Liabilities / Assets
12th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
12th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
11th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
9th percentile
Higher net margin than 9% of similar nonprofits.
Top Officer Pay
16th percentile
Higher top officer pay than 16% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
1st percentile
Faster revenue growth than 1% of similar nonprofits.
Assets
Down$58,885,578
Down $912,317 (-1.5%) from 2022
Net Assets
Down$58,885,578
Down $912,317 (-1.5%) from 2022
Liabilities
Flat$0
Flat from 2022
Revenue
Down$1,446,212
Down $58,711,986 (-98%) from 2022
Expenses
Up$2,391,668
Up $2,095,452 (+707%) from 2022
Net Income
Down-$945,456
Down $60,807,438 (-102%) from 2022
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHARLES E MRAZ | Trustee | PT | $0 | - | - |
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt | 0 | NO |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt | 0 | MASSACHUSETTS FEDERATION OF BEEKEEPERS |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/DatesOfReportsByGranteeTxt | 0 | JANUARY 30, 2024 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ExpendedByGranteeAmt | 0 | 1750 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt | 0 | 1750 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt | 0 | 2023-12-21 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt | 0 | FURTHERING EDUCATION WITH RESPECT TO SCIENCE POLICY AND BEEKEEPING. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt | 0 | GRANTEE SPENT THE ENTIRE AMOUNT OF GRANT ON FURTHERING EDUCATION WITH RESPECT TO SCIENCE AND BEEKEEPING DURING THE TAX YEAR FOR WHICH THE REPORT WAS PROVIDED. |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/AddressLine1Txt | 0 | 425 NORTH AVENUE |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/CityNm | 0 | WESTON |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/StateAbbreviationCd | 0 | MA |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/USAddress/ZIPCd | 0 | 02493 |
| ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/VerificationDt | 0 | 2024-01-30 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 0 | 250,000 CVS 3.000% 8/15/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 1 | 99,000 AMAZON INC 4.600% 12/01/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 2 | 53,000 BANK OF AMERICA CORP SN NOTE 3.705% 4/24/2028 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 3 | 77,000 BANK OF AMERICA CORP 5.202% 4/25/2029 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 4 | 113,000 CATERPILLAR FINL SVCS CORP 1.150% 9/14/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 5 | 18,000 CATERPILLAR FINL SVCS CORP 4.350% 5/15/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 6 | 125,000 COMCAST CORP BOND 3.375% 8/15/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 7 | 109,000 CUMMINS INC 0.750% 9/1/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 8 | 105,000 DEERE JOHN CAP CORP MEDIUM TERM NTS 2.050% 1/9/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 9 | 113,000 EMERSON ELEC CO .875% 10/15/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 10 | 125,000 EXXON MOBIL CORP 2.992% 3/19/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 11 | 128,000 HONEYWELL INTL INC 2.500% 11/1/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 12 | 127,000 INTEL CORP 2.600% 5/16/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 13 | 19,000 JP MORGAN CHASE 3.782% 2/1/2028 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 14 | 112,000 JPMORGAN CHASE & CO 1.578% 4/22/2027 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 15 | 109,000 MERCK & CO INC NEW .750% 2/24/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 16 | 21,000 MERCK 4.050% 5/17/2028 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 17 | 114,000 MORGAN STANLEY 1.593% 5/4/2027 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 18 | 105,000 NATIONAL RURAL UTIL 3.250% 11/1/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 19 | 111,000 PUBLIC STORAGE .875% 2/15/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 20 | 19,000 PUBLIC STORAGE GLBL NT 5.125% 1/15/2029 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 21 | 118,000 STATE STREET CORP 5.820% 11/4/2028 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 22 | 105,000 TEXAS INSTRS INC 1.375% 3/12/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 23 | 21,000 TEXAS INSTRS 4.600% 2/15/2028 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 24 | 101,000 TOYOTA MTR CR CORP MEDIUM TERM NTS .368% 1/13/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 25 | 128,000 UNITED PAREL SVC INC 2.400% 11/15/2026 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm | 26 | 104,000 VISA INC 3.150% 12/14/2025 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 0 | 232375 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 1 | 99317 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 2 | 49849 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 3 | 76156 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 4 | 100418 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 5 | 17989 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 6 | 121301 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 7 | 99636 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 8 | 100220 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 9 | 99131 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 10 | 120981 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 11 | 119784 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 12 | 119555 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 13 | 18340 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 14 | 99483 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 15 | 98760 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 16 | 20877 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 17 | 101992 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 18 | 100647 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 19 | 99200 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 20 | 19572 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 21 | 120091 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 22 | 98680 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 23 | 21365 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 24 | 100192 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 25 | 120933 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt | 26 | 100704 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 0 | 238890 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 1 | 99258 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 2 | 50610 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 3 | 77477 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 4 | 103752 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 5 | 17962 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 6 | 122066 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 7 | 102189 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 8 | 102145 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 9 | 102505 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 10 | 122380 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 11 | 121929 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 12 | 121614 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 13 | 18352 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 14 | 103356 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 15 | 101039 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 16 | 20908 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 17 | 105038 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 18 | 101997 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 19 | 102681 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 20 | 19605 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 21 | 122439 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 22 | 100974 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 23 | 21336 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 24 | 100765 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 25 | 121586 |
| InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt | 26 | 101470 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 0 | 886889 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 1 | 756699 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 2 | 328471 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 3 | 921271 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 4 | 782336 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 5 | 753237 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 6 | 957840 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 7 | 1000514 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 8 | 1015032 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 9 | 945171 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 10 | 720076 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 11 | 1103065 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 12 | 1296767 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 13 | 663756 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 14 | 491442 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 15 | 1013363 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 16 | 685826 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 17 | 876707 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 18 | 682343 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 19 | 1008660 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 20 | 359426 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 21 | 970395 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 22 | 937431 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 23 | 861614 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 24 | 914396 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 25 | 1120928 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 26 | 827716 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 27 | 416191 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 28 | 237354 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 29 | 690914 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 30 | 681903 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 31 | 114537 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 32 | 790628 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt | 33 | 557300 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 0 | 1171301 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 1 | 1078774 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 2 | 291590 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 3 | 1039650 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 4 | 772476 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 5 | 882752 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 6 | 925040 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 7 | 996472 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 8 | 939708 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 9 | 1004389 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 10 | 710764 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 11 | 1162484 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 12 | 1258622 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 13 | 675516 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 14 | 565432 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 15 | 1031881 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 16 | 728654 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 17 | 974907 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 18 | 745627 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 19 | 1205238 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 20 | 489212 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 21 | 1110943 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 22 | 941199 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 23 | 1389339 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 24 | 1062720 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 25 | 1268867 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 26 | 1161964 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 27 | 1039962 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 28 | 231024 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 29 | 742956 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 30 | 677251 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 31 | 109395 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 32 | 727811 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt | 33 | 631611 |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 0 | 8,385 ALPHABET INC CL A |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 1 | 7,100 AMAZON.COM |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 2 | 3,250 APTIV PLC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 3 | 3,000 HOME DEPOT |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 4 | 7,115 NIKE INC CLASS B |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 5 | 9,410 TJX COS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 6 | 8,000 NESTLE SA ADR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 7 | 6,800 PROCTOR & GAMBLE |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 8 | 6,300 CHEVRON |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 9 | 9,125 ABBOTT LABS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 10 | 2,915 BECTON DICKINSON |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 11 | 5,025 DANAHER CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 12 | 8,030 JOHNSON & JOHNSON |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 13 | 8,200 MEDTRONIC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 14 | 5,600 NOVARTIS AG ADR |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 15 | 1,960 UNITED HEALTH GROUP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 16 | 5,800 CANADIAN NATIONAL RAILWAY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 17 | 3,140 ROCKWELL AUTOMATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 18 | 6,520 XYLEM INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 19 | 6,260 APPLE INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 20 | 820 ADOBE SYS |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 21 | 5,595 ANALOG DEVICES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 22 | 4,040 AUTOMATIC DATA PROCESSING |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 23 | 9,425 ADVANCED MICRO DEVICES |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 24 | 8,000 FISERV |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 25 | 2,975 MASTERCARD |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 26 | 3,090 MICROSOFT CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 27 | 2,100 NVIDIA CORP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 28 | 1,200 VEEVA SYSTEMS INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 29 | 6,010 APTARGROUP |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 30 | 11,150 NEXTERA ENERGY |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 31 | 1,100 MODERNA INC |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 32 | 8,650 RTX CORPORATION |
| InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm | 33 | 15,700 SCHNEIDER ELEC SA ADR |
| InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt | 0 | 759148 |
| InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt | 0 | 766181 |
| InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt | 0 | 23619244 |
| InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt | 0 | 23926375 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 0 | 1295539 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 1 | 1856275 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 2 | 1602348 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt | 3 | 100000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 0 | 96,349.16 GQG PARTNERS EMERGING MARKETS EQUITY FUND INST SHARES |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 1 | 203,217.58 AMG RIVER ROAD SMALL-MID CAP VALUE CL I |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 2 | 152,330.15 OSTERWEIS STRATEGIC INCOME FUND |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt | 3 | 100,000 FISHER BROTHERS FARM, LLC NOTE OFFERING |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 0 | 1529061 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 1 | 1975275 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 2 | 1666492 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt | 3 | 100000 |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 0 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 1 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 2 | AT COST |
| InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd | 3 | AT COST |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt | 0 | 483130 |
| IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt | 0 | -381786 |
| IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt | 0 | 1344868 |
| IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt | 0 | 1446212 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt | 0 | 0 |
| IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt | 0 | 1446212 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt | 0 | 1436772 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt | 0 | 1436772 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt | 0 | 483130 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt | 0 | 483130 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt | 0 | -945456 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt | 0 | 45372943 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt | 0 | 1344868 |
| IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt | 0 | 1344868 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt | 0 | -381786 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt | 0 | 1547535 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt | 0 | 74997 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt | 0 | 91 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt | 0 | 75088 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt | 0 | 552953 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt | 0 | 263725 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt | 0 | 816678 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt | 0 | 16647 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt | 0 | 44647 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt | 0 | 2083205 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt | 0 | 280463 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt | 0 | 2391668 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt | 0 | 1827998 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt | 0 | 1446212 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt | 0 | 646433 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt | 0 | 280463 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt | 0 | 954896 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt | 0 | 18483 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt | 0 | 0 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt | 0 | 18483 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 0 | 6881149 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt | 1 | 38873580 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 0 | -432204 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 1 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt | 2 | 50418 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 0 | -432204 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 1 | 0 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt | 2 | 50418 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 0 | 6448945 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 1 | 38873580 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt | 2 | 50418 |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 0 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 1 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd | 2 | P |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 0 | PUBLICLY TRADED SECURITIES - SHORT TERM |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 1 | PUBLICLY TRADED SECURITIES - LONG TERM |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc | 2 | CAPITAL GAINS DIVIDENDS |
| IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt | 0 | -381786 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt | 0 | -945456 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt | 0 | 26298 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt | 0 | 59437 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt | 0 | 58911876 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 59797895 |
| IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 58885578 |
| IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt | 0 | 2992489 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt | 0 | 2992489 |
| IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt | 0 | 2992489 |
| IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt | 0 | 3014000 |
| IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt | 0 | 0 |
| IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 21511 |
| IRS990PF/DistributableAmountGrp/TotalTaxAmt | 0 | 21511 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt | 0 | 21963 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt | 0 | 26474 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt | 0 | 17000 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt | 0 | 21511 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt | 0 | 21963 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt | 0 | 21511 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt | 0 | 21511 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt | 0 | 0 |
| IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt | 0 | 43474 |
| IRS990PF/FMVAssetsEOYAmt | 0 | 63038516 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt | 0 | 2477548 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt | 0 | 2524323 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt | 0 | 6313770 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt | 0 | 26370198 |
| IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt | 0 | 29745531 |
| IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt | 0 | 2204162 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt | 0 | 4854162 |
| IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt | 0 | 5270828 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt | 0 | 59797895 |
| IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt | 0 | 58885578 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt | 0 | 5729232 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt | 0 | 805278 |
| IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt | 0 | 805278 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt | 0 | 59797895 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt | 0 | 58885578 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt | 0 | 63038516 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt | 0 | 59797895 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt | 0 | 58885578 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt | 0 | 59797895 |
| IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt | 0 | 58885578 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt | 0 | 45550731 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt | 0 | 24378392 |
| IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt | 0 | 24692556 |
| IRS990PF/MethodOfAccountingCashInd | 0 | X |
| IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt | 0 | 61197967 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt | 0 | 7226173 |
| IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt | 0 | 53971794 |
| IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt | 0 | 917970 |
| IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt | 0 | 3014000 |
| IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt | 0 | 60279997 |
| IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt | 0 | 0 |
| IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt | 0 | 61197967 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 0 | HEMENWAY & BARNES |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 1 | BOREALIS LLC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt | 2 | INSIDE THE HIVE MEDIA & CONSULTING INC |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 0 | 527450 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 1 | 289228 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt | 2 | 94124 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 0 | INVESTMENT MGMT & ADVISORY FEES |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 1 | CONSULTING |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt | 2 | CONSULTING |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 0 | 75 STATE STREET 16TH FLOOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 1 | PO BOX 21 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt | 2 | 8721 GRAPE ARBOR WAY |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 0 | BOSTON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 1 | NORTH HERO |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm | 2 | ODENTON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 1 | VT |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd | 2 | MD |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 0 | 02109 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 1 | 054740021 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd | 2 | 21113 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt | 0 | NONE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm | 0 | CHARLES E MRAZ |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt | 0 | 75 STATE STREET 16TH FLOOR |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm | 0 | BOSTON |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd | 0 | 02109 |
| IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt | 0 | 0 |
| IRS990PF/Organization501c3ExemptPFInd | 0 | X |
| IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt | 0 | 2083205 |
| IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt | 0 | 0 |
| IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt | 0 | 2083205 |
| IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd | 0 | 1 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd | 0 | 1 |
| IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd | 0 | 0 |
| IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd | 0 | 0 |
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Displayed year
2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2024Detailed filing. Detailed filing data is available for this year. | $57.9 | $0.00 | $57.9 | $2.20 | $3.27 | $1.06 |
| 2023Detailed filing. Detailed filing data is available for this year. | $58.9 | $0.00 | $58.9 | $1.45 | $2.39 | $0.95 |
| 2022Detailed filing. Detailed filing data is available for this year. | $59.8 | $0.00 | $59.8 | $60.2 | $0.30 | $59.9 |