Civic Intelligence

Prockow Charitable Tr Ac1P08

990PF • Fiscal year 2023 • EIN 37-6737689

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
1225 Franklin Avenue 500Garden City, NY 11530

(516) 508-9623

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

0.00x

Higher debt load relative to revenue than 85% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Net Margin

37th percentile

-49%

Higher net margin than 37% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

-0.4%

Faster asset growth than 53% of similar nonprofits.

2023 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$4,898,434

Down $21,434 (-0.4%) from 2022

Net Assets

Down

$4,898,434

Down $21,434 (-0.4%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin37th percentile

Revenue

Up

$44,482

Up $65,647 (+310%) from 2022

Expenses

Down

$66,067

Down $17,931 (-21%) from 2022

Net Income

Up

-$21,585

Up $83,578 (+79%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2021: $5,025,040Liabilities 2021: $1Net Assets 2021: $5,025,0402021Assets 2022: $4,919,868Liabilities 2022: $1Net Assets 2022: $4,919,8682022Assets 2023: $4,898,434Liabilities 2023: $1Net Assets 2023: $4,898,4342023Assets 2024: $4,943,177Liabilities 2024: $10,000Net Assets 2024: $4,933,1772024

Highlighted filing

2023

Assets$4,898,434
Liabilities$1
Net Assets$4,898,434
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2021: $5,169,809Expenses 2021: $144,730Net Income 2021: $5,025,0792021Revenue 2022: -$21,165Expenses 2022: $83,998Net Income 2022: -$105,1632022Revenue 2023: $44,482Expenses 2023: $66,067Net Income 2023: -$21,5852023Revenue 2024: $250,227Expenses 2024: $214,994Net Income 2024: $35,2332024

Highlighted filing

2023

Revenue$44,482
Expenses$66,067
Net Income-$21,585
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BESSEMER TRUST COMPANY OF FLORIDATrusteePT$0--
SUZANNE K PROCKOWTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Prockow Charitable Trust
EIN
37-6737689
Phone
5165089623
Address
1225 FRANKLIN AVENUE 500, GARDEN CITY, NY 11530

Signing Officer

Name
Yue Sun
Title
Trustee
Phone
5165089623
Signed
2024-05-09
Raw XML AppendixShowing 400 of 552 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/Amt02000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01061133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt638450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt86012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt138720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt177419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1815817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt196215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt207332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21240000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2317244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt244663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt256164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2616329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2731448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt286477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt298280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3113175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335211
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3414015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt358937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3721797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3816115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt398201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4014157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4120733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4214844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt434432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4410906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt457614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt469537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4714977
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt485692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt494878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt502091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5110449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt527969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5311906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt546699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt559463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt569105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt575432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5810204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt597679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6015936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt615518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt623117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt633457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt646604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt658921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt667855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6712081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt687024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt692431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7042094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7110092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7216234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7313220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt743630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7551409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7611185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7714349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt784240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt791928849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt804089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt819305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt827566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt837754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8416278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85656231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8611409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8711832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0947672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt133823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt214485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt421237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58803
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt634946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt86859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt98916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt109429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt119397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt124385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1410014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt153237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1613400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt177799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1818902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt198537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt209901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21190263
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt224089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2316652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2512883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2618030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2735667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt285697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt297857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt302581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3113656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt326906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt335641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3417338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt359295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt366419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3717979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3814808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt398354
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4013269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4125797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4218484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt434904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4410910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt456712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt467947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4712955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt483740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt496011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt504382
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5115694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt527565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5312301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt549873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5516660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5611235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt577154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt589644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt597999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6016146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt618435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt623874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt635653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt647501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6511458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt668477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6722284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt687159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt692486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7052368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt717780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7214312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7316868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt745192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7564678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7613533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7717533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt784952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt791682101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt804149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8112476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt829761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt835526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8415996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt85506992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt869111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt879982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm093000.27 OW FIXED INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1240.00 ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm290.00 TAKE-2 INTERACTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm340.00 LIVE NATION ENTERTMNT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm460.00 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm558.00 EXPEDIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6230.00 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73.00 AUTOZONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm814.00 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911.00 LVMH MOET HENNESSY VUITTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106.00 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11130.00 DOLLARAMA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1211.00 POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1371.00 HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1445.00 LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1575.00 BATH & BODY WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1685.00 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17117.00 BJ'S WHOLESALE CLUB HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18320.00 ALIMENTATION COUCHE-TARD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19188.00 US FOODS HOLDING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2015.00 COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2123460.41 OW CREDIT INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22140.00 CHAMPIONX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23320.00 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2432.00 PIONEER NATURAL RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25111.00 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26106.00 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27137.00 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2898.00 NASDAQ INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2927.00 AON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3060.00 RYAN SPECIALTY HOLDNGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3131.00 S&P GLOBAL INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3276.00 TRADEWEB MARKETS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3329.00 WEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34135.00 INTERCONTINENTAL EXCHG INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3571.00 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36160.00 BROOKFIELD CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37534.00 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3864.00 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3938.00 STERIS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4025.00 THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4149.00 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4290.00 CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4316.00 MEDPACE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4480.00 HEALTH CARE SELECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45294.00 AVANTOR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4621.00 COOPER COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4756.00 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4815.00 TELEFLEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4947.00 BOOZ ALLEN HAMILTON HLDGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5010.00 SAIA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51290.00 HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52170.00 WILLSCOT MOBILE MINI HOLDI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53155.00 CANADIAN PACIFIC KANSAS CI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5441.00 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55340.00 COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5624.00 NORTHROP GRUMMAN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5741.00 CLEAN HARBORS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5839.00 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59115.00 ASHTEAD GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60235.00 TRANSUNION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6127.00 CARLISLE COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6247.00 SMITH A O CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6326.00 LINCOLN ELEC HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6433.00 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65190.00 MARVELL TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6612.00 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6745.00 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6845.00 KEYSIGHT TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691.00 CONSTELLATION SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70272.00 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7139.00 NICE LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7219.00 ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73160.00 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7410.00 ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75172.00 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7630.00 GARTNER INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7756.00 MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7823.00 MANHATTAN ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7996895.27 OW LARGE CAP STRATEGIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8060.00 CRH PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8140.00 SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8243.00 VULCAN MATERIALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83230.00 ISHARES CHINA LRGE-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84120.00 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8532857.57 OW SMALL & MIDCAP STRAT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86150.00 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87138.00 AMEREN CORP
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt067395
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-22913
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt044482
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt044482
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02021
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04043
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06067
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt057776
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt057776
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt067395
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt067395
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-21585
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0242542
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-22913
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt063256
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt096
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0224
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt061797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt066067
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt067395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt044482
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08291
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt058654
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1206800
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-2806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-20125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-2806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-20125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt055848
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1186675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-22912
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-21585
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0151
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04898434
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04919868
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04898434
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0205345
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0205345
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0205345
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0206224
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0879
IRS990PF/DistributableAmountGrp/TotalTaxAmt0879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0810
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0879
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01689
IRS990PF/FMVAssetsEOYAmt04448714
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0509
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0273
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0509
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0509
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04812765
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04807220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04357500
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04919868
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04898434
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0106830
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt090705
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt090705
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04919868
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04898434
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04448714
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04919868
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04898434
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04919868
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04898434
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04187282
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0116384
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04070898
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062809
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0206224
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04124473
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04187282
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BESSEMER TRUST COMPANY OF FLORIDA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUZANNE K PROCKOW

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,898,434
Liabilities
$1
Net assets
$4,898,434
Revenue
$44,482
Expenses
$66,067
Net income
-$21,585
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.94$0.01$4.93$0.25$0.21$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.04$0.07$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.00$4.92$0.02$0.08$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.00$5.03$5.17$0.14$5.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • NTEE T22 • $1M-$5M nonprofits