Civic Intelligence

Basil L King Scholarship

EIN 59-0651084 • Ft Pierce, FL

3600 North Milton RoadFt Pierce, FL 34946
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Net Margin

28th percentile

-5.0%

Higher net margin than 28% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$24,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

87th percentile

78%

Faster revenue growth than 87% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2025

Assets

Up

$7,135,645

Up $235,718 (+3.4%) from 2024

Liabilities

Up

$3,216

Up $3,216 from 2024

Net Assets

Up

$7,132,429

Up $232,502 (+3.4%) from 2024

Revenue

Up

$385,562

Up $220,818 (+134%) from 2024

Expenses

Up

$404,769

Up $24,189 (+6.4%) from 2024

Net Income

Up

-$19,207

Up $196,629 (+91%) from 2024

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $5,818,869Liabilities 2012: $02012Assets 2013: $6,032,419Liabilities 2013: $1,9552013Assets 2014: $6,052,511Liabilities 2014: $0Net Assets 2014: $6,052,5112014Assets 2015: $5,477,640Liabilities 2015: $0Net Assets 2015: $5,477,6402015Assets 2016: $5,607,746Liabilities 2016: $0Net Assets 2016: $5,607,7462016Assets 2017: $6,134,717Liabilities 2017: $0Net Assets 2017: $6,134,7172017Assets 2018: $6,210,101Liabilities 2018: $4,620Net Assets 2018: $6,205,4812018Assets 2019: $6,068,875Liabilities 2019: $0Net Assets 2019: $6,068,8752019Assets 2020: $6,238,041Liabilities 2020: $0Net Assets 2020: $6,238,0412020Assets 2021: $7,073,472Liabilities 2021: $7,458Net Assets 2021: $7,066,0142021Assets 2022: $5,475,476Liabilities 2022: $0Net Assets 2022: $5,475,4762022Assets 2023: $5,896,540Liabilities 2023: $0Net Assets 2023: $5,896,5402023Assets 2024: $6,899,927Liabilities 2024: $0Net Assets 2024: $6,899,9272024Assets 2025: $7,135,645Liabilities 2025: $3,216Net Assets 2025: $7,132,4292025

Highlighted filing

2025

Assets$7,135,645
Liabilities$3,216
Net Assets$7,132,429

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $339,675Expenses 2012: $296,371Net Income 2012: $43,3042012Revenue 2013: $455,645Expenses 2013: $312,490Net Income 2013: $143,1552013Revenue 2014: $286,492Expenses 2014: $326,926Net Income 2014: -$40,4342014Revenue 2015: $242,151Expenses 2015: $320,462Net Income 2015: -$78,3112015Revenue 2016: $341,083Expenses 2016: $249,000Net Income 2016: $92,0832016Revenue 2017: $210,295Expenses 2017: $306,322Net Income 2017: -$96,0272017Revenue 2018: $680,368Expenses 2018: $330,623Net Income 2018: $349,7452018Revenue 2019: $155,138Expenses 2019: $315,107Net Income 2019: -$159,9692019Revenue 2020: $51,579Expenses 2020: $288,259Net Income 2020: -$236,6802020Revenue 2021: $686,376Expenses 2021: $368,788Net Income 2021: $317,5882021Revenue 2022: $449,366Expenses 2022: $295,223Net Income 2022: $154,1432022Revenue 2023: $122,323Expenses 2023: $300,497Net Income 2023: -$178,1742023Revenue 2024: $164,744Expenses 2024: $380,580Net Income 2024: -$215,8362024Revenue 2025: $385,562Expenses 2025: $404,769Net Income 2025: -$19,2072025

Highlighted filing

2025

Revenue$385,562
Expenses$404,769
Net Income-$19,207

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.13$0.39$0.40$0.02
2024Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.16$0.38$0.22
2023Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.12$0.30$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.45$0.30$0.15
2021Detailed filing. Detailed filing data is available for this year.$7.07$0.01$7.07$0.69$0.37$0.32
2020Detailed filing. Detailed filing data is available for this year.$6.24$0.00$6.24$0.05$0.29$0.24
2019Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.16$0.32$0.16
2018Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.68$0.33$0.35
2017Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.21$0.31$0.10
2016Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.34$0.25$0.09
2015Detailed filing. Detailed filing data is available for this year.$5.48$0.00$5.48$0.24$0.32$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.29$0.33$0.04
2013Summary only. Only limited summary data is available for this year.$6.03$0.00$0.46$0.31$0.14
2012Summary only. Only limited summary data is available for this year.$5.82$0.00$0.34$0.30$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Nov 6, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIMMIE ANNE HAISLEYExecutive DiPT$24,000-$24,000
FRANK H FEE IIIChairman,Director-$0--
BRUCE ABERNETHY JRDirector-$0--
ANN DECKERDirector-$0--
KAREN RIPPERDirector-$0--
EILEAN CLARKDirector-$0--
CYNTHIA SHEELARDirector-$0--
RONALD CASONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Basil L King Scholarship
EIN
59-0651084
Phone
7724652039
Address
3600 NORTH MILTON ROAD, FT PIERCE, FL 34946

Signing Officer

Name
Jimmie Anne Haisley
Title
Executive Director
Phone
7724652039
Signed
2025-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Lynch Johnson & Long LLC
Address
603 NORTH INDIAN RIVER DRIVE SUITE, FORT PIERCE, FL 34950
Preparer
Richard L Lynch
Phone
7724661040
Raw XML AppendixShowing 400 of 846 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22-7660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt231182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24106624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt259985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt261214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-6181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3962
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-11186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt824265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt921181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1037310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1322987
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt147118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt167517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17639
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt181483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt20189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt21954
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22-7660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt231182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24106624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt259985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt261214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt247300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt311259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt496066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt610700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt718600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt848570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9159466
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10593132
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1171927
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1214300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1315597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14207310
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1525041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169241
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1724573
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt185292
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1919304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2022100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt227181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2343500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2413905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25106624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2695317
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2725500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0288.664 SH ARTISAN INTL VALUE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11,416.373 SH LOOMIS SAYLES GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23,768.924 SH DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3580.087 SH NEUBERGER BERMAN LONG SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc47,558.301 SH DODGE & COX INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52.087 SH NEUBERGER BERMAN LONG SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6260.976 SH EATON VANCE ATLANTA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc71,749.765 SH PIMCO INCOME FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,182.327 SH EATON VANCE ATLANTA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9371.248 SH VANGUARD INST INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10593,132.39 SH FED HERMES TREASURY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11146.193 SH VANGUARD INST INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12636.971 SH GLDMN SCHS GQP PRT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13134.349 SH VANGUARD INST GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc149,242.546 SH GLDMN SCHS GQP PRT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1530.813 SH VANGUARD RUSSELL 1000 GR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16412.002 SH GLDMN SCHS GQP PRT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1729.998 SH VANGUARD RUSSELL 1000 GR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18235.943 SH GLDMN SCHS GQP PRT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1958.763 SH VANGUARD RUSSELL 1000 VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20649.046 SH HARTFORD DIV & GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc219.415 SH VANGUARD RUSSELL 1000 VAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22117 SH ISHARES CORE S&P MID CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc234,559.748 SH VANGUARD TOTAL BD MKT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24127 SH ISHARES CORE S&P SM CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26878 SH ISHARES CORE S&P SM CAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27826.312 SH LOOMIS SAYLES GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92025-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102025-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252025-06-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262025-06-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0231110
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0107916
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-19207
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0251709
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07132429
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06899927
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07132429
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0303348
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0303348
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0303348
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0307761
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04413
IRS990PF/DistributableAmountGrp/TotalTaxAmt04413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt03
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01200
IRS990PF/FMVAssetsEOYAmt07135645
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0151849
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0129215
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0129215
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05991659
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06224683
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06224683
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0642077
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0667212
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt06257850
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt06465217
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0649344
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0672227
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0672227
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt03216
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0107075
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0109520
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0109520
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06899927
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07135645
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07135645
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03216
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06899927
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07135645
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06899927
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07132429
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06248961
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt091653
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06152739
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093734
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04569
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0307761
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06155227
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06248961
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt224000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10

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