Civic Intelligence

The Claude Moore Charitable Foundation

EIN 52-1558571 • Fairfax, VA

View Organization Page

11350 Random Hills Road Suite 730Fairfax, VA 22030
Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

11th percentile

0.00x

Higher debt load relative to revenue than 11% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$498,144

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

$100M-$250M nonprofits • Source year 2022

Asset Growth

27th percentile

0.3%

Faster asset growth than 27% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

527%

Faster revenue growth than 98% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$228,357,591

Up $693,417 (+0.3%) from 2023

Liabilities

Down

$2,485

Down $1,948,987 (-100%) from 2023

Net Assets

Up

$233,327,532

Up $7,614,830 (+3.4%) from 2023

Operations
Liabilities / Revenue11th percentileNet Margin82nd percentile

Revenue

Up

$23,101,050

Up $19,417,072 (+527%) from 2023

Expenses

Up

$15,225,672

Up $742,421 (+5.1%) from 2023

Net Income

Up

$7,875,378

Up $18,674,651 (+173%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$300M$200M$100M$0Assets 2011: $128,849,785Liabilities 2011: $1752011Assets 2012: $125,332,896Liabilities 2012: $4552012Assets 2013: $135,921,888Liabilities 2013: $2,5292013Assets 2014: $176,872,474Liabilities 2014: $2,1592014Assets 2015: $213,899,211Liabilities 2015: $1,4562015Assets 2018: $182,814,323Liabilities 2018: $2,2422018Assets 2019: $228,644,217Liabilities 2019: $40,917,5152019Assets 2020: $239,864,552Liabilities 2020: $20,707,011Net Assets 2020: $219,157,5412020Assets 2021: $240,670,570Liabilities 2021: $32,698Net Assets 2021: $240,637,8722021Assets 2022: $205,761,462Liabilities 2022: $1,588Net Assets 2022: $205,759,8742022Assets 2023: $227,664,174Liabilities 2023: $1,951,472Net Assets 2023: $225,712,7022023Assets 2024: $228,357,591Liabilities 2024: $2,485Net Assets 2024: $233,327,5322024

Highlighted filing

2024

Assets$228,357,591
Liabilities$2,485
Net Assets$233,327,532
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$40M$20M$0-$20MRevenue 2011: $4,957,064Expenses 2011: $4,980,957Net Income 2011: -$23,8932011Revenue 2012: $5,332,686Expenses 2012: $5,910,777Net Income 2012: -$578,0912012Revenue 2013: $4,577,791Expenses 2013: $5,808,743Net Income 2013: -$1,230,9522013Revenue 2014: $29,595,549Expenses 2014: $6,570,544Net Income 2014: $23,025,0052014Revenue 2015: $5,073,472Expenses 2015: $7,730,959Net Income 2015: -$2,657,4872015Revenue 2018: $2,034,204Expenses 2018: $7,864,866Net Income 2018: -$5,830,6622018Revenue 2019: $25,299,340Expenses 2019: $11,611,801Net Income 2019: $13,687,5392019Revenue 2020: $24,669,853Expenses 2020: $13,827,298Net Income 2020: $10,842,5552020Revenue 2021: $26,185,543Expenses 2021: $13,526,453Net Income 2021: $12,659,0902021Revenue 2022: $9,530,335Expenses 2022: $16,803,189Net Income 2022: -$7,272,8542022Revenue 2023: $3,683,978Expenses 2023: $14,483,251Net Income 2023: -$10,799,2732023Revenue 2024: $23,101,050Expenses 2024: $15,225,672Net Income 2024: $7,875,3782024

Highlighted filing

2024

Revenue$23,101,050
Expenses$15,225,672
Net Income$7,875,378
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$228,357,591
Liabilities
$2,485
Net assets
$233,327,532
Revenue
$23,101,050
Expenses
$15,225,672
Net income
$7,875,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$228$0.00$233$23.1$15.2$7.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$228$1.95$226$3.68$14.5$10.8
2022Detailed filing. Detailed filing data is available for this year.$206$0.00$206$9.53$16.8$7.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$241$0.03$241$26.2$13.5$12.7
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$240$20.7$219$24.7$13.8$10.8
2019Summary only. Only limited summary data is available for this year.$229$40.9$25.3$11.6$13.7
2018Summary only. Only limited summary data is available for this year.$183$0.00$2.03$7.86$5.83
2015Summary only. Only limited summary data is available for this year.$214$0.00$5.07$7.73$2.66
2014Summary only. Only limited summary data is available for this year.$177$0.00$29.6$6.57$23.0
2013Summary only. Only limited summary data is available for this year.$136$0.00$4.58$5.81$1.23
2012Summary only. Only limited summary data is available for this year.$125$0.00$5.33$5.91$0.58
2011Summary only. Only limited summary data is available for this year.$129$0.00$4.96$4.98$0.02
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
J HAMILTON LAMBERTTrustee / Exec DirectorFT$485,944$12,200$498,144
RANDOLPH A SUTLIFFTrustee / Dep Exec DirectorPT$112,038$221$112,259
PETER ARNTSONTrustee-$60,500-$60,500
GUY GRAVETTTrusteePT$60,000-$60,000
LUCIUS BRACEYTrustee-$60,000-$60,000
KAREN SCHAUFELDTrustee-$55,000-$55,000
Filing and Contact Details

Filer

Filer Name
The Claude Moore Charitable Foundation
EIN
52-1558571
In Care Of
% J HAMILTON LAMBERT
Phone
7039341147
Address
11350 RANDOM HILLS ROAD SUITE 730, FAIRFAX, VA 22030

Signing Officer

Name
J Hamilton Lambert
Title
Trustee
Phone
7039341147
Signed
2023-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Russell Evans & Thompson PLLC
Address
299 Herndon Parkway Suite 206, Herndon, VA 20170-4467
Preparer
Anna S Russell
Phone
7034780320
Raw XML AppendixShowing 400 of 1,013 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/Amt0123195
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AUDIT AND TAX SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt070838
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt052357
CompensationExplanation/CompensationExplanationGrp/PersonNm0PETER ARNTSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1GUY GRAVETT
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt0PETER ARNTSON IS ASSOCIATED WITH THE FIRM OF MCCANDLISH & LILLARD. THE FIRM PROVIDES LEGAL AND CONSULTING SERVICES TO THE FOUNDATION. FEES CHARGED ARE CONSIDERED COMMENSURATE WITH THE SERVICES PROVIDED.
CompensationExplanation/CompensationExplanationGrp/ShortExplanationTxt1GUY GRAVETT IS ASSOCIATED WITH THE FIRM OF FARMS & ACREAGE INC. FEES CHARGED ARE CONSIDERED COMMENSURATE WITH THE SERVICES PROVIDED.
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm0DELOITTE CONSULTING LLP
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm1TRUIST INVESTMENT SERVICES
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm2DEWBERRY ENGINEERS INC
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm3RAYMOND JAMES
ContractorCompensationExpln/ContractorCompExplnGrp/ContractorPersonNm4OAK HILL WEALTH ADVISORS
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt0FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt1FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt2FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED. CERTAIN COSTS ARE CAPITALIZED TO LAND.
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt3FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.
ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt4FEES CHARGED ARE COMMENSURATE WITH THE SERVICES PROVIDED.
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02003-10-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12003-09-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22006-03-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32006-03-17
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt42006-03-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt52006-02-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt62006-04-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt72006-02-16
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt82006-04-28
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt92006-12-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt102008-05-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt112008-01-18
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt122008-01-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt132008-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt142008-04-09
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt152008-06-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt162008-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt172010-12-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt182010-12-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt192011-04-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt202011-04-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt212012-07-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt222013-02-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt232013-11-22
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt242013-09-23
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt252014-08-12
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt262014-08-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt272015-04-29
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt282015-07-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt292015-08-24
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt302015-04-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt312015-06-19
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt322019-06-26
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt332019-02-07
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt342019-02-08
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt352019-11-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt362019-11-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt372020-01-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt382020-03-31
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt392020-05-06
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt402020-05-11
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt412020-01-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt422020-01-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt432020-01-20
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt442021-03-09
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt3SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt4SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt5SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt6SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt7SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt8SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt9SL
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DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt11SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt12SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt13SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt14SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt15SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt16SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt17SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt18SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt19SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt20SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt21SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt22SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt23SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt24SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt25SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt26SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt27SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt28SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt29SL
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DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt43SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt44SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt012270
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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt2911318
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3011063
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3113241
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3218925
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt332735
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt342054
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt354914
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt369523
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt3754773
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt383969
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt391010
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt403150
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt416657
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt424249
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt434418
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt44424
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1STORAGE ROOM FILES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22 DELL 380 COMPUTE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc324 " MONITOR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc4HP 5550 N PRINTER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc5CARPET - STORAGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc6SYS FURN - TITUS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc7SHELVING STORAGE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc8PINFILE # 600
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc9DATA TABLE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc10WEBSITE DESIGN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc11OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc12DISH EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc13OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc14DELL PWREDGE 2950
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc15WEBSITE DESIGN
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc16MACBK PRO W881146
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc17DELL E6410 (KATHY)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc18DELL E6410 ( GALE)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc19IPAD WI-FI 32 GB
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc20IPAD WI-FI 64 GB
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc21SERVER AND WORKSTA
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc22SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc23IPADS (2)
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc24APPLE LAPTOP
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc25SHELVING
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc26COMPUTER IMAC
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc27IPAD WI-FI 16GB
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc28PAVILLION
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc29FENCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc30ROAD ENTRANCE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc31TRAILER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc32CUSTOM WEBSITE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc33SERVER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc3411" IPAD PRO
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc35MACBOOK & PERIPHER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc36COPIER
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc37OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc389 APPLE MACBOOK PR
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc39VIBE BOARD
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc40UCAAS IMPLEMENT.
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc41ARCHITECTURAL FEES
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc42CABLING COSTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc43CARPET-NEW OFFICE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc44MACBOOK 16"
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE THE ATTACHED INVESTMENT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SUMMARY SCHEDULE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt012786798
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt012786798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt062595657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt062595657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE THE ATTACHED INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1SUMMARY SCHEDULE
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt08862840
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt08862840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt08518749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt114069453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE THE ATTACHED INVESTMENT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1SUMMARY SCHEDULE:
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PREFERRED STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt08518749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114069453
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt03143828
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt06381427
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MISCELLANEOUS INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05080
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt09530335
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt09530335
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt070838
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt052357
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0123195
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt06384845
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0272088
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0561394
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0833482
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt09464549
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt09464549
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt021512
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt021512
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03137778
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03143828
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7272854
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt049281160
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0601
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0601
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt09328
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt06482
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt015810
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt06381427
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05043708
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0103057
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt071615
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0174672
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0712567
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt0774217
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt01486784
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0748176
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0187783
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0935960
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt05080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt047540
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0759386
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0806926
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt055202
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt060645
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0115847
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0500877
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01970651
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02781528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012009193
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04483995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016803189
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09527703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt09530335
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02544644
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04483995
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07338640
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt024971
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt017352
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt042323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt077303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12292178
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21096007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt39034743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4250696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55372901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61977324

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