Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
EIN 36-6054815 • Chicago, IL
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
27th percentile
Higher debt load relative to assets than 27% of similar nonprofits.
Liabilities / Revenue
53rd percentile
Higher debt load relative to revenue than 53% of similar nonprofits.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
12th percentile
Higher top officer pay than 12% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
15th percentile
Faster revenue growth than 15% of similar nonprofits.
Assets
Up$116,899,480
Up $7,385,839 (+6.7%) from 2024
Liabilities
Up$2,768,118
Up $227,346 (+8.9%) from 2024
Net Assets
Up$114,131,362
Up $7,158,493 (+6.7%) from 2024
Revenue
Down$6,815,184
Down $758,594 (-10%) from 2024
Expenses
Down$4,580,731
Down $978,906 (-18%) from 2024
Net Income
Up$2,234,453
Up $220,312 (+11%) from 2024
Most recent year
2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CONOR O'NEIL | Trustee/Chair | - | $0 | - | - |
| FIONA MCMILLAN | Trustee/Vice Chair | - | $0 | - | - |
| ROBERT J VENABLE | Trustee/President | - | $0 | - | - |
| ABBY MCCORMICK O'NEIL | Trustee/Vice President | - | $0 | - | - |
| HILARY HUNT | Trustee/Vice President | - | $0 | - | - |
| LISA COLLINS MEANEY | Trustee/Vice President | - | $0 | - | - |
| SUSAN D PATTOCK | Secretary/Treasurer | - | $0 | - | - |
| SHELBY KELLAR | Assistant Secretary | - | $0 | - | - |
| CHRISTOPHER HUNT | Trustee | - | $0 | - | - |
| IAN C HUNT | Trustee | - | $0 | - | - |
| BLAIR COLLINS MAUS | Trustee | - | $0 | - | - |
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | LITTLE TRAVERSE CONSERVANCY INC | SOCIAL SERVICES | - | HARBOR SPRINGS, MI, US | $350,000 |
| Paid Grant | DONORS TRUST | SOCIAL SERVICES | - | ALEXANDRIA, VA, US | $322,500 |
| Paid Grant | CHARITIES AID FOUNDATION OF AMERICA | SOCIAL SERVICES | - | ALEXANDRIA, VA, US | $292,500 |
| Paid Grant | ALL CHICAGO | SOCIAL SERVICES | - | CHICAGO, IL, US | $200,000 |
| Paid Grant | NOURISHING HOPE | SOCIAL SERVICES | - | CHICAGO, IL, US | $200,000 |
| Paid Grant | ART INSTITUTE OF CHICAGO | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $150,000 |
| Paid Grant | CHICAGO CITY DAY SCHOOL | EDUCATIONAL | - | CHICAGO, IL, US | $150,000 |
| Paid Grant | OPPORTUNITY INTERNATIONAL | SOCIAL SERVICES | - | CHICAGO, IL, US | $150,000 |
| Paid Grant | RUSH UNIVERSITY MEDICAL CENTER | HOSPITALS, HEALTH, AND MEDICAL | - | CHICAGO, IL, US | $100,000 |
| Paid Grant | RECIPE FOR CHANGE | SOCIAL SERVICES | - | WINNETKA, IL, US | $100,000 |
| Paid Grant | VIZCAYA MUSEUM AND GARDENS TRUST INC | ARTS AND HUMANITIES | - | MIAMI, FL, US | $95,000 |
| Paid Grant | BRAVEHEARTS THERAPEUTIC RIDING & EDUCATION CENTER | SOCIAL SERVICES | - | HARVARD, IL, US | $90,000 |
| Paid Grant | THE ARTS CLUB OF CHICAGO | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $80,000 |
| Paid Grant | THE BHUTAN FOUNDATION | EDUCATIONAL | - | WASHINGTON, DC, US | $80,000 |
| Paid Grant | BALLET THEATER FOUNDATION | ARTS AND HUMANITIES | - | NEW YORK, NY, US | $75,000 |
| Paid Grant | MUSIC AND DANCE THEATER CHICAGO - ANNUAL FUND SUPPORT | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $75,000 |
| Paid Grant | NORTHWESTERN UNIVERSITY - DEERING LIBRARY FUND | EDUCATIONAL | - | EVANSTON, IL, US | $75,000 |
| Paid Grant | ALTUS ACADEMY | EDUCATIONAL | - | CHICAGO, IL, US | $70,000 |
| Paid Grant | HOPE FOR PAWS | SOCIAL SERVICES | - | STUDIO CITY, CA, US | $70,000 |
| Paid Grant | SALVATION ARMY - GILLETTE | SOCIAL SERVICES | - | GILLETTE, WY, US | $70,000 |
| Paid Grant | GANNA WALSKA LOTUSLAND | ENVIRONMENTAL | - | SANTA BARBARA, CA, US | $60,000 |
| Paid Grant | MYRIAD USA INC | SOCIAL SERVICES | - | NEW YORK, NY, US | $57,000 |
| Paid Grant | ARTS ALLIANCE ILLINOIS | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $50,000 |
| Paid Grant | FLOATING MUSEUM NFP | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $50,000 |
| Paid Grant | THE FIELD MUSEUM | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $50,000 |
| Paid Grant | RANSOM EVERGLADES | EDUCATIONAL | - | MIAMI, FL, US | $50,000 |
| Paid Grant | READING BETWEEN THE LINES | EDUCATIONAL | - | CHICAGO, IL, US | $50,000 |
| Paid Grant | DIAN FOSSEY GORILLA FUND | ENVIRONMENTAL | - | ATLANTA, GA, US | $50,000 |
| Paid Grant | INTERNATIONAL CRANE FOUNDATION | ENVIRONMENTAL | - | BARABOO, WI, US | $50,000 |
| Paid Grant | LINCOLN PARK ZOOLOGICAL SOCIETY | ENVIRONMENTAL | - | CHICAGO, IL, US | $50,000 |
| Paid Grant | NATIONAL AUDUBON SOCIETY | ENVIRONMENTAL | - | MIAMI, FL, US | $50,000 |
| Paid Grant | FOUNDATION FOR AFRICAN MEDICINE & EDUCATION | HOSPITALS, HEALTH, AND MEDICAL | - | REDDING, CA, US | $50,000 |
| Paid Grant | SANTA BARBARA COTTAGE HOSPITAL FOUNDATION | HOSPITALS, HEALTH, AND MEDICAL | - | SANTA BARBARA, CA, US | $50,000 |
| Paid Grant | DEERING ESTATE FOUNDATION | OTHER | - | PALMETTO BAY, FL, US | $50,000 |
| Paid Grant | N1 FOUNDATION INC | SOCIAL SERVICES | - | BROOKLYN, NY, US | $50,000 |
| Paid Grant | ST CHRYSOSTOM'S CHURCH | SOCIAL SERVICES | - | CHICAGO, IL, US | $50,000 |
| Paid Grant | TANZANIAN CHILDREN'S FUND | SOCIAL SERVICES | - | CAMBRIDGE, MA, US | $50,000 |
| Paid Grant | AMERICAN HOSPITAL OF PARIS FOUNDATION | HOSPITALS, HEALTH, AND MEDICAL | - | NEW YORK, NY, US | $45,000 |
| Paid Grant | DUPAGE COMMUNITY FOUNDATION | ENVIRONMENTAL | - | DOWNERS GROVE, IL, US | $40,000 |
| Paid Grant | SCHOLARSHIP FOUNDATION OF SANTA BARBARA | EDUCATIONAL | - | SANTA BARBARA, CA, US | $30,000 |
| Paid Grant | MONTECITO FIREFIGHTERS CHARITABLE FOUNDATION | SOCIAL SERVICES | - | SANTA BARBARA, CA, US | $30,000 |
| Paid Grant | MUSEUM OF VERNACULAR ARTS INC | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $27,500 |
| Paid Grant | CHIKAMING OPEN LANDS | ENVIRONMENTAL | - | SAWYER, MI, US | $25,000 |
| Paid Grant | NORTHWESTERN MEMORIAL FOUNDATION | HOSPITALS, HEALTH, AND MEDICAL | - | CHICAGO, IL, US | $25,000 |
| Paid Grant | BETTER GOVERNMENT ASSOCIATION INC | SOCIAL SERVICES | - | CHICAGO, IL, US | $25,000 |
| Paid Grant | ART INSTITUTE OF CHICAGO - ASIAN ART COUNCIL | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $20,000 |
| Paid Grant | ART INSTITUTE OF CHICAGO - LUMINARY | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $20,000 |
| Paid Grant | ART INSTITUTE OF CHICAGO - ROGER AND PETER MCCORMICK PURCHASE FUND | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $20,000 |
| Paid Grant | AT THE WORLD EDGE MUSIC FOUNDATION | ARTS AND HUMANITIES | - | ALBANY, NY, US | $20,000 |
| Paid Grant | BAFFLER FOUNDATION INC | SOCIAL SERVICES | - | NEW YORK, NY, US | $20,000 |
| Paid Grant | NEW DAY FOR CHILDREN | SOCIAL SERVICES | - | ALAMO, CA, US | $20,000 |
| Paid Grant | PAWS OF WAR | SOCIAL SERVICES | - | NESCONSET, NY, US | $20,000 |
| Paid Grant | TROOPS DIRECT | SOCIAL SERVICES | - | SAN RAMON, CA, US | $20,000 |
| Paid Grant | INTERNATIONAL BEETHOVEN PROJECT | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $15,000 |
| Paid Grant | UNIVERSITY OF CHICAGO - SMART MUSEUM OF ART | EDUCATIONAL | - | CHICAGO, IL, US | $15,000 |
| Paid Grant | NORTHWESTERN MEMORIAL HOSPITAL - MAINTENANCE FUND | HOSPITALS, HEALTH, AND MEDICAL | - | CHICAGO, IL, US | $15,000 |
| Paid Grant | WOMEN'S BOARD OF NORTHWESTERN MEMORIAL HOSPITAL | HOSPITALS, HEALTH, AND MEDICAL | - | CHICAGO, IL, US | $15,000 |
| Paid Grant | TURQUOISE MOUNTAIN FOUNDATION | SOCIAL SERVICES | - | WASHINGTON, DC, US | $15,000 |
| Paid Grant | ARTIST'S SPACE | ARTS AND HUMANITIES | - | NEW YORK, NY, US | $10,000 |
| Paid Grant | GRANT PARK MUSIC FESTIVAL | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $10,000 |
| Paid Grant | ALLIANCE FRANCAISE OF CHICAGO | EDUCATIONAL | - | CHICAGO, IL, US | $10,000 |
| Paid Grant | ST STEPHENS EPISCOPAL DAY SCHOOL | EDUCATIONAL | - | MIAMI, FL, US | $10,000 |
| Paid Grant | THE GOW SCHOOL | EDUCATIONAL | - | SOUTH WALES, NY, US | $10,000 |
| Paid Grant | GLOBAL CHRISTIAN RELIEF | SOCIAL SERVICES | - | MERRIFIELD, VA, US | $10,000 |
| Paid Grant | TRANSPARENCY TEXAS | SOCIAL SERVICES | - | MIDLAND, TX, US | $7,500 |
| Paid Grant | MUSIC AND DANCE THEATER CHICAGO | ARTS AND HUMANITIES | - | CHICAGO, IL, US | $5,500 |
| Paid Grant | GREATER CHICAGO FOOD DEPOSITORY | SOCIAL SERVICES | - | CHICAGO, IL, US | $5,000 |
| Paid Grant | ARTISTS AND MOTHERS | ARTS AND HUMANITIES | - | NEW YORK, NY, US | $2,500 |
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/AdjustedNetIncomeAmt | 0 | 0 |
| AccountingFeesSchedule/AccountingFeesDetail/Amt | 0 | 26200 |
| AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt | 0 | ACCOUNTING FEES |
| AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt | 0 | 13100 |
| AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt | 0 | 13100 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | CSX CORP 3.8% 3/01/28 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | FISERV 2.65% 6/1/2030 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | KEYSIGHT TECH 4.6% 04/06/27 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 3 | LINCOLN NATIONAL 3.8% 3/1/28 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 4 | MOODYS CORP 4.25% 2/1/29 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 5 | SHERWIN-WILLIAMS 3.45% 6/01/27 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 6 | WHIRLPOOL CORP 4.75% 2/26/29 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 7 | AUTODESK 2.85% 01/15/30 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 8 | AUTOZONE 4.0% 4/15/30 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 9 | LOWES COMPANIES 2.625% 4/01/31 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 10 | BANK OF NY MELLON 2.5% 1/26/32 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 11 | CLOROX COMPANY 4.6% 05/01/32 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 12 | EQUIFAX 2.35% 9/15/31 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 13 | FIDELITY NATIONAL 5.1% 07/15/32 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 14 | AMGEN 5.25% 03/02/33 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 15 | MCDONALDS 4.6% 09/09/32 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 16 | NASDAQ 5.55% 02/15/34 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 17 | TRACTOR SUPPLY 5.25% 05/15/33 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 18 | AJ GALLAGHER 6.5% 2/15/2034 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 19 | RTX CORP 5.4% 05/01/35 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 20 | TRANE TECH 6.015% 02/15/28 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 21 | AGILENT TECH 4.75% 09/09/34 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 22 | DOW CHEMICAL 6.3% 03/15/33 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 23 | MARATHON PETRO 5.7% 03/01/35 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 246914 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 455867 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 500558 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 3 | 489815 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 4 | 497586 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 5 | 491171 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 6 | 488386 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 7 | 233152 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 8 | 487481 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 9 | 449254 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 10 | 442082 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 11 | 249383 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 12 | 435401 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 13 | 253598 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 14 | 510017 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 15 | 249631 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 16 | 518752 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 17 | 507688 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 18 | 545507 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 19 | 513411 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 20 | 512089 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 21 | 244459 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 22 | 265223 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 23 | 507300 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 246914 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 455867 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 2 | 500558 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 3 | 489815 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 4 | 497586 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 5 | 491171 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 6 | 488386 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 7 | 233152 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 8 | 487481 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 9 | 449254 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 10 | 442082 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 11 | 249383 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 12 | 435401 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 13 | 253598 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 14 | 510017 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 15 | 249631 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 16 | 518752 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 17 | 507688 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 18 | 545507 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 19 | 513411 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 20 | 512089 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 21 | 244459 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 22 | 265223 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 23 | 507300 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 1872880 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 3621340 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 887360 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 617580 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 838500 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 952880 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 1837550 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 1607600 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 6933300 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 2047760 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 4826580 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 1647400 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 2073680 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 1357800 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 2812266 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 1578675 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 1800420 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 1562400 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 1298970 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 965440 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 1504700 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 3367350 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 1260560 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 963696 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 6478820 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 629440 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 7308600 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 1998000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 22785510 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 5229000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 1519876 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 1074100 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 32 | 2232800 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 33 | 407068 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 34 | 258330 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 35 | 1237800 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 36 | 706262 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 1872880 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 3621340 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 887360 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 617580 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 838500 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 952880 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 1837550 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 1607600 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 6933300 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 2047760 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 4826580 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 1647400 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 2073680 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 1357800 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 2812266 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 1578675 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 1800420 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 1562400 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 1298970 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 965440 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 1504700 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 3367350 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 1260560 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 963696 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 6478820 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 629440 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 7308600 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 1998000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 28 | 22785510 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 29 | 5229000 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 30 | 1519876 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 31 | 1074100 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 32 | 2232800 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 33 | 407068 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 34 | 258330 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 35 | 1237800 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 36 | 706262 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | AMAZON.COM, INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | AMPHENOL CORPORATION CLASS A |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | BOEING COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | CARRIER GLOBAL CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | COLGATE-PALMOLIVE COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | WALT DISNEY COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | HOME DEPOT, INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | ISHARES HIGH YIELD CORP BD ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | ISHARES CORE S&P MID-CAP ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | ILLINOIS TOOL WORKS INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | ISHARES RUSSELL 2000 ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | JOHNSON & JOHNSON |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | JPMORGAN CHASE & CO. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | COCA-COLA COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | ELI LILLY AND COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | LOCKHEED MARTIN CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | MCDONALDS CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | MERCK & CO., INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | PAYCHEX, INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | PEPSICO, INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | PROCTER & GAMBLE COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | FLEXSH QUALITY DIV INDEX FD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | RTX CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | THE SOUTHERN COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | SPDR S&P 500 ETF TRUST |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | U.S. BANCORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | VANGUARD FTSE DEVELOP MKTS ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | VANGUARD FTSE AW EX-US ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | VANGUARD INFO TECHNOLOGY ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | VANGUARD FTSE EMERGING MKT ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | WELLS FARGO & COMPANY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | COMMUNICATION SERVICES SPDR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | EXXON MOBIL CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 33 | COMCAST CORP. CLASS A |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 34 | SALESFORCE, INC. |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 35 | ISHARES 1-3 YR TREAS BD ETF |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 36 | INVESCO QQQ TRUST SERIES 1 ETF |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 2260950 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | 4432981 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 121253 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 6815184 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 6815184 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt | 0 | 13100 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt | 0 | 13100 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt | 0 | 26200 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 4432981 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 4225000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 4345000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 2260950 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 2260950 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | 2234453 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 6644499 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 121253 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 121253 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | 4432981 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 6775381 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 20206 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 26703 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 46909 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 162622 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 4258306 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 39803 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 4580731 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 6815184 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 6815184 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 33306 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 39803 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 235731 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 0 | 2008-09-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 1 | 2009-09-25 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 2 | 1984-09-25 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 3 | 2015-05-18 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 4 | 2009-09-16 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 5 | 2009-07-10 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 6 | 2014-06-09 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 7 | 1976-07-26 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 8 | 2012-09-14 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 9 | 2012-02-21 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 10 | 2009-07-15 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 11 | 2009-07-15 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 12 | 2019-06-21 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 13 | 2010-05-19 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 14 | 2008-06-04 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 15 | 1981-07-01 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 16 | 1983-07-26 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 17 | 1984-09-25 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 18 | 1982-06-28 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt | 19 | 1988-02-08 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 52564 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 2801 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 2 | 28605 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 3 | 500000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 4 | 458000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 5 | 89799 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 6 | 121267 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 7 | 2278 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 8 | 41765 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 9 | 26075 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 10 | 113899 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 11 | 56950 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 12 | 500000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 13 | 59521 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 14 | 38095 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 15 | 8500 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 16 | 42133 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 17 | 28331 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 18 | 12488 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 19 | 28447 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | 825579 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 53251 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | 268631 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 3 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 4 | 261566 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 5 | 365778 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 6 | 436370 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 7 | 536610 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 8 | 174353 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 9 | 118004 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 10 | 504923 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 11 | 237508 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 12 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 13 | 262017 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 14 | 102240 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 15 | 11800 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 16 | 66134 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 17 | 66402 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 18 | 34879 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 19 | 106886 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 20 | 50 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | 825579 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 53251 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | 268631 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 3 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 4 | 261566 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 5 | 365778 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 6 | 436370 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 7 | 536610 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 8 | 174353 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 9 | 118004 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 10 | 504923 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 11 | 237508 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 12 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 13 | 262017 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 14 | 102240 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 15 | 11800 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 16 | 66134 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 17 | 66402 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 18 | 34879 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 19 | 106886 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 20 | 50 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 878143 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 56052 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 297236 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 3 | 500000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 4 | 719566 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 5 | 455577 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 6 | 557637 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 7 | 538888 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 8 | 216118 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 9 | 144079 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 10 | 618822 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 11 | 294458 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 12 | 500000 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 13 | 321538 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 14 | 140335 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 15 | 20300 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 16 | 108267 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 17 | 94733 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 18 | 47367 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 19 | 135333 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 20 | 50 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 2 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 3 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 4 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 5 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 6 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 7 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 8 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 9 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 10 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 11 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 12 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 13 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 14 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 15 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 16 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 17 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 18 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 19 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 20 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | 9400 SHS AMPHENOL CORPORATION CLASS A |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | 600 SHS AMPHENOL CORPORATION CLASS A |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | 5000 SHS BRISTOL-MYERS SQUIBB COMPANY |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 3 | 500000 SHS COMCAST CORP 3.375% 2/15/25 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 4 | 12500 SHS CVS HEALTH CORPORATION |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 5 | 4000 SHS WALT DISNEY COMPANY |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 6 | 1500 SHS HOME DEPOT, INC. |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 7 | 700 SHS ELI LILLY AND COMPANY |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 8 | 450 SHS LOCKHEED MARTIN CORPORATION |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 9 | 300 SHS LOCKHEED MARTIN CORPORATION |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 10 | 2000 SHS MCDONALDS CORPORATION |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 11 | 1000 SHS MCDONALDS CORPORATION |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 12 | 500000 SHS MARATHON PETRO 3.625% 09/15/24 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 13 | 2000 SHS PAYCHEX, INC. |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 14 | 1000 SHS RTX CORPORATION |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 15 | 600 SHS SCHLUMBERGER LIMITED |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 16 | 3200 SHS SCHLUMBERGER LIMITED |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 17 | 2800 SHS SCHLUMBERGER LIMITED |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 18 | 1400 SHS SCHLUMBERGER LIMITED |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 19 | 4000 SHS SCHLUMBERGER LIMITED |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 20 | SECURITY LITIGATION SOUTHERN COMPANY |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 0 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 1 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 2 | 2025-03-14 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 3 | 2025-02-18 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 4 | 2024-10-18 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 5 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 6 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 7 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 8 | 2024-12-19 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 9 | 2024-12-19 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 10 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 11 | 2025-06-17 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 12 | 2024-09-16 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 13 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 14 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 15 | 2025-06-06 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt | 16 | 2025-06-06 |
No mirrored PDF or thumbnail assets are attached yet.
Similar nonprofits based on the same Siviq industry and scale cohort. $100M-$250M nonprofits
Palo Alto, CA
View Organization501(c)3
Revenue vs current organization
441% higherAssets vs current organization
About the sameLivonia, MI
View Organization501(c)3
Revenue vs current organization
743% higherAssets vs current organization
About the sameRichmond, VA
View Organization501(c)3
Revenue vs current organization
886% higherAssets vs current organization
About the sameWalnut Creek, CA
View OrganizationRevenue vs current organization
61% lowerAssets vs current organization
About the same