Civic Intelligence

Elizabeth Moore Switzer Memorial Trust

EIN 35-6451959 • 501(c)3 • Muncie, IN

Profile

The purpose of this trust is to direct payments to certain specified charitable organizations.

200 East Jackson StreetMuncie, IN 47305

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

45th percentile

$31,391

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

32%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,770,774

Down $25,105 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,770,774

Down $25,105 (-0.9%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin16th percentile

Revenue

Up

$148,299

Up $35,528 (+32%) from 2023

Expenses

Down

$172,736

Down $4,809 (-2.7%) from 2023

Net Income

Up

-$24,437

Up $40,337 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $660,093Liabilities 2012: $0Net Assets 2012: $660,0932012Assets 2013: $659,853Liabilities 2013: $0Net Assets 2013: $659,8532013Assets 2014: $659,138Liabilities 2014: $0Net Assets 2014: $659,1382014Assets 2015: $659,737Liabilities 2015: $0Net Assets 2015: $659,7372015Assets 2016: $658,742Liabilities 2016: $0Net Assets 2016: $658,7422016Assets 2017: $657,294Liabilities 2017: $0Net Assets 2017: $657,2942017Assets 2019: $3,120,299Liabilities 2019: $0Net Assets 2019: $3,120,2992019Assets 2020: $3,051,195Liabilities 2020: $0Net Assets 2020: $3,051,1952020Assets 2021: $2,989,191Liabilities 2021: $0Net Assets 2021: $2,989,1912021Assets 2022: $2,862,502Liabilities 2022: $0Net Assets 2022: $2,862,5022022Assets 2023: $2,795,879Liabilities 2023: $0Net Assets 2023: $2,795,8792023Assets 2024: $2,770,774Liabilities 2024: $0Net Assets 2024: $2,770,7742024

Highlighted filing

2024

Assets$2,770,774
Liabilities$0
Net Assets$2,770,774
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$200K$100K$0-$100K-$200KExpenses 2012: $90,3232012Revenue 2013: $80,059Expenses 2013: $80,299Net Income 2013: -$2402013Revenue 2014: $72,350Expenses 2014: $73,065Net Income 2014: -$7152014Revenue 2015: $62,660Expenses 2015: $62,061Net Income 2015: $5992015Revenue 2016: $92,528Expenses 2016: $93,523Net Income 2016: -$9952016Revenue 2017: $84,195Expenses 2017: $85,643Net Income 2017: -$1,4482017Revenue 2019: $82,750Expenses 2019: $140,801Net Income 2019: -$58,0512019Revenue 2020: $93,628Expenses 2020: $162,732Net Income 2020: -$69,1042020Revenue 2021: $131,199Expenses 2021: $192,256Net Income 2021: -$61,0572021Revenue 2022: $67,827Expenses 2022: $192,872Net Income 2022: -$125,0452022Revenue 2023: $112,771Expenses 2023: $177,545Net Income 2023: -$64,7742023Revenue 2024: $148,299Expenses 2024: $172,736Net Income 2024: -$24,4372024

Highlighted filing

2024

Revenue$148,299
Expenses$172,736
Net Income-$24,437
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,770,774
Liabilities
$0
Net assets
$2,770,774
Revenue
$148,299
Expenses
$172,736
Net income
-$24,437
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.15$0.17$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.11$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.07$0.19$0.13
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.13$0.19$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.09$0.16$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.08$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.08$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.09$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.07$0.07$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.08$0.08$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Mission and Program Overview

Mission

The purpose of this trust is to direct payments to certain specified charitable organizations.

Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$31,391-$31,391
Filing and Contact Details

Filer

Filer Name
Elizabeth Moore Switzer Memorial Trust 018257
EIN
35-6451959
Phone
7657471500
Address
200 EAST JACKSON STREET, MUNCIE, IN 47305

Signing Officer

Name
First Merchant Pwa
Title
Fid. Tax Mgr
Phone
7657471500
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, Indianapolis, IN 46240
Preparer
Casse Tate
Phone
3175802000
Raw XML AppendixShowing 400 of 1,403 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/Amt02230
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02230
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN EXPRESS 5.282% 7/27/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ASTZCA 4.9% 2/26/31*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BOA 5.202% 4/25/29*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BLKRK 4.75% 5/25/33*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4JD 4.75% 1/20/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5META 4.8% 05/15/30*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6HSY 2.3% 8/15/26*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7JPM 3.2% 6/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8LOWES 4.5% 4/15/30*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9NXTRA 5% 7/15/32*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10PEPSI 4.45% 5/15/28*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11PFE 3% 12/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12TX IN 4.6% 2/15/28*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13UNITEDHEALTH GROUP INC 4.800%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14FED SH INTRM TTL BD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15FED TTL RET BD CL R6
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16NORTH ULT-SH FIX INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17VANGUARD S/T INV GR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18FISDEV 2.35% 8/1/25*
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt035156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt124935
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt224997
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt320156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt425177
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt520101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt620046
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt725265
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt829741
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt924524
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1030099
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1125443
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1225238
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1330353
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1490176
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15176900
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1667936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1755366
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1830132
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt035391
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt124976
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt225116
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt319589
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt425129
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt520174
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt619334
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt724525
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt829429
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt924616
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1029966
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1124323
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1225045
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1329879
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1486149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15177026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1668557
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1752699
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1829792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt319461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt715889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt89597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1015775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1215368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1316477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1410590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1512990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1710524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1813938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1925773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2020782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2112970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt228823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2336899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2416749
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2514455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt265075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2715827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2820025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt308724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3112376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3212197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3416962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3517971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3611867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3715181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3816270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt397323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt405551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4119998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4222101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4315000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt444038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4511941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4615394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4711663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4842000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4936480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5042750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5156203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5228228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53128893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5445468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5554577
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5640822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57117767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5870580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt037860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt149143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt258060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt392155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt521322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt617815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt715012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt87834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1017963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114272
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1237567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1323494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1515809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1619450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1711069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1817187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1959928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2021693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2115771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2261760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2391887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2422940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2521507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2611671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2717592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2825812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt297451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3012574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3120251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3216435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt338414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3433653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3519369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3616942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3727004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3836243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3915176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt405570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4162180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4234764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4333881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt443768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt459828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4626384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4724867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4848061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4939231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5039881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5161390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5231979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53272641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5449744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5562167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5647415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57184635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58111448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMPHENOL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AUTO DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BROWN & BROWN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COMCAST CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CONSTELLATION ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CULLEN FROST BANKERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BIOTECH INDEX ISHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19J P MORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JOHNSON & JOHNSON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21L3HARRIS TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22LILLY ELI & CO, COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROCHIP TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28OMNICOM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PROCTER & GAMBLE CO,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31RAYTHEON TECH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32S&P GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MATERIALS SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CONSUMER DISC SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INDUSTRIAL SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36COMM SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VANECK SEMICONDUCTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VG INFO TECH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ASTRAZENECA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DODGE & COX INTL FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AMERICAN EURO GRWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SCHWAB FDMTL INTL LC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51VANGUARD INTL GR ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52VANGUARD PRIMECAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VANGUARD 500 INDEX A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JANUS ENTERPRISE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MFS MIDCAP VALUE R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NORTHERN MIDCAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57VANGUARD MID-CAP AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VANGUARD SMALLCAP AD
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0460342
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0457892
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt086566
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt061733
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0148299
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0148299
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02230
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02230
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt061733
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt021974
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt09417
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt031391
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0136793
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0136793
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt086566
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt086566
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-24437
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0903696
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt061733
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0138516
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0366
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0160997
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09783
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0172736
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0148299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0148299
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024204
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09783
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt035943
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-02-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202019-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-08-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352021-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402019-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412021-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-05-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452019-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472021-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482021-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512019-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522023-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542020-07-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562022-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572019-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582023-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592019-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622019-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632021-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642019-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652023-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662020-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682021-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692023-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702019-12-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712020-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722019-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732023-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742023-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752022-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762023-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772019-10-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782023-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792019-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802021-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822019-08-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832019-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842023-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt852024-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt49445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt95660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt105660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt143255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1550000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1635000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1735000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1830000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt205870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt229963

Document Assets

No mirrored PDF or thumbnail assets are attached yet.