Civic Intelligence

George D Hott Memorial Foundation of Morgantown Monongalia Co Wva

990PF • Fiscal year 2025 • EIN 55-6085230

Jan 01, 2025 to Dec 31, 2025

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(304) 348-4582

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$36,140

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,142,633Liabilities 2011: $02011Assets 2012: $2,106,647Liabilities 2012: $02012Assets 2013: $2,113,343Liabilities 2013: $0Net Assets 2013: $2,113,3432013Assets 2014: $2,253,266Liabilities 2014: $02014Assets 2015: $2,265,240Liabilities 2015: $0Net Assets 2015: $2,265,2402015Assets 2016: $2,180,993Liabilities 2016: $0Net Assets 2016: $2,180,9932016Assets 2017: $2,211,522Liabilities 2017: $0Net Assets 2017: $2,211,5222017Assets 2018: $2,283,440Liabilities 2018: $0Net Assets 2018: $2,283,4402018Assets 2019: $2,276,445Liabilities 2019: $0Net Assets 2019: $2,276,4452019Assets 2020: $2,202,054Liabilities 2020: $0Net Assets 2020: $2,202,0542020Assets 2021: $2,519,999Liabilities 2021: $0Net Assets 2021: $2,519,9992021Assets 2022: $2,534,920Liabilities 2022: $0Net Assets 2022: $2,534,9202022Assets 2023: $2,521,607Liabilities 2023: $0Net Assets 2023: $2,521,6072023Assets 2024: $2,954,571Liabilities 2024: $0Net Assets 2024: $2,954,5712024

Latest loaded filing

2024

Assets$2,954,571
Liabilities$0
Net Assets$2,954,571
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $30,409Expenses 2011: $163,678Net Income 2011: -$133,2692011Revenue 2012: $136,191Expenses 2012: $172,177Net Income 2012: -$35,9862012Revenue 2013: $177,091Expenses 2013: $170,395Net Income 2013: $6,6962013Revenue 2014: $340,861Expenses 2014: $202,788Net Income 2014: $138,0732014Revenue 2015: $194,639Expenses 2015: $185,143Net Income 2015: $9,4962015Revenue 2016: $86,533Expenses 2016: $165,997Net Income 2016: -$79,4642016Revenue 2017: $203,024Expenses 2017: $174,805Net Income 2017: $28,2192017Revenue 2018: $257,361Expenses 2018: $185,536Net Income 2018: $71,8252018Revenue 2019: $170,867Expenses 2019: $162,274Net Income 2019: $8,5932019Revenue 2020: $106,695Expenses 2020: $196,498Net Income 2020: -$89,8032020Revenue 2021: $509,919Expenses 2021: $162,523Net Income 2021: $347,3962021Revenue 2022: $188,714Expenses 2022: $202,468Net Income 2022: -$13,7542022Revenue 2023: $163,847Expenses 2023: $176,758Net Income 2023: -$12,9112023Revenue 2024: $686,384Expenses 2024: $253,769Net Income 2024: $432,6152024

Latest loaded filing

2024

Revenue$686,384
Expenses$253,769
Net Income$432,615
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 6, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$36,140-$36,140
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE SALVATION ARMYGENERAL OPERATING-ALEXANDRIA, VA, US$22,500
Paid GrantCHRISTIAN HELP INCGENERAL OPERATING-MORGANTOWN, WV, US$20,000
Paid GrantSHACK NEIGHBORHOOD HOUSE INCGENERAL OPERATING-MORGANTOWN, MI, US$20,000
Paid GrantCOMMUNITY KITCHEN INCGENERAL OPERATING-MORGANTOWN, WV, US$18,000
Paid GrantST URSULA FOOD PANTRYGENERAL OPERATING-PURSGLOVE, WV, US$16,000
Paid GrantBOY SCOUTS OF AMERICAGENERAL OPERATING-IRVING, TX, US$15,000
Paid GrantWVU FOUNDATIONGENERAL OPERATING-MORGANTOWN, WV, US$12,000
Paid GrantVISITING HOMEMAKER SERVICE OF MONONGALIAGENERAL OPERATING-MORGANTOWN, WV, US$10,000
Paid GrantMONONGALIA COUNTY CHILD ADVOCACY CENTERGENERAL OPERATING-MORGANTOWN, WV, US$10,000
Paid GrantMORGANTOWN AREA MEALS ON WHEELSGENERAL OPERATING-MORGANTOWN, WV, US$8,500
Paid GrantSCOTT'S RUN SETTLEMENT HOUSEGENERAL OPERATING-PURSGLOV, WV, US$7,500
Paid GrantCASA FOR KIDSGENERAL OPERATING-PARIS, TX, US$7,000
Paid GrantPANTRY PLUS MORE INCGENERAL OPERATING-MORGANTOWN, WV, US$6,000
Paid GrantGIRL SCOUTS OF BLACK DIAMOND COUNCILGENERAL OPERATING-CHARLESTON, WV, US$5,000
Paid GrantWESLEY UNITED METHODIST CHURCHGENERAL OPERATING-MORGANTOWN, WV, US$3,000
Paid GrantMYLAN PARK FOUNDATION INCGENERAL OPERATING-MORGANTOWN, WV, US$2,500
Paid GrantLITERACY VOLUNTEERSGENERAL OPERATING-FARMINGTON, ME, US$2,000
Filing and Contact Details

Filer

Filer Name
George D Hott Foundation
EIN
55-6085230
Phone
3043484582
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3043484582
Signed
2026-04-06
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT ST 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura Strobel
Phone
4123556000
Raw XML AppendixShowing 400 of 1,500 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/Amt01250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm03130A5DA4 FHLB 2.625% 06/13/20
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1808513BC8 SCHWAB CHARLES CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm206406RBD8 BANK NEW YORK MELLON
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm391282CMZ1 US TREASURY N/B 3.87
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm491282CNA5 US TREASURY N/B 4% 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm591282CNC1 US TREASURY N/B 4.25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm691282CND9 US TREASURY N/B 3.75
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm791282CNE7 US TREASURY N/B 3.87
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm891282CNR8 US TREASURY N/B 4% 0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm991282CPJ4 US TREASURY N/B 4% 1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt069412
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt159060
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt268775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt399426
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4149711
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt520092
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt619723
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt070569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt160434
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt270675
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3100551
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4150773
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt520120
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt619738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt122365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt270347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt356552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt420235
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt630004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810723
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt956516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1022386
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1118298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1231181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1319997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14260296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1543061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1633052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1719825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1858912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1924316
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2060100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2127304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2242083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2354309
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2417840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2591089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2631344
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2735514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2848552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2931817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3038896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3137236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3243730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3321047
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3443674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3524387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3641434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3734889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3826778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3932421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4029075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4123887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4219926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4321212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4483758
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4534807
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4620519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47152177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4852769
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4921381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt50157121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5141117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5230778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5332613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5445381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5545805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0120789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145704
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2157439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt395790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt486995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5128312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt650251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt735422
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8126225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt988933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1040951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1151585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1256636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1332170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14317790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1551198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1639231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1728665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1890432
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1955412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2060607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2120717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2246746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2361596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2418750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25112493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2638091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2713636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2879472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2936266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3046426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3142880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3247524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3321552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3464924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3536184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3641473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3745008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3832496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3945121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4026436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4130161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4228040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4321421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4484000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4534236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4618875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47167639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4869441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4937970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt50154502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5139994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5229860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5335756
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5446799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5546586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm302079K305 ALPHABET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm591913Y100 VALERO ENERGY CORP N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm738144N841 GOLDMAN SACHS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8552982720 MFS SER TR XIII
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm967066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1192826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1478464A359 SPDR SER TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1531420B847 FEDERATED HERMES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16592905749 METROPOLITAN WEST FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1746625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2092646A831 VICTORY PORTFOLIOS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21532457108 LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2246120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2381762P102 SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2532008F200 FIRST EAGLE FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26025537101 AMERICAN ELEC PWR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27543487136 LOOMIS SAYLES FDS II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2830231G102 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2921036P108 CONSTELLATION BRANDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3072201F490 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3126875P101 EOG RES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32049560105 ATMOS ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3330303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3464110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3572201F623 PIMCO FDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3600130H105 AES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3803027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39038222105 APPLIED MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4222788C105 CROWDSTRIKE HLDGS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43230001752 CULLEN FDS TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44262028731 DRIEHAUS SMALL CAP G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45285512109 ELECTRONIC ARTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46291011104 EMERSON ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48369604301 GENERAL ELEC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4955261F104 M&T BK CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50595112103 MICRON TECHNOLOGY IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5167103H107 O REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5268389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53697435105 PALO ALTO NETWORKS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5575513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57824348106 SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59872540109 TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60902973304 US BANCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6192343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6398978V103 ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64G1151C101 ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65G54950103 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6600287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67040413205 ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6809857L108 ING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69191912401 COHEN & STEERS REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70219350105 CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71253868103 DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7231609A503 FIDELITY COVINGTON T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7338141G104 GOLDMAN SACHS GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74458140100 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7556170L208 HOOD RIVER SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7669608A108 PALANTIR TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77806857108 SLB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78833445109 SNOWFLAKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8090384S303 ULTA BEAUTY INC
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt070965
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0192602
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0572
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0264139
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0264139
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0192602
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018070
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt018070
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt036140
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0185000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0185000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt070965
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt070965
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt024069
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01856860
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0192602
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0244943
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0572
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01126
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017680
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0204320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019196
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0240070
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0264139
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0264139
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019320
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019196
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt055070
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02015-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62017-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82004-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122022-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132022-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142015-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172025-05-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192018-05-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-04-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302017-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-10-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432004-12-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442023-05-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452020-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532022-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542025-05-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582017-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612016-03-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt035565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt145745
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt38537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt456336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt519489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt618323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt726236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt829911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt931701
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1021597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1112089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1212141
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1324931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1412743
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15103635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1642091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1817902
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt192587
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2030500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2117000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2216573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2334193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2485343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt25103000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2615257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2742127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2874600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2950493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3099987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt319980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3219961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3319961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt341448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt351973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt363032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt371655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt381176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt391265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt401210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt411376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt422713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt433664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt44438
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt455612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt46720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt471784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4815313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4994805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt501177
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5173035
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5220283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5332728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5447599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt552104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt561983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt572887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt583618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt591288
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt60911

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.69$0.25$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.16$0.18$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.19$0.20$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.51$0.16$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.11$0.20$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.17$0.16$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.26$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.20$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.09$0.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.19$0.19$0.01
2014Summary only. Only limited summary data is available for this year.$2.25$0.00$0.34$0.20$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.18$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$2.11$0.00$0.14$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$2.14$0.00$0.03$0.16$0.13