Civic Intelligence

Eugene P Schwartz Family Foundation

EIN 59-6877865 • Norwood, MA

9 Puritan PlaceNorwood, MA 02062
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

78th percentile

28%

Higher net margin than 78% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

Asset Growth

52nd percentile

2.9%

Faster asset growth than 52% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-74%

Faster revenue growth than 3% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$531,992

Up $15,181 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$531,992

Up $15,181 (+2.9%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin78th percentile

Revenue

Down

$54,841

Down $156,351 (-74%) from 2023

Expenses

Up

$39,660

Up $4,925 (+14%) from 2023

Net Income

Down

$15,181

Down $161,276 (-91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2010: $95,763Liabilities 2010: $0Net Assets 2010: $95,7632010Assets 2011: $91,742Liabilities 2011: $0Net Assets 2011: $91,7422011Assets 2012: $93,180Liabilities 2012: $0Net Assets 2012: $93,1802012Assets 2013: $89,530Liabilities 2013: $0Net Assets 2013: $89,5302013Assets 2014: $88,323Liabilities 2014: $380Net Assets 2014: $87,9432014Assets 2015: $236,789Liabilities 2015: $0Net Assets 2015: $236,7892015Assets 2016: $242,182Liabilities 2016: $0Net Assets 2016: $242,1822016Assets 2017: $295,175Liabilities 2017: $0Net Assets 2017: $295,1752017Assets 2018: $303,820Liabilities 2018: $0Net Assets 2018: $303,8202018Assets 2019: $308,781Liabilities 2019: $0Net Assets 2019: $308,7812019Assets 2020: $305,069Liabilities 2020: $0Net Assets 2020: $305,0692020Assets 2021: $328,151Liabilities 2021: $0Net Assets 2021: $328,1512021Assets 2022: $343,444Liabilities 2022: $0Net Assets 2022: $343,4442022Assets 2023: $516,811Liabilities 2023: $0Net Assets 2023: $516,8112023Assets 2024: $531,992Liabilities 2024: $0Net Assets 2024: $531,9922024

Highlighted filing

2024

Assets$531,992
Liabilities$0
Net Assets$531,992
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $15,7562010Expenses 2011: $14,8832011Expenses 2012: $17,0012012Revenue 2013: $14,469Expenses 2013: $18,119Net Income 2013: -$3,6502013Revenue 2014: $18,410Expenses 2014: $19,997Net Income 2014: -$1,5872014Revenue 2015: $173,930Expenses 2015: $25,084Net Income 2015: $148,8462015Revenue 2016: $29,641Expenses 2016: $24,248Net Income 2016: $5,3932016Revenue 2017: $77,140Expenses 2017: $24,147Net Income 2017: $52,9932017Revenue 2018: $26,647Expenses 2018: $18,002Net Income 2018: $8,6452018Revenue 2019: $23,741Expenses 2019: $18,780Net Income 2019: $4,9612019Revenue 2020: $16,521Expenses 2020: $20,233Net Income 2020: -$3,7122020Revenue 2021: $45,086Expenses 2021: $22,004Net Income 2021: $23,0822021Revenue 2022: $27,701Expenses 2022: $20,752Net Income 2022: $6,9492022Revenue 2023: $211,192Expenses 2023: $34,735Net Income 2023: $176,4572023Revenue 2024: $54,841Expenses 2024: $39,660Net Income 2024: $15,1812024

Highlighted filing

2024

Revenue$54,841
Expenses$39,660
Net Income$15,181
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$531,992
Liabilities
$0
Net assets
$531,992
Revenue
$54,841
Expenses
$39,660
Net income
$15,181
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.55$0.40$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$2.11$0.35$1.76
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.28$0.21$0.07
2021Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.45$0.22$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.17$0.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.24$0.19$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.27$0.18$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.77$0.24$0.53
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.30$0.24$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$1.74$0.25$1.49
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.18$0.20$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.14$0.18$0.04
2012Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.17
2011Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.15
2010Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZANNE SCHWARTZTrustee-$0--
STEVEN D SCHWARTZTrustee-$0--
JUDY L MATTTrustee-$0--
MADELINE SCHWARTZTrustee-$0--
ANDREW MATTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Eugene P Schwartz Family Foundation
EIN
59-6877865
Phone
6316236591
Address
9 PURITAN PLACE, NORWOOD, MA 02062

Signing Officer

Name
Steven D Schwartz
Title
Trustee
Phone
6316236591
Signed
2025-05-19
Discuss with paid preparer
Yes

Preparer

Firm
G&h CPA Pllc
Address
200 MOTOR PARKWAY STE D-24, HAUPPAUGE, NY 11788
Preparer
Jerome Hehir CPA
Phone
6312300302
Raw XML AppendixShowing 400 of 790 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt06195
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0119648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13784
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt51854
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt63812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt83892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt91980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt114843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt123821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt131832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt141945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt161751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt171895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt184033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt193859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt203501
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt231950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt263036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt271834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt295052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt313676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt331907
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt354107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt363356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt383825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt403893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt423848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt433833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt441881
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt451835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt461866
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt473772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt481922
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt492645
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt502940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt513660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt534221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54947
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt551716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt561679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5827867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5926091
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6012621
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt615761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6223823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6315298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt644744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt659440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6624439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6732127
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6851698
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt695133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0122186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22001
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43979
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt63975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt73943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83976
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt92006
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt123949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt131939
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt154018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161884
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt171970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt184002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt193936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt203788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt221936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt244030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt251034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt263084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt295485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt313913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt324690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt331936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt354133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt363596
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt383951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt404024
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt423849
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt441883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt451902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt461903
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt473731
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt481938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt492736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt502908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt521728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt534334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt551692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt561683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5827887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5925500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6012754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt615587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6230986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6316797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt645647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6515473
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6629674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6738238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6869078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt695151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CARLYLE TACTICAL PRIVATE CREDIT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GLOBAL PAYMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2SABINE PASS LIQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3EBAY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN TOWER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5PAYPAL HOLDINGS,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SANTANDER HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7NETAPP, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DISCOVER FINL SER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9GENERAL MOTORS F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JPMORGAN CHASE &
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BP CAPITAL MARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AIRCASTLE LIMIT4.25%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14REINSURANCE GROU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CITIGROUP INC. VAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BAXTER INTERNTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17MICRON TECHNOLO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18SABINE PASS LIQUEFA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19PAYPAL HOLDINGS,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ARES CAPITAL CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22AMERICAN TOWER C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GLOBAL PAYMENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MARRIOTT INTERNTNL,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25U.S. BANCORP VAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26EDISON INTERNTNL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SANTANDER HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ELEVANCE HEALTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29B.A.T CAPITAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30ENTERGY LOUISIAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EQUITABLE HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33BANK OF AMERICA C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FIFTH THIRD BANCO VAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36BAXTER INTERNTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ANHEUSER-BUSCH I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FOX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39THE BANK OF NEW Y
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40MICRON TECHNOLO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41AMERICAN HOMES 4
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42ESSEX PORTFOLIO, L.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43LAZARD GROUP LL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HUMANA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SEMPRA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46COREBRIDGE FINL,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47T-MOBILE USA, I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NXP B.V. 4.3%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49EDISON INTERNTNL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PACCAR FINL CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51NXP B.V. 3.4%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52PHILIP MORRIS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ELEVANCE HEALTH,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55BP CAPITAL MARK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56SAN DIEGO GAS & E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MSCI EAFE GROWTH ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MSCI EAFE VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MSCI EMERGING ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MSCI USA MOMNTUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MSCI USA QLTY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63S&P 500 VALUE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64US ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65US TECHNOLOGY ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ISHS US EQTY FACTR ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SCHWAB US LARGE CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68SPDR PORTFOLIO S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69EMRG MKT EX STT ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt015925
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt032317
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt06599
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt054841
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt054841
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03195
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06195
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt032317
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt023018
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt023018
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015925
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015925
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt015181
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0264604
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt06599
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt06599
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0141
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt032317
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt047322
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04179
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04179
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0145
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06127
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt026159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt039660
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt054841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt054841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03141
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07519
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016642
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt059563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt193623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt275181
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt29871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0544
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt29871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt380
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt060107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1115445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt285052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB ACCT-0840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB ACCT-5108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CHARLES SCHWAB ACCT-5108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CHARLES SCHWAB ACCT-0840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt032317
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt015181
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0531992
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0516811
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0531992
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026569
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026569
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026569
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027227
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0658
IRS990PF/DistributableAmountGrp/TotalTaxAmt0658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt018
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02224
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0658
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02900
IRS990PF/FMVAssetsEOYAmt0582853
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0516811
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0531992
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012453
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012453
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0500809
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0516533
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0567394
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02802
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03006
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03006
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0516811
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0531992
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0582853
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0516811
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0531992
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0516811
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0531992
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0552835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012827
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0537108
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08293
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02900
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt027227
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0544542
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0552835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUZANNE SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1STEVEN D SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JUDY L MATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MADELINE SCHWARTZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ANDREW MATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010438 BOCA WOODS LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt19 PURITAN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22 HARIAN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt39 PURITAN PLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt42 HARIAN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOCA RATON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NORWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PROVIDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NORWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4PROVIDENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4RI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd033428
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd102062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd202906

Document Assets

No mirrored PDF or thumbnail assets are attached yet.