Civic Intelligence

Clarence John Marona and Agnes Walsh

EIN 81-6916111 • Poughkeepsie, NY

Kirshon CO Pc PO Box 1999Poughkeepsie, NY 12601
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

18th percentile

-72%

Higher net margin than 18% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.0%

Faster asset growth than 26% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-33%

Faster revenue growth than 19% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,125,589

Down $34,405 (-3.0%) from 2023

Liabilities

Down

$0

Down $41 (-100%) from 2023

Net Assets

Down

$1,125,589

Down $34,364 (-3.0%) from 2023

Revenue

Down

$47,700

Down $23,341 (-33%) from 2023

Expenses

Down

$82,064

Down $1,352 (-1.6%) from 2023

Net Income

Down

-$34,364

Down $21,989 (-178%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2019: $1,134,804Liabilities 2019: $02019Assets 2020: $1,179,686Liabilities 2020: $1,086Net Assets 2020: $1,178,6002020Assets 2021: $1,205,290Liabilities 2021: $1Net Assets 2021: $1,205,2902021Assets 2022: $1,172,328Liabilities 2022: $1Net Assets 2022: $1,172,3282022Assets 2023: $1,159,994Liabilities 2023: $41Net Assets 2023: $1,159,9532023Assets 2024: $1,125,589Liabilities 2024: $0Net Assets 2024: $1,125,5892024

Highlighted filing

2024

Assets$1,125,589
Liabilities$0
Net Assets$1,125,589

Operations Trend

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

$200K$100K$0-$100KRevenue 2019: $181,979Expenses 2019: $52,302Net Income 2019: $129,6772019Revenue 2020: $118,609Expenses 2020: $74,813Net Income 2020: $43,7962020Revenue 2021: $104,386Expenses 2021: $78,129Net Income 2021: $26,2572021Revenue 2022: $54,926Expenses 2022: $87,888Net Income 2022: -$32,9622022Revenue 2023: $71,041Expenses 2023: $83,416Net Income 2023: -$12,3752023Revenue 2024: $47,700Expenses 2024: $82,064Net Income 2024: -$34,3642024

Highlighted filing

2024

Revenue$47,700
Expenses$82,064
Net Income-$34,364

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANNE T WALSH HAMPTONCo-Trustee-$0--
RANDOLPH B PEETCo-Trustee-$0--
ZACHARY M HAMPTONCo-Trustee-$0--
LORI MIERISHCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Clarence John Marona and Agnes Walsh
EIN
81-6916111
Phone
8452400775
Address
KIRSHON CO PC PO BOX 1999, POUGHKEEPSIE, NY 12601

Signing Officer

Name
Zachary M Hampton
Title
Co-trustee
Phone
8452400775
Signed
2025-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Kirshon & Company Pc
Address
PO BOX 1999 22 IBM ROAD STE 210, POUGHKEEPSIE, NY 12601
Preparer
Ann E Kummer Ea CPA
Phone
8454731811
Raw XML AppendixShowing 400 of 756 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/Amt02575
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0KIRSHON & COMPANY PC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01287
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01288
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CATERPILLAR FINANCIAL SVCS 5.15% 08/11/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1AMERICAN EXPRESS BDS 4.9% 02/13/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2JPMORGAN CHASE 3.2% 06/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GOLDMAN SACHS GROUP INC 3.85% 01/26/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4FIFTH THIRD BANCORP BDS 6.361% 10/27/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5HUNTINGTON BANCSHARES INC GLBL NT 6.208%29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6CHARLES SCHWAB CORP BDS 6.196% 11/17/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7WELLS FARGO & CO BDS 5.198% 01/23/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8JOHN DEERE CORP 4.7% 06/10/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9CITIZENS FINL GROUP BDS 5.718% 07/23/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10PNC FINANCIAL SVCS BDS 6.037% 10/28/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11MORGAN STANLEY BDS 5.25% 04/21/34
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12META PLATFORMS INC BDS 3.5% 08/15/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13VERIZON COMM BDS 4.78% 02/15/35
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14AMAZON CORP BDS 4.55% 12/01/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15HOME DEPOT INC BDS 3.85% 01/26/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16PEPSICO INC BDS 4.45% 05/15/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17WALMART CORP BDS 4% 04/15/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18INTEL CORP BDS 5.125% 02/10/30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19UNITEDHEALTH GROUP INC BDS 4.9% 04/15/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20AMGEN INC BDS 5.25% 03/02/33
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21SCHWAB SHORT-TERM US TREASURY ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22SCHWAB STRATEGIC INTERM US TREAS ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt014973
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt110070
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt249959
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt314461
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt415247
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt515307
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt615466
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt710290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt814932
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt915470
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1015367
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1115484
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1214435
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt139760
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1414843
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1514936
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1614828
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt179765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1814951
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1914734
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2014831
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2136182
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2235995
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt015042
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt110031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt249049
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt314721
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt415512
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt515486
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt615632
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt710022
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt814960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt915056
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1015527
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1114765
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1214665
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt139522
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1415091
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1515131
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1614983
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt179788
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1814870
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1914914
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2014896
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2136090
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2236046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt07712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt223378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt334606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt54109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt612909
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt710488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88933
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt106898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt115613
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt127204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132795
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt156588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1612466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt173739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt189421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1911825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt202689
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2210786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt248949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt257905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt266545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt276326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2828421
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt297717
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt302680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3118906
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3210249
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt335891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt346799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt359741
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt368739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt377346
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3817553
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3912673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt409587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4110497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4212123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt438680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4410153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt457454
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4688558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47132155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4822221
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt011551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18894
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt252058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt352215
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt513843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt673623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt717678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt824842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt944050
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1015599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1112434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1213734
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1417409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt158264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt167986
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1712279
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1811247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1919470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt203841
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt215700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2214782
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2311746
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2421574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2510436
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2610843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2714052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2859853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2910324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3029544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3113997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3211405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3310607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt348383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3516664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3617051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3711152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3820192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3915607
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4011402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4116693
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4218962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4317347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt448797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt457495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46107187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47194664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4825833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBVIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALPHABET INC CAP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AMAZON.COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMERIPRISE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BERKSHIRE HATHAWAY CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOOKING HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROADCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COSTCO WHOLESALE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DANAHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18ECOLAB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19EXXONMOBIL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20FORD MOTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21FORTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HONEYWELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27META PLATFORMS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NORTHROP GRUMMAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NVIDIA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31PAYPAL HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PEPSICO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PNC FINANCIAL SVCS GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35RTX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36SALESFORCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TESLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41UNITEDHEALTH GRP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WALMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44WALT DISNEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ZOETIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DIMENSIONAL TRUST US SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47VANGUARD MIDCAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48VANGUARD REIT ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt028760
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt016746
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02194
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt047700
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt047700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01287
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01288
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02575
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt016746
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt063910
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt063910
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt028760
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt028760
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-34364
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0382789
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02194
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02194
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt016746
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt031559
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014802
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014802
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt037
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0490
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt065484
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016141
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt082064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt047700
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt047700
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01574
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016141
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-07-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192024-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1322
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt45336
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5820
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7771
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt8413
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt94660
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt102216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111314
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt121989
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt131517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt146999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt159166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1625851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1754776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18182720
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt191787
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt201706
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt212109
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2350063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt73591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt95339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt121875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt137215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15-48
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-18312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt192041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt202321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt211649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-684
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11151
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-42
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61359
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt73591
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8147
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt95339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103373
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112906
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt137215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-163
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-48
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-129
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-18312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt192041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt202321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt211649
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23-63
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07844
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt46895
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61721
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt74362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt99999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105589
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt114220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt138732
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt146836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt159118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1625722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1755076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18164408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt193828
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt204027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt213758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2350000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc052 SHS AMAZON.COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18 SHS APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21 SHS BROADCOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc311 SHS SALESFORCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc430 SHS VANGUARD MIDCAP ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc55 SHS AMAZON.COM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc69 SHS APPLE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc711 SHS MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82 SHS SALESFORCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc960 SHS ALPHABET INC CAP CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1016 SHS CATERPILLAR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1113 SHS EATON CORP PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1220 SHS JPMORGAN CHASE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1310 SHS NVIDIA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1490 SHS STARBUCKS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.