Civic Intelligence

Allen Foundation Inc.

990PF • Fiscal year 2024 • EIN 51-0152562

Jan 01, 2024 to Dec 31, 2024 • Filed on May 09, 2025

Organization Profile
PO Box 1606Midland, MI 48641-1606

(989) 832-5678

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

80th percentile

35%

Higher net margin than 80% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

44th percentile

3.5%

Faster asset growth than 44% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$28,375,736

Up $960,958 (+3.5%) from 2023

Net Assets

Up

$28,375,736

Up $960,958 (+3.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin80th percentile

Revenue

Up

$2,746,989

Up $401,073 (+17%) from 2023

Expenses

Up

$1,786,031

Up $26,122 (+1.5%) from 2023

Net Income

Up

$960,958

Up $374,951 (+64%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$30M$20M$10M$0Assets 2010: $8,912,599Liabilities 2010: $0Net Assets 2010: $8,912,5992010Assets 2011: $8,713,425Liabilities 2011: $0Net Assets 2011: $8,713,4252011Assets 2012: $8,863,493Liabilities 2012: $12012Assets 2013: $23,812,749Liabilities 2013: $02013Assets 2014: $25,656,632Liabilities 2014: $02014Assets 2015: $25,048,706Liabilities 2015: $02015Assets 2019: $26,734,867Liabilities 2019: $02019Assets 2020: $26,362,876Liabilities 2020: $0Net Assets 2020: $26,362,8762020Assets 2021: $27,370,616Liabilities 2021: $0Net Assets 2021: $27,370,6162021Assets 2022: $26,812,294Liabilities 2022: $0Net Assets 2022: $26,812,2942022Assets 2023: $27,414,778Liabilities 2023: $0Net Assets 2023: $27,414,7782023Assets 2024: $28,375,736Liabilities 2024: $0Net Assets 2024: $28,375,7362024

Highlighted filing

2024

Assets$28,375,736
Liabilities$0
Net Assets$28,375,736
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $459,6042010Expenses 2011: $551,3432011Revenue 2012: $639,770Expenses 2012: $540,349Net Income 2012: $99,4212012Revenue 2013: $15,521,858Expenses 2013: $572,602Net Income 2013: $14,949,2562013Revenue 2014: $2,694,772Expenses 2014: $907,787Net Income 2014: $1,786,9852014Revenue 2015: $1,057,876Expenses 2015: $1,665,802Net Income 2015: -$607,9262015Revenue 2019: $1,211,300Expenses 2019: $1,791,935Net Income 2019: -$580,6352019Revenue 2020: $1,299,240Expenses 2020: $1,671,231Net Income 2020: -$371,9912020Revenue 2021: $2,650,574Expenses 2021: $1,721,052Net Income 2021: $929,5222021Revenue 2022: $1,433,220Expenses 2022: $1,994,668Net Income 2022: -$561,4482022Revenue 2023: $2,345,916Expenses 2023: $1,759,909Net Income 2023: $586,0072023Revenue 2024: $2,746,989Expenses 2024: $1,786,031Net Income 2024: $960,9582024

Highlighted filing

2024

Revenue$2,746,989
Expenses$1,786,031
Net Income$960,958
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GAIL LANPHEARBoard Chair-$0--
LAURIE BOUWMANSecretary-$0--
MARK OSTAHOWSKI MDPresident-$0--
WILLIAM LAUDERBACHTreas/Fincial VP/ Trustee-$0--
HEATHER KELTOTrustee-$0--
ANN F JAYTrustee-$0--
CHARLES KENDALLTrustee/Treasurer-$0--
AMANDA BOUWMANTrustee-$0--
MIKE WOOLHISERTrustee-$0--
McCLAIN MCALLISTERJunior Apprentice-$0--
MOGEN MCALLISTERJunior Apprentice-$0--
EMILY UMBARGERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Allen Foundation
EIN
51-0152562
Phone
9898325678
Address
PO BOX 1606, MIDLAND, MI 48641-1606

Signing Officer

Name
Charles Kendall
Title
Treasurer
Phone
9898325678
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Julie J Beall CPA
Address
4114 CASTLE DRIVE, MIDLAND, MI 48640
Preparer
Julie J Beall CPA
Phone
9894309138
Raw XML AppendixShowing 400 of 1,032 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/Amt02010
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0JULIE J. BEALL, CPA
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02010
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0AMERICAN HONDA FINANCE 1.20 2025-07-08
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CATERPILLAR FINL SERVICE 1.00 2026-03-02
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMAZON.COM INC 4.55 2027-12-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ANALOG DEVICES INC 3.50 2026-12-05
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CINTAS CORPORATION 3.70 2027-04-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5COCA COLA CO 3.38 2027-03-25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CONOCO INC 6.95 2029-04-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7JOHN DEERE CAPITAL CORP 5.15 2025-03-03
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8META PLATFORMS INC 4.60 2028-05-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9HOME DEPOT INC 3.90 2028-12-06
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10MASTERCARD INC 4.88 2028-03-09
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11MORGAN STANLEY 6.25 2026-08-09
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12PFIZER INC 3.60 2028-09-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13PUBLIC STORAGE 5.13 2029-01-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14REALTY INCOME CORP 4.88 2026-06-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15THERMO FISHER SCIENTIFIC INC 4.80 2027-11-21
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16UNITED PARCEL SERVICE 3.90 2025-04-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17VISA INC 3.15 2025-12-14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18BANK OF MONTREAL 4.70 2027-09-14
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19ROYAL BANK OF CANADA 4.95 2025-04-25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20TORONTO-DOMINION BANK 5.10 2026-01-09
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21BOOKING HOLDINGS INC 4.63 2030-04-13
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22COMCAST CORP 4.25 2030-10-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23INTEL CORP 4.00 2029-08-05
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24PAYPAL HOLDINGS INC 3.90 2027-06-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25PHILLIP MORRIS INTL INC 5.63 2029-11-17
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26RAYMOND JAMES FINANCIAL INC 4.65 2030-04-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27WASTE MANAGEMENT INC 4.63 2030-02-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0500553
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1495338
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2250101
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3244945
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4245112
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5243505
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6265263
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7249867
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8249758
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9244028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10252765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11257659
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12243318
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13246096
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14249248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15252545
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16248411
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17245676
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18245965
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19247260
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20251330
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21245466
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22238687
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23243823
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24243735
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25258638
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26244816
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27245941
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0491744
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1479952
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2251309
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3245044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4245215
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5244397
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6270959
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7250230
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8250527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9243654
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10252481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11255707
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12241717
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13253045
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14250576
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15251741
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16249394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17247015
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18249267
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19250199
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20251255
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21247698
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22241074
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23237986
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24246008
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25257078
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26246314
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27247635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0118680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1199479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt376562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt446152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5200721
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6114509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8189398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9321951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10190674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11180178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12214365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13165100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1470578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1590562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16215022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17199344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18113988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19247006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20188685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2180234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2274959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23273713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24409270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25323702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26100074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27343304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28269795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29487360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30167573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31373040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32250198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33248081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34185500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35178548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36305828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37114782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38737147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39168041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40366508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41474245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42168330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43338344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt44246691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt45185000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46345723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47302936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48487763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49225000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50456886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51209570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52399165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53367277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54359691
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55600000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56660000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt571065000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt581033000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59460000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0217260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1355590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2550924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3376857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4567900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5219674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6527362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7302090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8420320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9499592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10462696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11364864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12289240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13173144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14279640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15880992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16227220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17217069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18177330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19319326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20396055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21177051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22433380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23352764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24521265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25503905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26495552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27674184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28601794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29411948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30446997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31353640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32534092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33292041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34245160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35126840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36505800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37940030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38647761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39171626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40411600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41291830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42239481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43378508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44499920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45201491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46546526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47439736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48490177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49240287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50439706
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51179190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52436704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53337770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54359910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55580818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56665395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt571032467
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt581054672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59482599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01500 shares of CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13000 shares of PRUDENTIAL FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22200 shares of APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31300 shares of MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43000 shares of ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm524087 shares of PRINCIPAL GLOBAL R/E SEC FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62200 shares of JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71700 shares of ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87100 shares of CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911209 shares of PRINCIPAL MIDCAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102400 shares of ALLSTATE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111600 shares of UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122000 shares of JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134600 shares of EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142000 shares of DR HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153800 shares of BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167000 shares of PPL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1713499 shares of MFS GLOBAL REAL ESTATE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181000 shares of DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192100 shares of PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201100 shares of STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21350 shares of UNITED HEALTHCARE GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm226000 shares of LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm234100 shares of OMNICOM GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2415408 shares of FIDELITY SMALL CAP GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm255357 shares of VANGUARD TAX MNGD SMALL CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm268700 shares of CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2716800 shares of DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281800 shares of SALESFORCE.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2910636 shares of MFS INTL VALUE FD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm303700 shares of TJX COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm317000 shares of ARCHER DANIELS MIDLAND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm322600 shares of FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm333700 shares of JOHNSON CONTROLS INTNL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342000 shares of EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351200 shares of PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361200 shares of MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm377000 shares of NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3817474 shares of DRIEHAUS EMERGING MRKTS GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391400 shares of VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4017500 shares of REGIONS FINANCIAL HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4111000 shares of PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm423300 shares of MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4311600 shares of HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm443000 shares of ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4511880 shares of WASATCH WASATCH EMERGING MRKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46110 shares of BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm473800 shares of RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4826815 shares of MFS NEW DISCOVERY VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm493120 shares of AMERICAN NEW WORLD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm509567 shares of VICTORY SYCAMORE EST VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm513000 shares of MONDELEZ INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm522400 shares of PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm539000 shares of COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm549000 shares of VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5528209 shares of BUFFALO INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5652851 shares of CULLENS EMERGING MRKT HIGH DIV FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5758430 shares of HARTFORD INTERNATIONAL VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5859620 shares of HARTFORD SCHRODERS INTL ST FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm598703 shares of TOUCHSTONE MID CAP FD
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0911051
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01835840
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt058
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt040
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02746989
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02746989
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02010
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02010
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01835840
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01582941
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01582941
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0911051
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0911051
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0960958
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09669011
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt058
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0746
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01243
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01835840
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02613251
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt07643
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt05096
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt012739
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt017142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02529
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt019671
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt040
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0114959
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0114959
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0166
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0110
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0276
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0850
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01622293
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0133738
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01786031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02746989
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02746989
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt039352
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0133738
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0203090
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt09805
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt06537
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt016342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07833171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01691411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01691411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09524582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01835840
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt012021
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0960958
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028375736
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027414778
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028375736
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01754557
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01754557
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01754557
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01790881
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt036324
IRS990PF/DistributableAmountGrp/TotalTaxAmt036324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034211
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt034211
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036324
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02113
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034211
IRS990PF/FMVAssetsEOYAmt036904277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06230233
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt07449849
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt07449221
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt015293095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt017004410
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025569762
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt027414778
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt028375736
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0872477
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01392138
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01392138
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt027414778
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt028375736
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt036904277
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt027414778
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt028375736
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt027414778
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt028375736
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05018973
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02529339
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02493156
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt036363061
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01160450
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt035202611
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0545446
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01790881
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035817615
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt036363061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HUNTINGTON PRIVATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0114959
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0235 E MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0MIDLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd048640
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt5001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt6003.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt7001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt8001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt9001.00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$28,375,736
Liabilities
$0
Net assets
$28,375,736
Revenue
$2,746,989
Expenses
$1,786,031
Net income
$960,958
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.4$0.00$28.4$2.75$1.79$0.96
2023Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$2.35$1.76$0.59
2022Detailed filing. Detailed filing data is available for this year.$26.8$0.00$26.8$1.43$1.99$0.56
2021Detailed filing. Detailed filing data is available for this year.$27.4$0.00$27.4$2.65$1.72$0.93
2020Detailed filing. Detailed filing data is available for this year.$26.4$0.00$26.4$1.30$1.67$0.37
2019Summary only. Only limited summary data is available for this year.$26.7$0.00$1.21$1.79$0.58
2015Summary only. Only limited summary data is available for this year.$25.0$0.00$1.06$1.67$0.61
2014Summary only. Only limited summary data is available for this year.$25.7$0.00$2.69$0.91$1.79
2013Summary only. Only limited summary data is available for this year.$23.8$0.00$15.5$0.57$14.9
2012Summary only. Only limited summary data is available for this year.$8.86$0.00$0.64$0.54$0.10
2011Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.55
2010Detailed filing. Detailed filing data is available for this year.$8.91$0.00$8.91$0.46