Civic Intelligence

Dudley Foundation Inc.

990PF • Fiscal year 2025 • EIN 39-2003427

Jul 01, 2024 to Jun 30, 2025

500 First Street 2Wausau, WI 54403

(715) 849-5729

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$60,000

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2012: $4,933,187Liabilities 2012: $170,983Net Assets 2012: $4,762,2042012Assets 2013: $5,538,109Liabilities 2013: $109,215Net Assets 2013: $5,428,8942013Assets 2014: $7,509,480Liabilities 2014: $112,6372014Assets 2015: $7,273,001Liabilities 2015: $135,6712015Assets 2016: $7,067,206Liabilities 2016: $40,0952016Assets 2019: $8,466,653Liabilities 2019: $209,9362019Assets 2020: $8,564,446Liabilities 2020: $106,4442020Assets 2021: $10,393,201Liabilities 2021: $27,041Net Assets 2021: $10,366,1602021Assets 2022: $8,877,931Liabilities 2022: $219,036Net Assets 2022: $8,658,8952022Assets 2023: $9,608,465Liabilities 2023: $142,328Net Assets 2023: $9,466,1372023Assets 2024: $9,993,465Liabilities 2024: $51,718Net Assets 2024: $9,941,7472024

Latest loaded filing

2024

Assets$9,993,465
Liabilities$51,718
Net Assets$9,941,747

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $205,3822012Revenue 2013: $104,224Expenses 2013: $272,881Net Income 2013: -$168,6572013Revenue 2014: $2,469,873Expenses 2014: $334,665Net Income 2014: $2,135,2082014Revenue 2015: $198,620Expenses 2015: $378,585Net Income 2015: -$179,9652015Revenue 2016: $84,031Expenses 2016: $272,378Net Income 2016: -$188,3472016Revenue 2019: $472,952Expenses 2019: $383,785Net Income 2019: $89,1672019Revenue 2020: $1,230,168Expenses 2020: $352,832Net Income 2020: $877,3362020Revenue 2021: $1,050,004Expenses 2021: $390,666Net Income 2021: $659,3382021Revenue 2022: $592,775Expenses 2022: $717,280Net Income 2022: -$124,5052022Revenue 2023: $126,169Expenses 2023: $378,778Net Income 2023: -$252,6092023Revenue 2024: $838,533Expenses 2024: $520,975Net Income 2024: $317,5582024

Latest loaded filing

2024

Revenue$838,533
Expenses$520,975
Net Income$317,558
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 26, 2026
Return Version
2024v5.5
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW DUDLEY SHANNONExecutive DirectorPT$60,000-$60,000
MARY C DUDLEYChairman-$0--
ANN D SHANNONPresidentPT$0--
JEFFREY STUBBETreasurer-$0--
PAUL C SCHLINDWIEN IISecretary-$0--
JOHN D DUDLEYDirector-$0--
ROBERT J DUDLEY IIDirector-$0--
CHAD D KANEDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPERFORMING ARTS FOUNDATION INCGRAND THEATRE'S SECOND CENTURY CAMPAIGNPCWAUSAU, WI, US$75,000
Paid GrantBRIDGE STREET MISSIONON TRACK CAPITAL CAMPAIGNPCWAUSAU, WI, US$50,000
Paid GrantMARATHON COUNTY HISTORICAL SOCIETYTELLING OUR STORIES - THE NEXT 50 YEARS - 2ND INSTALLMENTPCWAUSAU, WI, US$50,000
Paid GrantBOYS & GIRLS CLUB OF THE WAUSAU AREA INCWORKFORCE READINESS INITIATIVEPCWAUSAU, WI, US$15,000
Paid GrantJUNIOR ACHIEVEMENT OF WISCONSIN INC2024 - 2025 PROGRAMMINGPCMILWAUKEE, WI, US$15,000
Paid GrantPERFORMING ARTS FOUNDATION INC2025 PERFORMING ARTS FUND DRIVEPCWAUSAU, WI, US$15,000
Paid GrantLIBERTAS INSTITUTECHILDREN'S ENTREPRENEUR MARKET GRANT - WISCONSINPCLEHI, UT, US$12,500
Paid GrantCHILDREN'S IMAGINARIUMFIRST GRADE FUTURES: A STEM DISCOVERY DAYPCWAUSAU, WI, US$10,000
Paid GrantMARATHON COUNTYMARATHON PARK SPLASH PADGOVWAUSAU, WI, US$10,000
Paid GrantMARY MOTHER OF GOOD HELP - HMONG CATHOLIC CHURCHBUILD GOD'S CHURCHPCWAUSAU, WI, US$10,000
Paid GrantSOUTH AREA FIRE AND EMERGENCY RESPONSE DISTRICT (SAFER)PROJECT SAFER AIRWAYGOVWAUSAU, WI, US$10,000
Paid GrantTHE NEIGHBOR'S PLACESHARE YOUR HOLIDAYS 2024PCWAUSAU, WI, US$10,000
Paid GrantTHE SALVATION ARMY2024 SHARE YOUR HOLIDAYSPCWAUSAU, WI, US$10,000
Paid GrantNORTHCENTRAL TECHNICAL COLLEGE FOUNDATIONSTUDIO 7 AI TECHNOLOGY INTEGRATIONPCWAUSAU, WI, US$7,900
Paid GrantLEIGH YAWKEY WOODSON ART MUSEUMGRIDIRON GARMENTSPCWAUSAU, WI, US$7,500
Paid GrantIRONBULLGENERAL SUPPORTPCWAUSAU, WI, US$6,050
Paid GrantCHILDCARING INCGOOD START GRANTPCMOSINEE, WI, US$5,000
Paid GrantCHRISTMAS IN JULYTEN YEAR SERV-AVERSARYPCROTHSCHILD, WI, US$5,000
Paid GrantCITY OF MOSINEEMAPLE RIDGE NEIGHBORHOOD PARK - PLAYGROUND EQUIPMENTGOVMOSINEE, WI, US$5,000
Paid GrantWAUSAU FREE CLINICGRANT FOR MEDICAL SERVICES TO AN INCREASING PATIENT PANELPCWAUSAU, WI, US$5,000
Paid GrantWISCONSIN DENTAL ASSOCIATION FOUNDATIONMISSION OF MERCYPCWEST ALLIS, WI, US$5,000
Paid GrantCENTERSTAGE BAND AND SHOW CHOIR INCCENTERSTATE 2025: HITS FROM ACROSS THE ATLANTICPCWAUSAU, WI, US$3,000
Paid GrantTHE WAUSAU CONSERVATORY OF MUSIC INCSUMMER VOCAL MUSIC & THEATRE CAMPS AT THE WAUSAU CONSERVATORY OF MUSICPCWAUSAU, WI, US$3,000
Paid GrantNAMI WISCONSIN INCNAMI WISCONSIN FAMILY SUPPORT GROUP TRAINING AND AFFILIATE SUPPORTPCMADISON, WI, US$2,500
Paid GrantTHE NEIGHBOR'S PLACENEWS CHANNEL 7 DIAPER DRIVEPCWAUSAU, WI, US$2,500
Paid GrantWAUSAU AMERICAN LEGION POST 10VETERANS AVENUE OF HONORPCWAUSAU, WI, US$2,500
Paid GrantMARATHON COUNTYMOVIE IN THE PARK - SUMMER SERIES AT THE 400 BLOCKGOVWAUSAU, WI, US$2,115
Paid GrantHMONG AMERICAN CENTER INCHMONG WAUSAU FESTIVALPCWAUSAU, WI, US$1,000
Paid GrantINDIAN SOCIETY OF CENTRAL WISCONSINCENTRAL WISCONSIN DIWALI CELEBRATIONPCWAUSAU, WI, US$1,000
Paid GrantMARATHON COUNTY 4-HSUMMER YOUTH THEATER CAMPGOVWAUSAU, WI, US$1,000
Paid GrantNORTHCENTRAL TECHNICAL COLLEGE FOUNDATIONRICHARD D. DUDLEY FAMILY ENDOWED SCHOLARSHIP - 2025PCWAUSAU, WI, US$1,000
Paid GrantWAUSAU FESTIVAL OF THE ARTS2025 WAUSAU FESTIVAL OF ARTS WEEKEND FESTIVALPCWAUSAU, WI, US$1,000
Paid GrantRIVER VALLEY JAZZ SOCIETY LTDJAZZ ON THE RIVER 2025PCWAUSAU, WI, US$500
Paid GrantSOUTH BEACH CHAMBER ENSEMBLE INCSOUTH BEACH UP NORTHPCMIAMI BEACH, FL, US$500
Paid GrantSUMMIT PLAYERS THEATRE INCSHAKESPEARE IN THE STATE PARKS TOUR - LOVE'S LABOUR'S LOSTPCMILWAUKEE, WI, US$500
Paid GrantALANO CLUB OF WAUSAUALANO CLUB OF WAUSAU 50TH ANNIVERSARY EVENT - SPONSORSHIPPCWAUSAU, WI, US$250
Paid GrantJUNIOR ACHIEVEMENT OF WISCONSIN INCCHAMPIONS OF BUSINESS 2025PCMILWAUKEE, WI, US$250
Filing and Contact Details

Filer

Filer Name
Dudley Foundation Inc
EIN
39-2003427
Phone
7158495729
Address
500 FIRST STREET 2, WAUSAU, WI 54403

Signing Officer

Name
Jeff Stubbe
Title
Treasurer
Phone
7158495729
Signed
2026-03-26
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Advisory LLC
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Andrea L Novak CPA
Phone
2187224705
Raw XML AppendixShowing 400 of 1,085 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/Amt049931
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT AND ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt039945
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09986
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-B, LINE 1A(4) - COMPENSATION TO DISQUALIFIED PERSONS
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0DURING THE FISCAL YEAR ENDED 06/30/25, THE FOUNDATION PAID $60,000 TO ANDREW D. SHANNON FOR SERVICES AS THE EXECUTIVE DIRECTOR OF THE FOUNDATION. THESE SERVICES ARE NECESSARY FOR THE FOUNDATION TO CARRY OUT ITS EXEMPT PURPOSE. THE AMOUNTS PAID ABOVE DO NOT CONSTITUTEUNREASONABLE OR EXCESSIVE AMOUNTS AND DO NOT CONSTITUTE SELF-DEALING PURSUANT TO REGULATION SECTION 53.4941(D)-3(C). ALL PAYMENTS WERE MADE AT ARM'S LENGTH IN THE ORDINARY COURSE OF BUSINESS.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBVIE INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMAZON COM INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2APPLE INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BAIRD INTERMEDIATE BOND FD INSTL #70
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK AMER CORP FR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BLACKROCK HIGH YIELD BOND PORTFOLIO CLASS K #340
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6BLACKROCK INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7BOEING CO SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8BRISTOL MYERS SQUIBB CO SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9BRISTOL MYERS SQUIBB CO SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10BROADCOM INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11CITIGROUP INC FR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12CROWN CASTLE INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13DODGE & COX INCOME FUND CL I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14DOW CHEMICAL CO SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15FISERV INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16GALLAGHER ARTHUR J & CO SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17GALLAGHER ARTHUR J & CO SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18HOME DEPOT INC SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19IBM INTL CAP PTE LTD GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20INTERCONTINENTAL EXCHANGE, INC SR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21INTERCONTINENTAL EXCHANGE, INC GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22JACOBS ENGR GROUP INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23JPMORGAN CHASE & CO FR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24LENNOX INTL INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25LOWES COS INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26MARVELL TECHNOLOGY INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27META PLATFORMS INC GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28MICROSOFT CORP SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29NIKE INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30NORFOLK SOUTHN CORP GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31PFIZER INVT ENTERPRISES GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32RTX CORPORATION SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33SOUTHWEST AIRLS CO SR NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34STARBUCKS CORP ST GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35SYSCO CORP SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36TARGET CORP SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37TEMPLETON GLOBAL BOND FUND-AD #616
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38TREEHOUSE FOODS INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm39US BANCORP MTNS BK ENT FR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40UNION PAC CORP SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41UNITEDHEALTH GROUP INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42VANGUARD SHT TERM INVT GRADE ADM #539
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm43VISA INC SR GLBL NT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44WALMART INC SR GLBL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45ZOETIS INC SR GLBL 5.60% DTD 11/16/2022 DUE 11/16/2032 CALLABLE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt197663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt296151
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt342491
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt449654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt57114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6102154
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt749569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt853267
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt995194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1051417
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1147065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1251607
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1335273
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1449979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1529849
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1654857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1751116
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1829201
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1994825
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2044753
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2194569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2252030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2321299
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2451560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2549255
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2648861
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2728852
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2849489
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2948938
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3051647
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3196708
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32106627
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3348961
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3445317
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3543799
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3649151
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt377110
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3845590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3928707
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4046101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4151321
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4214172
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4349727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4448838
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4552792
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt049522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt197663
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt296151
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt342491
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt449654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt57114
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6102154
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt749569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt853267
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt995194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1051417
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1147065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1251607
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1335273
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1449979
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1529849
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1654857
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1751116
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1829201
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1994825
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2044753
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2194569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2252030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2321299
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2451560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2549255
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2648861
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2728852
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2849489
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2948938
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3051647
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3196708
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32106627
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3348961
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3445317
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3543799
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3649151
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt377110
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3845590
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3928707
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4046101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4151321
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4214172
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4349727
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4448838
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4552792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0112082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt140090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2287620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3156938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt472384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt571352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6137054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt741191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8165733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9110270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10115242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1184912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1264320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1344547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1439154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1556739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1665849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1780832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1884000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1931208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2079373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2155205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22142990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2335631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2435935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2591735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2695095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27103923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28163444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29142821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30237146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31145502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32116930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3346918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34110935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35298674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36234777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3733744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3831999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3967598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40295904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4166070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4247270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43103844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4457580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4547796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46106190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4777400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4883043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4979094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50111258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51203806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5283933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5379126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5488580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55114048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56116625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5737124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5833514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59141921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6046413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6183740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt62159968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63149419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6472000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0112082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt140090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2287620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3156938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt472384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6137054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt741191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8165733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9110270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10115242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1184912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1264320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1344547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1439154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1556739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1665849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1780832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1884000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1931208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2079373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2155205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22142990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2335631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2435935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2591735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2695095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27103923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28163444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29142821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30237146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31145502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32116930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3346918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34110935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35298674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36234777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3733744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3831999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3967598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40295904
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4166070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4247270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43103844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4457580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4547796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46106190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4777400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4883043
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4979094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50111258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51203806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5283933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5379126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5488580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55114048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56116625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5737124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5833514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59141921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6046413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6183740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62159968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63149419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6472000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ALPHABET INC CAP STK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMERICAN EXPRESS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMETEK INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AON PLC SHS CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7APPLIED MATLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BAIRD MIDCAP FUND - INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE HATHAWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BOEING CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEVRON CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COSTAR GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COSTCO WHSL CORP NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DEERE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DEXCOM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DISNEY WALT CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ECOLAB INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18FASTENAL CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENERAL DYNAMICS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GE VERNOVA INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GOLDMAN SACHS GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOME DEPOT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HONEYWELL INTERNATIONAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24IDEXX LABS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25INTERCONTINENTAL EXCHANGE, INC. COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26INTUITIVE SURGICAL INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27IRHYTHM TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JANUS HENDERSON SMALL CAP VALUE FUND CLASS N #1465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29JOHNSON & JOHNSON COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30JPMORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31JPMORGAN SMALL CAP GROWTH FUND CL L #3907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32LILLY ELI & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33LINDE PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34LOWES COS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MFS INTERNATIONAL EQUITY FUND CL R6 #403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NORTHROP GRUMMAN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39O REILLY AUTOMOTIVE INC NEW COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40OAKMARK INTERNATIONAL FUND - INST #2886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41PAYPAL HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42PEPSICO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PURE STORAGE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PROCTER & GAMBLE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46RB GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47RESMED INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ROCKWELL AUTOMATION INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49S&P GLOBAL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SEAFARER OVERSEAS GROWTH AND INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53STRYKER CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54TOAST INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55TRANSDIGM GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56UBER TECHNOLOGIES INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VANGUARD INDEX FDS S&P 500 ETF SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD MID CAP VALUE INDEX FUND ADM #5835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VERISK ANALYTICS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61WABTEC CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WALMART INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63WASTE MANAGEMENT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64WORKDAY INC CL A
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0940955
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0940955
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0232749
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0247972
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0480721
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0480721
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt039945
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09986
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt049931
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0247972
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt054000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0361565
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0630515
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0232749
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0232749
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-358891
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03692826
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0247972
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0406448
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt018024
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022529
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt051275
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt051275
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt04131
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01069
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0483419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt074273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0839612
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0480721
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0480721
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0121854
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt074273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0209097
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt05754
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03444854
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0247972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0247972
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03692826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0247972
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-358891
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0527647
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010110503
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09941747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010110503

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings