Civic Intelligence

Roehl Foundation Inc.

EIN 39-6048089 • Oconomowoc, WI

Pub. 78 Eligible
PO Box 168Oconomowoc, WI 53066
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

77th percentile

30%

Higher net margin than 77% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2025

Asset Growth

54th percentile

4.6%

Faster asset growth than 54% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

76%

Faster revenue growth than 84% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$7,073,017

Up $310,217 (+4.6%) from 2024

Liabilities

Down

$0

Down $1 (-100%) from 2024

Net Assets

Up

$7,073,017

Up $310,217 (+4.6%) from 2024

Revenue

Up

$1,031,022

Up $446,734 (+76%) from 2024

Expenses

Up

$725,805

Up $109,259 (+18%) from 2024

Net Income

Up

$305,217

Up $337,475 (+1046%) from 2024

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $3,137,442Liabilities 2012: $02012Assets 2013: $3,085,315Liabilities 2013: $02013Assets 2014: $3,106,313Liabilities 2014: $02014Assets 2015: $3,000,480Liabilities 2015: $02015Assets 2016: $3,157,082Liabilities 2016: $02016Assets 2020: $4,445,383Liabilities 2020: $02020Assets 2021: $4,658,741Liabilities 2021: $1Net Assets 2021: $4,658,7412021Assets 2022: $6,628,839Liabilities 2022: $1Net Assets 2022: $6,628,8392022Assets 2023: $6,795,058Liabilities 2023: $1Net Assets 2023: $6,795,0582023Assets 2024: $6,762,800Liabilities 2024: $1Net Assets 2024: $6,762,8002024Assets 2025: $7,073,017Liabilities 2025: $0Net Assets 2025: $7,073,0172025

Highlighted filing

2025

Assets$7,073,017
Liabilities$0
Net Assets$7,073,017

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $264,671Expenses 2012: $284,247Net Income 2012: -$19,5762012Revenue 2013: $207,697Expenses 2013: $259,824Net Income 2013: -$52,1272013Revenue 2014: $319,443Expenses 2014: $298,445Net Income 2014: $20,9982014Revenue 2015: $217,926Expenses 2015: $323,759Net Income 2015: -$105,8332015Revenue 2016: $462,406Expenses 2016: $305,804Net Income 2016: $156,6022016Revenue 2020: $708,520Expenses 2020: $374,211Net Income 2020: $334,3092020Revenue 2021: $612,592Expenses 2021: $399,234Net Income 2021: $213,3582021Revenue 2022: $2,402,644Expenses 2022: $432,546Net Income 2022: $1,970,0982022Revenue 2023: $650,511Expenses 2023: $484,292Net Income 2023: $166,2192023Revenue 2024: $584,288Expenses 2024: $616,546Net Income 2024: -$32,2582024Revenue 2025: $1,031,022Expenses 2025: $725,805Net Income 2025: $305,2172025

Highlighted filing

2025

Revenue$1,031,022
Expenses$725,805
Net Income$305,217

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 6, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER G ROEHLPresident/Director-$0--
NANCY A ROEHLVice President/Director-$0--
WENDY A LUENGENSecretary/Treasurer/Direct-$0--
Filing and Contact Details

Filer

Filer Name
Roehl Foundation Inc
EIN
39-6048089
Phone
2625693000
Address
PO BOX 168, OCONOMOWOC, WI 53066

Signing Officer

Name
Peter G Roehl
Title
President
Phone
2625693000
Signed
2025-10-06
Discuss with paid preparer
Yes

Preparer

Firm
Vrakas Sc
Address
445 SOUTH MOORLAND RD SUITE 400, BROOKFIELD, WI 53005
Preparer
Mary Ellen Michaelson
Phone
2627970400
Raw XML AppendixShowing 400 of 920 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/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt020000
AccountingFeesSchedule/AccountingFeesDetail/Amt12203
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BOOKKEEPING SERVICE
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt020000
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt12203
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0US TREASURY NT 4.5/26UST NOTE DUE 3/31/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0992813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt01002656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0200004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1121463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt246979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt353782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4101216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt515319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt654767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt845682
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt972161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12139128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1360469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14138899
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1530704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1651406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1753982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1820623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1927583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2042777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2128122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2240854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2342527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2492375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2565164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2629225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27101204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29123119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3062660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31139202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3263633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3312740
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3460137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3532130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36113069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3732405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3878128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3956950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40229687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4234045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4342085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4414581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4554261
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4655430
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4736182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48103831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4999186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50122961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5144247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5275595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5317663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5420008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55108829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56190582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5717764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5829468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59227915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6035739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6160763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6299923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6340952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6435202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6550270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6696688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0200004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1121793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt270956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3164918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4180960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5335052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt660332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt771406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt846163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt997526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1161516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1283812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13142328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14339962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1598140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16115698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17296982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1835652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19154704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20254245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2164578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22124946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23168000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24155120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2570673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2652860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27295999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28105830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29278800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30188819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31250563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3249775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3315591
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3457892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3523758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36231072
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3796540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38146085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39256473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40547151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42218333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43231253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4420087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4571095
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4685554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4751160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48102451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4999520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50238890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5184647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52146020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5398644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5420451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55135200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56167079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57114191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5839707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59437952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60214434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6174184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6280752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6341556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64148733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6550310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt66132198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm016597 SH LYTEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1800 SHS 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2400 SHS ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3550 SHS CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41000 SHS AMETEK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51200 SHS AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6275 SHS AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300 SHS ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8225 SHS APPLE COMPUTER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92200 SHS ARTISAN PART ASSET CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1060 SHS ATLANTIC STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111300 SHS BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12400 SHS BOEING CO ODDLOT TENDER OFFER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131750 SHS CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144900 SHS CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152000 SHS COPART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162200 SHS CORNING INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17300 SHS COSTCO WHOLESALE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1870 SHS CROWDSTRIKE HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm191200 SHS D R HORTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20500 SHS DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21470 SHS DIAMONDBACK ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22350 SHS EATON CORP PLC F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm234000 SHS FASTENAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm244000 SHS FEDERATED INVS PA CL B CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251350 SHS FLOWSERVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26500 SHS FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271150 SHS GE AEROSPACE (OLD GENERAL ELECTRIC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28200 SHS GE VERNOVA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29850 SHS HEICO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30515 SHS HOME DEPOT INC TENDER OFFER EXP: 08/16/0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31850 INTL BUSINESS MACHINES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32450 SHS LENNAR CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3320 SHS LILLY ELI & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34125 SHS LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35100 SHS LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm368300 SHS M G I C INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371500 SHS MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38500 SHS MC DONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39350 SHS MCKESSON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401100 SHS MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41225 SHS MILLROSE PPTYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421550 SHS MORGAN STNLY DEAN WITTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43550 SHS MOTOROLA SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4415 SHS NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45450 SHS NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46900 SHS PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47250 SHS PALO ALTO NETWORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm488516.328 SHS PGIM TOTAL RETURN BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm492000 SHS PGIM ULTRA SHORT BOND ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm501500 SHS QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm512350 SHS RADIAN GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm521000 SHS RAYTHEON TECHNOLOGIES CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53400 SHS REPUBLIC SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5475 SHS SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm554000 SHS SCHLUMBERGER LTD F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm563132.968 SHS T ROWE PRICE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57550 SHS TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58125 SHS TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm594800 SHS THE CHARLES SCHWAB CORP WITH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60900 SHS T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61650 SHS TOLL BROTHERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62800 SHS UNITED PARCEL SRVC CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63425 SHS WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64650 SHS WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651000 SHS WISDOMTREE FLOATING RATE TREASUREY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm661650 SHS WELLS FARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0199901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1315663
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2557533
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CONTINENTAL PROPERTIES REIT FUND I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CONTINENTAL PROPERTIES REIT FUND II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CONTINENTAL PROPERTIES REIT FUND III LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0767835
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1679201
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2752143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0208808
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0208009
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt014205
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0-3072
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0427950
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0427950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt022203
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt022203
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0208009
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0631500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0631500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0600000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0208808
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0208808
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0305217
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01328860
IRS990PF/AnalysisOfRevenueAndExpenses/IncmModificationsAdjNetIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt014205
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt014205
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0208009
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0361097
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0-3072
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt025
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0315
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt069610
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt069610
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0654406
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt069925
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0725805
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0431022
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01031022
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022906
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt069925
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt094305
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0678
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01120851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0208009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0208009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01328860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0208009
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0305217
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt05000
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07073017
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06762800
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07073017
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0618879
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0618879
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0618879
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0623898
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05019
IRS990PF/DistributableAmountGrp/TotalTaxAmt05019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02219
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02800
IRS990PF/FMVAssetsEOYAmt013011515
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt052637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt067466
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt067466
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01265717
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0992813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01002656
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03788874
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04420977
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09223550
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt06762800
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt07073017
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01200876
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01073097
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02199179
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0454696
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0518664
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0518664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06762800
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07073017
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013011515
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06762800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07073017
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06762800
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07073017
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012667972
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033748
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010435045
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0190020
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02199179
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0623898
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt012477952
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012667972
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER G ROEHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY A ROEHL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WENDY A LUENGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY/TREASURER/DIRECT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt033 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt133 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt233 S MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2OCONOMOWOC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd153066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd253066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0654406
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0654406
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.