Civic Intelligence

Helen M Clabough Charitable Foundation

EIN 56-6527710 • Richmond, VA

6806 Paragon Place 230Richmond, VA 23230
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 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

2.8%

Higher net margin than 45% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$1,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.3%

Faster asset growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

40%

Faster revenue growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,073,461

Up $6,702 (+0.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$2,073,461

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue33rd percentileNet Margin45th percentile

Revenue

Up

$243,676

Up $69,407 (+40%) from 2023

Expenses

Up

$236,974

Up $66,175 (+39%) from 2023

Net Income

Up

$6,702

Up $3,232 (+93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth41st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,857,227Liabilities 2010: $0Net Assets 2010: $1,857,2272010Assets 2011: $1,831,342Liabilities 2011: $0Net Assets 2011: $1,831,3422011Assets 2012: $1,857,699Liabilities 2012: $12012Assets 2013: $1,919,556Liabilities 2013: $12013Assets 2014: $2,000,092Liabilities 2014: $0Net Assets 2014: $2,000,0922014Assets 2015: $1,987,942Liabilities 2015: $0Net Assets 2015: $1,987,9422015Assets 2016: $2,028,991Liabilities 2016: $0Net Assets 2016: $2,028,9912016Assets 2017: $2,020,174Liabilities 2017: $0Net Assets 2017: $2,020,1742017Assets 2018: $2,246,302Liabilities 2018: $0Net Assets 2018: $2,246,3022018Assets 2019: $2,276,989Liabilities 2019: $0Net Assets 2019: $2,276,9892019Assets 2020: $2,125,343Liabilities 2020: $0Net Assets 2020: $2,125,3432020Assets 2021: $2,151,287Liabilities 2021: $0Net Assets 2021: $2,151,2872021Assets 2022: $2,048,201Liabilities 2022: $0Net Assets 2022: $2,048,2012022Assets 2023: $2,066,759Liabilities 2023: $12023Assets 2024: $2,073,461Liabilities 2024: $0Net Assets 2024: $2,073,4612024

Highlighted filing

2024

Assets$2,073,461
Liabilities$0
Net Assets$2,073,461
Open 2024 Filing

Operations Trend

Revenue Growth75th percentile

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

$400K$200K$0-$200KExpenses 2010: $103,9562010Expenses 2011: $88,1692011Revenue 2012: $160,318Expenses 2012: $133,961Net Income 2012: $26,3572012Revenue 2013: $179,703Expenses 2013: $117,846Net Income 2013: $61,8572013Revenue 2014: $221,735Expenses 2014: $141,199Net Income 2014: $80,5362014Revenue 2015: $166,339Expenses 2015: $178,489Net Income 2015: -$12,1502015Revenue 2016: $156,114Expenses 2016: $115,065Net Income 2016: $41,0492016Revenue 2017: $147,603Expenses 2017: $156,420Net Income 2017: -$8,8172017Revenue 2018: $392,012Expenses 2018: $165,443Net Income 2018: $226,5692018Revenue 2019: $215,487Expenses 2019: $184,800Net Income 2019: $30,6872019Revenue 2020: $55,569Expenses 2020: $207,992Net Income 2020: -$152,4232020Revenue 2021: $200,042Expenses 2021: $174,098Net Income 2021: $25,9442021Revenue 2022: $74,372Expenses 2022: $177,458Net Income 2022: -$103,0862022Revenue 2023: $174,269Expenses 2023: $170,799Net Income 2023: $3,4702023Revenue 2024: $243,676Expenses 2024: $236,974Net Income 2024: $6,7022024

Highlighted filing

2024

Revenue$243,676
Expenses$236,974
Net Income$6,702
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,073,461
Liabilities
$0
Net assets
$2,073,461
Revenue
$243,676
Expenses
$236,974
Net income
$6,702
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.24$0.24$0.01
2023Summary only. Only limited summary data is available for this year.$2.07$0.00$0.17$0.17$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.07$0.18$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.20$0.17$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.06$0.21$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.22$0.18$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.39$0.17$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.15$0.16$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.16$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.17$0.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.22$0.14$0.08
2013Summary only. Only limited summary data is available for this year.$1.92$0.00$0.18$0.12$0.06
2012Summary only. Only limited summary data is available for this year.$1.86$0.00$0.16$0.13$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09
2010Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLE SPAINHOURTrustee-$1,000-$1,000
TOM CLABOUGHTrustee-$1,000-$1,000
KATHRYN TAYLOR CLABOUGHTrustee-$1,000-$1,000
FRANK B GIBB IIIDirector-$0--
LILA TAYLOR CLABOUGHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPLANNED PARENTHOOD COLUMBIA WILLIAMETTEIN SUPPORT OF THE PPCW PATIENT ASSISTANCE FUND501(C)(3)PORTLAND, OR, US$20,000
Paid GrantCENTRAL OREGON ENVIRONMENTAL CENTERIN SUPPORT OF THE GARDEN FOR EVERY SCHOOL PROJECT501(C)(3)BEND, OR, US$15,000
Paid GrantSCALEHOUSE COLLABORATIVE FOR THE ARTSIN SUPPORT OF SCALEHOUSE ANNUAL PROGRAMMING501(C)(3)BEND, OR, US$15,000
Paid GrantHEALING REINS EQUINE ASSISTED SERVICESIN SUPPORT OF PROJECT GETTING OFF THE GROUND501(C)(3)BEND, OR, US$14,000
Paid GrantBOYS & GIRLS CLUBS OF BENDIN SUPPORT OF FUNDING GREAT FUTURES FOR YOUTH SCHOLARSHIP PROGRAM501(C)(3)BEND, OR, US$12,500
Paid GrantBELOVED ASHEVILLEIN SUPPORT OF EMERGENCY FUND FOR SUPPLIES FOR VICTIMS OF HURRICANE HELENE501(C)(3)ASHEVILLE, NC, US$10,000
Paid GrantCOMMUNITY FOUNDATION OF WESTERN NCIN SUPPORT OF JOINT RELIEF FUND FOR MEDICAL ASSISTANCE & SHELTER TO THOSE IMPACTED BY HURRICANE HELENE501(C)(3)ASHEVILLE, NC, US$10,000
Paid GrantDESCHUTES CHILDREN'S FOUNDATIONIN SUPPORT OF SPACE AND SUPPORT FOR CENTRAL OREGON'S CRITICAL NONPROFITS501(C)(3)BEND, OR, US$10,000
Paid GrantFRIENDS OF THE CHILDREN CENTRAL OREGONIN SUPPORT OF AGRICULTURAL EDUCATION AND HANDS-ON FARMING EXPERIENCE FOR UNDERREPRESENTED YOUTH IN CENTRAL OREGON501(C)(3)BEND, OR, US$10,000
Paid GrantHEART OF OREGON CORPSIN SUPPORT OF THE CENTRAL OREGON YOUTH CONSERVATION CORPS (COYCC)501(C)(3)BEND, OR, US$10,000
Paid GrantPLANNED PARENTHOOD COLUMBIA WILLIAMETTEIN SUPPORT OF THE PPCW'S MISSION501(C)(3)PORTLAND, OR, US$10,000
Paid GrantWAMY COMMUNITY ACTION INCIN SUPPORT OF THE SOS SCHOLARSHIP PROGRAM501(C)(3)BOONE, NC, US$10,000
Paid GrantBLUE RIDGE WOMEN IN AGRICULTUREIN SUPPORT OF BUILDING CAPACITY FOR FARMERS TO STEWARD THE LAND & HAVE VIABLE LIVELIHOODS501(C)(3)BOONE, NC, US$8,000
Paid GrantBEND-LA PINE EDUCATION FOUNDATIONIN SUPPORT OF INNOVATIVE EDUCATOR PROJECTS501(C)(3)BEND, OR, US$7,500
Paid GrantDISCOVER YOUR NORTHWESTIN SUPPORT OF DESCHUTES CXT RESTROOM MURALS501(C)(3)BEND, OR, US$5,000
Paid GrantHIGH DESERT MUSEUMIN SUPPORT OF THE $20 ART SHOW501(C)(3)BEND, OR, US$5,000
Paid GrantHUNGER & HEALTH COALITONIN SUPPORT OF LOCAL FOOD BANK PROVIDING MEALS TO RESIDENTS OF HIGH COUNTRY IMPACTED BY HURRICANE HELENE501(C)(3)BOONE, NC, US$5,000
Paid GrantPISGAH LEGAL SERVICESIN SUPPORT OF PISGAH LEGAL SERVICES' MISSION501(C)(3)ASHEVILLE, NC, US$5,000
Paid GrantPLANNED PARENTHOOD COLUMBIA WILLIAMETTEIN SUPPORT OF THE PPCW'S MISSION501(C)(3)PORTLAND, OR, US$5,000
Paid GrantQUIET GIVERSIN SUPPORT OF QUIET GIVERS' MISSION501(C)(3)BOONE, NC, US$5,000
Paid GrantUNIVERSITY OF LYNCHBURGIN SUPPORT OF MAINTENANCE OF THE CLAYTOR NATURE CENTER501(C)(3)LYNCHBURG, VA, US$5,000
Paid GrantCENTRAL OREGON LOCAVOREIN SUPPORT OF PURCHASE OF AN ADDITIONAL CHICKEN AND FISH FREEZER501(C)(3)BEND, OR, US$3,000
Filing and Contact Details

Filer

Filer Name
Helen M Clabough Charitable Foundation
EIN
56-6527710
Phone
8042857333
Address
6806 PARAGON PLACE 230, RICHMOND, VA 23230

Signing Officer

Name
Frank B Gibb Iii
Title
Director
Phone
8042857333
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Godsey & Gibb Wealth Management
Address
6806 PARAGON PLACE SUITE 230, RICHMOND, VA 23230
Preparer
Marc a Verdi CPA
Phone
8042857333
Raw XML AppendixShowing 400 of 871 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.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING AND TAX RETURN PREPARATION
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03000
ExplnOfNonFilingWithAGStmt/ExplanationTxt0NORTH CAROLINA, OREGON, AND VIRGINIA NO LONGER REQUIRE PRIVATE FOUNDATIONS TO SEND A COPY OF FORM 990-PF TO THE STATES' ATTORNEYS GENERAL.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TORONTO-DOMINION BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt022805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BOOK-TO-TAX ADJUSTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt082803
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0160873
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0243676
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0243676
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0160873
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0200000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt082803
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt082803
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06702
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0498768
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0160873
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0223106
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt09804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09804
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt012814
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt012814
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04756
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04756
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0216404
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt020570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0236974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0243676
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0243676
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt016404
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt020570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036974
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-05-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-10-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-07-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112021-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-09-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142018-08-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152015-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192015-01-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232022-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242009-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252009-07-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262008-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272010-03-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt010039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt180252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt277332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt311359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt47780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52210
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt615774
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt722610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8748
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt98717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt116303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126276
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141456
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt157831
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt162963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1723473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt183834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1915061
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt207709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt213904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt221934
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt231221
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2410202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt254318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt03991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-1865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-2078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-8158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt821114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt96552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt118595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1216821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt145841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1515112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt171047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt183449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1931041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt249637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt257390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2612185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2721995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt03991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-1865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-2078
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-8158
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt821114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt96552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt118595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1216821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133009
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt145841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1515112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt171047
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt183449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1931041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt230
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt249637
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt257390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2612185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2721995
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014030
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt178387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt277332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt39281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt47780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt617549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt821114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt96552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt102001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1117312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1219682
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt139312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1412117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1516840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt162099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt178878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt186412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1954514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt203835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2115503
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt227752
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt233904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2411571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt258611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2622387
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2726313
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc045 SH AMGEN COMMON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc180,000 SH EVERSOURCE ENERGY SR GLBL 2.9%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc278,000 SH INTEL CORP SR GLBL 2.875%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3350 SH BCE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc48,000 SH UNITEDHEALTH GRO 4.25%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc515 SH APPLE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6330 SH ARCHER-DANIELS MIDLAND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7545 SH BCE INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc815 SH BROADCOM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93.83 SH BROADCOM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101.17 SH BROADCOM INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1125 SH CINTAS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1225 SH COSTCO WHSL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1355 SH IBM CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1495 SH MERCK & CO. INC.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1540 SH MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1620 SH NOVARTIS AG ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17180 SH SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18130 SH SCHLUMBERGER LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19585 SH STARBUCKS CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc204,000 SH KROGER CO. 3.7% DUE 8/1/27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21390 SH TRUIST FINL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc228,000 UNION PACIFIC CO 3.95% DUE 9/10/28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc234,000 SH VERIZON COMMUNI 4.125% DUE 3/16/27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2495 SH ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2560 SH ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26220 SH RTX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2780 SH STRYKER CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-01-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-06-17
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