Civic Intelligence

The Roller-Bottimore Foundation

EIN 54-1201084 • Dallas, TX

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

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

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

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

Asset Growth

67th percentile

9.3%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

94th percentile

253%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,287,009

Up $533,096 (+9.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$6,287,009

Up $533,096 (+9.3%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin86th percentile

Revenue

Up

$1,109,699

Up $795,400 (+253%) from 2023

Expenses

Down

$574,356

Down $132,634 (-19%) from 2023

Net Income

Up

$535,343

Up $928,034 (+236%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $6,632,818Liabilities 2011: $02011Assets 2012: $6,574,259Liabilities 2012: $02012Assets 2013: $6,651,848Liabilities 2013: $02013Assets 2014: $6,265,344Liabilities 2014: $02014Assets 2015: $5,760,012Liabilities 2015: $02015Assets 2019: $5,330,071Liabilities 2019: $0Net Assets 2019: $5,330,0712019Assets 2020: $5,694,186Liabilities 2020: $0Net Assets 2020: $5,694,1862020Assets 2021: $5,986,395Liabilities 2021: $0Net Assets 2021: $5,986,3952021Assets 2022: $6,124,485Liabilities 2022: $0Net Assets 2022: $6,124,4852022Assets 2023: $5,753,913Liabilities 2023: $0Net Assets 2023: $5,753,9132023Assets 2024: $6,287,009Liabilities 2024: $0Net Assets 2024: $6,287,0092024

Highlighted filing

2024

Assets$6,287,009
Liabilities$0
Net Assets$6,287,009
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $159,219Expenses 2011: $470,736Net Income 2011: -$311,5172011Revenue 2012: $382,602Expenses 2012: $438,908Net Income 2012: -$56,3062012Revenue 2013: $471,054Expenses 2013: $483,825Net Income 2013: -$12,7712013Revenue 2014: $317,485Expenses 2014: $698,866Net Income 2014: -$381,3812014Revenue 2015: $208,228Expenses 2015: $628,882Net Income 2015: -$420,6542015Revenue 2019: $359,724Expenses 2019: $564,357Net Income 2019: -$204,6332019Revenue 2020: $501,269Expenses 2020: $137,393Net Income 2020: $363,8762020Revenue 2021: $977,179Expenses 2021: $683,304Net Income 2021: $293,8752021Revenue 2022: $691,438Expenses 2022: $550,754Net Income 2022: $140,6842022Revenue 2023: $314,299Expenses 2023: $706,990Net Income 2023: -$392,6912023Revenue 2024: $1,109,699Expenses 2024: $574,356Net Income 2024: $535,3432024

Highlighted filing

2024

Revenue$1,109,699
Expenses$574,356
Net Income$535,343
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,287,009
Liabilities
$0
Net assets
$6,287,009
Revenue
$1,109,699
Expenses
$574,356
Net income
$535,343
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$1.11$0.57$0.54
2023Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.31$0.71$0.39
2022Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.69$0.55$0.14
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.98$0.68$0.29
2020Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.50$0.14$0.36
2019Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.36$0.56$0.20
2015Summary only. Only limited summary data is available for this year.$5.76$0.00$0.21$0.63$0.42
2014Summary only. Only limited summary data is available for this year.$6.27$0.00$0.32$0.70$0.38
2013Summary only. Only limited summary data is available for this year.$6.65$0.00$0.47$0.48$0.01
2012Summary only. Only limited summary data is available for this year.$6.57$0.00$0.38$0.44$0.06
2011Summary only. Only limited summary data is available for this year.$6.63$0.00$0.16$0.47$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 11, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN L MCELROY IIITreasurer-$0--
ORRAN L BROWNPresident-$0--
COLEEN BUTLER RODRIGUEZSecretary-$0--
JOHN T KINGBoard Member-$0--
MARGARET K TURNERBoard Member-$0--
THOMAS N ALLENBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMOUNT VERNON LADIES ASSOCIATIONREPAIRS, PRESERVATION OFPCMOUNT VERNON, VA, US$75,000
Paid GrantVIRGINIA HISTORICAL SOCIETYUNRESTRICTED GENERALPCRICHMOND, VA, US$75,000
Paid GrantWOODROW WILSON PRESIDENTIAL LIBRARY FOUNDATIONSUPPORT NEW HISTORICALPCSTAUNTON, VA, US$50,000
Paid GrantCOLONIAL WILLIAMSBURG FOUNDATIONUNRESTRICTED GENERALPCWILLIAMSBURG, VA, US$50,000
Paid GrantPETERSBURG AREA ART LEAGUEUNRESTRICTED GENERALPCPETERSBURG, VA, US$45,000
Paid GrantFAIRFIELD FOUNDATIONGHOST STRUCTURE OF ENSLAVEDPCWHITE MARSH, VA, US$32,000
Paid GrantGEORGE C MARSHALL FOUNDAITONUNRESTRICTED GENERALPCLEXINGTON, VA, US$25,000
Paid GrantWASHINGTON HERITAGE MUSEUMSMARY WASHINGOTN MONUMENTPCFREDERICKSBURG, VA, US$25,000
Paid GrantASSOCIATION FOR THE PRESERVATION OF VA ANTIQUITIESSUPPORT PRESERVATIONPCRICHMOND, VA, US$25,000
Paid GrantCORPORATION FOR JEFFERSON POPLAR FORESTRESTORATION OF EXTERIORPCFOREST, VA, US$25,000
Paid GrantMORVEN PARK INCTHE 246 YEARS PROJECT -PCLEESBURG, VA, US$15,000
Paid GrantGOOCHLAND COUNTY HISTORICAL SOCIETYUNRESTRICTED GENERALPCGOOCHLAND, VA, US$2,000
Filing and Contact Details

Filer

Filer Name
The Roller-bottimore Foundation
EIN
54-1201084
Phone
8043567308
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
John L Mcelroy Iii
Title
Treasurer
Phone
8043567308
Signed
2025-04-11
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 653067, DALLAS, TX 75265-3067
Preparer
Karen J Kiser
Phone
8888663275
Raw XML AppendixShowing 400 of 1,121 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/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0600
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt059546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt158271
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt347466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt445636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt642237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt736222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt837541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt934869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1044129
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1114770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1220226
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1341973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1443012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1523108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1648845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1729645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1814903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1933736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2041114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2138794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2256962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2336920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2430735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2547588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2654358
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2753134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2855759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2922504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3023199
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3115775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3243190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3313197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3432666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3558861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3615353
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt378256
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3893488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3959318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4045826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4146710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42101060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4346163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4460998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4549810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4665195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4729275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4839080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4934139
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5038694
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5133716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5239779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5354500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5417926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5578436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5643739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5767475
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5833040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt59299448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt60517648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6167831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6253921
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6350323
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6463965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6552979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6660989
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6757103
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt68107883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6956508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7052558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7166158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7247432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7348337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7433663
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75114421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7646551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt77487000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78454410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0130953
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt195594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt270484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt368928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt468650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5110686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6111458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7104898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt865572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9288498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1072712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11184770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1242375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13113150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1441309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1568092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1673122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1769948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1846937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1990531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20124421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21100346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2288933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2383880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24109248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25197630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26132848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27230122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28114318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29190440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30197819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31575966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32123432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33130589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3437213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt35224001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36129576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3742949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38144945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39242812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40161669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41112756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42391995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4359469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt44243974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4586713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46536710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47933316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4883435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4955776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5074148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5138719
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5245210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5377433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5480425
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5582046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56187106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57114405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5840200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59377935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt60743280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6161873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6293716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6355026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6476837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6572411
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6671080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6760683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68113878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6981308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7069480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7199714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7241186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7341278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt74184520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt75125231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7655928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77501112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78457518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0922908751 VANGUARD SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm226875P101 EOG RESOURCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3718546104 PHILLIPS 66 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491913Y100 VALERO ENERGY CORP N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5438516106 HONEYWELL INTL INC D
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8911312106 UNITED PARCEL SVC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10254687106 DISNEY (WALT) CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1402209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16641069406 NESTLE S A REP RG SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21031162100 AMGEN INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22075887109 BECTON DICKINSON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23478160104 JOHNSON AND JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25084670702 BERKSHIRE HATHAWAYIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2609247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2714040H105 CAPITAL ONE FINL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2846625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29N6596X109 NXP SEMICONDUCTORS N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3002079K107 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3102079K305 ALPHABET INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3317275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3457636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3570450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3679466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3792826C839 VISA INC CL A SHRS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38030420103 AMERICAN WTR WKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4022160K105 COSTCO WHOLESALE CRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4109061G101 BIOMARIN PHARMACEUTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4392532F100 VERTEX PHARMCTLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4598978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4609260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4700724F101 ADOBE INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4811135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4967066G104 NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50088606108 BHP GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51149123101 CATERPILLAR INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52231021106 CUMMINS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53244199105 DEERE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5445167R104 IDEX CORP DELAWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55502431109 L3HARRIS TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56666807102 NORTHROP GRUMMAN COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5775513E101 RTX CORP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58759916109 REPLIGEN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5948251W104 KKR & CO INC C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61852234103 BLOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6264128R608 NEUBERGER BERMAN LON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63714199106 PERMANENT PORTFOLIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64464287804 ISHARES CORE S&P SMA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6520825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6635671D857 FREEPORT-MCMORAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6778468R556 SPDR S AND P OIL & G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6881369Y506 SECTOR SPDR ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6916411R208 CHENIERE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70674599105 OCCIDENTAL PETE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7100287Y109 ABBVIE INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7209250J734 BLACKROCK EVENT DRIV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7358933Y105 MERCK AND CO INC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7446432F339 ISHARES EDGE MSCI US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7578464A755 SPDR S P METALS MINI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7692189F106 VANECK GOLD MINERS E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77G54950103 LINDE PLC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79532457108 ELI LILLY & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81009158106 AIR PRODUCTS&CHEM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82046353108 ASTRAZENECA PLC SPND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8309290D101 BLACKROCK INC REG SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8422788C105 CROWDSTRIKE HLDGS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8521037T109 CONSTELLATION ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8600203H446 AQR LONG SHORT EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8709258N703 BLACKROCK GLOBAL EQU
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0640160
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0654315
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0281080
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0828619
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01109699
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01109699
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0900
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0828619
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0444000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0444000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0278454
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0281080
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0535343
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02677873
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0828619
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01004835
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt039
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt027000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0100495
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0127495
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0804
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0472118
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0102238
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0574356
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01107073
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01109699
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt028118
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0102238
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0130356
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0518
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0518
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82010-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102013-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112012-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142010-01-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152024-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212023-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-08-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252013-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262021-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272021-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282023-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-04-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342024-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352024-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362024-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382020-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392014-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402015-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412014-02-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422018-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432012-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0191496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1269194
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt314195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt414737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt549788
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt750287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt918968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1016434
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114494
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12252081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt132350
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1543089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt168425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1781901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt182106
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt197521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2047055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215454
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2250380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2360521
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt245265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt251181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2625634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt27120540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2897781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt294212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3063820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3153064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3240437
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt337569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3455027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3572264
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3657762
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3710887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt383135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt399686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt405634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt412448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt426673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt434119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt06661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-3155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-3274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-7669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-401

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $5M-$10M nonprofits