Civic Intelligence

Wheeler Foundation

EIN 93-0553801 • Vancouver, WA

900 Washington Street Suite 900Vancouver, WA 98660
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

$10M-$25M nonprofits • Source year 2024

Net Margin

19th percentile

-12%

Higher net margin than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

29th percentile

-0.9%

Faster asset growth than 29% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

34%

Faster revenue growth than 78% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,437,827

Down $111,947 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$12,437,827

Down $111,947 (-0.9%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin19th percentile

Revenue

Up

$950,236

Up $243,135 (+34%) from 2023

Expenses

Up

$1,060,104

Up $133,657 (+14%) from 2023

Net Income

Up

-$109,868

Up $109,478 (+50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$15M$10M$5.0M$0Assets 2011: $13,062,197Liabilities 2011: $02011Assets 2012: $14,500,579Liabilities 2012: $12,6632012Assets 2013: $14,301,397Liabilities 2013: $02013Assets 2014: $14,393,098Liabilities 2014: $02014Assets 2015: $14,750,981Liabilities 2015: $02015Assets 2017: $14,568,370Liabilities 2017: $0Net Assets 2017: $14,568,3702017Assets 2018: $13,795,134Liabilities 2018: $0Net Assets 2018: $13,795,1342018Assets 2019: $13,500,514Liabilities 2019: $02019Assets 2020: $12,912,557Liabilities 2020: $0Net Assets 2020: $12,912,5572020Assets 2021: $13,429,276Liabilities 2021: $0Net Assets 2021: $13,429,2762021Assets 2022: $12,785,641Liabilities 2022: $0Net Assets 2022: $12,785,6412022Assets 2023: $12,549,774Liabilities 2023: $0Net Assets 2023: $12,549,7742023Assets 2024: $12,437,827Liabilities 2024: $0Net Assets 2024: $12,437,8272024

Highlighted filing

2024

Assets$12,437,827
Liabilities$0
Net Assets$12,437,827
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $618,720Expenses 2011: $843,788Net Income 2011: -$225,0682011Revenue 2012: $2,367,098Expenses 2012: $902,231Net Income 2012: $1,464,8672012Revenue 2013: $764,021Expenses 2013: $910,021Net Income 2013: -$146,0002013Revenue 2014: $998,833Expenses 2014: $966,035Net Income 2014: $32,7982014Revenue 2015: $1,266,984Expenses 2015: $924,179Net Income 2015: $342,8052015Revenue 2017: $1,375,735Expenses 2017: $905,276Net Income 2017: $470,4592017Revenue 2018: $260,583Expenses 2018: $1,031,082Net Income 2018: -$770,4992018Revenue 2019: $628,405Expenses 2019: $923,027Net Income 2019: -$294,6222019Revenue 2020: $442,872Expenses 2020: $959,776Net Income 2020: -$516,9042020Revenue 2021: $1,434,332Expenses 2021: $947,091Net Income 2021: $487,2412021Revenue 2022: $314,631Expenses 2022: $959,110Net Income 2022: -$644,4792022Revenue 2023: $707,101Expenses 2023: $926,447Net Income 2023: -$219,3462023Revenue 2024: $950,236Expenses 2024: $1,060,104Net Income 2024: -$109,8682024

Highlighted filing

2024

Revenue$950,236
Expenses$1,060,104
Net Income-$109,868
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$12,437,827
Liabilities
$0
Net assets
$12,437,827
Revenue
$950,236
Expenses
$1,060,104
Net income
-$109,868
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.95$1.06$0.11
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$0.71$0.93$0.22
2022Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$0.31$0.96$0.64
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.43$0.95$0.49
2020Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.44$0.96$0.52
2019Summary only. Only limited summary data is available for this year.$13.5$0.00$0.63$0.92$0.29
2018Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.26$1.03$0.77
2017Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.38$0.91$0.47
2015Summary only. Only limited summary data is available for this year.$14.8$0.00$1.27$0.92$0.34
2014Summary only. Only limited summary data is available for this year.$14.4$0.00$1.00$0.97$0.03
2013Summary only. Only limited summary data is available for this year.$14.3$0.00$0.76$0.91$0.15
2012Summary only. Only limited summary data is available for this year.$14.5$0.01$2.37$0.90$1.46
2011Summary only. Only limited summary data is available for this year.$13.1$0.00$0.62$0.84$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN C WHEELERDirector-$0--
CHARLES B WHEELERDirector-$0--
THOMAS K WHEELERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wheeler Foundation
EIN
93-0553801
Phone
3606937442
Address
900 WASHINGTON STREET SUITE 900, VANCOUVER, WA 98660

Signing Officer

Name
Charles Wheeler
Title
Director
Phone
3606937442
Signed
2025-10-01
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
330 RUSH ALLEY SUITE 800, COLUMBUS, OH 43215-3932
Preparer
Kelly Neugebauer
Phone
6142211000
Raw XML AppendixShowing 400 of 1,257 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/Amt01438
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0360
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt030545
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt153911
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt243967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt340599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt448878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt536805
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt631627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt728266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt826876
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt923101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1025688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1151873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1239412
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1322303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1441470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1543753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1625406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1730863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1843981
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1941858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2070837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21784598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt221093236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23219934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt24609652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt25270292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26895300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27599857
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt281207277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29337398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30401111
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311179585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32330476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33546408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt341529836
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt351183450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt031292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1124647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt272324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3123013
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt444513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5331531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt678817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7144058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt881900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt956257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10147901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11260240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1266574
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13120932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1449861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15129423
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1659151
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1761863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1894291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1973511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20101587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211876874
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt221394568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23503402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24950150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25598079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt261620684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt271001370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt281552064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29357477
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30613699
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311159222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32344250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33566608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt341576154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt351165031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MICHIGAN FIN AUTH REV TAXB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CA STATE GO TAXABLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD ULTRA-SHORT-TERM BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DOUBLELINE TOTAL RETURN BOND F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4METROPOLITAN WEST TOTAL RETURN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ISHARES CORE US AGGREGATE BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD TOTAL INTERNATIONAL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BRISTOL-MYERS SQUIBB COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CAPITAL ONE FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DIGITAL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DTE ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19KLA-TENCOR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20LOCKHEED MARTIN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21LOWE'S COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PUBLIC SERVICE ENTERPRISE GROU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TRUIST FINANCIAL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29ROYAL BANK OF CANADA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30SEAGATE TECHNOLOGY HLDNGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31UNILEVER PLC SPON ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32DFA US CORE EQUITY 1
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PRIMECAP ODYSSEY GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34VANGUARD DIVIDEND GROWTH INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35VANGUARD INSTITUTIONAL INDEX F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36VANGUARD S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37VANGUARD MID-CAP INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DFA US SMALL CAP PORTFOLIO INS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ISHARES CORE MSCI EAFE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40INVESCO INTERNATIONAL SMALL-MI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41AMERICAN FUNDS NEW WORLD FD CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FIDELITY US BOND INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43VANGUARD TOTAL BOND MARKET IND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44PIMCO INTERNATIONAL BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VANGUARD SHORT TERM INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46BLACKROCK STRATEGIC INCOME OPP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47JPMORGAN CORE BOND R6
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0439223
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0511013
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0950236
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0950236
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0360
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01079
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01438
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0511013
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0934283
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0934283
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0439223
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0439223
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-109868
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0942280
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0511013
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0860693
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt026555
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt079667
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0106222
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08797
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt018161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0961198
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt089543
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01060104
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0950236
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0950236
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt026915
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt089543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0125821
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-09-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-03-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72017-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102017-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-12-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-04-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt045162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt147868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt233510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt334162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt441730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt511137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt64943
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt74953
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt88571
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt92344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1010014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt118574
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt123980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt137269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14167050
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-5754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-3340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-10609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-47
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt66146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt101667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13132950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt19388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt20388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt25388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt26388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt27388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt28388430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3393
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-5754
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-947
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-3340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-10609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-47
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66146
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71421
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101667
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-169
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13132950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt041769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt142114
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt232563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt330822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt431121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt511090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611089
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt76374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt92405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1011681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123980
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1312032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14300000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0386. DTE ENERGY CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1306. DIGITAL RLTY TR INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2868. TRUIST FINANCIAL CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3621. UNILEVER PLC SPON ADR NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4764. VERIZON COMMUNICATIONS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51186.076 BLACKROCK STRATEGIC INCOME OPPORTUNITIES FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6273.399 DFA US CORE EQUITY 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7142.275 DFA US SMALL CAP PORTFOLIO INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8833.784 JPMORGAN CORE BOND R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9245.917 PIMCO INTERNATIONAL BOND FUND USD HDG INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10295.496 PRIMECAP ODYSSEY GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11889.369 VANGUARD TOTAL BOND MARKET INDEX ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12390.618 VANGUARD SHORT TERM INVESTMENT GRADE FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1340.254 VANGUARD MID-CAP INDEX ADMIRAL SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14925.126 VANGUARD MID-CAP INDEX ADMIRAL SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0511013
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-109868
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02079
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012439906
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012549774
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012437827
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0868371
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0868371
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0868371
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0880335
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011964
IRS990PF/DistributableAmountGrp/TotalTaxAmt011964
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt06110
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05854
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011964
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011964
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011964
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011964
IRS990PF/FMVAssetsEOYAmt017980716
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt012549774
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt012437827
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012421748
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011990429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017533318
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0128026
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0447398
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0447398
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012549774
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012437827
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017980716
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012549774
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012437827
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012549774
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012437827
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt017874820
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0159264
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017715556
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0268122
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0880335
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt017606698
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt017874820
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0106222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0RIVERVIEW TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0AGENT FOR FOUNDATION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0900 WASHINGTON ST SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0VANCOUVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd098660
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10

Document Assets

No mirrored PDF or thumbnail assets are attached yet.