Civic Intelligence

Wright Myra FBO St Johns Episcopal

990PF • Fiscal year 2020 • EIN 55-6117937

Jan 01, 2020 to Dec 31, 2020 • Filed on May 01, 2021

Organization Profile
PO Box 1558 Dept Ea5w86Columbus, OH 43216

(304) 348-7170

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

12th percentile

-53%

Higher net margin than 12% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

60th percentile

$6,964

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

31st percentile

-2.0%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

14th percentile

-43%

Faster revenue growth than 14% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets38th percentile

Assets

Down

$749,385

Down $14,940 (-2.0%) from 2019

Net Assets

Down

$749,385

Down $14,940 (-2.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin12th percentile

Revenue

Down

$34,724

Down $25,723 (-43%) from 2019

Expenses

Up

$53,168

Up $2,152 (+4.2%) from 2019

Net Income

Down

-$18,444

Down $27,875 (-296%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$1.0M$500K$0Assets 2011: $742,107Liabilities 2011: $02011Assets 2012: $744,169Liabilities 2012: $02012Assets 2013: $758,296Liabilities 2013: $02013Assets 2014: $786,637Liabilities 2014: $02014Assets 2015: $764,925Liabilities 2015: $0Net Assets 2015: $764,9252015Assets 2016: $737,884Liabilities 2016: $0Net Assets 2016: $737,8842016Assets 2017: $753,695Liabilities 2017: $0Net Assets 2017: $753,6952017Assets 2018: $758,533Liabilities 2018: $0Net Assets 2018: $758,5332018Assets 2019: $764,325Liabilities 2019: $0Net Assets 2019: $764,3252019Assets 2020: $749,385Liabilities 2020: $0Net Assets 2020: $749,3852020Assets 2021: $835,070Liabilities 2021: $0Net Assets 2021: $835,0702021Assets 2022: $827,083Liabilities 2022: $0Net Assets 2022: $827,0832022Assets 2023: $821,516Liabilities 2023: $0Net Assets 2023: $821,5162023Assets 2024: $832,887Liabilities 2024: $0Net Assets 2024: $832,8872024

Highlighted filing

2020

Assets$749,385
Liabilities$0
Net Assets$749,385
Open 2020 Filing

Operations Trend

Revenue Growth14th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $47,087Expenses 2011: $50,150Net Income 2011: -$3,0632011Revenue 2012: $51,630Expenses 2012: $48,933Net Income 2012: $2,6972012Revenue 2013: $64,289Expenses 2013: $50,131Net Income 2013: $14,1582013Revenue 2014: $83,121Expenses 2014: $55,410Net Income 2014: $27,7112014Revenue 2015: $34,302Expenses 2015: $54,791Net Income 2015: -$20,4892015Revenue 2016: $24,058Expenses 2016: $51,922Net Income 2016: -$27,8642016Revenue 2017: $66,128Expenses 2017: $50,870Net Income 2017: $15,2582017Revenue 2018: $57,908Expenses 2018: $53,010Net Income 2018: $4,8982018Revenue 2019: $60,447Expenses 2019: $51,016Net Income 2019: $9,4312019Revenue 2020: $34,724Expenses 2020: $53,168Net Income 2020: -$18,4442020Revenue 2021: $149,429Expenses 2021: $56,215Net Income 2021: $93,2142021Revenue 2022: $49,688Expenses 2022: $64,676Net Income 2022: -$14,9882022Revenue 2023: $55,029Expenses 2023: $60,612Net Income 2023: -$5,5832023Revenue 2024: $72,782Expenses 2024: $61,354Net Income 2024: $11,4282024

Highlighted filing

2020

Revenue$34,724
Expenses$53,168
Net Income-$18,444
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 1, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HUNTINGTON NATIONAL BANKTrustee-$6,964-$6,964
Filing and Contact Details

Filer

Filer Name
Wright Myra Fbo St Johns Episcopal
EIN
55-6117937
Phone
3043487170
Address
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216

Signing Officer

Name
Huntington National Bank
Title
Vice President
Phone
3043487170
Signed
2021-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT ST 47TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence F Mcguire
Phone
4123556000
Raw XML AppendixShowing 400 of 1,248 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/Amt0550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0550
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ISHARES 20+ YEAR TREASURY BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SPDR BARCLAYS CONVERTIBLE SEC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2VANGUARD HIGH-YIELD TAX-EXEMPT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3FEDERATED INSTITUTIONAL HIGH
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4GOLDMAN SACHS INFLATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5COMCAST CORP 3% 02/01/2024-202
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6LORD ABBETT SHORT DURATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7INVESCO POWERSHARES PREFERRED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8ISHARES SHORT-TERM NATIONAL MU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9PIMCO INCOME FUND -
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10FIDELITY TOTAL BOND ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11ISHARES IBOXX $ INVESTMENT GRA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12METROPOLITAN WEST UNC BD-I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13SPDR PORTFOLIO SHORT TERM CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14CREDIT SUISSE FLOATING RATE HI
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1520030NBX8 COMCAST CORP 3% 02/0
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049845
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt053818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12097
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25957
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43562
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt633391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt98524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt107094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1110000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt127044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1417000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1528551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt167258
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt172248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt186816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt195298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2020871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt232777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt247312
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt267818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt278019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt288446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt308937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316233
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3222605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt336346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt345631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt367637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3735000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3814611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3921731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt403314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt416021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4315038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4434639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt456759
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt463119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt475172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt487120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt493863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt507946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt523409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt538604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5418081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt556054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt574464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt585539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt593040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt605412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt622832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6314765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt641692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt658000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6624318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt676227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt684519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt692618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt709637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7129677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7310307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12924
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38519
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt653814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt716529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt88875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt99523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1011606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1211645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1316405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1417149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1538708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1610949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt175206
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1811464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt197426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2021150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt222361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt233848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt247252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2610715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt279441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt289530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2922242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3018277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt317208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3222890
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt337887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3413658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt356810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt368701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3736846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3824477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3936915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt403785
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt416605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt426893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4318039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4434956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt457371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4610114
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4729192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt485752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt494554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5010729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5112730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5211506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt538486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5419056
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt559403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt563449
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt575352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5813187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt595169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6013281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt628767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6317937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt642408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt658100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6627626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6721893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt685484
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt695554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7016285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7141979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt729101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7315919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2MARRIOTT INTL INC NEW CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CROWN CASTLE INT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MORGAN STANLEY INTL ADVANTAGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9FACEBOOK INC -A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10IBM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14JANUS TRITON FD CL T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AMERICAN FDS NEW WORLD FD F2
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16WISDOMTREE EUROPE HEDGED EQUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GATEWAY FUND - CLASS Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LOCKHEED MARTIN CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25WISDOMTREE EMERGY MKTS HIGH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29AMERICAN WATER WORKS CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COSTCO WHOLESALE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DUPONT DE NEMOURS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NUCOR CORP W/1 RT/SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37T. ROWE PRICE NEW HORIZONS FUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38VISA INC CLASS A SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39D.R. HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40ISHARES CORE S&P SMALL-CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44VANGUARD INTERNATIONAL GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45WISDOMTREE U.S MIDCAP DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46AFLAC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49BAXTER INTERNATIONAL INC W/1 R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51DIGITAL REALTY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53MFS NEW DISCOVERY VALUE FUND-R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MFS GLOBAL REAL ESTATE FUND-R6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55MONDELEZ INTERNATIONAL INC W/I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56NUVEEN EQUITY MARKET NEUTRAL F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58PRUDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59SOUTHERN CO PFD 6.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60TOUCHSTONE MID CAP FUND INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61U S BANCORP SERIES F V/R PFD 6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62WAL-MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63253868103 DIGITAL REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66573284106 MARTIN MARIETTA MATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67872540109 TJX COS INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68G1151C101 ACCENTURE LTD CLASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6978464A359 SPDR BLOOMBERG BARCL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70512807108 LAM RESEARCH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71539830109 LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7238144N841 GOLDMAN SACHS INFLAT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300507V109 ACTIVISION BLIZZARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74957663503 WESTERN ASSET CORE P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7692826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77592905749 METROPOLITAN WEST UN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7861756E461 MORGAN STANLEY INSTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82871829107 SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83543916688 LORD ABBETT SHORT DU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86H1467J104 CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87464285105 ISHARES COMEX GOLD T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88464288158 ISHARES SHORT-TERM N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8900287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90459200101 INTERNATIONAL BUSINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9146625H100 JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9367066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9546138E511 INVESCO PREFERRED ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96464287432 ISHARES 20+ YEAR TRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9730303M102 FACEBOOK INC CL-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98701094104 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99550021109 LULULEMON ATHLETICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100922907845 VANGUARD HIGH-YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101779562107 T ROWE PRICE NEW HOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102921910501 VANGUARD INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10374144T108 T ROWE PRICE GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10489155T649 TOUCHSTONE MID CAP F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105464287804 ISHARES CORE SP SMAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10609247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10772201F490 PIMCO INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10846428Q109 ISHARES SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109872590104 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11100206R102 ATT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112337738108 FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113580135101 MCDONALD S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11465339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11578409V104 SP GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11691913Y100 VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11731420B847 FEDERATED INSTITUTIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118471023549 JANUS HENDERSON TRIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120097023105 BOEING CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12122160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12223331A109 DR HORTON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123437076102 HOME DEPOT INC/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12475513E101 RAYTHEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12591324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126552982720 MFS GLOBAL REAL ESTA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127548661107 LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12831421N683 FEDERATED KAUFMANN S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129464287242 ISHARES IBOXX $ INVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13011135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131191216100 COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132235851102 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133023135106 AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134649280815 AMERICAN FUNDS - NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13622822V101 CROWN CASTLE INTERNA
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021926
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt012798
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt034724
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt034724
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012798
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02089
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04875
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt06964
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt044436
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt044436
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt019991
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021926
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-18444
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0265213
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt09
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt012798
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt027832
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt073
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt047075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt053168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt032789
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt034724
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02639
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04957
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08732
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92017-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-07-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122019-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142019-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162019-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt181992-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202016-06-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-05-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252017-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262015-03-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272020-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292018-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312020-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322020-11-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342019-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352007-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372019-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382015-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392015-09-17

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$749,385
Liabilities
$0
Net assets
$749,385
Revenue
$34,724
Expenses
$53,168
Net income
-$18,444
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.73$0.61$0.11
2023Detailed filing. Detailed filing data is available for this year.$8.22$0.00$8.22$0.55$0.61$0.06
2022Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.50$0.65$0.15
2021Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$1.49$0.56$0.93
2020Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.35$0.53$0.18
2019Detailed filing. Detailed filing data is available for this year.$7.64$0.00$7.64$0.60$0.51$0.09
2018Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.58$0.53$0.05
2017Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.66$0.51$0.15
2016Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.24$0.52$0.28
2015Detailed filing. Detailed filing data is available for this year.$7.65$0.00$7.65$0.34$0.55$0.20
2014Summary only. Only limited summary data is available for this year.$7.87$0.00$0.83$0.55$0.28
2013Summary only. Only limited summary data is available for this year.$7.58$0.00$0.64$0.50$0.14
2012Summary only. Only limited summary data is available for this year.$7.44$0.00$0.52$0.49$0.03
2011Summary only. Only limited summary data is available for this year.$7.42$0.00$0.47$0.50$0.03