Civic Intelligence

John E Timm Charitable Trust

990PF • Fiscal year 2019 • EIN 37-1023095

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 13, 2020

Organization Profile
201 Clock Tower DriveEast Peoria, IL 61611

(309) 407-3910

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

85%

Higher net margin than 96% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$14,291

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

95th percentile

81%

Faster asset growth than 95% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

975%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,554,382

Up $696,431 (+81%) from 2018

Net Assets

Up

$1,554,382

Up $696,431 (+81%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$724,909

Up $657,478 (+975%) from 2018

Expenses

Up

$111,113

Up $33,852 (+44%) from 2018

Net Income

Up

$613,796

Up $623,626 (+6344%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $998,311Liabilities 2011: $0Net Assets 2011: $998,3112011Assets 2014: $939,300Liabilities 2014: $0Net Assets 2014: $939,3002014Assets 2015: $942,768Liabilities 2015: $0Net Assets 2015: $942,7682015Assets 2016: $906,908Liabilities 2016: $0Net Assets 2016: $906,9082016Assets 2017: $865,742Liabilities 2017: $0Net Assets 2017: $865,7422017Assets 2018: $857,951Liabilities 2018: $0Net Assets 2018: $857,9512018Assets 2019: $1,554,382Liabilities 2019: $0Net Assets 2019: $1,554,3822019Assets 2020: $1,502,308Liabilities 2020: $0Net Assets 2020: $1,502,3082020Assets 2022: $1,423,813Liabilities 2022: $0Net Assets 2022: $1,423,8132022

Highlighted filing

2019

Assets$1,554,382
Liabilities$0
Net Assets$1,554,382
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$800K$600K$400K$200K$0-$200KExpenses 2011: $60,9202011Revenue 2014: $41,918Expenses 2014: $67,103Net Income 2014: -$25,1852014Revenue 2015: $75,712Expenses 2015: $72,244Net Income 2015: $3,4682015Revenue 2016: $38,015Expenses 2016: $73,875Net Income 2016: -$35,8602016Revenue 2017: $41,390Expenses 2017: $82,556Net Income 2017: -$41,1662017Revenue 2018: $67,431Expenses 2018: $77,261Net Income 2018: -$9,8302018Revenue 2019: $724,909Expenses 2019: $111,113Net Income 2019: $613,7962019Revenue 2020: $47,976Expenses 2020: $97,832Net Income 2020: -$49,8562020Revenue 2022: $37,230Expenses 2022: $103,030Net Income 2022: -$65,8002022

Highlighted filing

2019

Revenue$724,909
Expenses$111,113
Net Income$613,796
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 13, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$14,291-$14,291
Filing and Contact Details

Filer

Filer Name
John E Timm Charitable Trust
EIN
37-1023095
Phone
3094073910
Address
201 CLOCK TOWER DRIVE, EAST PEORIA, IL 61611

Signing Officer

Name
Alana Parm
Title
Sr Tr Officer
Phone
3094073910
Signed
2020-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Raw XML AppendixShowing 400 of 782 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/Amt01445
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0361
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01084
CompensationExplanation/CompensationExplanationGrp/BusinessName/BusinessNameLine1Txt0MORTON COMMUNITY BANK
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0TRUSTEE FEES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMGEN INC SR GLBL NT 23
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1APPLE INC SR GLBL NT 24
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2QUALCOMM INC SR NT 3% 22
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ABBVIE INC SR NT 2.5% 20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4GLAXOSMITHKLINE CAP INC SR GLB
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5MCDONALDS CORP MED TERM NT BE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6ORACLE CORP 2.8% 21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7UNITED PARCEL SERVICE INC SR G
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049901
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt251030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt350059
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt451866
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550396
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650675
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt750316
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt050470
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt151722
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt251264
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt350075
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt452149
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt550342
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt650764
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt750802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt322870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt716901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt814536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt911821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1010608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1115998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1214751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1316018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1410513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1514405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1613042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1714185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1817036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1923066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2012395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2114972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2211629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2416436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2515982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2619450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2716177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2814626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2912289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3014327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3116470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3212908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3317787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3423110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3518696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3612981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3712254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3811430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3912877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4014330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4112044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4211779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4325006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4419900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4511013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4619766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4715499
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4816039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4915671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5013119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5111991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5212808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5313012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5413410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5513288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5612249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5712648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5810861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5913839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt609333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6113246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6210843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6319082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6410570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6512095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6612806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6712124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6815767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6918211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt709534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7110030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7212844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7317023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt747857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt759293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7618614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt778974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt518515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt614056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt724107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt815561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt913841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1012568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1122467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1216258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1314388
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1414858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1515064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1614494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1717326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1819085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1925310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2012987
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2115962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2212600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2312925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2419141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2517900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2623085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2717635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2816068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2913279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3016379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3117700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3213404
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3323940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3425527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3524395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3613755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3713838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3814495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3915048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4016712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4113232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4215063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4331540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4424216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4514101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4619413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4715894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4817084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4914693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5015613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5112764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5215963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5313948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5416686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5517646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5613351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5711994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5815352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5915457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt609894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6115925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6213653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6323448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6412672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6519232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6615230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6713328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6819244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6922049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7011706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7111858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7214976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7318420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7412694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt758302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7620634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt778723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GENERAL ELECTRIC CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MERCK & CO. INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2WEC ENERGY GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3WELLS FARGO CO NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN ELEC PWR CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AFLAC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALLSTATE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERICAN EXPRESS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BANK NEW YORK MELLON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BLACKROCK INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BRISTOL-MYERS SQUIBB CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CONOCOPHILLIPS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CISCO SYS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CVS HEALTH CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CHEVRON CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17DOMINION ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DEERE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DISCOVER FINL SVCS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DISNEY WALT CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DTE ENERGY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DUKE ENERGY CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BRINKER INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24ENBRIDGE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25EVERSOURCE ENERGY COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EVERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27FIRSTENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28GENERAL DYNAMICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GENERAL MLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30GENUINE PARTS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32HONEYWELL INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33INTERNATIONAL BUSINESS MACHS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34INTEL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36JPMORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37KIMBERLY CLARK CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38COCA COLA CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39KROGER CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ALLIANT ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MARSH & MCLENNAN COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm423M CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MARATHON PETE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NEXTERA ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NATIONAL GRID PLC SPONSORED AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NORFOLK SOUTHERN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PNC FINL SVCS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54PORTLAND GEN ELEC CO COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55PPG INDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ROYAL CARIBBEAN CRUISES LTD CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58ROYAL DUTCH SHELL PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59RPM INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60SCHWAB CHARLES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61SOUTH JERSEY INDS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62SOUTHERN CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64AT&T INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65TRUIST FINL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66TARGET CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67PRICE T ROWE GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TC ENERGY CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69TEXAS INSTRS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71UNITED PARCEL SERVICE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72US BANCORP DEL COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73RAYTHEON TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74VERIZON COMMUNICATIONS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WESTERN DIGITAL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76WILLIAMS COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77XCEL ENERGY INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78EXXON MOBIL CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt09712
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0INVESCO QQQ TR UNIT SER 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD WORLD FDS UTILITIES E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD FENWAY FDS EQTY INCM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VANGUARD INDEX FDS 500INDEX AD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4VANGUARD INDEX FDS TOT STKIDX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VANGUARD/WELLESLEY INCOME FD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6ALPS ETF TR ALERIAN MLP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt036687
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0688222
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0724909
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0724909
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0361
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01084
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01445
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0688222
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014291
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt014291
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt083425
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt083425
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt036302
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt036687
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0613796
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01515262
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0688222
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0708988
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0127
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09527
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0161
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt083801
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015536
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0111113
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0724524
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0724909
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0376
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015536
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027688
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22003-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42000-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92016-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102011-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112011-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122011-03-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt131991-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-02-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt028
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44492
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51785
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7195484
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8165199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9142129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10125283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11116163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1223759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1411717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1510773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt167049
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt228451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt358738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt417365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-84
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt839065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt928286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1097286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11163385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12152260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13100908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt151141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-97
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11620
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt228451
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt358738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt417365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-84
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt839065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt928286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1097286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11163385
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12152260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13100908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-72
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt151141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-97
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1770

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,554,382
Liabilities
$0
Net assets
$1,554,382
Revenue
$724,909
Expenses
$111,113
Net income
$613,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.04$0.10$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.00$1.50$0.05$0.10$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.72$0.11$0.61
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.07$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.04$0.08$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.04$0.07$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.08$0.07$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.07$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.06