Civic Intelligence

The Edgar and Roberta Mulzer Foundation Inc.

990PF • Fiscal year 2016 • EIN 35-2049784

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 01, 2017

315 Seventh Avenue NorthNaples, FL 34102-1553

(800) 431-3500

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

14th percentile

-36%

Higher net margin than 14% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

43rd percentile

$2,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

10th percentile

-42%

Faster revenue growth than 10% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$4,577,599

Down $77,164 (-1.7%) from 2015

Net Assets

Down

$4,577,599

Down $77,164 (-1.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$217,960

Down $160,627 (-42%) from 2015

Expenses

Down

$295,638

Down $8,884 (-2.9%) from 2015

Net Income

Down

-$77,678

Down $151,743 (-205%) from 2015

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,463,521Liabilities 2010: $0Net Assets 2010: $2,463,5212010Assets 2011: $3,941,028Liabilities 2011: $0Net Assets 2011: $3,941,0282011Assets 2012: $4,354,229Liabilities 2012: $0Net Assets 2012: $4,354,2292012Assets 2013: $4,558,002Liabilities 2013: $0Net Assets 2013: $4,558,0022013Assets 2014: $4,578,956Liabilities 2014: $0Net Assets 2014: $4,578,9562014Assets 2015: $4,654,763Liabilities 2015: $0Net Assets 2015: $4,654,7632015Assets 2016: $4,577,599Liabilities 2016: $0Net Assets 2016: $4,577,5992016Assets 2017: $4,582,937Liabilities 2017: $0Net Assets 2017: $4,582,9372017Assets 2018: $4,599,618Liabilities 2018: $0Net Assets 2018: $4,599,6182018Assets 2019: $4,611,410Liabilities 2019: $0Net Assets 2019: $4,611,4102019Assets 2020: $4,435,806Liabilities 2020: $0Net Assets 2020: $4,435,8062020Assets 2021: $4,928,189Liabilities 2021: $0Net Assets 2021: $4,928,1892021Assets 2022: $4,695,655Liabilities 2022: $65,020Net Assets 2022: $4,630,6352022Assets 2023: $5,598,412Liabilities 2023: $1,221,273Net Assets 2023: $4,377,1392023Assets 2024: $4,543,745Liabilities 2024: $1Net Assets 2024: $4,543,7442024

Highlighted filing

2016

Assets$4,577,599
Liabilities$0
Net Assets$4,577,599

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $151,7842010Expenses 2011: $174,6092011Expenses 2012: $245,7592012Revenue 2013: $464,573Expenses 2013: $263,666Net Income 2013: $200,9072013Revenue 2014: $301,986Expenses 2014: $283,879Net Income 2014: $18,1072014Revenue 2015: $378,587Expenses 2015: $304,522Net Income 2015: $74,0652015Revenue 2016: $217,960Expenses 2016: $295,638Net Income 2016: -$77,6782016Revenue 2017: $322,937Expenses 2017: $317,978Net Income 2017: $4,9592017Revenue 2018: $327,551Expenses 2018: $314,149Net Income 2018: $13,4022018Revenue 2019: $372,430Expenses 2019: $363,964Net Income 2019: $8,4662019Revenue 2020: $231,707Expenses 2020: $397,885Net Income 2020: -$166,1782020Revenue 2021: $999,792Expenses 2021: $484,575Net Income 2021: $515,2172021Revenue 2022: $204,405Expenses 2022: $496,718Net Income 2022: -$292,3132022Revenue 2023: $180,743Expenses 2023: $429,200Net Income 2023: -$248,4572023Revenue 2024: $619,433Expenses 2024: $452,828Net Income 2024: $166,6052024

Highlighted filing

2016

Revenue$217,960
Expenses$295,638
Net Income-$77,678
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 1, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL H BRADLEYVP Sec Tr-$2,000-$2,000
BETSY BRADLEYDirector-$1,000-$1,000
JEAN RYANDirector-$1,000-$1,000
ANGELA ERWINDirector-$1,000-$1,000
REBECCA MULZERDirector-$1,000-$1,000
CARRIE RYANDirector-$1,000-$1,000
ANDREW RYANDirector-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Edgar and Roberta Mulzer Foundation
EIN
35-2049784
Address
315 SEVENTH AVENUE NORTH, NAPLES, FL 34102-1553

Signing Officer

Name
Jean Ryan
Title
Director
Phone
8125472808
Signed
2017-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Johnson Accounting & Consulting LLC
Address
707 MAIN STREET, TELL CITY, IN 47586
Preparer
Curt Johnson
Phone
8125477096
Raw XML AppendixShowing 400 of 1,481 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/Amt01800
AccountingFeesSchedule/AccountingFeesDetail/Amt1500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0990-PF PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1MELINDA AHL
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01800
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt62015-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt72012-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt82015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt92016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt102013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt112014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt122015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt132012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt142013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt152015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt162015-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt172012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt182012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt192012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt202015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt212014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt222015-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt232014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt242015-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt252012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt262014-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt272014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt282013-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt292015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt302015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt312015-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0AUTOMATIC DATA PROCESSING
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1BLACKROCK INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2BLACKROCK INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3HERSHEY FOODS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4HERSHEY FOODS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5JOHNSON & JOHNSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6MICROSOFT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7REALTY INCOME CORP COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8PENSKE AUTOMOTIVE GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc9PENSKE AUTOMOTIVE GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10ROYAL DUTCH SHELL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11ROYAL DUTCH SHELL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12US BANCORP NEW
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13UNITED TECHNOLOGIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14VERSUM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15TECHNOLOGY S & P SECTOR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16TECHNOLOGY S&P SECTOR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17AT&T INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18ATT INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19ATT INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc20ALLSTATE CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21AVIVA PLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc22AVIVA PLC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23ENDURANCE SPECIALTY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24ENDURANCE SPECIALTY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25PFD STK INDEX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc26PARTNERRE LTD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc27PARTNERRE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc28WELS FARGO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc29GENERAL ELECTRIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30GENERAL ELECTRIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31GENERAL ELECTRIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt08486
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12001
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt233113
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt325577
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt427815
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt57649
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt67384
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt725540
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt858775
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt912890
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1035506
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1126981
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1222429
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1340800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt148
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1543135
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1628210
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1720235
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1813848
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1916910
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2027404
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2141969
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2227637
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2339674
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2452570
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2538998
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2651826
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2751300
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2843050
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2962
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3054276
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3110867
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt015288
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt13528
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt255264
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt333677
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt433677
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt514920
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt615213
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt740302
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt864839
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt917561
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1021694
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1114843
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1219765
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1353774
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1411
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1540520
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1626338
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1723877
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1815202
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1919375
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2027429
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2138430
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2225620
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2337500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2450000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2539750
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2652678
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2750044
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2840620
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2971
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3062272
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3112468
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt9PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt10PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt11PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt12PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt13PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt14PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt15PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt16PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt17PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt18PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt19PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt20PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt21PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt22PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt23PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt24PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt25PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt26PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt27PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt28PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt29PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt012
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SalesExpenseAmt11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt92016-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt102016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt112016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142016-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162016-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202016-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242016-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272016-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282016-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312016-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt06802
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11527
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt222151
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt38100
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt45862
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt57271
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt67829
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt714762
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt86064
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt94671
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-13812
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-12138
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-2664
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1312974
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt143
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt15-2615
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt16-1872
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt173642
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt181354
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt192465
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2025
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt21-3539
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt22-2017
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23-2174
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt24-2570
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt25752
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt26852
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27-1256
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28-2430
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt299
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt307984
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt311600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ARCHER DANIELS MIDLAND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1JPMORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2MCDONALD CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ORACLE CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4GENERAL ELEC CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5CITIGROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025221
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt140246
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225339
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt323915
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt474000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt574813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt030452
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt142792
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt231155
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt326412
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt476790
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt574362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt056984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt242478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt434897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt575249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt635083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt766409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt920853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1059884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1173241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12218250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1367299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1451945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1546408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1647951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17101703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1850077
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1945230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt208797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2115351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2212352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2313812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2447201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2525628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2675316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271092728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2847675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2932908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3043544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3143959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3253057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3366195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt346308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt356345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3669632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3770897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3826759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3966440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4093956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4163288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4243954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4347692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4470134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4552257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt463857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4758134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4889549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4933240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5037272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt065297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt177962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt284919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt368314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt468681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt590844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt674516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt775550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt812023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt934683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1069050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1176590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12281520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1372208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1450500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1564748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16104583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17107480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1889047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1973707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2024398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2121050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2217864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2331980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2458856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2540236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2682945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271092728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2863053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2955110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3039645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3148968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3263052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3380316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3419295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3519811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3662139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3751292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3825250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3977840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4088550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4166396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4249988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4349784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4470325
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4547908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt466653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4755330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4892081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4926675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5049308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACCENTURE LTD ORD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AIR PRODUCTS AND CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AUTOMATIC DATA PROCESSING INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AVIVA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CDK GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOMINION RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ELBERFELD ST BK 750 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ENDURANCE SPCLTY HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GENERAL MLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GOOGLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26HEALTH CARE REIT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JP MORGAN CHASE PFD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30KINDER MORGAN MANAGEMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NESTLES S A SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36OMNICOM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ON BANCORP 984.218 SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38ONE GAS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ONEOK INC CM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PARTNERRE LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PARTNERRE PFDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43REALTY INCOME CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ROYAL BANK CDA MONTREAL QUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ROYAL DUTCH SHELL PLC ADR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.62$0.45$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.60$1.22$4.38$0.18$0.43$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.07$4.63$0.20$0.50$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.00$4.93$1.00$0.48$0.52
2020Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.23$0.40$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$0.37$0.36$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.33$0.31$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.58$0.00$4.58$0.32$0.32$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.22$0.30$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.00$4.65$0.38$0.30$0.07
2014Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.30$0.28$0.02
2013Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.46$0.26$0.20
2012Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.25
2011Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.17
2010Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.15