Civic Intelligence

Thomas Martin Foundation

990PF • Fiscal year 2023 • EIN 48-1222230

Jan 01, 2023 to Dec 31, 2023 • Filed on May 11, 2024

4937 Wyandotte StKansas City, MO 64112-2475

(816) 881-6100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

4th percentile

-191%

Higher net margin than 4% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

6.7%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$510,293

Up $12,632 (+2.5%) from 2022

Net Assets

Up

$510,293

Up $12,632 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$16,830

Up $1,058 (+6.7%) from 2022

Expenses

Down

$48,951

Down $1,611 (-3.2%) from 2022

Net Income

Up

-$32,121

Up $2,669 (+7.7%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $948,916Liabilities 2011: $2,708Net Assets 2011: $946,2082011Assets 2012: $900,129Liabilities 2012: $2,508Net Assets 2012: $897,6212012Assets 2013: $889,817Liabilities 2013: $2,508Net Assets 2013: $887,3092013Assets 2014: $867,245Liabilities 2014: $2,508Net Assets 2014: $864,7372014Assets 2015: $780,783Liabilities 2015: $2,508Net Assets 2015: $778,2752015Assets 2016: $735,271Liabilities 2016: $6,115Net Assets 2016: $729,1562016Assets 2017: $693,709Liabilities 2017: $0Net Assets 2017: $693,7092017Assets 2018: $654,532Liabilities 2018: $0Net Assets 2018: $654,5322018Assets 2019: $619,158Liabilities 2019: $0Net Assets 2019: $619,1582019Assets 2020: $542,338Liabilities 2020: $0Net Assets 2020: $542,3382020Assets 2021: $526,714Liabilities 2021: $0Net Assets 2021: $526,7142021Assets 2022: $497,661Liabilities 2022: $0Net Assets 2022: $497,6612022Assets 2023: $510,293Liabilities 2023: $0Net Assets 2023: $510,2932023Assets 2024: $486,598Liabilities 2024: $0Net Assets 2024: $486,5982024

Highlighted filing

2023

Assets$510,293
Liabilities$0
Net Assets$510,293

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $99,9102011Expenses 2012: $135,0742012Revenue 2013: $33,886Expenses 2013: $113,378Net Income 2013: -$79,4922013Revenue 2014: $36,813Expenses 2014: $80,672Net Income 2014: -$43,8592014Revenue 2015: $30,388Expenses 2015: $123,167Net Income 2015: -$92,7792015Revenue 2016: $27,629Expenses 2016: $108,686Net Income 2016: -$81,0572016Revenue 2017: $25,249Expenses 2017: $92,691Net Income 2017: -$67,4422017Revenue 2018: $23,941Expenses 2018: $81,080Net Income 2018: -$57,1392018Revenue 2019: $21,988Expenses 2019: $80,572Net Income 2019: -$58,5842019Revenue 2020: $19,312Expenses 2020: $81,056Net Income 2020: -$61,7442020Revenue 2021: $18,775Expenses 2021: $60,004Net Income 2021: -$41,2292021Revenue 2022: $15,772Expenses 2022: $50,562Net Income 2022: -$34,7902022Revenue 2023: $16,830Expenses 2023: $48,951Net Income 2023: -$32,1212023Revenue 2024: $19,679Expenses 2024: $50,640Net Income 2024: -$30,9612024

Highlighted filing

2023

Revenue$16,830
Expenses$48,951
Net Income-$32,121
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 11, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine B MartinPres/Treas/Director-$0--
Peter BrownAsst Treas-$0--
T Bradley MartinDirector-$0--
K Michelle RaabDirector-$0--
Filing and Contact Details

Filer

Filer Name
Thomas Martin Foundation
EIN
48-1222230
Phone
8168816100
Address
4937 WYANDOTTE ST, KANSAS CITY, MO 64112-2475

Signing Officer

Name
Katherine B Martin
Title
Executive Director
Phone
8168816100
Signed
2024-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Martha L Voight CPA
Address
244 Apache Trail W, Lake Quivira, KS 66217
Preparer
Martha Leonard Voight CPA
Phone
9134321002
Raw XML AppendixShowing 400 of 1,181 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/Amt01511
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Martha L. Voight, CPA Tax preparation
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm025,000 ADOBE SYS INC SR NOTE 3.25% DUE 02/01/2025
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm125,000 EVEGY INC 1ST MTG 3.1% DUE 04/01/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm225,000 HONEYWELL INTL INC SR GLBL 2.5% 11/01/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm320,000 PFIZER INC SR GLBL NOT 3% 12/15/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm425,000GNMA II POOL 6% DUE 10/20/2053
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt025101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt125069
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt226291
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt321459
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt424406
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt024562
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt123743
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt223814
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt319297
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt425313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt84039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt121201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt143511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt162801
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt192071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt204831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2148938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2240696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt234889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2417671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt253927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt264205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt293290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt305372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt312208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32399
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt344133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt352830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt361582
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt373623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt391213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4011756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt414886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt425164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt437017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt452186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt469991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4730000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4836000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4915035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt503191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64377
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt816744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt106820
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt115804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt135417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt163024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt184999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt194155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt205243
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2152745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2251539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt235629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2424697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2714533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt283242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt293789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt306398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt317631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt325641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt333644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt344728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt354606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt362931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt375704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt385048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt393290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4025369
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt414948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt425308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt437897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt455833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4610328
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4730731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4836842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4914911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt502673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm030 ABBOTT LABS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm245 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3770 AMER BEACON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm420 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm550 ARCHER DANIELS MIDLAND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6130 BANK OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm720 BERSHIRE HATHAWAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm815 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm945 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10135 CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1150 CONOCOPHILIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1220 DARDEN RESTAURANTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1360 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1493 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1535 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1625 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1725 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1850 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1930 GENUINE PARTS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2025 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21700 ISHARES MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22170 ISHARES RUSSELL 1000 GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2352 ISHARES CORE S&P SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24255 ISHARES MSCI EAFE GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2530 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2625 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2725 KIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2820 LVMH MOET HENNESSY LOU VUITTON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2920 MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3015 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3170 MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3215 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3360 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3420 NORFOLK SOUTHN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35160 PFIZER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3620 PROCTOR & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3755 PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3860 RTX CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3950 SHELL PLC SPON ADS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4050 SDPR S&P MIDCAP 400 ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4165 SCHWAB US DIVIDEND EQUITY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4210 THERMO FISHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4315 UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4425 VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4537 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461,465 BLACKROCK HI YLD BD PORT-K
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm472,435.065 DODGE & COX INC I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm484,008.909 MET WEST TPT RET BD-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491,542.007 RIVERPARK S/T HI YLD INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5035 VANGUARD INTERMEDIATE ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt016830
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt043715
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt060545
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt060545
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01511
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01511
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0148
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043715
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt036550
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt036550
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt016830
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016830
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-32121
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt02386
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02386
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048144
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0148
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt07314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07314
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01190
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01190
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt036550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt048951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt060545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt016830
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012401
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012401
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02010-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42015-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92010-02-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142016-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172014-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192013-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-08-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-01-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-08-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252021-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262019-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272019-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282019-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302020-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312017-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322018-07-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332020-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352023-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-10-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402022-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-03-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422012-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432019-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452008-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462009-11-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472022-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482014-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492020-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502023-03-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512018-06-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt370
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt420
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt480
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt28559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32101
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4815
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5357
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt62326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt73758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt9884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt103185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt151257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt163757
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17857
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt193403
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt207705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt216576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt222069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt233040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2514751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt264676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt273216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt281477
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt291201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt301405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt31147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt324555
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt365384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt371322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt382410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3925117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt402667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt42481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt441012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt452508
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt461073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt472339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt481143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt497949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt503069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5110010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt521475
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt50
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt60
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt70
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt80
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt90
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt130
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt150
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt160
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt170
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt190
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt240
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt250
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt270
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt280
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt290
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt330

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.20$0.51$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.17$0.49$0.32
2022Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.16$0.51$0.35
2021Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$0.19$0.60$0.41
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.19$0.81$0.62
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.22$0.81$0.59
2018Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.24$0.81$0.57
2017Detailed filing. Detailed filing data is available for this year.$6.94$0.00$6.94$0.25$0.93$0.67
2016Detailed filing. Detailed filing data is available for this year.$7.35$0.06$7.29$0.28$1.09$0.81
2015Detailed filing. Detailed filing data is available for this year.$7.81$0.03$7.78$0.30$1.23$0.93
2014Detailed filing. Detailed filing data is available for this year.$8.67$0.03$8.65$0.37$0.81$0.44
2013Detailed filing. Detailed filing data is available for this year.$8.90$0.03$8.87$0.34$1.13$0.79
2012Detailed filing. Detailed filing data is available for this year.$9.00$0.03$8.98$1.35
2011Detailed filing. Detailed filing data is available for this year.$9.49$0.03$9.46$1.00