Civic Intelligence

The Henry Mayo Newhall Foundation

EIN 94-6073084 • San Rafael, CA

PO Box 6106San Rafael, CA 94903
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

$25M-$50M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2022

Asset Growth

22nd percentile

-2.0%

Faster asset growth than 22% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

44%

Faster revenue growth than 82% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2022 to 2023

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$34,180,590

Up $488,033 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$34,180,590

Up $488,033 (+1.4%) from 2023

Revenue

Up

$3,041,508

Up $1,066,391 (+54%) from 2023

Expenses

Down

$2,553,475

Down $105,528 (-4.0%) from 2023

Net Income

Up

$488,033

Up $1,171,919 (+171%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $31,040,704Liabilities 2011: $02011Assets 2012: $31,087,923Liabilities 2012: $02012Assets 2013: $30,901,996Liabilities 2013: $02013Assets 2014: $31,277,840Liabilities 2014: $0Net Assets 2014: $31,277,8402014Assets 2015: $31,602,840Liabilities 2015: $0Net Assets 2015: $31,602,8402015Assets 2016: $30,194,882Liabilities 2016: $0Net Assets 2016: $30,194,8822016Assets 2017: $32,313,826Liabilities 2017: $0Net Assets 2017: $32,313,8262017Assets 2018: $32,111,289Liabilities 2018: $0Net Assets 2018: $32,111,2892018Assets 2019: $31,740,014Liabilities 2019: $0Net Assets 2019: $31,740,0142019Assets 2020: $30,986,314Liabilities 2020: $0Net Assets 2020: $30,986,3142020Assets 2021: $35,809,397Liabilities 2021: $0Net Assets 2021: $35,809,3972021Assets 2022: $34,376,443Liabilities 2022: $0Net Assets 2022: $34,376,4432022Assets 2023: $33,692,557Liabilities 2023: $0Net Assets 2023: $33,692,5572023Assets 2024: $34,180,590Liabilities 2024: $0Net Assets 2024: $34,180,5902024

Latest loaded filing

2024

Assets$34,180,590
Liabilities$0
Net Assets$34,180,590

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,343,334Expenses 2011: $2,135,326Net Income 2011: $208,0082011Revenue 2012: $2,287,271Expenses 2012: $2,240,052Net Income 2012: $47,2192012Revenue 2013: $2,200,044Expenses 2013: $2,385,973Net Income 2013: -$185,9292013Revenue 2014: $2,815,968Expenses 2014: $2,440,124Net Income 2014: $375,8442014Revenue 2015: $2,705,201Expenses 2015: $2,380,201Net Income 2015: $325,0002015Revenue 2016: $1,044,318Expenses 2016: $2,452,274Net Income 2016: -$1,407,9562016Revenue 2017: $4,539,396Expenses 2017: $2,429,665Net Income 2017: $2,109,7312017Revenue 2018: $2,720,307Expenses 2018: $2,952,844Net Income 2018: -$232,5372018Revenue 2019: $2,264,553Expenses 2019: $2,635,828Net Income 2019: -$371,2752019Revenue 2020: $2,004,170Expenses 2020: $2,757,870Net Income 2020: -$753,7002020Revenue 2021: $8,058,637Expenses 2021: $3,235,554Net Income 2021: $4,823,0832021Revenue 2022: $1,371,481Expenses 2022: $2,804,435Net Income 2022: -$1,432,9542022Revenue 2023: $1,975,117Expenses 2023: $2,659,003Net Income 2023: -$683,8862023Revenue 2024: $3,041,508Expenses 2024: $2,553,475Net Income 2024: $488,0332024

Latest loaded filing

2024

Revenue$3,041,508
Expenses$2,553,475
Net Income$488,033

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$0.00$34.2$3.04$2.55$0.49
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.00$33.7$1.98$2.66$0.68
2022Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$1.37$2.80$1.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$0.00$35.8$8.06$3.24$4.82
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.0$0.00$31.0$2.00$2.76$0.75
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.00$31.7$2.26$2.64$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$0.00$32.1$2.72$2.95$0.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.3$0.00$32.3$4.54$2.43$2.11
2016Detailed filing. Detailed filing data is available for this year.$30.2$0.00$30.2$1.04$2.45$1.41
2015Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$2.71$2.38$0.33
2014Detailed filing. Detailed filing data is available for this year.$31.3$0.00$31.3$2.82$2.44$0.38
2013Summary only. Only limited summary data is available for this year.$30.9$0.00$2.20$2.39$0.19
2012Summary only. Only limited summary data is available for this year.$31.1$0.00$2.29$2.24$0.05
2011Summary only. Only limited summary data is available for this year.$31.0$0.00$2.34$2.14$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 24, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATASHA HUNTPresident/Director-$0--
FRANCINE WOODSVice-President/Director-$0--
DAVID S NEWHALLDirector-$0--
DONNA CHESEBROUGHDirector-$0--
GEORGE A NEWHALL IIIDirector-$0--
GEORGE NEWHALL IVDirector-$0--
JENNIFER N PONTTreasurer-$0--
ANGELICA C VOGELDirector-$0--
PRUDENCE J NOONDirector-$0--
AMY CHESEBROUGHSecretary/Director-$0--
JACQUELINE NEWHALLDirector-$0--
KATHERINE N NEWHALL MDDirector-$0--
CHRISTINA NEWHALLDirector-$0--
TONY NEWHALLEmeritus Director-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHART UNION HIGH SCHOOL DISTRICTFOR CONTINUING SUPPORT OF THE HENRY MAYO NEWHALL FOUNDATION SCHOLARSHIPS AWARDED TO COLLEGE-BOUND GRADUATES IN 2026-SANTA CLARITA, CA, US$173,000
Paid GrantSANTA MARIA JOINT UNION HIGH SCHOOL DISTRICTFOR CONTINUING SUPPORT OF THE HENRY MAYO NEWHALL FOUNDATION SCHOLARSHIPS AWARDED TO COLLEGE-BOUND GRADUATES IN 2026-SANTA MARIA, CA, US$72,000
Paid GrantBOYS & GIRLS CLUB OF SANTA CLARITA VALLEYTO OFFER A RANGE OF PROGRAMS THAT CULTIVATE WORKFORCE READINESS-SANTA CLARITA, CA, US$60,000
Paid GrantSANTA MARIA VALLEY YMCATO REPLACE THE FACILITY'S SWIMMING POOL-SANTA MARIA, CA, US$60,000
Paid GrantAG ONE FOUNDATIONJORDAN COLLEGE OF AGRICULTURAL SCIENCES & TECH CSU FRESNOTO PROVIDE FELLOWSHIPS & INTERNSHIPS TO STUDENTS FROM SANTA MARIA AND SANTA CLARITA-FRESNO, CA, US$50,000
Paid GrantBOYS & GIRLS CLUB OF MID-CENTRAL COASTTO PROVIDE ACADEMIC SUPPORT & ENRICHMENT PROGRAMS FOR LOW-INCOME CHILDREN IN SANTA MARIA-SANTA MARIA, CA, US$50,000
Paid GrantCOLLEGE OF THE CANYONS FOUNDATIONFOR FACULTY INNOVATION GRANTS, SCHOLARSHIPS TO STUDENTS FROM THE SANTA CLARITA VALLEY, AND FOR SCHOLARSHIPS FOR NURSING STUDENTS-SANTA CLARITA, CA, US$50,000
Paid GrantFORT MASON CENTER FOR ARTS & CULTURETO RESTORE AND REPURPOSE THE GUARDHOUSE TO PROVIDE VISITORS ENHANCED WAYFINDING AND INFORMATION ABOUT FORT MASON'S HISTORY AND CURRENT EVENTS-SAN FRANCISCO, CA, US$50,000
Paid GrantMARIAN REGIONAL MEDICAL CENTER FOUNDATIONTO ESTABLISH AN OB/GYN RESIDENCY PROGRAM CLINIC-SANTA MARIA, CA, US$50,000
Paid GrantPLANNED PARENTHOOD CALIFORNIA CENTRAL COASTTO PROVIDE SEXUAL HEALTH EDUCATION SERVICES IN SANTA MARIA VALLEY-SANTA BARBARA, CA, US$50,000
Paid GrantFOODBANK OF SANTA BARBARA COUNTYTO PROVIDE EMERGENCY FOOD & NUTRITION EDUCATION PROGRAMS-SANTA BARBARA, CA, US$45,000
Paid GrantUNIVERSITY OF CALIFORNIA MERCEDTO OFFER COLLEGE STUDENTS AND MIDDLE SCHOOL STUDENTS A PROGRAM THAT TEACHES FIELD RESEARCH AND LABORATORY SCIENCE IN SUPPORT OF SUSTAINABLE AGRICULTURE-MERCED, CA, US$43,000
Paid GrantCHILDREN'S RESOURCE NETWORK OF CENTRAL COASTTO PROVIDE FREE CLOTHING AND OTHER NECESSITIES TO FAMILIES IN SANTA MARIA & SANTA CLARITA VALLEY-PISMO BEACH, CA, US$40,000
Paid GrantFIGHTING BACK SANTA MARIA VALLEYTO PROVIDE SUPPORTIVE SERVICES AND MENTORSHIP TO HOMELESS AND OTHER AT-RISK YOUTH.-SANTA MARIA, CA, US$40,000
Paid GrantPOINT BLUE CONSERVATION SCIENCEFOR CONSERVATION OF RANGELANDS AND FARMS IN MERCED COUNTY-PETALUMA, CA, US$40,000
Paid GrantSANTA BARBARA HUMANE SOCIETYTO PROVIDE FREE VETERINARY CARE TO PETS IN LOW-INCOME FAMILIES AND TO STABILIZE THE FERAL CAT POPULATION IN SANTA MARIA-SANTA BARBARA, CA, US$40,000
Paid GrantSINGLE MOTHERS OUTREACH OF SANTA CLARITAFOR THE MOVING TO THRIVE PROGRAM-NEWHALL, CA, US$40,000
Paid GrantLEADING FROM WITHINFOR THE LEADING FOR COMMUNITY IMPACT PROGRAM-SANTA BARBARA, CA, US$35,000
Paid GrantBOYS & GIRLS CLUB OF SANTA CLARA VALLEYTO PROVIDE AN ART PROGRAM TO LOW-INCOME YOUTH IN THE SANTA CLARA VALLEY-SANTA PAULA, CA, US$30,000
Paid GrantCALIFORNIA RANGELAND TRUSTTO CONSERVE ELGORRIAGA RANCH, A 5,000-ACRE WORKING RANCH NEAR FIREBAUGH-SACRAMENTO, CA, US$30,000
Paid GrantGATEWAY PUBLIC SCHOOLSTO OPERATE BOYS & GIRLS CLUBS THAT ARE FULLY INTEGRATED INTO THE SCHOOLS AND TO SUPPORT A SEVENTH-GRADE TRIP TO CAMP MENDOCINO-SAN FRANCISCO, CA, US$30,000
Paid GrantORCUTT AREA SENIORS IN SERVICE (OASIS)TO PROVIDE FOOD, SERVICES, AND ACTIVITIES TO SENIORS IN THE SANTA MARIA VALLEY-SANTA MARIA, CA, US$30,000
Paid GrantSAMUEL DIXON FAMILY HEALTH CENTERTO PROVIDE CRITICAL HEALTH SERVICES TO LOW-INCOME INDIVIDUALS IN THE SANTA CLARITA VALLEY-VALENCIA, CA, US$30,000
Paid GrantSANTA CLARITA VALLEY FOOD PANTRYFOR GENERAL OPERATING SUPPORT-NEWHALL, CA, US$30,000
Paid GrantSANTA MARIA VALLEY DISCOVERY MUSEUMTO SUPPORT THE MUSEUM'S EDUCATION PROGRAMS AND ENRICHMENT CAMPS-SANTA MARIA, CA, US$30,000
Paid GrantSWORDS TO PLOWSHARESTO PROVIDE CASE MANAGEMENT AND OTHER SERVICES TO LOW-INCOME AND HOMELESS VETERANS IN SAN FRANCISCO-SAN FRANCISCO, CA, US$30,000
Paid GrantFIREBAUGH FFATO UPGRADE THE SWINE BARN TO ENSURE AN IMPORTANT PROGRAM OF THE FFA-FIREBAUGH, CA, US$28,000
Paid GrantAMERICA SCORES BAY AREATO PROVIDE AFTERSCHOOL PROGRAMMING IN SOCCER AND POETRY TO LOW-INCOME ELEMENTARY STUDENTS WHO ARE ENGLISH LANGUAGE LEARNERS IN SAN FRANCISCO-SAN FRANCISCO, CA, US$25,000
Paid GrantCENTRAL COAST RESCUE MISSIONTO PROVIDE FOOD, CLOTHING AND SUPPORT SERVICES TO HOMELESS AND LOW-INCOME INDIVIDUALS IN NORTHERN SANTA BARBARA COUNTY-SANTA MARIA, CA, US$25,000
Paid GrantCHILD AND FAMILY CENTERTO SUPPORT THE DOMESTIC VIOLENCE PROGRAM-SANTA CLARITA, CA, US$25,000
Paid GrantDANA ADOBE NIPOMO AMIGOS INCTO DESIGN AND INSTALL INTERPRETIVE AND DIRECTIONAL SIGNS ALONG A 5-MILE TRAIL IN A HISTORIC RANCHO-NIPOMO, CA, US$25,000
Paid GrantFUTURE LEADERS OF AMERICATO PREPARE SANTA MARIA YOUTH FOR COLLEGE-OXNARD, CA, US$25,000
Paid GrantGIBBON CONSERVATION CENTERTO OFFER UNDER-RESOURCED SCHOOLS IN THE SANTA CLARITA VALLEY FREE FIELD TRIPS TO LEARN ABOUT ENDANGERED GIBBIONS AND THE ENVIRONMENT-SANTA CLARITA, CA, US$25,000
Paid GrantHEALING HEROES THROUGH HORSEMANSHIPTO TRAIN AND CERTIFY AT-RISK VETERANS FROM THE SANTA MARIA VALLEY FOR CAREERS IN HORSEMANSHIP-NIPOMO, CA, US$25,000
Paid GrantLIFE LEARNING ACADEMYTO PROVIDE ON-SITE MENTAL HEALTH SERVICES AT A RESIDENTIAL PUBLIC SCHOOL SERVING HIGH-RISK STUDENTS IN SAN FRANCISCO-SAN FRANCISCO, CA, US$25,000
Paid GrantNATIONAL AIDS MEMORIAL INCTO PRESERVE THE AIDS MEMORIAL QUILT AT A SERIES OF REPAIR WORKSHOPS HELD IN THE MAIN SAN FRANCISCO PUBLIC LIBRARY-SAN FRANCISCO, CA, US$25,000
Paid GrantNATURETRACK FOUNDATIONTO PROVIDE FIELD TRIPS TO BEACHES AND TRAILS TO STUDENTS AND WHEELCHAIR USERS IN NORTH SANTA BARBARA COUNTY-LOS OLIVOS, CA, US$25,000
Paid GrantNEW BEGINNINGS COUNSELING CENTERTO PROVIDE HOMELESS AND LOW-INCOME VETERANS IN SANTA MARIA VALLEY WITH HOUSING ASSISTANCE AND SUPPORT SERVICES-SANTA BARBARA, CA, US$25,000
Paid GrantSPECIAL OPERATIONS FINDING KIDSTO PROVIDE ASSISTANCE TO LAW ENFORCEMENT IN LOCATING EXPLOITED CHILDREN AND TO THE RECOVERED CHILDREN DURING THEIR HEALING JOURNEY-SACRAMENTO, CA, US$25,000
Paid GrantFILLMORE UNIFIED SCHOOL DISTRICTFOR CONTINUING SUPPORT OF THE HENRY MAYO NEWHALL FOUNDATION SCHOLARSHIPS AWARDED TO COLLEGE-BOUND GRADUATES IN 2026-FILLMORE, CA, US$24,000
Paid GrantFIREBAUGH HIGH SCHOOLFOR SCHOLARSHIPS AWARDED TO COLLEGE-BOUND SENIORS IN 2026-FIREBAUGH, CA, US$24,000
Paid GrantSAN FRANCISCO OPERA GUILDFOR A FILM FESTIVAL AND AWARDS CEREMONY FOR STUDENTS-SAN FRANCISCO, CA, US$21,000
Paid GrantACCESS INSTITUTE FOR PSYCHOLOGICAL SERVICESTO PROVIDE SUPPORT FOR AN IN-SCHOOL MENTAL HEALTH PROGRAM OPERATING AT SEVEN HIGH-NEED ELEMENTARY SCHOOLS IN SAN FRANCISCO-SAN FRANCISCO, CA, US$20,000
Paid GrantAPGATE VILLAGETO GROW THE CAPACITY OF A DAY PROGRAM FOR YOUTH ADULTS WITH SPECIAL NEEDS IN SANTA CLARITA-VALENCIA, CA, US$20,000
Paid GrantCARE4PAWSTO OPERATE A MOBILE VETERINARY CLINIC AND TO PROVIDE FREE AND LOW-COST VETERINARY SERVICES TO COMMUNITIES IN NEED IN THE SANTA MARIA VALLEY-SANTA BARBARA, CA, US$20,000
Paid GrantCALIFORNIA 4-H FOUNDATIONTO SUPPORT THE MERCED COUNTY 4-H IN ENGAGING MORE YOUTH IN AG EDUCATION-DAVIS, CA, US$20,000
Paid GrantCALL OF THE SEATO PROVIDE FREE FIELD TRIPS FOR SAN FRANCISCO STUDENTS TO SAIL ON A TALL SHIP AND LEARN ABOUT MARINE SCIENCE-SAUSALITO, CA, US$20,000
Paid GrantCOMMUNITY MUSIC CENTERTO PROVIDE PRIVATE MUSIC LESSONS AND ENSEMBLE CLASSES TO 1,300 LOW-INCOME STUDENTS IN SAN FRANCISCO-SAN FRANCISCO, CA, US$20,000
Paid GrantICA CRISTO REY ACADEMYFOR THE WORK-STUDY PROGRAM'S SUMMER ORIENTATION-SAN FRANCISCO, CA, US$20,000
Paid GrantLITERACY FOR ENVIRONMENTAL JUSTICEFOR THE ECO-APPRENTICES PROGRAM-SAN FRANCISCO, CA, US$20,000
Paid GrantONE STEP A LA VEZTO PROVIDE SUPPORT FOR AN AFTER-SCHOOL CULINARY ARTS PROGRAM FOR AT-RISK TEENS-FILLMORE, CA, US$20,000
Paid GrantOUTWARD BOUND OF CALIFORNIATO PROVIDE STUDENTS AT MISSION HIGH SCHOOL WITH DUAL PROGRAMMING AT A ROPES COURSE AND A WEEK-LONG BACKPACKING EXPEDITION-SAN FRANCISCO, CA, US$20,000
Paid GrantSANTA BARBARA MARITIME MUSEUMTO PROVIDE STUDENTS IN SANTA MARIA WITH FREE ACCESS TO EXPERIENTIAL OUTDOOR EDUCATION PROGRAMS-SANTA BARBARA, CA, US$20,000
Paid GrantSANTA CLARITA VALLEY EDUCATION FOUNDATIONFOR THE TEACHER INNOVATION GRANT PROGRAM-SANTA CLARITA, CA, US$20,000
Paid GrantSANTA CLARITA VALLEY YOUTH ORCHESTRATO SUPPORT A CHILDREN'S CONCERT SERIES THAT COMBINES A YOUTH ORCHESTRA WITH DANCE AND ANIMATION-SANTA CLARITA, CA, US$20,000
Paid GrantSANTA MARIA JOINT UNION HIGH SCHOOL DISTRICTFOR THE MARK RICHARDSON CTE CENTER & FARM - TO CARRY OUT UPGRADES TO THE CENTER'S CATTLE AREA TO ENSURE A SAFE AND FUNCTIONAL ENVIRONMENT FOR HANDS-ON AGRICULTURAL EDUCATION-SANTA MARIA, CA, US$20,000
Paid GrantSANTA MARIA PHILHARMONIC SOCIETYTO PROVIDE CLASSICAL MUSIC EDUCATION TO ELEMENTARY STUDENTS IN THE SANTA MARIA VALLEY-SANTA MARIA, CA, US$20,000
Paid GrantSCRAPTO PROVIDE ENVIRONMENTALLY SUSTAINABLE ARTS EDUCATION PROGRAMS TO UNDERSERVED YOUTH IN SAN FRANCISCO-SAN FRANCISCO, CA, US$20,000
Paid GrantSEEAGTO PROVIDE THIRD GRADERS IN SANTA MARIA EXPERIENTIAL FIELD TRIPS TO A FARM-VENTURA, CA, US$20,000
Paid GrantSPROUTS CHEF TRAININGTO PROVIDE UNDERSERVED YOUNG ADULTS IN SAN FRANCISCO WITH PAID INTERNSHIPS IN RESTURANTS-SAN FRANCISCO, CA, US$20,000
Paid GrantTRANSITIONS-MENTAL HEALTH ASSOCIATIONTO PROVIDE VOCATIONAL TRAINING FOR ADULTS WITH MENTAL ILLNESS-SAN LUIS OBISPO, CA, US$20,000
Paid GrantVEGGIE RESCUETO PROVIDE RESIDENTS OF NORTH COUNTY SANTA BARBARA WITH FRESH FRUITS AND VEGETABLES THAT WOULD OTHERWISE BE COMPOSTED OR WASTED-SANTA YNEZ, CA, US$20,000
Paid GrantGARDENS OF GOLDEN GATE PARKTO SUPPORT A YOUTH ENVIRONMENTAL EDUCATION PROGRAM THAT SERVES ALL STUDENTS IN SAN FRANCISCO-SAN FRANCISCO, CA, US$15,000
Paid GrantGOOD SAMARITAN SHELTERFOR AN AFTER SCHOOL PROGRAM THAT PROVIDES ACADEMIC AND SOCIAL-EMOTIONAL SUPPORT TO HOMELESS CHILDREN-SANTA MARIA, CA, US$15,000
Paid GrantSANTA MARIA FFAFOR PROVIDE GENERAL SUPPORT FOR THE FFA CHAPTER AT SANTA MARIA HIGH SCHOOL-SANTA MARIA, CA, US$15,000
Paid GrantARTREE COMMUNITY ARTS CENTERTO PROVIDE A FREE MONTHLY ART PROGRAM FOR FAMILIES IN THE SANTA CLARITA VALLEY-NEWHALL, CA, US$10,000
Paid GrantSAN CAYETANO ELEMENTARY SCHOOLFOR THE WEEKLY ART PROGRAM-FILLMORE, CA, US$10,000
Paid GrantAAUW SANTA CLARITA VALLEYTO SEND SEVEN MIDDLE SCHOOL GIRLS IN THE SANTA CLARITA VALLEY TO A RESIDENTIAL SCIENCE AND TECHNOLOGY CAMP AT A CALIFORNIA UNIVERSITY CAMPUS-SANTA CLARITA, CA, US$8,400
Paid GrantBOXTALES THEATER COMPANYTO OFFER MYTH AND FOLKTALE ASSEMBLIES IN ELEMENTARY SCHOOLS IN NORTH SANTA BARBARA COUNTY-SANTA BARBARA, CA, US$7,500
Filing and Contact Details

Filer

Filer Name
The Henry Mayo Newhall Foundation
EIN
94-6073084
Phone
4159812966
Address
PO BOX 6106, SAN RAFAEL, CA 94903

Signing Officer

Name
Natasha Hunt
Title
President/director
Phone
4159812966
Signed
2026-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Calegari & Morris Accountants
Address
650 CALIFORNIA ST 3RD FLOOR, SAN FRANCISCO, CA 94108
Preparer
Kathleen Burry
Phone
4159818766
Raw XML AppendixShowing 400 of 1,491 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/Amt034385
AccountingFeesSchedule/AccountingFeesDetail/Amt119400
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1ACCOUNTING FEES-AUDIT
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt017192
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt119400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt017193
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0500000 CINTAS CORP NO 2 SR GLBL <BR>3.70% DTD 03/14/2017 DUE 04/01/2027 <BR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1375000 ELECTRONIC ARTS 4.80% DUE 03/01/26 CALLABLE 12/01/25
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2400000 BANK OF AMERICA 4.45% DUE 03/03/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3125000 ORACLE CORP 2.65%26 DUE 07/15/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4200000 THE WALT DISNEY <BR>1.85% DTD 03/16/2021 DUE 07/30/2026 <BR>
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5250000 MORGAN STANLEY 3.625% 01/20/27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6250000 GOLDMAN SACHS 3.85% DUE 01/26/27 CALLABLE 01/26/26
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7500000 JPMORGAN CHASE & VAR DUE 02/01/28 CALLABLE 11/01/277
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8250000 UNITED PARCEL SERV 3.40% DUE 03/15/29 CALLABLE 12/15/28
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9500000 THE HOME DEPOT 2.95% DUE 06/15/29 CALLABLE 03/15/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10250000 INTEL CORP 2.45% DUE 11/15/29 CALLABLE 08/15/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11400000 UNITEDHEALTH GROUP 5.30% DUE 02/15/30 CALLABLE 12/15/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12500000 AT&T INC 2.75% DUE 06/01/31 CALLABLE 03/01/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13554000 MERCK & CO INC 2.15% DUE 12/10/31
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14351000 BLACKROCK INC 2.10% DUE 02/25/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15494000 COSTCO WHOLESALE 1.75% DUE 04/20/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16454000 CITIGROUP INC VAR DUE 05/01/3 CALLABLE 04/01/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17150000 INTEL CORP 5.20% DUE 02/10/33 CALLABLE 11/10/32
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18100000 LEHMAN BROTHERS 02/11/10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0498886
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1375135
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2387909
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3126306
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4200951
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5241978
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6242745
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7475250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt8238225
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9465065
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10207013
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11409389
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12433250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13474988
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14308064
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt15418719
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt16385442
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt17149072
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt180
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0498644
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1375003
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2399544
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3124004
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4197728
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5249365
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6249678
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7498746
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt8246259
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9483489
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10233233
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11416560
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12458668
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13492268
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14309762
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt15428086
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt16412627
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt17152892
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt18150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt079450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt363642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt450844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt553583
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt660409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt758049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8156846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt953420
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1059712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1143625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1213333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13189292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1451383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15224250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1639079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1736696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1879062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1990674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2050817
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2121773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22117069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt23248489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2458489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2531146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2676677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt27123994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2852792
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29116398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3058835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3174252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3220267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3382681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34161032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3544385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36114956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37101950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38112532
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3930153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40125529
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4169245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42132389
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4354183
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4450232
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4531107
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt46117205
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4750227
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4886686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4941630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5040709
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5125441
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5234164
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5361677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5488395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5555861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56162802
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt57176918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5828167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5978387
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6042267
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61101620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6274169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6386327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64121228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt65162826
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6654552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67320108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6860587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6957375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt70150595
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71136618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt72137793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7362492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7430738
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75271606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7663141
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7794601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7888446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt79107787
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8041224
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt81108502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8280935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8389842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8479426
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8564700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8681879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8778122
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8857345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8942045
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9055561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9139852
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9254918
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9386481
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt94118060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9584255
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt96112025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9713835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9853177
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9962858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10076429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10112090
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10221355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt103105326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0123035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1109197
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt272815
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt375126
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt447251
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt563712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt653827
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt770065
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81165299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt948343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10908728
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11148075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt121182319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13277094
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1462352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15386842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1643092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17135303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1877833
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19138168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2061034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21144496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22254485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23345062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2469294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2530742
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2666059
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27110025
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2858367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29160298
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3054447
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3164752
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32226402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33104488
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34146611
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3536234
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36135500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37114027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38145082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3928451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40128900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4159489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42242004
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4374999
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4439912
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt45120160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt46100424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4752658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4890181
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4955788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5037696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt51115274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5238631
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt53107568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt54216541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5567599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt56159643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt57181230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt58299343
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5979347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6036167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61206799
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt62100997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6372940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64158778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt65178182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6648342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt67372951
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt681213886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6977812
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt70150724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt71200109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72226149
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7372658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7422286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt751138956
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7686558
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt77142555
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78145902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt79101563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt80158393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt81273450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt82127307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt83146848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt84154443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8555627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8686192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8786349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8860058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt89113525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9071370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9130683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9297865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93125203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt94210219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9598367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt96261332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt97197696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9850034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9975146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt100219985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101168026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt102442245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt103117893
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0982 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1312 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2340 ADVANCED MICRO DEVICE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31831 AIA GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41258 AIR LIQUIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51100 AIRBUS SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6683 ALCON INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7478 ALIBABA GROUP HLDG LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83723 ALPHABET INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9658 AMADEUS IT GROUP S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103937 AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11546 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124349 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13259 ASML HLDG N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143229 ASSA ABLOY AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154208 ASTRAZENECA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162406 ATLAS COPCO AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17526 AUTO DATA PROCESSING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18838 BAE SYS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1911779 BANCO SANTANDER SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201011 BHP GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21135 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221651 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23997 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241510 BROOKFIELD CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25311 CANADIAN NATL RY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26356 CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27566 CHENIERE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28187 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29587 CME GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301702 COMPASS GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31963 COSTAR GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32989 DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33595 DBS GROUP HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm342209 DEXCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35420 DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm361191 DISNEY, WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37358 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38135 ELI LILLY AND CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm391204 EQUINOR ASA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401168 EXPAND ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm411317 EXPERIAN PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm422011 EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm433852 FANUC CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44108 FERRARI N V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm451808 FIDELITY NATL INFO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46467 FLUTTER ENTMT PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47521 FOMENTO ECONOMICO MEXI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm482468 HDFC BK LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm491071 HEIDELBERG MATLS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50152 HERMES INTL SCA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51335 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52212 ICON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53159 IDEXX LABS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541337 INTERCONTINENTAL EXC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55480 INTERCONTINENTAL HOTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56241 INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57804 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58929 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm593005 KAWASAKI HEAVY INDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60397 KERRY GROUP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61485 LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6219056 LLOYDS BANKING GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632386 LONDON STK EXCHANGE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64255 MARTIN MARIETTA MATERIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65583 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6624 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67565 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm682510 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6910630 MIZUHO FINL GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm702800 MONDELEZ INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm712610 MONSTER BEVERAGE CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm722817 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73527 NOVARTIS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74438 NOVO-NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm756107 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76949 O REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771632 OTIS WORLDWIDE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78699 PNC FINL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79446 PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80926 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811491 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82286 ROPER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83281 S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84583 SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85229 SAP SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861173 SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87617 SIEMENS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm882346 SONY GROUP CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89323 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm901207 SUZUKI MTR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm911525 SYMRISE AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92482 T-MOBILE US INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93412 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94924 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm951285 TENCENT HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96451 THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm971287 TJX COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm981353 TOKIO MARINE HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm991045 TRIP COM GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100951 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101509 UNITEDHEALTH GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1021261 VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103937 ZOETIS INC
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt07901033
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt08016392
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0480680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11936990
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23256659
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3141709
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41997671
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53882602
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt63855286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71394271
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt844935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9132890
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1072321
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt07890 ISHARES GOLD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129604 ISHARES MSCI EAFE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27565 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31408 ISHARES 0-3 MONTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt419020 ST STRT SPDR PRTL S&P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt516720 VANGUARD MID CAP ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67377 VANGUARD S&P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77454 VANGUARD SMALL CAP ETF

Document Assets

No mirrored PDF or thumbnail assets are attached yet.