Civic Intelligence

The Marc and Mattye Silverman Family Foundation

EIN 56-1678118 • Charlotte, NC

Pub. 78 Eligible
6707-c Fairview RoadCharlotte, NC 28210
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

60th percentile

6.0%

Faster asset growth than 60% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

79th percentile

51%

Faster revenue growth than 79% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,305,654

Up $188,075 (+6.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,305,654

Up $188,075 (+6.0%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin91st percentile

Revenue

Up

$347,354

Up $117,900 (+51%) from 2024

Expenses

Down

$124,882

Down $41,060 (-25%) from 2024

Net Income

Up

$222,472

Up $158,960 (+250%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,097,614Liabilities 2010: $0Net Assets 2010: $2,097,6142010Assets 2012: $2,066,850Liabilities 2012: $02012Assets 2013: $2,029,053Liabilities 2013: $0Net Assets 2013: $2,029,0532013Assets 2014: $2,151,067Liabilities 2014: $0Net Assets 2014: $2,151,0672014Assets 2015: $2,233,431Liabilities 2015: $02015Assets 2018: $2,709,566Liabilities 2018: $0Net Assets 2018: $2,709,5662018Assets 2019: $2,714,384Liabilities 2019: $0Net Assets 2019: $2,714,3842019Assets 2020: $2,692,689Liabilities 2020: $0Net Assets 2020: $2,692,6892020Assets 2021: $3,099,263Liabilities 2021: $0Net Assets 2021: $3,099,2632021Assets 2022: $3,156,335Liabilities 2022: $0Net Assets 2022: $3,156,3352022Assets 2023: $3,054,067Liabilities 2023: $0Net Assets 2023: $3,054,0672023Assets 2024: $3,117,579Liabilities 2024: $0Net Assets 2024: $3,117,5792024Assets 2025: $3,305,654Liabilities 2025: $0Net Assets 2025: $3,305,6542025

Highlighted filing

2025

Assets$3,305,654
Liabilities$0
Net Assets$3,305,654
Open 2025 Filing

Operations Trend

Revenue Growth79th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $121,2142010Revenue 2012: $154,616Expenses 2012: $185,717Net Income 2012: -$31,1012012Expenses 2013: $188,3822013Revenue 2014: $321,946Expenses 2014: $199,932Net Income 2014: $122,0142014Revenue 2015: $283,239Expenses 2015: $200,875Net Income 2015: $82,3642015Revenue 2018: $431,754Expenses 2018: $207,227Net Income 2018: $224,5272018Revenue 2019: $178,062Expenses 2019: $173,244Net Income 2019: $4,8182019Revenue 2020: $195,265Expenses 2020: $216,735Net Income 2020: -$21,4702020Revenue 2021: $573,689Expenses 2021: $167,115Net Income 2021: $406,5742021Revenue 2022: $269,620Expenses 2022: $212,548Net Income 2022: $57,0722022Revenue 2023: $151,566Expenses 2023: $172,061Net Income 2023: -$20,4952023Revenue 2024: $229,454Expenses 2024: $165,942Net Income 2024: $63,5122024Revenue 2025: $347,354Expenses 2025: $124,882Net Income 2025: $222,4722025

Highlighted filing

2025

Revenue$347,354
Expenses$124,882
Net Income$222,472
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$3,305,654
Liabilities
$0
Net assets
$3,305,654
Revenue
$347,354
Expenses
$124,882
Net income
$222,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.35$0.12$0.22
2024Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.23$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.15$0.17$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.27$0.21$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.57$0.17$0.41
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.20$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.18$0.17$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.43$0.21$0.22
2015Summary only. Only limited summary data is available for this year.$2.23$0.00$0.28$0.20$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.32$0.20$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.19
2012Summary only. Only limited summary data is available for this year.$2.07$0.00$0.15$0.19$0.03
2010Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 13, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTYE B SILVERMANPresidentPT$0--
SHARA K SILVERMANVice President-$0--
LORIN L STIEFELSecretary-$0--
MARC H SILVERMANTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH FEDERATION OF GREATER CHARLOTTEJEWISH - ANNUAL PLEDGE, CHARLOTTE JEWISH NEWS, UKRAINIAN RELIEF, THE LEVINE-SKLUT JUDAIC LIBRARY & RESOURCE CENTERPCCHARLOTTE, NC, US$31,140
Paid GrantDUKE BRAIN TUMOR CENTERMEDICALPCDURHAM, NC, US$15,000
Paid GrantFOUNDATION FOR THE CAROLINASCOMMUNITYPCCHARLOTTE, NC, US$11,000
Paid GrantTEMPLE ISRAELJEWISHPCCHARLOTTE, NC, US$9,216
Paid GrantROOF ABOVECOMMUNITYPCCHARLOTTE, NC, US$5,000
Paid GrantMINT MUSEUMARTSPCCHARLOTTE, NC, US$2,500
Paid GrantTEMPLE BETH ELJEWISHPCCHARLOTTE, NC, US$2,500
Paid GrantLEVINE JEWISH COMMUNITY CENTERJEWISH COMMUNITY, CHARLOTTE JEWISH FILM FESTIVALPCCHARLOTTE, NC, US$2,448
Paid GrantTHE JEWISH FEDERATION OF CHARLESTON SCJEWISHPCCHARLESTON, SC, US$1,800
Paid GrantLEARNING SOCIETY OF QUEENS COLLEGEACADEMICPCCHARLOTTE, NC, US$1,750
Paid GrantJEWISH FAMILY SERVICESJEWISHPCCHARLOTTE, NC, US$1,650
Paid GrantWOMEN'S IMPACT FUNDCOMMUNITYPCCHARLOTTE, NC, US$1,080
Paid GrantATRIUM HEALTH FOUNDATIONMEDICALPCCHARLOTTE, NC, US$1,006
Paid GrantCENTER FOR COMMUNITY TRANSITIONSCOMMUNITYPCCHARLOTTE, NC, US$1,000
Paid GrantCHARMECK FAMILY JUSTICE CENTER INCCOMMUNITYSO ICHARLOTTE, NC, US$1,000
Paid GrantJOHN CROSLAND SCHOOLACADEMICPCCHARLOTTE, NC, US$1,000
Paid GrantLOAVES AND FISHESCOMMUNITYPCCHARLOTTE, NC, US$1,000
Paid GrantNOURISH UPCOMMUNITYPCCHARLOTTE, NC, US$1,000
Paid GrantPLANNED PARENTHOODMEDICALPCCHARLOTTE, NC, US$1,000
Paid GrantWFAECOMMUNITYPCCHARLOTTE, NC, US$1,000
Paid GrantCHARLOTTE BILINGUAL PRESCHOOLEDUCATIONPCCHARLOTTE, NC, US$720
Paid GrantMISTY MEADOWS MITEY RIDERS INCMEDICALPCWEDDINGTON, NC, US$680
Paid GrantAUGUSTINE LITERACY PROJECTEDUCATIONPCCHARLOTTE, NC, US$500
Paid GrantCHARLOTTE FAMILY HOUSINGCOMMUNITYPCCHARLOTTE, NC, US$500
Paid GrantCHARLOTTE JEWISH FILM FESTIVAL (LEVINE JEWISH COMMUNITY CENTER)JEWISHPCCHARLOTTE, NC, US$500
Paid GrantCOMMUNITIES IN SCHOOLSEDUCATIONPCARLINGTON, VA, US$500
Paid GrantDOCTORS WITHOUT BORDERSMEDICALPCNEW YORK, NY, US$500
Paid GrantGOOD FRIENDSCOMMUNITYPCCHARLOTTE, NC, US$500
Paid GrantINTERNATIONAL RESCUE COMMITTEECHARITYPCNEW YORK, NY, US$500
Paid GrantSECOND HARVEST FOOD BANK OF METROLINA INCCOMMUNITYPCCHARLOTTE, NC, US$500
Paid GrantUNITED WAY OF CENTRAL CAROLINAS INCCOMMUNITYPCCHARLOTTE, NC, US$500
Paid GrantHIASJEWISHPCSILVER SPRING, MD, US$480
Paid GrantALEXANDER CHILDREN'S CENTERCOMMUNITYPCCHARLOTTE, NC, US$360
Paid GrantANTI-DEFAMATION LEAGUECOMMUNITYPCNEW YORK, NY, US$360
Paid GrantCHABAD OF CHARLESTONJEWISHPCMT PLEASANT, SC, US$360
Paid GrantCHARLOTTE JEWISH DAY SCHOOLJEWISHPCCHARLOTTE, NC, US$360
Paid GrantECHO FOUNDATIONCOMMUNITYPCCHARLOTTE, NC, US$360
Paid GrantGIRLS ON THE RUN INTERNATIONALCOMMUNITYPCCHARLOTTE, NC, US$360
Paid GrantHILLEL NORTH CAROLINAJEWISHPCCHAPEL HILL, NC, US$360
Paid GrantSOUTHERN POVERTY LAW CENTERCOMMUNITYPCMONTGOMERY, AL, US$360
Paid GrantHADASSAHJEWISHPCCHARLOTTE, NC, US$254
Paid GrantJEWISH EDUCATIONAL LOAN FUNDJEWISHPCATLANTA, GA, US$254
Paid GrantTREES CHARLOTTE FOUNDATIONCOMMUNITYPCCHARLOTTE, NC, US$254
Paid GrantA CHILD'S PLACECOMMUNITYPCCHARLOTTE, NC, US$250
Paid GrantBROOKSTONE SCHOOLS OF MECKLENBURG COUNTYACADEMICPCCHARLOTTE, NC, US$250
Paid GrantCATAWBA LANDS CONSERVANCYCOMMUNITYPCCHARLOTTE, NC, US$250
Paid GrantCHILD CARE RESOURCES INCACADEMICPCCHARLOTTE, NC, US$250
Paid GrantHABITAT FOR HUMANITYCOMMUNITYPCCHARLOTTE, NC, US$250
Paid GrantNC MEDASSISTMEDICALPCCHARLOTTE, NC, US$250
Paid GrantSPECIAL OLYMPICS NORTH CAROLINAMEDICALPCMORRISVILLE, NC, US$250
Paid GrantTHE IVEY (CENTER FOR HEALTHY LIVING INC)COMMUNITYPCCHARLOTTE, NC, US$250
Paid GrantBIRTHRIGHT ISRAEL FOUNDATIONJEWISHPCBELLAIRE, TX, US$180
Paid GrantCHARLOTTE BALLETCOMMUNITYPCCHARLOTTE, NC, US$180
Paid GrantDRESS FOR SUCCESSCOMMUNITYPCNEW YORK, NY, US$180
Paid GrantFOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITYJEWISHPCCHARLOTTE, NC, US$180
Paid GrantLEVINE-SKLUT JUDAIC LIBRARYJEWISHPCCHARLOTTE, NC, US$180
Paid GrantLUSTGARTEN FOUNDATION (MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION)MEDICALPCUNIONDALE, NY, US$180
Paid GrantMEMORY & MOVEMENT CHAROLOTTE (CHARLOTTE NEUROSCIENCE FOUNDATIONMEDICALPCCHARLOTTE, NC, US$180
Paid GrantMICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCHMEDICALPCNEW YORK, NY, US$180
Paid GrantNORTH CAROLINA OUTWARD BOUND SCHOOLCOMMUNITYPCASHEVILLE, NC, US$180
Paid GrantKINDER-MOURN INCCOMMUNITYPCCHARLOTTE, NC, US$150
Paid GrantUNITED STATES HOLOCAUST MEMORIAL MUSEUMJEWISHPCWASHINGTON, DC, US$144
Paid GrantLEUKEMIA & LYMPHOMA SOCIETY (BLOOD CANCER UNITED)MEDICALPCWASHINGTON, DC, US$120
Paid GrantCHARITY WATCHCHARITYPCCHICAGO, IL, US$108
Paid GrantWORLD JEWISH CONGRESSJEWISHPCWASHINGTON, DC, US$108
Paid GrantWORLD RESOURCES INSTITUTEEDUCATIONPCWASHINGTON, DC, US$108
Paid GrantOHIO WESLEYAN UNIVERSITYACADEMICPCDELAWARE, OH, US$100
Paid GrantPHI BETA KAPPAACADEMICPCWASHINGTON, DC, US$100
Paid GrantREADING PARTNERS OF SCEDUCATIONPCOAKLAND, CA, US$100
Paid GrantSENIOR SCHOLARS AT QUEENSACADEMICPCCHARLOTTE, NC, US$70
Paid GrantJEWISH HISTORICAL SOCIETY OF SCJEWISHPCCHARLESTON, SC, US$54
Paid GrantTEMPLE ISRAEL SISTERHOODJEWISHPCGARY, IN, US$54
Paid GrantTHE CHARLOTTE JEWISH NEWSEDUCATIONPCCHARLOTTE, NC, US$54
Paid GrantTHE CARTER CENTER INCCOMMUNITYPCATLANTA, GA, US$50
Filing and Contact Details

Filer

Filer Name
The Marc & Mattye Silverman Family
EIN
56-1678118
Phone
7043620400
Address
6707-C FAIRVIEW ROAD, CHARLOTTE, NC 28210

Signing Officer

Name
Lorin Stiefel
Title
President
Phone
7043620400
Signed
2026-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Melanie Mcpeak
Phone
7043771678
Raw XML AppendixShowing 400 of 1,249 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBOTT LABORATORIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMGEN INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2BANK OF AMERICA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3BRISTOL-MYERS SQU
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4CSX CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5DUKE ENERGY CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6HONEYWELL INERN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7JPMORGAN CHASE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8LOWE'S COMPANIES, I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9MASTERCARD INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10MCDONALD'S CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11MERCK & CO., INC.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12NIKE, INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13PEPSICO, INC.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14SYSCO CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15THE HOME DEPOT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16THE SOUTHERN CO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17TRUIST FINL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18UNITEDHEALTH GR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19VISA INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20WALMART INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21WASTE MANAGEMENT,
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt019314
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt119426
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt230305
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt319291
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt419858
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525707
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt619499
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt725000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt820049
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt924062
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1018977
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1125839
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1218477
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1319055
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1420054
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1520110
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1623533
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1720057
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1824956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1918502
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2019300
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2120841
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt019866
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt119962
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt229262
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt319765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt419836
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt527253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt619885
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt722850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt819994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt923664
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1019680
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1126444
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1219462
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1319699
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1419915
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1519918
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1624679
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1719950
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1824534
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1919345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2019873
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2120648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013088
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt139725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt259708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt432796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt581152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt621287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt750000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt857152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt980270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1019096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1137216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1260461
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1324969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1427695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt152851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1644617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1735761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt189841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1939391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2065178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2163739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2291973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2336620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2454837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2525379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2648594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2747133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2847250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2949390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3046245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3143112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3220540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3380707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3480300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3577659
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3678963
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3732370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3822182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3923299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4013031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4138934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4216228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4337528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4428117
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4521722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4677874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4716252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4838580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4924664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5052886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5126656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5264716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5356053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5456561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5520489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5665683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57100710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt022029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt146428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2137864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3123712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4133182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5115897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6170596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt758457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt857265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt980568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1031700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1146674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12102932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1328110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1470516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt153335
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1654887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1737380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1815580
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1940731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20113400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21113190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22127539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2342350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2468400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2536469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2650300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2748420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2848360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2950520
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3046260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3143440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3220750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3381057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3480536
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3595026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36137030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3746855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3887607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39145651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4055952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4119044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42140894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4339434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4425340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4532380
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4680508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4726214
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4847310
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4938159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5073267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5129144
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5249495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5393061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5446675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5551094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5649350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57100660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALPHABET INC VOTING CAP STK CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AQR SMALL CAP MULTI-STYL E I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BECTON DICKINSON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BNDBLXX BLMBRG 6 MNTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CROWDSTRIKE HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CROWN CASTLE INTERNATIONAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17ENERGY SELECT SECTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FEDERATED HERMES KAUFMAN N SMALL CAP IS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FIRST TRUST NASDAQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GLOBAL X US INFRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24INVSC SP 500 EQUAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25ISHARES CORE S&P MID CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26ISHR IBND DEC 2025 TRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ISHRS IBNDS DEC 2026 TRM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ISHARES IBONDS DEC 2027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ISHARES IBONDS DEC 2028
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ISHARES IBONDS DEC 2029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ISHARES IBND DEC 2030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ISHARES IBOND DEC 2031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ISHARES TREASURY FLOATNG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ISHARES 0 TO 3 MNTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41NIKE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47SELECT SECTOR INDUSTRIAL SPDR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48SELECT SECTOR UTI SELECT SPDR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50THE COCA-COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UBER TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNITED PARCEL SRVC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53VANGUARD DIVIDEND GROWTH INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WALT DISNEY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WISDOMTREE FLOATING RATE
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0199568
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0197625
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt078020
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0206562
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt023040
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0EXCISE TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0702
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0307622
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0702
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0308324
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0206562
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0108052
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0108052
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt039030
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078020
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt078020
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0222472
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0619328
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt023040
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt023040
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0206562
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0291825
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0702
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt015797
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt015797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0109085
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt015797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0124882
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0307622
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0347354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01033
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt015797
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0408133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14633
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0151753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0151753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0559886
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138759
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt220683
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0206562
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0222472
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt034397
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03340051
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03117579
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03305654
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0220046
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0220046
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0220046
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0224102
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04056
IRS990PF/DistributableAmountGrp/TotalTaxAmt04056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02631
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt01500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt075
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04131
IRS990PF/FMVAssetsEOYAmt04596388
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03117579
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03305654
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt070378
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt063295
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt063295
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0485499
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0472212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0476484
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02362347
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02570579
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03858984
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt01851
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01851
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03117579
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03305654
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04596388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03117579
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03305654
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03117579
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03305654
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0199355
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0199568
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0197625
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04550294
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt077251
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04473043
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068254
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0224102
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04482040
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04550294
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MATTYE B SILVERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHARA K SILVERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LORIN L STIEFEL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.