Civic Intelligence

The Jack Satter Foundation

EIN 65-6316190 • Salem, NH

23 Keewaydin Dr Suite 400Salem, NH 03079
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

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

$25M-$50M nonprofits • Source year 2024

Net Margin

3rd percentile

-117%

Higher net margin than 3% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$40,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

8th percentile

-9.8%

Faster asset growth than 8% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

91%

Faster revenue growth than 88% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$38,718,602

Down $4,186,914 (-9.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$38,718,602

Down $4,186,914 (-9.8%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin3rd percentile

Revenue

Up

$3,628,343

Up $1,730,781 (+91%) from 2023

Expenses

Up

$7,863,300

Up $959,915 (+14%) from 2023

Net Income

Up

-$4,234,957

Up $770,866 (+15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$60M$40M$20M$0Assets 2010: $1,975Liabilities 2010: $02010Assets 2011: $1,977Liabilities 2011: $02011Assets 2012: $1,979Liabilities 2012: $02012Assets 2013: $1,980Liabilities 2013: $02013Assets 2014: $1,184Liabilities 2014: $02014Assets 2015: $1,183Liabilities 2015: $0Net Assets 2015: $1,1832015Assets 2017: $58,256,786Liabilities 2017: $0Net Assets 2017: $58,256,7862017Assets 2018: $57,037,370Liabilities 2018: $0Net Assets 2018: $57,037,3702018Assets 2019: $55,638,768Liabilities 2019: $0Net Assets 2019: $55,638,7682019Assets 2020: $52,827,973Liabilities 2020: $0Net Assets 2020: $52,827,9732020Assets 2021: $52,979,845Liabilities 2021: $0Net Assets 2021: $52,979,8452021Assets 2022: $47,832,137Liabilities 2022: $0Net Assets 2022: $47,832,1372022Assets 2023: $42,905,516Liabilities 2023: $0Net Assets 2023: $42,905,5162023Assets 2024: $38,718,602Liabilities 2024: $0Net Assets 2024: $38,718,6022024

Highlighted filing

2024

Assets$38,718,602
Liabilities$0
Net Assets$38,718,602
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2010: $5Expenses 2010: $1Net Income 2010: $42010Revenue 2011: $3Expenses 2011: $1Net Income 2011: $22011Revenue 2012: $4Expenses 2012: $2Net Income 2012: $22012Revenue 2013: $2Expenses 2013: $1Net Income 2013: $12013Revenue 2014: $0Expenses 2014: $796Net Income 2014: -$7962014Revenue 2015: $906,079Expenses 2015: $906,080Net Income 2015: -$12015Revenue 2017: $1,926,353Expenses 2017: $3,039,740Net Income 2017: -$1,113,3872017Revenue 2018: $2,753,145Expenses 2018: $3,972,796Net Income 2018: -$1,219,6512018Revenue 2019: $3,065,071Expenses 2019: $4,431,358Net Income 2019: -$1,366,2872019Revenue 2020: $2,398,946Expenses 2020: $5,209,741Net Income 2020: -$2,810,7952020Revenue 2021: $6,329,597Expenses 2021: $6,651,378Net Income 2021: -$321,7812021Revenue 2022: $813,288Expenses 2022: $5,994,407Net Income 2022: -$5,181,1192022Revenue 2023: $1,897,562Expenses 2023: $6,903,385Net Income 2023: -$5,005,8232023Revenue 2024: $3,628,343Expenses 2024: $7,863,300Net Income 2024: -$4,234,9572024

Highlighted filing

2024

Revenue$3,628,343
Expenses$7,863,300
Net Income-$4,234,957
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$38,718,602
Liabilities
$0
Net assets
$38,718,602
Revenue
$3,628,343
Expenses
$7,863,300
Net income
-$4,234,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$38.7$0.00$38.7$3.63$7.86$4.23
2023Detailed filing. Detailed filing data is available for this year.$42.9$0.00$42.9$1.90$6.90$5.01
2022Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$0.81$5.99$5.18
2021Detailed filing. Detailed filing data is available for this year.$53.0$0.00$53.0$6.33$6.65$0.32
2020Detailed filing. Detailed filing data is available for this year.$52.8$0.00$52.8$2.40$5.21$2.81
2019Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$3.07$4.43$1.37
2018Detailed filing. Detailed filing data is available for this year.$57.0$0.00$57.0$2.75$3.97$1.22
2017Detailed filing. Detailed filing data is available for this year.$58.3$0.00$58.3$1.93$3.04$1.11
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.91$0.91$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2010Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC M WOLFTrusteePT$40,000-$40,000
MARY LOU COCCITrusteePT$40,000-$40,000
SAMUEL LEVYTrustee-$20,000-$20,000
SYLVIA LEVYTrustee-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
The Jack Satter Foundation
EIN
65-6316190
Phone
6039138022
Address
23 KEEWAYDIN DR SUITE 400, SALEM, NH 03079

Signing Officer

Name
Samuel Levy
Title
Trustee
Phone
6039138022
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Hemenway & Barnes Llp
Address
75 STATE STREET, BOSTON, MA 02109-1466
Preparer
Yuping Zhang CPA
Phone
6172277940
Raw XML AppendixShowing 400 of 1,045 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/Amt011657
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0HEMENWAY & BARNES LLP TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05828
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0130000 AECOM SR GLBL NT 27 5.125% 03/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1118000 AIRCASTLE LTD SR 4.25% 06/15/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2121000 AMERICAN TOWER CORP 5.9% 11/15/2033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3133000 AMGEN INC SR GLBL NT 5.6% 03/02/2043
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4184000 BALL CORP SR GLBL NT 2.875% 08/15/2030 CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5153000 BK OF AMERICA CORP FR VAR 03/15/2050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6134000 BOEING CO SR 5.15% 05/01/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7133000 BROADCOM INC SR 4.55% 02/15/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8144000 CAMPBELL SOUP CO SR 2.375% 04/24/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9119000 CELANESE US HLDGS LLC 6.55% 11/15/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10140000 CHARTER COMMUNICATIONS 5.05% 03/30/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11126000 CITIGROUP INC VAR 12/31/2049 CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12137000 COMMONSPIRIT HEALTH BD 3.347% 10/01/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13130000 CROWN CASTLE INTL CORP 4.3% 02/15/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14124000 CVS HEALTH COPR 5.4% 06/01/2029 CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15135000 DIAMONDBACK ENERGY INC 3.5% 12/01/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16110000 DISCOVER FINL SVCS SR NT VAR 11/2/2034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17138000 DUKE ENERGY CORP NEW 2.55% 06/15/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18135000 ENCOMPASS HEALTH CORP 4.75% 02/01/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19125000 ENERGY TRANSFER PARTNERS 6.55% 12/01/2033
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20138000 EQUINIX INC SR 3.2% 11/18/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21137000 FISERV INC SR GLBL NT 4.2% 10/01/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22118000 FORD MTR CO DEL GLOBAL LANDMARK SECS-GLOBLS 7.45% 07/16/2031 CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23130000 GENERAL MOTORS FINL CO 5.8% 06/23/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24127000 GOLDMAN SACHS GROUP INC VAR 12/31/2099
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm25138000 HCA INC. SR GLBL NT 3.5% 09/01/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26165000 JPMORGAN CHASE & CO SR VAR 04/22/2042
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm27142000 KB HOME SR GLBL 4.00% 06/15/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28126000 L3HARRIS TECHNOLOGIES 5.25% 06/01/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm29133000 MGM RESORTS 4.75% 10/15/2028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm30202000 MICROSOFT CORP GLBL 2.525% 06/01/2050
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm31130000 MORGAN STANLEY FR DTD 01/23/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm32145000 MURPHY OIL CORP 6.00% 10/01/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm33132000 NAVIENT CORPORATION 5.00% 03/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm34124000 NUSTAR LOGISTICS LP 6.375% 10/01/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm35118000 OCCIDENTAL PETE CORP 7.875% 09/15/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm36128000 PNC FINANCIAL SERVICES VAR 01/24/2034
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm37157000 SONOCO PRODS CO SR 2.85% 02/01/2032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm38140000 SOUTHWESTERN ENERGY CO 5.375% 03/15/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3925000 TEVA PHARMACEUTICALS NE 6.15% 02/01/2036
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm40133000 TEVA PHARMACEUTICALS NE 3.15% 10/01/2026
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm41125000 TRUIST FINL CORP VAR 01/24/2030
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm42131000 UNITED RENTALS INC SR 3.875% 02/15/2031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4362000 UNITED RENTALS NORTH 5.5% 05/15/2027
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm44123000 US BANCORP FR VAR 06/12/2029
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm45176000 VERIZON COMMUNICATIONS 3.55% 03/22/2051
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm46125000 WELLS FARGO & COMPANY VAR 12/29/2049
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0134472
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1112856
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2125531
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3135861
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4152340
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5177156
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6148594
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7132989
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8119660
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9118246
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10135324
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11125370
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12137000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13135093
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14124240
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15133581
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16127958
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17120620
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18131038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19132380
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20126964
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt21138749
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22129753
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt23127331
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24125413
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt25122970
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26161363
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt27125627
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt28125139
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt29129509
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt30153229
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt31129224
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt32145394
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt33120120
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt34123690
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt35132770
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt36122518
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt37153365
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt38133972
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3925813
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt40120199
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt41125866
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt42118698
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4363667
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt44122722
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt45181000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt46124531
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0128752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1116743
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2124649
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3129293
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4157460
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5125249
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6132121
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7128615
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8126344
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9123186
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10136989
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11125870
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12127603
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13125787
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14124052
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15125558
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16125715
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17117823
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18127983
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19133066
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20126868
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21133245
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22126772
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt23132600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt24126449
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt25125332
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt26121153
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt27125369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt28126079
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt29127355
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt30124311
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt31126524
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt32139317
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt33129381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt34124336
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt35130597
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt36124699
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt37133387
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt38136898
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3925049
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt40127800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt41126104
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt42117028
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4361630
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt44125779
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt45124370
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt46124774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0746406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1595284
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2487851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3449534
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4821894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5698528
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6575068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7412911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8621737
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9981022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101250000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11404230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12535149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13578291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14279571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15303944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16487142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17203586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18407023
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19481254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20435735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21453104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22323893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2322925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24657626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25621408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26371421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27511928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28483190
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt291205417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301637964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311197086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01864815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11335350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21285480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31283667
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41156960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51559550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61215463
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71086002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81268505
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91313781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101479142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11449350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121300765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13444680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141087110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152082300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt161487220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt172128570
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt181419741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19441040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt201848780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21402700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt221895652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt232685800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt241272920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25868700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26986170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27862835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28546080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt291449293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt301472533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311330791
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm08500 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18500 APTARGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25600 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33300 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48000 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53700 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67250 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73800 ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm810500 TJX COMPANIES INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm926328.284 DODGE & COX FDS INTL STK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1089428.193 ADVISORS INNER CIRCLE FD III GQG PRIN INSTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115500 NESTLE NAM SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1211500 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131000 ADOBE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149000 ADVANCED MICRO DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1511000 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167000 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm178500 APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm184850 AUTOMATIC DATA PROCESSING INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm198000 BALL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm209000 FISERV INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211000 VERTEX PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm223600 MASTERCARD INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2320000 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2411000 RTX CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2517500 SCHNEIDER ELEC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm268500 XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm278500 CANADIAN NATL RY CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm288000 CARRIER GLOBAL CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2936052.065 FPA CRESCENT FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30108995.768 ROBECO BP LNG/SHRT RES INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31132946.181 AMG RIVER ROAD SELECT VALUE FUND CL I
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0618369
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0559778
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt011417543
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt010686954
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt01419336
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02209007
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03628343
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03628343
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05828
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05829
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011657
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02209007
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0120000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt07336516
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt07336516
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01419336
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01419336
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4234957
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt016503939
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02209007
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03453756
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0200974
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0168517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0369491
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt025395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt07663318
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0174587
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07863300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03628343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03628343
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0326802
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0174587
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0526784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014294932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01861909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1347098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01861909
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1347098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt016156841
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1347098
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02209007
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4234957
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt048043
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038718602
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt042905516
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038718602
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03043649
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03043649
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03043649
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03091656
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt048007
IRS990PF/DistributableAmountGrp/TotalTaxAmt048007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0940
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024080
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt048007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt048007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt048007
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt024867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt024080
IRS990PF/FMVAssetsEOYAmt059765204
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08016660
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06069905
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05836064
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019753848
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019242122
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt041311745
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt042905516
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt038718602
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02549671
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01370663
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01370663
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt042905516
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038718602
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt059765204
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt042905516
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038718602
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt042905516
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038718602
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt012585337
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt012035912
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt011246732
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt062774739
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01743981
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt061030758
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0941621
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03091656
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt061833118
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt062774739
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0HEMENWAY & BARNES LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1HEMENWAY TRUST CO LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0197863
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt133498
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL & GRANT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt075 STATE STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt123 KEEWAYDIN DR SUITE 400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SALEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1NH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd002109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd103079
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt211.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt240000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt340000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SAMUEL LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SYLVIA LEVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ERIC M WOLF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.