Civic Intelligence

John C & Velma Doig Irrevocable Trust C/O Old National Wealth Management

EIN 38-6817716 • Evansville, IN

PO Box 207Evansville, IN 47702-0207
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

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-1.5%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

11th percentile

-30%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,840,382

Down $28,529 (-1.5%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Down

$1,840,382

Down $28,529 (-1.5%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin18th percentile

Revenue

Down

$151,303

Down $65,747 (-30%) from 2024

Expenses

Up

$179,832

Up $15,263 (+9.3%) from 2024

Net Income

Down

-$28,529

Down $81,010 (-154%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,865,159Liabilities 2011: $02011Assets 2012: $1,843,192Liabilities 2012: $02012Assets 2013: $1,864,089Liabilities 2013: $02013Assets 2014: $1,859,858Liabilities 2014: $02014Assets 2015: $1,818,935Liabilities 2015: $02015Assets 2019: $2,003,378Liabilities 2019: $02019Assets 2020: $1,888,838Liabilities 2020: $02020Assets 2021: $1,828,798Liabilities 2021: $1Net Assets 2021: $1,828,7982021Assets 2022: $1,874,267Liabilities 2022: $1Net Assets 2022: $1,874,2672022Assets 2023: $1,816,430Liabilities 2023: $1Net Assets 2023: $1,816,4302023Assets 2024: $1,868,911Liabilities 2024: $1Net Assets 2024: $1,868,9112024Assets 2025: $1,840,382Liabilities 2025: $0Net Assets 2025: $1,840,3822025

Highlighted filing

2025

Assets$1,840,382
Liabilities$0
Net Assets$1,840,382
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $109,883Expenses 2011: $104,320Net Income 2011: $5,5632011Revenue 2012: $93,449Expenses 2012: $115,416Net Income 2012: -$21,9672012Revenue 2013: $137,202Expenses 2013: $116,305Net Income 2013: $20,8972013Revenue 2014: $122,462Expenses 2014: $126,693Net Income 2014: -$4,2312014Revenue 2015: $97,314Expenses 2015: $138,237Net Income 2015: -$40,9232015Revenue 2019: $429,031Expenses 2019: $187,488Net Income 2019: $241,5432019Revenue 2020: $119,017Expenses 2020: $233,557Net Income 2020: -$114,5402020Revenue 2021: $95,654Expenses 2021: $155,694Net Income 2021: -$60,0402021Revenue 2022: $220,017Expenses 2022: $174,548Net Income 2022: $45,4692022Revenue 2023: $120,711Expenses 2023: $178,548Net Income 2023: -$57,8372023Revenue 2024: $217,050Expenses 2024: $164,569Net Income 2024: $52,4812024Revenue 2025: $151,303Expenses 2025: $179,832Net Income 2025: -$28,5292025

Highlighted filing

2025

Revenue$151,303
Expenses$179,832
Net Income-$28,529
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$1,840,382
Liabilities
$0
Net assets
$1,840,382
Revenue
$151,303
Expenses
$179,832
Net income
-$28,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.15$0.18$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.22$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.22$0.17$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.10$0.16$0.06
2020Summary only. Only limited summary data is available for this year.$1.89$0.00$0.12$0.23$0.11
2019Summary only. Only limited summary data is available for this year.$2.00$0.00$0.43$0.19$0.24
2015Summary only. Only limited summary data is available for this year.$1.82$0.00$0.10$0.14$0.04
2014Summary only. Only limited summary data is available for this year.$1.86$0.00$0.12$0.13$0.00
2013Summary only. Only limited summary data is available for this year.$1.86$0.00$0.14$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$1.84$0.00$0.09$0.12$0.02
2011Summary only. Only limited summary data is available for this year.$1.87$0.00$0.11$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OLD NATIONAL WEALTH MANAGEMENTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John C & Velma Doig Irrevocable Trust
EIN
38-6817716
Phone
6162286000
Address
PO BOX 207, EVANSVILLE, IN 47702-0207

Signing Officer

Name
Old National Wealth Management
Title
Trustee
Phone
6162286000
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Fox & Company
Address
2851 CHARLEVOIX DR SE STE 116, GRAND RAPIDS, MI 49546
Preparer
Jessica N Demaagd
Phone
6167740000
Raw XML AppendixShowing 400 of 590 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03013
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0753
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt219730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt315708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt411471
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1028901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1141129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1210753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1313279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt145856
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1519635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169507
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1733967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1853344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1953344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt209804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt226474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt238413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2412080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt258729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt274120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt287111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt299810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt306545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt317223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt339830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt342968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3512260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt367204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt377130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt388925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3912027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4010932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4311572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4424413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt469114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt040092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt248880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3115964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4198964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt515088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt717551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt835638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt918887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1044615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1189397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1250061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1331955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1563443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1643547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1782808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1861700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1964789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2011244
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2121276
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt225377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2313433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2412905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2546578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2623386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt279289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2831482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2912479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt309503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3121953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3210418
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt336621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3510647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt366461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt377832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt388783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3916513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4014265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4316387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4429860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt458682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt469851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0130 AUTOMATIC DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1100 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2320 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3400 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4400 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm539 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm643 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm780 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm836 COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm918 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10331 SELECT SECTOR SPDR TR HEALTH CARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11606 SELECT SECTOR SPDR TR INDL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12244 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1390 VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1483 ALBEMARLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15360 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1659 META PLATFORM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17763 SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR SPDR FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18415.434 JANUS HENDERSON ENTERPRISE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191,427.066 VICTORY SYCAMORE ESTABLISHED VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20163 CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21100 CAPITAL ONE FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2280 CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2368 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24165 EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2552 KLA CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2630 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27132 MICROCHIP TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28139 TAIWAN SEMICONDUCTOR MFG CO LTD SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2940 UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3033 VEEVA SYSTEMS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31274 WELLS FARGO & CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3213 ASML HLDG NV NY REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33111 COMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34103 SUNRUN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35315 SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3672 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3757 DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38157 TYSON FOODS INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39194 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4055 EQUIFAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4125 HUNTINGTON INGALLS INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4282 PAYPAL HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43155 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44189 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45238 MOSAIC CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46156 VENTAS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt053339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1148342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2175000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt344587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt442948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt513660
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt758867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt820741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9185207
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10132329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11138239
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12173962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0475 ISHARES CORE S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11,266 ISHARES RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt216,606.622 VANGUARD SHORT TERM BOND INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31,306 SPDR PORTFOLIO S&P 500 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41,743 SPDR PORTFOLIO S&P 500 VALUE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5200 SELECT SECTOR SPDR TR ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6119 UNITED AIRLINES HLDGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71,211 VANGUARD FTSE DEVELOPED MKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8495 VANGUARD FTSE EMERGING MARKETS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93,173 VANGUARD SHORT TERM GOVERNMENT BOND INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101,684 VANGUARD SHORT TERM CORPORATE BOND ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112,351 VANGUARD INTER-TERM TREAS INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122,122 VANGUARD INTERMEDIATE TERM CORPORATE BOND INDEX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0294928
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1273190
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2170882
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3124488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt491229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt516962
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt69476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt769039
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt824483
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9186509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10133878
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11140613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12175956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt069728
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt081575
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0151303
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0151303
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0753
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03013
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt081575
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0139549
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0139549
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt069728
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt069728
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-28529
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0752976
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt081575
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0118597
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01717
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt032621
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt034338
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt085
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02932
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0142019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt032706
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0179832
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0151303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0151303
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02470
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt032706
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt040283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32008-03-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52007-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62008-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112015-01-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt110932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt51061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt65350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt76745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt811738
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9220108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10302392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1177092
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt127774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt134586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt146619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt232599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt317558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt419423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt514460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt620882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt76722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9-21021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-16521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-2928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-6206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt159375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt06611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt232599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt317558
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt419423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt514460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt620882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt76722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9-21021
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-16521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-2928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-358
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-6206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt159375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt013340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111601
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt236303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt321485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt422067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt515521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt626232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt713467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt812732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9199087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10285871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1174164
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt127090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159375
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0COPART INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1DUPONT DE NEMOURS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2HOME DEPOT INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3JPMORGAN CHASE & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ELI LILLY & CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PAYCHEX INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7PROCTER & GAMBLE CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8REAL ESTATE SELECT SECTOR SPDR ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9PIMCO MODERATE DURATION INSTL FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11VANGUARD SHORT TERM BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CONSTELLATION BRANDS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13GLOBAL PMTS INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14RINGCENTRAL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-08-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081575
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-28529
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01840382
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01868911
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01840382
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0155281
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0155281
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0155281
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0156929
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01648
IRS990PF/DistributableAmountGrp/TotalTaxAmt01648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02640
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0992
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02640
IRS990PF/FMVAssetsEOYAmt03225845

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits