Civic Intelligence

Edward M Barr Charitable Tr Nect

990PF • Fiscal year 2023 • EIN 34-6687006

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 13, 2024

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(330) 742-7021

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

80th percentile

31%

Higher net margin than 80% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$37,598

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 12.6% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

3.3%

Faster asset growth than 53% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

24%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,910,429

Up $92,014 (+3.3%) from 2022

Net Assets

Up

$2,910,429

Up $92,014 (+3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin80th percentile

Revenue

Up

$297,672

Up $57,081 (+24%) from 2022

Expenses

Down

$206,529

Down $71,758 (-26%) from 2022

Net Income

Up

$91,143

Up $128,839 (+342%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,335,585Liabilities 2015: $0Net Assets 2015: $2,335,5852015Assets 2017: $2,290,504Liabilities 2017: $0Net Assets 2017: $2,290,5042017Assets 2018: $2,624,972Liabilities 2018: $0Net Assets 2018: $2,624,9722018Assets 2019: $2,588,786Liabilities 2019: $0Net Assets 2019: $2,588,7862019Assets 2020: $2,692,230Liabilities 2020: $0Net Assets 2020: $2,692,2302020Assets 2021: $2,842,755Liabilities 2021: $0Net Assets 2021: $2,842,7552021Assets 2022: $2,818,415Liabilities 2022: $0Net Assets 2022: $2,818,4152022Assets 2023: $2,910,429Liabilities 2023: $0Net Assets 2023: $2,910,4292023Assets 2024: $2,949,240Liabilities 2024: $0Net Assets 2024: $2,949,2402024

Highlighted filing

2023

Assets$2,910,429
Liabilities$0
Net Assets$2,910,429
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $268,498Expenses 2015: $165,266Net Income 2015: $103,2322015Revenue 2017: $138,482Expenses 2017: $166,126Net Income 2017: -$27,6442017Revenue 2018: $493,486Expenses 2018: $158,597Net Income 2018: $334,8892018Revenue 2019: $114,110Expenses 2019: $144,786Net Income 2019: -$30,6762019Revenue 2020: $247,370Expenses 2020: $148,938Net Income 2020: $98,4322020Revenue 2021: $384,223Expenses 2021: $221,277Net Income 2021: $162,9462021Revenue 2022: $240,591Expenses 2022: $278,287Net Income 2022: -$37,6962022Revenue 2023: $297,672Expenses 2023: $206,529Net Income 2023: $91,1432023Revenue 2024: $268,410Expenses 2024: $229,260Net Income 2024: $39,1502024

Highlighted filing

2023

Revenue$297,672
Expenses$206,529
Net Income$91,143
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 13, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$37,598-$37,598
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SALVATION ARMYGENERAL OPERATINGPCALEXANDRIA, VA, US$50,000
Paid GrantYWCAGENERAL OPERATINGPCWASHINGTON, DC, US$30,000
Paid GrantUNITED WAY WORLDWIDEGENERAL OPERATINGPCALEXANDRIA, VA, US$20,000
Paid GrantBOY SCOUTS OF AMERICAGENERAL OPERATINGPCIRVING, TX, US$20,000
Paid GrantMERCY HEALTH FOUNDATIONGENERAL OPERATINGPCCHESTERFIELD, MO, US$15,000
Paid GrantYOUNGSTOWN PRESS CLUBGENERAL OPERATINGPCCOLUMBUS, OH, US$10,000
Paid GrantOH WOWGENERAL OPERATINGPCCOLUMBUS, OH, US$7,500
Paid GrantBUTLER INSTITUTE OF AMERICAN ARTGENERAL OPERATINGPCYOUNGSTOWN, OH, US$5,000
Paid GrantAMERICAN JUNIOR GOLF ASSOCIATIONGENERAL OPERATINGPCCOLUMBUS, OH, US$5,000
Paid GrantWYSUGENERAL OPERATINGPCYOUNGSTOWN, OH, US$3,000
Filing and Contact Details

Filer

Filer Name
E M Barr Tw Charitable Trust
EIN
34-6687006
Phone
3307427021
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3307427021
Signed
2024-04-13
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 2,138 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 the specific reporting instructions of the State of Ohio.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm089114QCH9 TORONTO-DOMINION BAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1912828S92 UNITED STATES TREAS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23130AJQP7 FHLB .72% 12/30/2024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm345866FAG9 INTERCONTINENTAL EXC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm449327M2T0 KEY BANK NA SERIES B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm578015K7C2 ROYAL BANK OF CANADA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm667066GAD6 NVIDIA CORP 2.2% 09/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm703076CAM8 AMERIPRISE FINANCIAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8053332AY8 AUTOZONE INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm906368LAQ9 BANK MONTREAL QUE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10115637AU4 BROWN-FORMAN CORP 4.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1124422EXB0 JOHN DEERE CAPITAL C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1230303M8M7 META PLATFORMS INC 4
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13438516CJ3 HONEYWELL INTL INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14482480AG5 KLA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1578016FZT4 ROYAL BANK OF CANADA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16883556CU4 THERMO FISHER SCIENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm179128283Z1 US TREASURY N/B 2.75
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm189128284N7 US TREASURY N/B 2.87
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19912828YQ7 US TREASURY N/B 1.62
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2091282CEP2 US TREASURY N/B 2.87
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2191282CFP1 US TREASURY N/B 4.25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2291282CGM7 US TREASURY N/B 3.5%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2391282CGQ8 US TREASURY N/B 4% 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2491282CHH7 US TREASURY N/B 4.12
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2591282CHR5 US TREASURY N/B 4% 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2692939UAH9 WEC ENERGY GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt050501
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt149713
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt248617
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt349339
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt450127
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550331
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650452
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt751252
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt848861
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt949841
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1051024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1172328
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12142596
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13138445
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1446658
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15149559
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1624354
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17189191
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1849764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1924483
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2049849
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt047341
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt151477
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249071
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt350111
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt450948
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt551269
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt651150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt751442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt849793
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt950111
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1051550
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1173383
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12143906
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13140438
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1446406
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15149742
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1624277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17191128
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1850000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1925160
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2049861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt318782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt614401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt817308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt911993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1011340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1221395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1318333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1418940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1525199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1620182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1721046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt189655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1914255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt206964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2115217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2226838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2317967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2455874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2522656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2626568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2712534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2815087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29181555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3014037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3126355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3226530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3317047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3449007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3531690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3666156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3730880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3818377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3915792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4025800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4126936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4222491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4312910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4419150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4528510
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4626514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4721240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48104595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4916221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5014440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5121350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5212931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5315605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5413993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5517487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5611097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5715445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5820584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5920042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt013002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt120462
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt345539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt481225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt566230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt627501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt720211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt822049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt913921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1023629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt117705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1231979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1324417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1426260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1527326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1642437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1727123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1841598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1914957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2034747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2131231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2247217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2321922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2458563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2529730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2629569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2712748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2824831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29218424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3023314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3126834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3231430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3316328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3452403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3528996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3673389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3746535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3819861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3916226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4025680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4130003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4222325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4314427
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4422191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4525495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4634334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4725781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48119452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4922396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5017188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5120936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5220788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5317507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5414728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5519079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5611123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5716711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5823092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5920125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287788 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm189155T649 TOUCHSTONE FDS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm428176E108 EDWARDS LIFESCIENCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5654106103 NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731428Q739 FEDERATED TOTAL RETU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10543916688 LORD ABBETT INVT TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1102079K305 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1331420B847 FEDERATED HERMES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1561756E461 MORGAN STANLEY INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16649280815 NEW WORLD FD INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2074340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2165339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2392939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2838144N841 GOLDMAN SACHS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2931421N683 FEDERATED HERMES EQU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3022822V101 CROWN CASTLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31166764100 CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3246625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3300287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35452308109 ILLINOIS TOOL WKS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3791913Y100 VALERO ENERGY CORP N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38552982720 MFS SER TR XIII
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3946120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4092826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4209247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4367066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45882508104 TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4691324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm497591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5040168W483 GUGGENHEIM FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5114040H105 CAPITAL ONE FINL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52149123101 CATERPILLAR INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53532457108 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5592646A831 VICTORY PORTFOLIOS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5646138E511 INVESCO EXCHANGE-TRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57464287804 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58169656105 CHIPOTLE MEXICAN GRI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6043300A203 HILTON WORLDWIDE HLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6188160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62723787107 PIONEER NAT RES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63744320102 PRUDENTIAL FINL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6555261F104 M & T BK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67922031737 VANGUARD FIXED INCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68171340102 CHURCH & DWIGHT CO I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69957663503 WESTERN ASSET FDS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7072201F623 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71060505104 BANK AMER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72592905749 METROPOLITAN WEST FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7309857L108 BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7678464A474 SPDR SER TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77464287176 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78921943858 VANGUARD TAX-MANAGED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7925243Q205 DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8046090A887 INVESCO ULTRA SHORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81674599105 OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82464288661 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8381762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8400206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8521036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86464287242 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87579780206 MCCORMICK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8926875P101 EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90036752103 ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91256677105 DOLLAR GEN CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92922042858 VANGUARD INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93025537101 AMERICAN ELEC PWR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9446434V787 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95464288513 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9678463X749 SPDR INDEX SHS FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97316188309 FIDELITY MERRIMACK S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99053484101 AVALONBAY CMNTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10067103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10200724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10303027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105084670702 BERKSHIRE HATHAWAY C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10711135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10820030N101 COMCAST CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11030231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11130303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112369604301 GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113464287507 ISHARES TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11464110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115693475105 PNC FINL SVCS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11779466L302 SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118871607107 SYNOPSYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121902973304 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12398978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124G54950103 LINDE PLC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt071375
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0226297
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0297672
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0297672
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0226297
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018799
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018799
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt037598
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0165500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0165500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt071289
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt071375
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt091143
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02450731
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0226297
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0278180
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0494
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0494
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0607
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01687
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0186043
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0206529
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0297586
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0297672
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019406
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041029
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22010-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122018-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-05-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-03-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222022-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252022-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-01-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,910,429
Liabilities
$0
Net assets
$2,910,429
Revenue
$297,672
Expenses
$206,529
Net income
$91,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.27$0.23$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.30$0.21$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.24$0.28$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.38$0.22$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.25$0.15$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.11$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.49$0.16$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.14$0.17$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.27$0.17$0.10