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0100
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt039241
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt044583
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049722
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt049843
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010583
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192014-09-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212009-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222009-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232009-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242009-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt862017-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt872015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt882015-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt892017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt902017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt912017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt922017-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt932018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt942018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt952018-11-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt962016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt972018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt982018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt992018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1002017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1012017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1022017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1032018-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1042017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1052017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1062017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1072017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1082018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1092018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1102018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1112018-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1122018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1132018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1142018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1152018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1162012-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1172018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1182018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1192018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1202018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1212018-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1222018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1232017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1242017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1252017-08-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1262018-05-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1272017-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1282018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1292018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1302018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1312018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1322018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1332018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1342018-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1352017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1362017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1372017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1382017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1392017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1402018-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1412019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1422019-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1432019-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1442017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1452017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1462017-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1472018-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1482018-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1492017-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1502018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1512018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1522018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1532018-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1542018-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt1552018-03-14

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$628,337
Liabilities
$0
Net assets
$628,337
Revenue
$49,843
Expenses
$44,583
Net income
$5,260
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.39$0.48$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.32$0.46$0.15
2022Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.04$0.49$0.54
2021Detailed filing. Detailed filing data is available for this year.$7.16$0.00$7.16$1.29$0.49$0.80
2020Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.57$0.48$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.50$0.45$0.05
2018Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.50$0.48$0.02
2017Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$1.01$0.46$0.55
2016Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.19$0.45$0.27
2010Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.36