Civic Intelligence

Ned & Georgia Gian Family Foundation

EIN 46-6420630 • East Amherst, NY

120 Halston ParkwayEast Amherst, NY 14051
Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

NTEE Z99 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

NTEE Z99 • <$500k nonprofits • Source year 2024

Net Margin

74th percentile

28%

Higher net margin than 74% of similar nonprofits.

NTEE Z99 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE Z99 • <$500k nonprofits • Source year 2024

Asset Growth

67th percentile

7.2%

Faster asset growth than 67% of similar nonprofits.

NTEE Z99 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-4.6%

Faster revenue growth than 44% of similar nonprofits.

NTEE Z99 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$489,028

Up $32,882 (+7.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$489,028

Up $32,882 (+7.2%) from 2023

Revenue

Down

$115,713

Down $5,622 (-4.6%) from 2023

Expenses

Up

$83,361

Up $4,503 (+5.7%) from 2023

Net Income

Down

$32,352

Down $10,125 (-24%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2013: $89,594Liabilities 2013: $02013Assets 2014: $118,794Liabilities 2014: $02014Assets 2015: $146,630Liabilities 2015: $0Net Assets 2015: $146,6302015Assets 2016: $189,629Liabilities 2016: $0Net Assets 2016: $189,6292016Assets 2017: $212,854Liabilities 2017: $0Net Assets 2017: $212,8542017Assets 2018: $284,016Liabilities 2018: $0Net Assets 2018: $284,0162018Assets 2019: $320,302Liabilities 2019: $0Net Assets 2019: $320,3022019Assets 2020: $349,584Liabilities 2020: $0Net Assets 2020: $349,5842020Assets 2021: $385,614Liabilities 2021: $0Net Assets 2021: $385,6142021Assets 2022: $425,936Liabilities 2022: $0Net Assets 2022: $425,9362022Assets 2023: $456,146Liabilities 2023: $0Net Assets 2023: $456,1462023Assets 2024: $489,028Liabilities 2024: $0Net Assets 2024: $489,0282024

Highlighted filing

2024

Assets$489,028
Liabilities$0
Net Assets$489,028

Operations Trend

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

$150K$100K$50K$0Revenue 2013: $100,005Expenses 2013: $70,586Net Income 2013: $29,4192013Revenue 2014: $108,501Expenses 2014: $79,301Net Income 2014: $29,2002014Revenue 2015: $101,829Expenses 2015: $73,993Net Income 2015: $27,8362015Revenue 2016: $107,776Expenses 2016: $59,600Net Income 2016: $48,1762016Revenue 2017: $98,560Expenses 2017: $75,335Net Income 2017: $23,2252017Revenue 2018: $131,454Expenses 2018: $60,292Net Income 2018: $71,1622018Revenue 2019: $109,449Expenses 2019: $73,163Net Income 2019: $36,2862019Revenue 2020: $115,068Expenses 2020: $85,786Net Income 2020: $29,2822020Revenue 2021: $118,907Expenses 2021: $82,877Net Income 2021: $36,0302021Revenue 2022: $116,687Expenses 2022: $76,365Net Income 2022: $40,3222022Revenue 2023: $121,335Expenses 2023: $78,858Net Income 2023: $42,4772023Revenue 2024: $115,713Expenses 2024: $83,361Net Income 2024: $32,3522024

Highlighted filing

2024

Revenue$115,713
Expenses$83,361
Net Income$32,352

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 4, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NED J GIAN JRTrustee-$0--
GEORGIA GIANTrustee-$0--
NED JOSEPH GIANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ned & Georgia Gian Family Foundation
EIN
46-6420630
Phone
7166335266
Address
120 HALSTON PARKWAY, EAST AMHERST, NY 14051

Signing Officer

Name
Ned Gian
Title
Trustee
Phone
7166335266
Signed
2025-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
100 CORPORATE PARKWAY SUITE 200, AMHERST, NY 14226
Preparer
Regina Roberts
Phone
7162506600
Raw XML AppendixShowing 400 of 888 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/Amt01600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55727
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63099
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt734206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt924541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1023023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1152583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1425588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt154601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1714428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt194392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2030940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2123136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt275742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2841350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2959900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt306010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt323480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341557
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt363168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt375080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt384262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt401045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt423078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt441296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt462296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt471198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5024713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt543111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt551217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63868
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt743359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt934074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1040982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11111355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12459
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1430219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt155995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1710774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt187831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20103268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2154832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt223280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt275516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2850061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29118950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt307300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3113663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt324632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt341896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt356765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt363953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt377053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt389226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt424311
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt441183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt463141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49419
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5022563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511262
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt543793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt551638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm010 SHS COMCAST CORP (CMCSA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110 SHS DARDEN RESTAURANTS (DRI)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm210 SHS HOME DEPOT INC (HD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm310 SHS UNITEDHEALTH GP INC (UNH)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4104 SHS COCA COLA CO (KO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm513 SHS NORTHROP GRUMMAN CP(HLDG CO) (NOC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm614 SHS CHUBB LTD(CB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7244 SHS ABBVIE INC COM (ABV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm816 SHS GENERAL MTRS CO (GM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9180 SHS ALPHABET INC (GOOGLE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10140 SHS AUTOMATIC DATA PROCESSING INC (ADP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11190 SHS SPDR S&P 500 ETF TRUST (SPY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122 SHS DANAHER CORPORATION (DHR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1320 SHS KEURIG DR PEPPER INC COM (KDP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14202 SHS EXTRA SPACE STORAGE INC (EXR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1523 SHS AMGEN INC (AMGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1624 SHS YUM BRANDS INC (YUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17240 SHS CVS HEALTH CORP COM (CVS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1827 SHS AIR PROD & CHEM INC (APD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1927 SHS MCDONALDS CORP (MCD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20270 SHS MICROSOFT CORP (MSFT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21280 SHS VANGUARD DIVIDEND APPREICATION (VIG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2229 SHS ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2330 SHS MARSH & MCLENNAN COS INC (MMC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2433 SHS CHEVRON CORP (CVX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm254 SHS DOMINOS PIZZA INC (DPZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2641 SHS SEMPRA (SRE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2745 SHS EOG RESOURCES INC (EOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28138 SHS CATERPILLAR INC (CAT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29475 SHS APPLE INC (AAPL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3054 SHS TARGET CORPORATION (TGT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3157 SHS JPMORGAN CHASE & CO (JPM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm326 SHS ELI LILLY & CO (LLY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm336 SHS PHILIP MORRIS INTL INC (PM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm346 SHS VISA INC CL A (V)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3568 SHS MERCK & CO INC NEW COM (MRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3673SHS ABB LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3775 SHS WEC ENERGY GROUP INC COM (WEC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm389 SHS BLACKROCK INC (BLK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ASTRAZENECA PLC ADR (AZN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm404 SHS CONSTELLATION BRANDS INC CL A (STZ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm414 SHS CONSTELLATION ENERGY CORP (CEG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4225 SHS BLACKSTONE INC (BX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm436 SHS CANADIAN NATURAL RESOURCES LTD (CNQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4411 SHS EXXON MOBIL CORP (XOM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm458 SHS GE AEROSPACE NEW (GE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4634 SHS GILEAD SCIENCE (GILD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4731 SHS HALLIBURTON CO (HAL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482 SHS KKR & CO INC CL A (KKR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491 SHS LINDE PLC (LIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50124 SHS PALO ALTO NETWORKS INC (PANW)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm519 SHS PAYCHEX INC (PAYX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm522 SHS RTX CORPORATION (RTX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5310 SHS SOUTHERN CO (SO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5454 SHS WELLS FARGO & CO NEW (WFC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5513 SHS WELLTOWER INC (WELL)
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt011554
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt04987
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0149
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt016690
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt016690
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt04987
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt075705
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt075705
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt099023
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011554
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt011554
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt032352
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt065594
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt04987
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011009
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0125
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05655
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt026
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0276
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt077430
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05681
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt083361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt016690
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0115713
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01725
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05681
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-12-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132024-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-11-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-08-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt43053
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5486
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt98753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1420101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt156
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt166431
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1945
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-69
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt163867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-69
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12603
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt163867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32428
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5371
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62356
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt73369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99512
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131285
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1420109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1610298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ARCHER DANIELS MIDLAND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CME GROUP INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CONOCOPHILLIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3GILEAD SCIENCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HONEYWELL INTL INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HUMANA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ISHARES BIOTECHNOLOGY ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7JOHNSON & JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LYONDELLBASELL NV CL-A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10NESTLE SPON ADR REP REG SHR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11PALO ALTO NETWORKS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12PIONEER NATURAL RESOURCES CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13SPDR BLOOMBERG 1-3 MONTH T-B
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14AUTOMATIC DATA PROCESSING INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15ABBVIE INC COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CATERPILLAR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19AUTOMATIC DATA PROCESSING INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20UNRECAPTURED 1250 GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04987
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt032352
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0530
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0489028
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0456146
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0489028
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt034080
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt034080
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt034080
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt034233
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0153
IRS990PF/DistributableAmountGrp/TotalTaxAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0136
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017
IRS990PF/FMVAssetsEOYAmt0793547
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0411892
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0472706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0777225
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0456146

Document Assets

No mirrored PDF or thumbnail assets are attached yet.