Civic Intelligence

Aberdeen Charitable Foundation

EIN 36-7314675 • Rockford, IL

6838 E State Street Suite 2Rockford, IL 61108
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$4,963

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 6.3% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

58%

Faster revenue growth than 84% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$930,844

Up $20,262 (+2.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$930,844

Up $20,262 (+2.2%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin77th percentile

Revenue

Down

$78,317

Down $202,063 (-72%) from 2023

Expenses

Up

$58,496

Up $12,454 (+27%) from 2023

Net Income

Down

$19,821

Down $214,517 (-92%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$1.0M$500K$0Assets 2020: $678,691Liabilities 2020: $0Net Assets 2020: $678,6912020Assets 2021: $693,478Liabilities 2021: $0Net Assets 2021: $693,4782021Assets 2022: $676,681Liabilities 2022: $0Net Assets 2022: $676,6812022Assets 2023: $910,582Liabilities 2023: $0Net Assets 2023: $910,5822023Assets 2024: $930,844Liabilities 2024: $0Net Assets 2024: $930,8442024

Highlighted filing

2024

Assets$930,844
Liabilities$0
Net Assets$930,844
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $48,421Expenses 2020: $43,102Net Income 2020: $5,3192020Revenue 2021: $59,830Expenses 2021: $44,874Net Income 2021: $14,9562021Revenue 2022: $31,298Expenses 2022: $47,842Net Income 2022: -$16,5442022Revenue 2023: $280,380Expenses 2023: $46,042Net Income 2023: $234,3382023Revenue 2024: $78,317Expenses 2024: $58,496Net Income 2024: $19,8212024

Highlighted filing

2024

Revenue$78,317
Expenses$58,496
Net Income$19,821
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$930,844
Liabilities
$0
Net assets
$930,844
Revenue
$78,317
Expenses
$58,496
Net income
$19,821
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.31$0.00$9.31$0.78$0.58$0.20
2023Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$2.80$0.46$2.34
2022Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.31$0.48$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$0.60$0.45$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.48$0.43$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$4,963-$4,963
CHRISTINE M SCOTTCharitable Manager-$0--
BRADLEY C STOTTCharitable Manager-$0--
DANIEL P ANDERSONCharitable Manager-$0--
WINTHROP A ANDERSONCharitable Manager-$0--
MARY A ANDERSONCharitable Manager-$0--
Filing and Contact Details

Filer

Filer Name
Aberdeen Charitable Foundation
EIN
36-7314675
Address
6838 E STATE STREET SUITE 2, ROCKFORD, IL 61108

Signing Officer

Name
Kristin Stupples
Title
Vice President
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Raw XML AppendixShowing 400 of 708 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD SHTM INVEST GRADE ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VANGUARD INTERM TERM TREAS ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ISHARES MBS ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3JANUS HENDERSON AAA CLO ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4ISHARES 20 YEAR TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt083517
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt169754
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt269835
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt386073
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt434032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt084914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt169136
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt269768
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt386461
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt432137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt936831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1732392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1842432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1998402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2042135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt283112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt303134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3376164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt347353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3610345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt371371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3930957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt433175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt443062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4520000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt462166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt476972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt482958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt492392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5034883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt959105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt105508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt144499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt156203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt166687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1746095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1857607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19106966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2063253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2412286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt256799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt265126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt283425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt292257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt303840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt315811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt328390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3394954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt348492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt355676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3613067
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt374029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt385823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3935891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt402120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt415799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4519592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt462125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt478783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt483240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt492470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5033943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC - CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AMERICAN WATER WORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE COMPUTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DANAHER CORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DISNEY COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ISHARES TR S&P MIDCAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MERCK & CO INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20VANGUARD EQUITY INCOME - ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21INVESCO OPPENHEIMER DEV MKTS -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ISHARES TR S&P MIDCAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23ISHARES CORE MSCI EATE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ISHARES S&P 500 GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29BERKSHIRE HATHAWAY INC - CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EOG RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33HALLIBURTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35INTERCONTINENTAL EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37JPMORGAN US QUALITY FACTOR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SPDR PORTFOLIO S&P 600 SM CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNITED PARCEL SERVICE - CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48WAL-MART STORES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49THE AMBASSADOR FUND INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51META PLATFORMS, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ISHARES CORE MSCI EMERGING MAR
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt032690
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt045562
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt065
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt078317
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt078317
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt045562
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01985
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt02978
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt04963
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt043000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt043000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt032690
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt032690
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt019821
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0213242
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt045562
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt075007
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0332
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt010533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03310
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt058496
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt078317
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt078317
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03310
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015496
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22012-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42009-05-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72002-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82022-04-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122012-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132012-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt37302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt934505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt108131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11432
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12816
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt153775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1669286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt45069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt66537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt78427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt81530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt122936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt172504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt182504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt202504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt212504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt222504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt232504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt242504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt252504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt262504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt272504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt282504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt292504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt302504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt322504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt332504
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29554
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt45069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt78427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9562
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11899
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt122936
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt210565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt67179
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt78794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt85009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt935067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1010052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111331
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt155000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1669917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc039.422 INVESCO DEVELOPING MARKETS R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1859.383 INVESCO DEVELOPING MARKETS R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc259. ALPHABET INC-CL C
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc352. AMERICAN WATER WORKS CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc427. APPLE COMPUTER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc529. CVS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc69. COSTCO WHOLESALE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc733. DANAHER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc851. ISHARE922031406S S&P 500 GROWTH INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9376. ISHARES MBS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10177. JPMORGAN US QUALITY FACTOR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc115. MCDONALDS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1230. ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1349. PFIZER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1410. SALESFORCE.COM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1552.187 VANGUARD EQUITY INCOME - ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161184. VANGUARD INTERMEDIATE-TERM TREAS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc30CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045562
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt019821
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0441
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0930844
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0910582
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0930844

Document Assets

No mirrored PDF or thumbnail assets are attached yet.