Civic Intelligence

Bremer Family Foundation

EIN 46-1358346 • Marco Island, FL

980 Cape Marco Drive 1301Marco Island, FL 34145
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

13th percentile

-37%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$15,000

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2018

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,359,821

Up $186,865 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,359,821

Up $186,865 (+16%) from 2023

Operations
Liabilities / Revenue31st percentileNet Margin13th percentile

Revenue

Up

$359,503

Up $239,608 (+200%) from 2023

Expenses

Up

$172,638

Up $7,850 (+4.8%) from 2023

Net Income

Up

$186,865

Up $231,758 (+516%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$1.5M$1.0M$500K$0Assets 2012: $1Liabilities 2012: $02012Assets 2013: $199,339Liabilities 2013: $02013Assets 2014: $204,138Liabilities 2014: $0Net Assets 2014: $204,1382014Assets 2015: $202,855Liabilities 2015: $0Net Assets 2015: $202,8552015Assets 2016: $212,601Liabilities 2016: $0Net Assets 2016: $212,6012016Assets 2017: $357,644Liabilities 2017: $0Net Assets 2017: $357,6442017Assets 2018: $990,666Liabilities 2018: $0Net Assets 2018: $990,6662018Assets 2019: $939,707Liabilities 2019: $0Net Assets 2019: $939,7072019Assets 2020: $971,871Liabilities 2020: $0Net Assets 2020: $971,8712020Assets 2021: $1,153,147Liabilities 2021: $0Net Assets 2021: $1,153,1472021Assets 2022: $1,217,849Liabilities 2022: $0Net Assets 2022: $1,217,8492022Assets 2023: $1,172,956Liabilities 2023: $0Net Assets 2023: $1,172,9562023Assets 2024: $1,359,821Liabilities 2024: $0Net Assets 2024: $1,359,8212024

Highlighted filing

2024

Assets$1,359,821
Liabilities$0
Net Assets$1,359,821
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2012: $1Expenses 2012: $0Net Income 2012: $12012Revenue 2013: $203,685Expenses 2013: $10,300Net Income 2013: $193,3852013Revenue 2014: $15,998Expenses 2014: $11,200Net Income 2014: $4,7982014Revenue 2015: $18,448Expenses 2015: $10,700Net Income 2015: $7,7482015Revenue 2016: $14,688Expenses 2016: $11,751Net Income 2016: $2,9372016Revenue 2017: $203,016Expenses 2017: $68,038Net Income 2017: $134,9782017Revenue 2018: $747,081Expenses 2018: $109,836Net Income 2018: $637,2452018Revenue 2019: $145,078Expenses 2019: $196,037Net Income 2019: -$50,9592019Revenue 2020: $216,355Expenses 2020: $184,191Net Income 2020: $32,1642020Revenue 2021: $433,519Expenses 2021: $252,243Net Income 2021: $181,2762021Revenue 2022: $267,079Expenses 2022: $202,377Net Income 2022: $64,7022022Revenue 2023: $119,895Expenses 2023: $164,788Net Income 2023: -$44,8932023Revenue 2024: $359,503Expenses 2024: $172,638Net Income 2024: $186,8652024

Highlighted filing

2024

Revenue$359,503
Expenses$172,638
Net Income$186,865
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,359,821
Liabilities
$0
Net assets
$1,359,821
Revenue
$359,503
Expenses
$172,638
Net income
$186,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.36$0.17$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.12$0.16$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.27$0.20$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.43$0.25$0.18
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.22$0.18$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.15$0.20$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.75$0.11$0.64
2017Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.20$0.07$0.13
2016Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.01$0.01$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.02$0.01$0.00
2013Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$0.01$0.19
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIANNE BREMER-KENNISHDirectorPT$33,038-$33,038
JENIFER PANKOWDirectorPT$33,038-$33,038
BRIAN BREMERDirector-$0--
SARAH PIERCYDirector-$0--
JEFFREY M JANEIRODirector-$0--
MARSHA WERNERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAKER SENIOR CENTER NAPLESPROGRAM CONTRIBUTIONPCNAPLES, FL, US$40,000
Paid GrantMARCO ISLAND HISTORICAL SOCIETYCOMMUNITY PROGRAMSPCMARCO ISLAND, FL, US$3,250
Paid GrantHABITAT FOR HUMMANITYBUILDING HOMESPCNAPLES, FL, US$2,000
Paid GrantMARCO DEMENTIA RESPITENEEDS AND CARE OF SENIORSPCMARCO ISLAND, FL, US$2,000
Paid GrantTUNNELS TO TOWERS FOUNDATIONCOMMUNITY PROGRAMSPCSTATEN ISLAND, NY, US$1,600
Paid GrantTHE HERITAGE FOUNDATIONMANDATE LEADERSHIPPCWASHINGTON, DC, US$1,000
Paid GrantBEAR NECESSITIES PEDIATRICPROGRAM CONTRIBUTIONPCCHICAGO, IL, US$1,000
Paid GrantJUDICIAL WATCHPROGRAM CONTRIBUTIONPCWASHINGTON, DC, US$1,000
Paid GrantTHE SALVATION ARMYCOMMUNITY PROGRAMSPCNAPLES, FL, US$1,000
Paid GrantHARRY CHAPIN FOOD BANKFOOD FOR AT RISK FAMILIESPCFORT MYERS, FL, US$1,000
Paid GrantMIA RAYS SQUADRONPROGRAM CONTRIBUTIONPCMARCO ISLAND, FL, US$1,000
Paid GrantTUNNELS TO TOWERS FOUNDATIONCOMMUNITY PROGRAMSPCSTATEN ISLAND, NY, US$900
Paid GrantWGCUPROGRAM CONTRIBUTIONPCFORT MYERS, FL, US$750
Paid GrantCONSUMER REPORTSPROGRAM CONTRIBUTIONPCHARLAN, IA, US$450
Paid GrantHUMANE SOCIETY OF NAPLESCARE OF ANIMALSPCNAPLES, FL, US$400
Paid GrantPRAGER UNIVERSITY FOUNDATIONEDUCATIONPCSHERMAN OAKS, CA, US$375
Paid GrantCATO INSTITUTELIBERTY AND FREEDOMPCWASHINGTON, DC, US$300
Paid GrantFL SHERIFFS ASSOCIATIONCHILDCARE FOR LAW ENFORCEMENTPCTALLAHASSEE, FL, US$300
Paid GrantCO2 COALITIONRESEARCH/EDUCATION ON CO2 BENEFITPCARLINGTON, VA, US$250
Paid GrantAVOWPROGRAM CONTRIBUTIONPCNAPLES, FL, US$250
Paid GrantTIN CAN SAILORS INCHISTORIC PRESERVATIONPCSOMERSET, MA, US$200
Paid GrantTHE JAMES MADISON INSTITUTEADVOCACY ON GOOD PUBLIC POLICYPCTALLAHASSEE, FL, US$200
Paid GrantTHE LEADERSHIP INSTITUTEPROGRAM CONTRIBUTIONPCARLINGTON, VA, US$200
Paid GrantFEDERATION FOR AMERICAN IMMIGRATION REFORM (FAIR)COMMUNITY PROGRAMSPCWASHINGTON, DC, US$200
Paid GrantMARINE TOYS FOR TOTS FOUNDATIONCARE OF CHILDRENPCTRIANGLE, VA, US$200
Paid GrantCHARITY NAVIGATORRESEARCH AND DATA COLLECTIONPCGLEN ROCK, NJ, US$200
Paid GrantAMERICAN LUNG ASSOCIATIONPROGRAM CONTRIBUTIONPCCHICAGO, IL, US$200
Paid GrantVETERANS OF FOREIGN WARS (VFW)PROGRAM CONTRIBUTIONPCKANSAS CITY, MO, US$200
Paid GrantAMERICAN DIABETES ASSOCIATIONPROGRAM CONTRIBUTIONPCARLINGTON, VA, US$200
Paid GrantCITIZENS AGAINST GOVERNMENT WASTEPROGRAM CONTRIBUTIONPCWASHINGTON, DC, US$200
Paid GrantBOY'S TOWNASSISTANCE FOR NEEDY BOYSPCBOYS TOWN, NE, US$200
Paid GrantSHRINERS HOSPITALS FOR CHILDRENCARE OF CHILDRENPCTAMPA, FL, US$200
Paid GrantFOUNDATION FOR LIBERTY & AMERICAN GREATNESS (FLAG)PROGRAM CONTRIBUTIONPCTARPON SPRINGS, FL, US$112
Paid GrantHOOVER INSTITUTIONPROGRAM CONTRIBUTIONPCSTANFORD, CA, US$100
Paid GrantMARINE CORPS HERITAGE FOUNDATIONPROGRAM CONTRIBUTIONPCTRIANGLE, VA, US$100
Paid GrantSPERO PREGNANCY CENTERPROGRAM CONTRIBUTIONPCPORT HURON, MI, US$100
Paid GrantDUCKS UNLIMITEDCONSERVATIONPCMEMPHIS, TN, US$100
Paid GrantST JOSEPH'S INDIAN SCHOOLPROGRAM CONTRIBUTIONPCCHAMBERLAIN, SD, US$100
Filing and Contact Details

Filer

Filer Name
Bremer Family Foundation
EIN
46-1358346
Phone
2393946535
Address
980 CAPE MARCO DRIVE 1301, MARCO ISLAND, FL 34145

Signing Officer

Name
Brian Bremer
Title
Managing Trustee
Phone
2393946535
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
4501 TAMIAMI TRAIL NORTH SUITE 200, NAPLES, FL 34103-3548
Preparer
Kimberly Delcomyn-javarinis
Phone
2392628686
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt703414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7113412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt723477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt747059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt754681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt769541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt772765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7828172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7929614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8027592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8155290
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8361618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt845369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt852008
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1032349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M COMPANY (MMM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABS (ABT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALIBABA GROUP HLDG (BABA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INCORPORATED CAP (GOOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC (AMZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERICAN EXPRESS COMPANY (AXP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMGEN INCORPORATED (AMGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMPHENOL CORPORATION NEW CLASS A (APH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INCORPORATED (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLOVIN CORPORATION COM CLASS A (APP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ARTISTA NETWORKS INC (ANET)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11AUTOZONE INC (AZO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BERKSHIRE HATHAWAY INC (BRK.B)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BLACKSTONE INC (BX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BLOCK INC CLASS A (SQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BOOKING HOLDINGS INC (BKNG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROADCOM INCORPORATED (AVGO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CATERPILLAR INCORPORATED (CAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CHEVRON CORPORATION (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CHIPOTLE MEXICAN GRILL INC (CMG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CME GROUP INCORPORATED (CME)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21COCA COLA COMPANY (KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CONOCOPHILLIPS (COP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23D R HORTON INC (DHI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24DOORDASH INC CLASS A (DASH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DUKE ENERGY (DUK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EATON CORP (ETN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27EDWARDS LIFESCIENCES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ELI LILLY & COMPANY (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29FAIR ISAAC CORP (FICO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30FREEPORT-MCMORAN INC (FCX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31GOLDMAN SACHS GROUP INCORPORATED (GS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GOLDMAN SACHS GROUP INCORPORATED (GS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33GRAINGER W W INC (GWW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HOME DEPOT INCORPORATED (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35HOME DEPOT INCORPORATED (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36HONEYWELL INTERNATIONAL INC (HON)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37HUBSPOT INC (HUBS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38INTERNATIONAL BUSINESS MACHINES (IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39INTERNATIONAL BUSINESS MACHINES (IBM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INTUIT (INTU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41INTUITIVE SURGICAL INC (ISRG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ISHARES INCORPORATED CORE MSCI EMKT (IEMG)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ISHARES TR CORE S&P MCP ETF (IJH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ISHARES TR CORE S&P SCP ETF (IJR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46ISHARES TR EXPANDED TECH (IGV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ISHARES TR MIN VOL USA ETF (USMV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ISHARES TR MSCI USA MMENTM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49ISHARES TR US BR DEL SE ETF (IAI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50JOHNSON & JOHNSON (JNJ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JPMORGAN CHASE & COMPANY (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52KKR & COMPANY INC (KKR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LAM RESEARCH CORP (LRCX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MARATHON PETE CORPORATION (MPC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MASTERCARD INC CLASS A (MA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56MCDONALDS CORPORATION (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57MCDONALDS CORPORATION (MCD)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MICROSOFT CORPORATION (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MICROSOFT CORPORATION (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65NATERA INC (NTRA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NETFLIX INC (NFLX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NVIDIA CORP (NVDA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ORACLE CORP (ORCL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PALO ALTO NETWORKS INC (PANW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70PAYPAL HLDGS INC (PYPL)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72QUANTA SVCS INC (PWR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73REGENERON PHARMACEUTICALS (REGN)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SALESFORCE INC (CRM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SERVICENOW INC (NOW)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85STARBUCKS CORP (SBUX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SYNOPSYS INC (SNPS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87TAIWAN SEMICONDUCTOR MFG (TSM)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89THE TRADE DESK (TTD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90THERMO FISHER SCIENTIFIC INCORPORATED (TMO)
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93TRANSDIGM GROUP INC (TDG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94UBER TECHNOLOGIES INC (UBER)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95UNION PAC CORP (UNP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96UNITEDHEALTH GROUP INCORPORATED
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt019056
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0172638
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01348
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01348
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01424
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00

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