Civic Intelligence

The Edith Berg Charitable Foundation

EIN 47-6430519 • New York, NY

162 W 56th Street Suite 507New York, NY 10019
Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

26th percentile

-11%

Higher net margin than 26% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$50,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 51.8% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

37th percentile

-1.4%

Faster asset growth than 37% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

121%

Faster revenue growth than 92% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$745,744

Down $10,844 (-1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$745,744

Down $10,844 (-1.4%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin26th percentile

Revenue

Up

$96,581

Up $52,788 (+121%) from 2023

Expenses

Down

$107,425

Down $4,138 (-3.7%) from 2023

Net Income

Up

-$10,844

Up $56,926 (+84%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$1.5M$1.0M$500K$0Assets 2014: $351,673Liabilities 2014: $0Net Assets 2014: $351,6732014Assets 2015: $1,243,466Liabilities 2015: $0Net Assets 2015: $1,243,4662015Assets 2016: $1,125,179Liabilities 2016: $0Net Assets 2016: $1,125,1792016Assets 2017: $1,076,412Liabilities 2017: $0Net Assets 2017: $1,076,4122017Assets 2018: $1,012,688Liabilities 2018: $0Net Assets 2018: $1,012,6882018Assets 2019: $953,400Liabilities 2019: $0Net Assets 2019: $953,4002019Assets 2020: $869,855Liabilities 2020: $0Net Assets 2020: $869,8552020Assets 2021: $907,178Liabilities 2021: $0Net Assets 2021: $907,1782021Assets 2022: $824,358Liabilities 2022: $0Net Assets 2022: $824,3582022Assets 2023: $756,588Liabilities 2023: $0Net Assets 2023: $756,5882023Assets 2024: $745,744Liabilities 2024: $0Net Assets 2024: $745,7442024

Highlighted filing

2024

Assets$745,744
Liabilities$0
Net Assets$745,744
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $351,845Expenses 2014: $172Net Income 2014: $351,6732014Revenue 2015: $1,016,026Expenses 2015: $92,515Net Income 2015: $923,5112015Revenue 2016: -$18Expenses 2016: $118,758Net Income 2016: -$118,7762016Revenue 2017: $68,357Expenses 2017: $117,124Net Income 2017: -$48,7672017Revenue 2018: $53,757Expenses 2018: $117,481Net Income 2018: -$63,7242018Revenue 2019: $44,945Expenses 2019: $104,233Net Income 2019: -$59,2882019Revenue 2020: $48,543Expenses 2020: $132,088Net Income 2020: -$83,5452020Revenue 2021: $129,296Expenses 2021: $91,973Net Income 2021: $37,3232021Revenue 2022: $33,605Expenses 2022: $116,425Net Income 2022: -$82,8202022Revenue 2023: $43,793Expenses 2023: $111,563Net Income 2023: -$67,7702023Revenue 2024: $96,581Expenses 2024: $107,425Net Income 2024: -$10,8442024

Highlighted filing

2024

Revenue$96,581
Expenses$107,425
Net Income-$10,844
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$745,744
Liabilities
$0
Net assets
$745,744
Revenue
$96,581
Expenses
$107,425
Net income
-$10,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.03$0.12$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.13$0.09$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.13$0.08
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.04$0.10$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.05$0.12$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.07$0.12$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.00$0.12$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$1.02$0.09$0.92
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.35$0.00$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D LISSNERTrustee-$50,000-$50,000
BARBARA H LISSNERTrustee-$0--
WOODY RAYMONDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Edith Berg Charitable
EIN
47-6430519
Phone
2123071499
Address
162 W 56TH STREET SUITE 507, NEW YORK, NY 10019

Signing Officer

Name
Michael D Lissner
Title
Trustee
Phone
2123071499
Signed
2025-10-02

Preparer

Firm
The Ultimate Tax Preparers Inc
Address
550A FLATBUSH AVE, BROOKLYN, NY 11225-4858
Preparer
Woody a Raymond Ea
Phone
7184250980
Raw XML AppendixShowing 400 of 2,522 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.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1882023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1892023-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1902023-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1912023-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1922023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1932023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1942024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1952024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1962024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1972024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1982024-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt1992024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2002024-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2012024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2022024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2032024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2042024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2052022-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2062022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2072022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2082023-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2092023-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2102023-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2112023-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2122023-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2132024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2142024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2152024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2162024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2172023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2182023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2192023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2202024-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2212024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2222024-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2232024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2242024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2252019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2262019-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2272020-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2282020-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2292020-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2302020-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2312021-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2322022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2332022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2342022-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2352022-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2362022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2372022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2382022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2392023-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2402023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2412023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2422023-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2432023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2442023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2452019-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2462022-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2472018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2482018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2492018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2502018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2512018-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2522022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2532022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2542022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2552022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2562022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2572022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2582022-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2592023-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2602023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2612023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2622023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2632024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2642018-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2652018-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2662018-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2672023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2682023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2692024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2702024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2712024-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2722024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2732023-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2742023-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2752023-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2762024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2772024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2782024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2792024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2802024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2812020-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2822020-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2832021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2842021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2852021-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2862022-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2872023-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2882023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2892024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2902024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2912014-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2922014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2932014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2942014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2952014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2962024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2972024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2982022-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt2992022-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3002022-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3012022-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3022023-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3032023-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3042023-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3052023-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3062023-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3072023-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3082023-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3092023-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3102023-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3112023-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3122023-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3132023-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3142024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3152024-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3162024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3172024-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3182024-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3192024-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3202024-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3212024-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt3222024-08
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15 SHARES OF ABBVIE INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23 SHARES OF ABBVIE INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31 SHARES OF ABBVIE INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc48 SHARES OF ABBVIE INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc53 SHARES OF ABBVIE INC COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc62 SHARES OF ACCENTURE PLC IRELAND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc74 SHARES OF ACCENTURE PLC IRELAND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc82 SHARES OF ACCENTURE PLC IRELAND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc93 SHARES OF ACCENTURE PLC IRELAND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc102 SHARES OF ACCENTURE PLC IRELAND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc113 SHARES OF ACCENTURE PLC IRELAND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc122 SHARES OF ACCENTURE PLC IRELAND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13343.836 SHARES OF ALLSPRING CORE PLU
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14666.799 SHARES OF ALLSPRING CORE PLU
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc159 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc165 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc174 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc182 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc196 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc201 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc212 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc223 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc232 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc247 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc251 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc268 SHARES OF AMER ELECTRIC POWER CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc272 SHARES OF ANALOG DEVICES INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc283 SHARES OF ANALOG DEVICES INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc295 SHARES OF ANALOG DEVICES INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc303 SHARES OF ANALOG DEVICES INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc311 SHARES OF ANALOG DEVICES INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc323 SHARES OF ANALOG DEVICES INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3392.282 SHARES OF ARTISAN INTERNATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3441.009 SHARES OF ARTISAN INTERNATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc356.665 SHARES OF ARTISAN INTERNATIONA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc361 SHARES OF BLACKROCK INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc371 SHARES OF BLACKROCK INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc381 SHARES OF BLACKROCK INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3972.725 SHARES OF BNY MELLON DYNAMIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc40141.662 SHARES OF BNY MELLON DYNAMIC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc411 SHARES OF BROADCOM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc422 SHARES OF BROADCOM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc438 SHARES OF BROADCOM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc443 SHARES OF BROADCOM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc451 SHARES OF BROADCOM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc462 SHARES OF BROADCOM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc472 SHARES OF BROADCOM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc481 SHARES OF BROADCOM INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc494 SHARES OF CHUBB LTD CHF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc501 SHARES OF CHUBB LTD CHF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc511 SHARES OF CHUBB LTD CHF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc522 SHARES OF CHUBB LTD CHF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc532 SHARES OF COCA COLA CO COM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc54127.535 SHARES OF DFA US LARGE CAP E
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5556.128 SHARES OF DFA US LARGE CAP EQ
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc563.236 SHARES OF DFA US LARGE CAP EQU
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc573 SHARES OF DFA US LARGE CAP EQUITY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc582.95 SHARES OF DFA US LARGE CAP EQUI
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc592 SHARES OF DIAGEO PLC NEW GB SPON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc601 SHARES OF DIAGEO PLC NEW GB SPON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc615 SHARES OF DIAGEO PLC NEW GB SPON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc621 SHARES OF DIAGEO PLC NEW GB SPON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc633 SHARES OF DIAGEO PLC NEW GB SPON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc642 SHARES OF DIAGEO PLC NEW GB SPON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc65287.855 SHARES OF DIAMOND HILL LARGE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc662.801 SHARES OF DIAMOND HILL LARGE C
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6744.264 SHARES OF DIAMOND HILL LARGE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc68887.621 SHARES OF DIAMOND HILL LARGE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6937.521 SHARES OF DIAMOND HILL LARGE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc703.949 SHARES OF DIAMOND HILL LARGE C
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7166.959 SHARES OF DIAMOND HILL LARGE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7218.792 SHARES OF DIAMOND HILL LARGE

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