Civic Intelligence

Calvin P & Irma B Bentley Charitable Fnd

EIN 38-6043873 • Pittsburgh, PA

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

83rd percentile

39%

Higher net margin than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

50th percentile

$9,264

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

56th percentile

4.6%

Faster asset growth than 56% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

77th percentile

45%

Faster revenue growth than 77% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,053,786

Up $46,451 (+4.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,053,786

Up $46,451 (+4.6%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin83rd percentile

Revenue

Up

$115,676

Up $36,101 (+45%) from 2024

Expenses

Up

$70,979

Up $8,077 (+13%) from 2024

Net Income

Up

$44,697

Up $28,024 (+168%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $758,391Liabilities 2010: $0Net Assets 2010: $758,3912010Assets 2011: $832,006Liabilities 2011: $0Net Assets 2011: $832,0062011Assets 2012: $852,166Liabilities 2012: $0Net Assets 2012: $852,1662012Assets 2013: $889,907Liabilities 2013: $0Net Assets 2013: $889,9072013Assets 2014: $937,500Liabilities 2014: $0Net Assets 2014: $937,5002014Assets 2015: $921,748Liabilities 2015: $0Net Assets 2015: $921,7482015Assets 2016: $931,206Liabilities 2016: $0Net Assets 2016: $931,2062016Assets 2017: $924,925Liabilities 2017: $0Net Assets 2017: $924,9252017Assets 2018: $920,379Liabilities 2018: $0Net Assets 2018: $920,3792018Assets 2019: $914,913Liabilities 2019: $0Net Assets 2019: $914,9132019Assets 2020: $935,506Liabilities 2020: $0Net Assets 2020: $935,5062020Assets 2021: $1,003,052Liabilities 2021: $0Net Assets 2021: $1,003,0522021Assets 2022: $1,021,794Liabilities 2022: $0Net Assets 2022: $1,021,7942022Assets 2023: $988,732Liabilities 2023: $0Net Assets 2023: $988,7322023Assets 2024: $1,007,335Liabilities 2024: $0Net Assets 2024: $1,007,3352024Assets 2025: $1,053,786Liabilities 2025: $0Net Assets 2025: $1,053,7862025

Highlighted filing

2025

Assets$1,053,786
Liabilities$0
Net Assets$1,053,786
Open 2025 Filing

Operations Trend

Revenue Growth77th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $48,8832010Expenses 2011: $34,6422011Expenses 2012: $36,4412012Revenue 2013: $73,146Expenses 2013: $35,405Net Income 2013: $37,7412013Revenue 2014: $99,708Expenses 2014: $52,115Net Income 2014: $47,5932014Revenue 2015: $48,363Expenses 2015: $64,115Net Income 2015: -$15,7522015Revenue 2016: $72,374Expenses 2016: $61,531Net Income 2016: $10,8432016Revenue 2017: $50,050Expenses 2017: $56,295Net Income 2017: -$6,2452017Revenue 2018: $51,846Expenses 2018: $56,344Net Income 2018: -$4,4982018Revenue 2019: $54,037Expenses 2019: $59,269Net Income 2019: -$5,2322019Revenue 2020: $80,191Expenses 2020: $58,073Net Income 2020: $22,1182020Revenue 2021: $134,346Expenses 2021: $70,186Net Income 2021: $64,1602021Revenue 2022: $89,620Expenses 2022: $68,929Net Income 2022: $20,6912022Revenue 2023: $33,067Expenses 2023: $65,946Net Income 2023: -$32,8792023Revenue 2024: $79,575Expenses 2024: $62,902Net Income 2024: $16,6732024Revenue 2025: $115,676Expenses 2025: $70,979Net Income 2025: $44,6972025

Highlighted filing

2025

Revenue$115,676
Expenses$70,979
Net Income$44,697
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,053,786
Liabilities
$0
Net assets
$1,053,786
Revenue
$115,676
Expenses
$70,979
Net income
$44,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.12$0.07$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.08$0.06$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.03$0.07$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.09$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.13$0.07$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.08$0.06$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.05$0.06$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.05$0.06$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.05$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.07$0.06$0.01
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.92$0.00$0.92$0.05$0.06$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.10$0.05$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.04$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 23, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrustee-$9,264-$9,264
JEROME T MOORE JRDist Cmtee-$0--
CALVIN B MOOREDist Cmtee-$0--
DAVIS BREWERDist Cmtee-$0--
ALAN BREWERDist Cmtee-$0--
MARTHA BREWERDist Cmtee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST PRESBYTERIAN CHURCHGENERAL SUPPORTPCMONTGOMERY, AL, US$7,500
Paid GrantST JAMES UNITED METHODIST CHURCHGENERAL SUPPORTPCMONTGOMERY, AL, US$5,000
Paid GrantFORGOTTEN CHILDREN MINISTRIESGENERAL SUPPORTPCCHATTANOOGA, TN, US$4,500
Paid GrantUNITED MINISTRIES INCGENERAL SUPPORTPCPENSACOLA, FL, US$4,500
Paid GrantMUSEUM OF CONTEMPORARY ART OF GEORGIA INC (AKA MOCA GA)GENERAL SUPPORTPCATLANTA, GA, US$3,158
Paid GrantLOAVES AND FISHES SOUP KITCHENGENERAL SUPPORTPCPENSACOLA, FL, US$2,850
Paid GrantAUBURN UNIVERSITY - MONTGOMERY DEPT OF BIOLOGYGENERAL SUPPORTPCMONTGOMERY, AL, US$2,500
Paid GrantATLANTA SYMPHONY ORCHESTRAGENERAL SUPPORTPCATLANTA, GA, US$2,000
Paid GrantAUBURN SCHOOL OF NURSINGGENERAL SUPPORTPCMONTGOMERY, AL, US$2,000
Paid GrantMANNA FOOD BANKGENERAL USEPCPENSACOLA, FL, US$2,000
Paid GrantSALVATION ARMYCHARITABLEEXEMPT CHARITYMONTGOMERY, AL, US$1,900
Paid GrantST JUDE CHILDRENS RESEARCH HOSPITALGENERAL SUPPORTPCMEMPHIS, TN, US$1,850
Paid GrantHOLLINS UNIVERSITYGENERAL SUPPORTPCROANOKE, VA, US$1,842
Paid GrantWTSU - WTWA - WTJB TROY UNIVERSITY PUBLIC RADIOGENERAL SUPPORTPCTROY, AL, US$1,700
Paid GrantMONTGOMERY SYMPHONY ORCHESTRA INCGENERAL SUPPORTPCMONTGOMERY, AL, US$1,500
Paid GrantOPERA THEATRE OF SAINT LOUISGENERAL SUPPORTPCST LOUIS, MO, US$1,500
Paid GrantSOUTHERN MUSEUM OF FLIGHT FOUNDATION INCGENERAL SUPPORTPCBIRMINGHAM, AL, US$1,500
Paid GrantALABAMA WILDLIFE FEDERATION INCGENERAL SUPPORTPCMILLBROOK, AL, US$1,100
Paid GrantLAWRENCEVILLE SCHOOLGENERAL SUPPORTPCLAWRENCEVILLE, NJ, US$1,000
Paid GrantPSC VISUAL ARTS DEPARTMENTGENERAL SUPPORTPCPENSACOLA, FL, US$1,000
Paid GrantFELLOWSHIP OF CHRISTIAN ATHLETESGENERAL SUPPORTPCPENSACOLA, FL, US$1,000
Paid GrantTHE ATLANTA OPERA INCGENERAL SUPPORTPCATLANTA, GA, US$1,000
Paid GrantPENSACOLA STATE COLLEGE FDN INC WSRE-TV / VISUAL ARTSGENERAL USEPCPENSACOLA, FL, US$1,000
Paid GrantHUNTINGDON COLLEGEGENERAL SUPPORTPCMONTGOMERY, AL, US$1,000
Paid GrantTRINITY PRESBYTERIAN CHURCHGENERAL SUPPORTPCMONTGOMERY, AL, US$1,000
Paid GrantFAITH BROADCASTING INCGENERAL SUPPORTPCMONTGOMERY, AL, US$600
Paid GrantAUDOBON SOCIETY OF WYOMING ROCKY MOUNTAIN REGIONAL OFFICEGENERAL SUPPORTPCFORT COLLINS, CO, US$500
Paid GrantGEORGIA-ALABAMA LAND TRUST INCGENERAL SUPPORTPCPIEDMONT, AL, US$500
Paid GrantWOUNDED WARRIORS FAMILY SUPPORTGENERAL SUPPORTPCOMAHA, NE, US$500
Paid GrantTUNNEL TO TOWERSGENERAL SUPPORTPCSTATEN ISLAND, NY, US$500
Paid GrantWILDLIFE SANCTUARY OF NORTHWEST FLORIDA INCGENERAL SUPPORTPCPENSACOLA, FL, US$500
Paid GrantPENSACOLA HUMANE SOCIETYGENERAL SUPPORTPCPENSACOLA, FL, US$500
Paid GrantJACKSON HOLE LAND TRUSTGENERAL SUPPORTPCJACKSON HOLE, WY, US$500
Filing and Contact Details

Filer

Filer Name
Calvin P & Irma B Bentley Charitable Fnd Pnc
EIN
38-6043873
Phone
2052269250
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
2052269250
Signed
2025-12-23
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Raw XML AppendixShowing 400 of 1,281 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/BondNm0037833AS9 APPLE INC UNSC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm106051GFF1 BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2191216CM0 COCA-COLA CO/THE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm320030NBW0 COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm438141GVM3 GOLDMAN SACHS GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5437076BK7 HOME DEPOT INC CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm668389XAU9 ORACLE CORP CALL 04/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm787612EBH8 TARGET CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm894974BGH7 WELLS FARGO & COMPAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025016
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt225164
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt023399
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt124502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt224488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710822
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt124250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135063
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1712538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt197600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2118870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2219881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2318930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2418668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2514731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2617823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2720007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2819970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt298555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt308814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3119091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt329820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt337690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt348947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt359542
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3620422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3720541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt389321
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt399143
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt405523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4213150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt439001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4412636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4510049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4615447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt06831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt325251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt643328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt712156
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt919682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1087693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt137347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt143116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt164226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1712306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1821166
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt205545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2116155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2222106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2320252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2413220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2513596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2618513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2720861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2828389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt299642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt306295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3118118
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt329507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt338538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3416496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt358483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3633475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3719075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt389115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt398433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt406121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4213731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt438378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4413812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4511459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4616841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302079K107 ALPHABET INC/CA-CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402079K305 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6026874784 AMERICAN INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7052769106 AUTODESK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9075887109 BECTON DICKINSON & C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12099724106 BORG WARNER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1314448C104 CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1520825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1825746U109 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19302130109 EXPEDITORS INTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2030303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21303075105 FACTSET RESH SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2235671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2337045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24416515104 HARTFORD FINL SVCS G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28452327109 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2946120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3048251W104 KKR & CO INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31502431109 L3 HARRIS TECHNOLOGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32571748102 MARSH & MCLENNAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3461174X109 MONSTER BEVERAGE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3562944T105 NVR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36631103108 NASDAQ INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3764110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3866987V109 NOVARTIS AG SPONSORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39670100205 NOVO NORDISK A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4067066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4168389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4370450Y103 PAYPAL HOLDINGS INC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46747525103 QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4775886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48771195104 ROCHE HOLDING LTD SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4978410G104 SBA COMMUNICATIONS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50784117103 SEI INVESTMENT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5178467J100 SS&C TECHNOLOGIES HO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5279466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53824348106 SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5482509L107 SHOPIFY INC - A W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55852234103 BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57874054109 TAKE TWO INTERACTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5888160R101 TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6089832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6292343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6392532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6492826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6594106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66949746101 WELLS FARGO & COMPAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67962166104 WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6898138H101 WORKDAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69988498101 YUM! BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7098850P109 YUM CHINA HOLDINGS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71G5960L103 MEDTRONIC PLC SEDOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72020002101 ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73143130102 CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7540412C101 HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76521865204 LEAR CORP- W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77573284106 MARTIN MARIETTA MATL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79009158106 AIR PRODUCTS & CHEMI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8003027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8103076C106 AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82053015103 AUTOMATIC DATA PROCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8312514G108 CDW CORP/DE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8522160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86452308109 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8746625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9058933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9165339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92704326107 PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9411135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9520030N101 COMCAST CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96512807306 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98571903202 MARRIOTT INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100718546104 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10174340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102872540109 TJX COMPANIES INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10491324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10592939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0182757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt173618
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt264442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt356077
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt425000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0056823396 BAILLIE GIFFORD EMER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131428Q739 FEDERATED TOTAL RETU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2464287648 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt374256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt446432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt578462F103 SPDR S&P 500 ETF TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6256210105 DODGE & COX INCOME F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0176751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1114574
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2142451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt384605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt424578
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt028984
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt086692
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0115676
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0115676
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt086692
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03706
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05558
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09264
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028984
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028984
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt044697
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0291378
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt086692
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0110065
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt063706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt070979
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0115676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0115676
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05611
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010979
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62022-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72016-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122015-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132018-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142017-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162024-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182024-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-08-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt71876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt101651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt162953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt174958
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt182442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt192138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt203490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt226208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2325000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt241188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt262645
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt272127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt283071
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt291431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt302470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3119488
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt328496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt332066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3410529
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3510577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt368509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt373254
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt384016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt391310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt404311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt419820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt424912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4324642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-383
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10545
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt131743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt141311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt152133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt164921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt171032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt194963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2015133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt218781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt227946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt232648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt251229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt263059
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt271285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt282703
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt293522
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt30300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt324135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33-469
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34-3205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt35-615
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt36-256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt372765
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt386200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39-162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40378
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt414641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt42358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt434204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt444204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt454204

Document Assets

No mirrored PDF or thumbnail assets are attached yet.