Civic Intelligence

Hartley Family Foundation 130012668200

EIN 74-2822359 • Milwaukee, WI

Pub. 78 Eligible
PO Box 0634Milwaukee, WI 53201-0634
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

8th percentile

-58%

Higher net margin than 8% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$33,000

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

16th percentile

-8.3%

Faster asset growth than 16% of similar nonprofits.

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

Revenue Growth

72nd percentile

33%

Faster revenue growth than 72% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$3,230,691

Down $290,632 (-8.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,230,691

Down $290,632 (-8.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin8th percentile

Revenue

Up

$497,879

Up $124,834 (+33%) from 2023

Expenses

Up

$788,594

Up $172,301 (+28%) from 2023

Net Income

Down

-$290,715

Down $47,467 (-20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,641,296Liabilities 2011: $02011Assets 2012: $6,044,812Liabilities 2012: $02012Assets 2013: $6,042,938Liabilities 2013: $02013Assets 2014: $5,858,871Liabilities 2014: $02014Assets 2015: $5,694,951Liabilities 2015: $0Net Assets 2015: $5,694,9512015Assets 2019: $4,835,273Liabilities 2019: $02019Assets 2020: $4,559,689Liabilities 2020: $0Net Assets 2020: $4,559,6892020Assets 2021: $4,135,243Liabilities 2021: $0Net Assets 2021: $4,135,2432021Assets 2022: $3,764,997Liabilities 2022: $0Net Assets 2022: $3,764,9972022Assets 2023: $3,521,323Liabilities 2023: $0Net Assets 2023: $3,521,3232023Assets 2024: $3,230,691Liabilities 2024: $0Net Assets 2024: $3,230,6912024

Highlighted filing

2024

Assets$3,230,691
Liabilities$0
Net Assets$3,230,691
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $540,678Expenses 2011: $627,205Net Income 2011: -$86,5272011Revenue 2012: $1,054,381Expenses 2012: $650,841Net Income 2012: $403,5402012Revenue 2013: $651,531Expenses 2013: $652,654Net Income 2013: -$1,1232013Revenue 2014: $443,170Expenses 2014: $622,634Net Income 2014: -$179,4642014Revenue 2015: $384,677Expenses 2015: $549,219Net Income 2015: -$164,5422015Revenue 2019: $387,837Expenses 2019: $456,161Net Income 2019: -$68,3242019Revenue 2020: $214,963Expenses 2020: $483,197Net Income 2020: -$268,2342020Revenue 2021: $229,404Expenses 2021: $651,871Net Income 2021: -$422,4672021Revenue 2022: $330,515Expenses 2022: $701,970Net Income 2022: -$371,4552022Revenue 2023: $373,045Expenses 2023: $616,293Net Income 2023: -$243,2482023Revenue 2024: $497,879Expenses 2024: $788,594Net Income 2024: -$290,7152024

Highlighted filing

2024

Revenue$497,879
Expenses$788,594
Net Income-$290,715
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,230,691
Liabilities
$0
Net assets
$3,230,691
Revenue
$497,879
Expenses
$788,594
Net income
-$290,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.50$0.79$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.37$0.62$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.33$0.70$0.37
2021Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.23$0.65$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.21$0.48$0.27
2019Summary only. Only limited summary data is available for this year.$4.84$0.00$0.39$0.46$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.38$0.55$0.16
2014Summary only. Only limited summary data is available for this year.$5.86$0.00$0.44$0.62$0.18
2013Summary only. Only limited summary data is available for this year.$6.04$0.00$0.65$0.65$0.00
2012Summary only. Only limited summary data is available for this year.$6.04$0.00$1.05$0.65$0.40
2011Summary only. Only limited summary data is available for this year.$5.64$0.00$0.54$0.63$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA H LINTECUMPresident-$33,000-$33,000
ELIZABETH H WINETROUBVice President-$33,000-$33,000
ANN H BUSHSecretary/Treasurer-$33,000-$33,000
PATRICIA HARTLEYBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Hartley Family Foundation
EIN
74-2822359
Phone
9132615714
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
Officer
Title
Trustee
Phone
9132615714
Signed
2025-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Raw XML AppendixShowing 400 of 1,787 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/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02500
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm06174468C6 MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm120030NBS9 COMCAST CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm291324PCP5 UNITEDHEALTH GROUP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm307330MAA5 BRANCH BANKING TRUST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4459200HU8 IBM CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5370334CF9 GENERAL MILLS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm689153VAT6 TOTAL CAPITAL INTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm712547CBN7 CIBC BK USA C D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm814042RVU2 CAPITAL ONE C D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm915987UBU1 CHARLES SCHWAB C D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1029736RAP5 ESTEE LAUDER CO INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1130303M8G0 META PLATFORMS INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12437076BY7 HOME DEPOT INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13438516BU9 HONEYWELL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14458140BZ2 INTEL CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1561690U7F1 MORGAN STANLEY C D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1661768EUW1 MORGAN STANLEY C D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1763743HFG2 NATIONAL RURAL MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1879466LAF1 SALESFORCE COM INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1990355GDN3 UBS BK USA C D
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2006406RAH0 BANK OF NY MTN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2110373QAZ3 BP CAP MARKETS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2230231GBK7 EXXON MOBIL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0100032
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt195191
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2100018
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt399998
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt499381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt525000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt625000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt721762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt824005
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt945865
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1022601
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1123917
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1224938
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1324950
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1425020
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1524350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1625000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1724109
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1824073
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1923343
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt099591
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt198468
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt299586
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt398116
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt499735
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt525390
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt625303
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt722287
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt824440
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt946368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1022913
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1123814
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1225880
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1325305
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1425044
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1524345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1625307
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1724387
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1824439
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1923548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt130515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt217350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47165
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt620839
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt747033
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912113
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1043246
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1135633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1220958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1340605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1420793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt159974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1630350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1728100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1817978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1918794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2019566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2131182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2230076
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2326011
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2430748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2516847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2618303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2721268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2813405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2914142
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3016379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3115726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3218014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3342886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3410405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3531131
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3631351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3710268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3818718
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3940009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4016397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0106429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt145584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt226071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt324625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt499053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt537155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt640975
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt748151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt837301
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt929366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1032367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1127754
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1260986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13110792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1436039
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1541850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1651565
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1737157
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1831604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1966255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2040844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2140720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2220395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2336490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2427512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2531594
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2628373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2724638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2823204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2939290
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3033823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3133994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3217147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3334709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt348894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3559558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3646864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3715045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3819383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3943537
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4027207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2166764100 CHEVRON CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3G1151C101 ACCENTURE PLC IRELAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm546625H100 J P MORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm720030N101 COMCAST CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8H1467J104 CHUBB LIMITED COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1188579Y101 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12931142103 WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13023135106 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14060505104 BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1556585A102 MARATHON PETROLEUM C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1712572Q105 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1892826C839 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1902079K305 ALPHABET INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2292343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2403027X100 AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2557636Q104 MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26253868103 DIGITAL REALTY TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27855244109 STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2898419M100 XYLEM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29620076307 MOTOROLA SOLUTIONS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32773903109 ROCKWELL AUTOMATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33478160104 JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3400724F101 ADOBE SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3522160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3779466L302 SALESFORCE COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3900287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40149123101 CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0138918
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1380916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt250000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3106368
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4102754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt550997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6460562
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7102713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0921937694 VANGUARD MIDCAP VALU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1779556109 T ROWE PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt331420B300 FEDERATED HERMES INS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt406828M876 BARON EMERGING MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt578462F103 SPDR S P 500 ETF TRU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6641233200 NEUBERGER BERMAN GEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt709253F408 ISHARES MSCI EAFE IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt846432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9779556406 ROWE T PRICE MID CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0204278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1317572
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt248661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3150153
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4357509
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt556761
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6436439
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7187360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0111306
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0386555
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0497879
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0497879
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0386555
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt09900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt089100
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt099000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0641500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0641500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0111261
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0111306
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-290715
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01263600
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0386555
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0375965
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0990
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt018
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt030857
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt030857
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt07700
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01912
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06047
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0662590
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0121869
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0788594
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0497834
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0497879
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021090
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0121869
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0147094
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-07-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt151911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-06-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt221911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282015-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322015-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402020-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt452018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt462019-02-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt472020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt482015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt492019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt502019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt512013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt522019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt532019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt542015-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt552020-01-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt562019-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt572020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt582019-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt592019-01-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt602019-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt612020-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt622013-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt632020-10-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt642020-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt652015-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt662022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt672022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt682019-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt692022-06-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt702015-04-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt712024-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt722016-02-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt732019-07-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt742012-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt752019-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt762012-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt772013-07-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt782020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt792018-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt802019-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt812020-01-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt822020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt832019-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt842019-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt851911-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14320
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt41540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt61767
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt81661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt91404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt10883
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123369
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt141341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1534
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt171540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18294
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19442
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt20511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt215853
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt224152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt232457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt242840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt251975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt264282
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2713878

Document Assets

No mirrored PDF or thumbnail assets are attached yet.