Civic Intelligence

The Wesley Family Foundation

EIN 47-2560651 • Pepper Pike, OH

Pub. 78 Eligible
30100 Chagrin Blvd 301Pepper Pike, OH 44124
Siviq Scores

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

Liabilities / Assets

40th percentile

0.02x

Higher debt load relative to assets than 40% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.05x

Higher debt load relative to revenue than 42% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

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 2024

Asset Growth

92nd percentile

47%

Faster asset growth than 92% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

1328%

Faster revenue growth than 98% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$8,371,370

Up $2,664,638 (+47%) from 2023

Liabilities

Up

$160,000

Up $14,154 (+9.7%) from 2023

Net Assets

Up

$8,211,370

Up $2,650,484 (+48%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin96th percentile

Revenue

Up

$3,092,524

Up $2,875,937 (+1328%) from 2023

Expenses

Up

$434,968

Up $227,896 (+110%) from 2023

Net Income

Up

$2,657,556

Up $2,648,041 (+27830%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$10M$5.0M$0Assets 2014: $5,000,008Liabilities 2014: $02014Assets 2015: $5,064,672Liabilities 2015: $0Net Assets 2015: $5,064,6722015Assets 2016: $4,931,452Liabilities 2016: $0Net Assets 2016: $4,931,4522016Assets 2017: $5,302,298Liabilities 2017: $0Net Assets 2017: $5,302,2982017Assets 2018: $6,061,117Liabilities 2018: $0Net Assets 2018: $6,061,1172018Assets 2019: $6,156,646Liabilities 2019: $0Net Assets 2019: $6,156,6462019Assets 2020: $5,810,970Liabilities 2020: $0Net Assets 2020: $5,810,9702020Assets 2021: $5,884,149Liabilities 2021: $0Net Assets 2021: $5,884,1492021Assets 2022: $5,955,193Liabilities 2022: $401,605Net Assets 2022: $5,553,5882022Assets 2023: $5,706,732Liabilities 2023: $145,846Net Assets 2023: $5,560,8862023Assets 2024: $8,371,370Liabilities 2024: $160,000Net Assets 2024: $8,211,3702024

Highlighted filing

2024

Assets$8,371,370
Liabilities$160,000
Net Assets$8,211,370
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $5,000,008Expenses 2014: $0Net Income 2014: $5,000,0082014Revenue 2015: $118,952Expenses 2015: $52,796Net Income 2015: $66,1562015Revenue 2016: $98,670Expenses 2016: $234,817Net Income 2016: -$136,1472016Revenue 2017: $819,166Expenses 2017: $295,496Net Income 2017: $523,6702017Revenue 2018: $1,330,730Expenses 2018: $359,680Net Income 2018: $971,0502018Revenue 2019: $404,555Expenses 2019: $309,982Net Income 2019: $94,5732019Revenue 2020: $36,568Expenses 2020: $382,319Net Income 2020: -$345,7512020Revenue 2021: $471,584Expenses 2021: $398,405Net Income 2021: $73,1792021Revenue 2022: $218,754Expenses 2022: $548,364Net Income 2022: -$329,6102022Revenue 2023: $216,587Expenses 2023: $207,072Net Income 2023: $9,5152023Revenue 2024: $3,092,524Expenses 2024: $434,968Net Income 2024: $2,657,5562024

Highlighted filing

2024

Revenue$3,092,524
Expenses$434,968
Net Income$2,657,556
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$8,371,370
Liabilities
$160,000
Net assets
$8,211,370
Revenue
$3,092,524
Expenses
$434,968
Net income
$2,657,556
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.37$0.16$8.21$3.09$0.43$2.66
2023Detailed filing. Detailed filing data is available for this year.$5.71$0.15$5.56$0.22$0.21$0.01
2022Detailed filing. Detailed filing data is available for this year.$5.96$0.40$5.55$0.22$0.55$0.33
2021Detailed filing. Detailed filing data is available for this year.$5.88$0.00$5.88$0.47$0.40$0.07
2020Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.04$0.38$0.35
2019Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.40$0.31$0.09
2018Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$1.33$0.36$0.97
2017Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.82$0.30$0.52
2016Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.10$0.23$0.14
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.12$0.05$0.07
2014Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$0.00$5.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIMBERLY A WESLEYPresident/Director-$0--
MICHELLE R WESLEY LICATAVice President/Treasurer/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Wesley Family Foundation
EIN
47-2560651
Phone
4403146325
Address
30100 CHAGRIN BLVD 301, PEPPER PIKE, OH 44124

Signing Officer

Name
Michelle Wesley Licata
Title
Vice President & Treasurer
Phone
4403146325
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Qbco Advisory LLC
Address
15420 W CAPITOL DRIVE, BROOKFIELD, WI 53005
Preparer
Tracy Strizic Ea Mst
Phone
4143696301
Raw XML AppendixShowing 400 of 634 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/Amt04775
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02388
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt027872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19331
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt253136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt333363
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt424760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt584812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt625467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt728931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt825415
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1012832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1135996
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1225223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1318083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1430791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1517341
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1618334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1722607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1812630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1913091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2017816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2118929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2234971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt235447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2413897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2517015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2699306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2719673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2879642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2917869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3028076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3125001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3220380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3317870
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3419924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3527829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt366991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3721550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3811426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3911428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4014401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4135270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4229743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4314421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4422123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4518983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46650880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47908503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48318151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49394315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50394408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51630828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52788631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53236869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54352531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55358445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56630726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57331694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58236573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59315605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60344364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt026300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt337735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt599667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt632804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt733495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt836863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt911908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1011206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1138483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1221616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1320926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1428936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1517843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1621256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1725284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1812876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1918155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2017136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2119575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2242429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt236256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2413429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2517973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2692730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2725848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2885946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2920016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3035618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3124980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3223482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3316595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3420270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3530878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt365751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3728623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3823423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3911630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4016202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4140453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4239302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4317896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4417650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4518085
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46661278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47805798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48355089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49421954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50412543
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51641227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52817887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53241087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54333217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55343254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56630165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57322056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58257832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59344770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60326245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGNICO EAGLE MINES LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CENCORA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11COSTCO WHOLESALE CRP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FERRARI NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HILTON WORLDWIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HOWMET AEROSPACE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INTERCONTINENTAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JOHNSON CONTROLS INTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23KENVUE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MARTIN MARIETTA MATLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PROLONGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SCHLUMBERGER LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TESLA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40UNITED RENTALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WESTIN DIGITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46COHEN & STEERS PREFERRED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47EDGEWOOD GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48INVESCO AEROSPACE AND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INVESCO S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ISHARES MSCI ACWI ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51ISHARES TR FALLEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PACER US CASH COWS100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53PACER US SMALL CAP CASH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SECTOR SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55SECTOR SPDR UTILITIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SPDR BLACKSTONE SENIOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57SPDR S P METALS MINING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58VANGUARD SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59VANGUARD GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60VANGUARD HEALTH CARE ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0165350
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02927174
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03092524
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03092524
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02388
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02387
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04775
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02927174
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0396894
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0396894
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0162964
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0165350
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02657556
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09248658
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02927174
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03056887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt03035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030205
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0399282
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033251
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0434968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03090138
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03092524
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02388
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033251
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt038074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt090000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1846855
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2174976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3125116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4630181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53539602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt673594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt75244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt898575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt948420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10688921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-84527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt418224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52521327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-10875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt96400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10352947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11120575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-84527
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt28192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3640
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt418224
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52521327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-10875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt96400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10352947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11120575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt090019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1762328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2183168
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3121476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4648405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt56060929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt672113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt887700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt954820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101041868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11120575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL LYNCH - 3204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1MERRILL LYNCH - 3204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2MERRILL LYNCH - 3205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MERRILL LYNCH - 3205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4MERRILL LYNCH - 3206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5MERRILL LYNCH - 3206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BAIRD 1676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BAIRD 1830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BAIRD 1830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BAIRD 9517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BAIRD 9517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02927174
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02657556
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt07072
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt08218442
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05560886
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08211370
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0365179
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0365179
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0365179
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0407670
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt042491
IRS990PF/DistributableAmountGrp/TotalTaxAmt042491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt08105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt098
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0694
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt050000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt042491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt08105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt042491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt042491
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt050694
IRS990PF/FMVAssetsEOYAmt08509808
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0145846
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0160000
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt02000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05000000
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05000000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01080267
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04364799
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08075012
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08213450
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0560886
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03211370
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0178979
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0296358
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0296358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05706732
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08371370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08509808
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0145846
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0160000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05706732
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08371370
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05560886
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08211370
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt080687
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08277554
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0297708
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07979846
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0124163
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0407670
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08153391
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08277554
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KIMBERLY A WESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHELLE R WESLEY LICATA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT/TREASURER/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02875 CHAGRIN RIVER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12711 SHERBROOKE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHAGRIN FALLS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.