Civic Intelligence

Willard E and Ella P Thompson Educational Fund

990PF • Fiscal year 2020 • EIN 36-6028029

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

28th percentile

-8.6%

Higher net margin than 28% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$40,897

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$3,822,793

No earlier filing loaded for comparison.

Net Assets

$3,822,793

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$277,534

No earlier filing loaded for comparison.

Expenses

$301,478

No earlier filing loaded for comparison.

Net Income

-$23,944

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $3,822,793Liabilities 2020: $0Net Assets 2020: $3,822,7932020Assets 2021: $3,945,160Liabilities 2021: $0Net Assets 2021: $3,945,1602021Assets 2022: $3,972,672Liabilities 2022: $0Net Assets 2022: $3,972,6722022

Highlighted filing

2020

Assets$3,822,793
Liabilities$0
Net Assets$3,822,793

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2020: $277,534Expenses 2020: $301,478Net Income 2020: -$23,9442020Revenue 2021: $413,621Expenses 2021: $297,085Net Income 2021: $116,5362021Revenue 2022: $378,300Expenses 2022: $397,827Net Income 2022: -$19,5272022

Highlighted filing

2020

Revenue$277,534
Expenses$301,478
Net Income-$23,944
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$40,897-$40,897
Filing and Contact Details

Filer

Filer Name
Willard E and Ella P Thompson Educational Fun
EIN
36-6028029
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2021-04-23
Raw XML AppendixShowing 400 of 880 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 - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0931142CP6 WAL-MART STORES INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm102665WAZ4 AMERICAN HONDA FIN C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm224422ETF6 DEERE JOHN CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3035242AJ5 ANHEUSER-BUSCH INBEV
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm405531FAX1 BB&T CORP UNSECD SR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5458140AJ9 INTEL CORP SR UNSECD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm646625HMN7 JPMORGAN CHASE & CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm705565QCJ5 BP CAP MKTS P L C SR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm820030NCR0 COMCAST CORP NEW SR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9718172BU2 PHILIP MORRIS INTL I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10064159VL7 BANK NOVA SCOTIA B C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0100128
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1100374
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2101053
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt399344
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4102561
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5105578
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6100584
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt751182
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0100018
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1102898
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2102220
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3113604
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4109501
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5110021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6103900
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt751303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt084574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1145786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2265483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3131844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5175209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt747284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt827075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt915576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1010234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1115622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1211725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1324321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt147887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1521600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1619565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1725122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1816711
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt199806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2032734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2113385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2229789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt248540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2615351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2721522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2826939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2922649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3018402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3139685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3239356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3361606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3451464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3532181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3634726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3733331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3832797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3936645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40188905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4132691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4216821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4328261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4420992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4523870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4625911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4735808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4846630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4936708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5031470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5112324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt526333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5320261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5424608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5532072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5619923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5715483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5825182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5942367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6029441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6148520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6223356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6321908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6467784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65121401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt66103650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6711983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6821718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6936055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7029955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7137839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7280000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt096376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1227348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2346560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3442115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt487300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5518601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt633669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt738425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt861882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt963810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10162847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1190590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1272230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1359010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1443424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1553208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1666735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1755656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1868976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1939345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20101656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2165303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22212304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23177936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2446290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2512741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2687632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2738445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2830472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2941644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3025022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3149252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3276822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3356111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3478124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3544750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3654632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3766759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3879836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3940244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40192245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4152702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4222247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4336404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4442441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4543796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4655535
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4739557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48100024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4965678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5093680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5114949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt524693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5330582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5427420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5556517
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5626218
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5749990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5828984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5972154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6024828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61104440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6235539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6336369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6469065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65136229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66104063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6712098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6822854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6934024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7033959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7141920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7284529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287176 ISHARES TIPS BOND ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1464287234 ISHARES MSCI EMERGIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3464287564 ISHARES COHEN & STEE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4464287655 ISHARES RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5464288513 ISHARES IBOXX $ HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm678467Y107 SPDR S&P MIDCAP 400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm703027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8166764100 CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9674599105 OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10806857108 SCHLUMBERGER LTD COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11244199105 DEERE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12438516106 HONEYWELL INTL INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1388579Y101 3M CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15254687106 DISNEY WALT CO COM D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16548661107 LOWES COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17580135101 MCDONALDS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18988498101 YUM BRANDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19194162103 COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20609207105 MONDELEZ INTL INC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21713448108 PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23031162100 AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24478160104 JOHNSON & JOHNSON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2558155Q103 MCKESSON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2666987V109 NOVARTIS A G SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2746625H100 J P MORGAN CHASE & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2874144T108 PRICE T ROWE GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29902973304 US BANCORP DEL COM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30G1151C101 ACCENTURE PLC CL A C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31037833100 APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32594918104 MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3365339F101 NEXTERA ENERGY INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34816851109 SEMPRA ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3502079K305 ALPHABET INC CL A CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36922908363 VANGUARD S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3746434G822 ISHARES MSCI JAPAN E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38G29183103 EATON CORP PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40755111507 RAYTHEON CO COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41907818108 UNION PAC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42075887109 BECTON DICKINSON & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44532457108 LILLY ELI & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45172967424 CITIGROUP INC NEW CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46617446448 MORGAN STANLEY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47032654105 ANALOG DEVICES INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4817275R102 CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4930303M102 FACEBOOK INC CL A CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5079466L302 SALESFORCE COM INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5192826C839 VISA INC CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5292343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5319765M213 COLUMBIA SHORT TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54032511107 ANADARKO PETE CORP C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5526875P101 EOG RES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56G5494J103 LINDE PLC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5726078J100 DOWDUPONT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58929160109 VULCAN MATLS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59149123101 CATERPILLAR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60366505105 GARRETT MOTION INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62002824100 ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63235851102 DANAHER CORP DEL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6438141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65446150104 HUNTINGTON BANCSHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66867914103 SUNTRUST BKS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6700724F101 ADOBE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6811135F101 BROADCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6970450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7076118Y104 RESIDEO TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7174925K581 BOSTON PARTNERS LONG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7209257V201 BLACKSTONE ALTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7374340W103 PROLOGIS INC REITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74055622104 BP P L C SPONSORED A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7591913Y100 VALERO ENERGY CORP N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7626614N102 DUPONT DE NEMOURS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77097023105 BOEING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78452308109 ILLINOIS TOOL WKS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79191216100 COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8022160K105 COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81771195104 ROCHE HLDG LTD SPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8287918A105 TELADOC HEALTH INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8409247X101 BLACKROCK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8589832Q109 TRUIST FINL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8667066G104 NVIDIA CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8888032Q109 TENCENT HLDGS LTD AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89464287242 ISHARES IBOXX $ INVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90464288885 ISHARES MSCI EAFE GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9192206C409 VANGUARD SHORT-TERM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9222822V101 CROWN CASTLE INTL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9329444U700 EQUINIX INC REITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94502431109 L3HARRIS TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9582509L107 SHOPIFY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9620030N101 COMCAST CORP NEW CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9764128R608 NEUBERGER BERMAN LON
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0110221
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0167313
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0277534
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0277534
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0167313
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt016359
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024538
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt040897
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0251900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0251900
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0109840
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0110221
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23944
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0947600
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0167313
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0250164
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07365
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0268774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt026989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0301478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0277153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0277534
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016874
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt026989
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049578
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02012-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12011-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22016-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32004-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52012-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-04-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92018-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122008-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-08-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162017-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182008-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt191996-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232017-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242004-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252011-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262009-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272009-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292016-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302011-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13070
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt437410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt58256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt629968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt714721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt850000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1034743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1323243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1422680
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1535480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1637138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1778147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt185065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19710
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt209429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2116996
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2241986
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2316030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt248247
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt252532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt268465
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2725773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2893522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt292677
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt029075
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt316737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt423422

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $1M-$5M nonprofits