Civic Intelligence

Thagard Foundation

990PF • Fiscal year 2024 • EIN 95-6225425

May 01, 2023 to Apr 30, 2024 • Filed on Jan 15, 2025

Organization Profile
13733 Valley BlvdFontana, CA 92335

(714) 742-5401

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

19th percentile

-17%

Higher net margin than 19% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$17,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

20th percentile

-11%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$3,566,462

Down $44,941 (-1.2%) from 2023

Net Assets

Down

$3,566,462

Down $44,941 (-1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin19th percentile

Revenue

Down

$262,354

Down $32,400 (-11%) from 2023

Expenses

Up

$307,295

Up $23,824 (+8.4%) from 2023

Net Income

Down

-$44,941

Down $56,224 (-498%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,596,110Liabilities 2012: $02012Assets 2013: $3,795,130Liabilities 2013: $02013Assets 2014: $3,392,311Liabilities 2014: $02014Assets 2015: $3,380,120Liabilities 2015: $02015Assets 2016: $3,242,348Liabilities 2016: $02016Assets 2018: $3,334,907Liabilities 2018: $0Net Assets 2018: $3,334,9072018Assets 2019: $3,322,252Liabilities 2019: $0Net Assets 2019: $3,322,2522019Assets 2020: $3,369,162Liabilities 2020: $02020Assets 2021: $3,570,415Liabilities 2021: $0Net Assets 2021: $3,570,4152021Assets 2022: $3,600,120Liabilities 2022: $0Net Assets 2022: $3,600,1202022Assets 2023: $3,611,403Liabilities 2023: $0Net Assets 2023: $3,611,4032023Assets 2024: $3,566,462Liabilities 2024: $0Net Assets 2024: $3,566,4622024Assets 2025: $3,690,890Liabilities 2025: $0Net Assets 2025: $3,690,8902025

Highlighted filing

2024

Assets$3,566,462
Liabilities$0
Net Assets$3,566,462
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $614,800Expenses 2012: $280,051Net Income 2012: $334,7492012Revenue 2013: $452,580Expenses 2013: $253,560Net Income 2013: $199,0202013Revenue 2014: -$148,211Expenses 2014: $254,608Net Income 2014: -$402,8192014Revenue 2015: $210,397Expenses 2015: $222,588Net Income 2015: -$12,1912015Revenue 2016: $76,567Expenses 2016: $214,339Net Income 2016: -$137,7722016Revenue 2018: $247,379Expenses 2018: $211,591Net Income 2018: $35,7882018Revenue 2019: $229,199Expenses 2019: $241,854Net Income 2019: -$12,6552019Revenue 2020: $314,980Expenses 2020: $268,070Net Income 2020: $46,9102020Revenue 2021: $472,397Expenses 2021: $271,144Net Income 2021: $201,2532021Revenue 2022: $307,916Expenses 2022: $278,211Net Income 2022: $29,7052022Revenue 2023: $294,754Expenses 2023: $283,471Net Income 2023: $11,2832023Revenue 2024: $262,354Expenses 2024: $307,295Net Income 2024: -$44,9412024Revenue 2025: $467,301Expenses 2025: $342,873Net Income 2025: $124,4282025

Highlighted filing

2024

Revenue$262,354
Expenses$307,295
Net Income-$44,941
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM N RATKOVICTrustee-$17,000-$17,000
RAYMOND G THAGARD JRTrustee-$17,000-$17,000
BELLE L ELLISTrustee-$5,000-$5,000
JOHN C BAGWELLTrustee-$5,000-$5,000
GEORGE F THAGARD IIITrustee-$5,000-$5,000
GLEN J ELLIS JRTrustee-$5,000-$5,000
KIRK A VANMATRETrustee-$5,000-$5,000
V WILLIAM OSIERTrustee-$5,000-$5,000
BRUCE ROBINSONTrustee-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Thagard Foundation
EIN
95-6225425
Phone
7147425401
Address
13733 VALLEY BLVD, FONTANA, CA 92335

Signing Officer

Name
Raymond G Thagard Jr
Title
Trustee
Phone
9098234100
Signed
2025-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
17501 17TH ST STE 100, TUSTIN, CA 92780-7924
Preparer
Nicolas Waldenmayer CPA
Phone
7145059000
Raw XML AppendixShowing 400 of 838 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt03925
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01963
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt087469
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt138106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt239567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt368082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt473268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5110003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt658115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7115544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt840220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt961739
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1053581
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1160681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1280700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1337612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1457062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1565137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1617010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1756200
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1864938
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1978649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20174692
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2152479
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2253402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2370130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2478683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2591201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2658726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2797567
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2882637
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2976950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3054134
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3168265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3224458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3327538
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3422171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3518969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt362712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3766216
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3849969
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3968652
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt40193720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4137497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4284300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4345496
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4467550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4541914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4665016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4720863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4866106
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt49115041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5065779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5133931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5231093
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5330764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5421064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5551241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt562236
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0136970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1346622
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2158920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt433568
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt587880
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6100401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7161270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt874592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt980983
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1046980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1161330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12123540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1381195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1432823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1567710
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1661655
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1751210
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18107780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1971080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20236540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2178605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2237470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2357819
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2459417
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt25144590
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2697605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27239675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2899970
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2980240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30129220
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31106620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3291980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33312632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3469096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3568250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt361861
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt37217964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt38121729
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3984293
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40310080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4155240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42165850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4377860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4471660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4568670
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4651337
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt474445
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt48104560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4986376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5062810
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5136560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5230137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5321777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5414497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5565008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt567775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0500 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12,035 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2800 APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32,500 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4200 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52000 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6700 CAPITAL ONE FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,000 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8300 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9700 CINCINNATI FINCL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,000 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111,000 CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122,000 COCA COLA COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131,500 CORTEVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14350 CROWN CASTLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151,000 CVS HEALTH CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16250 DANAHER CORP DHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17900 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181,000 EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm192,000 ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm202,000 EXXON MOBILE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21500 GENUINE PARTS CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221,000 HALLIBURTON COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23300 HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241,950 INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm251,000 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm261,500 JOHNSON CTLS INTL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm271,250 JPMORGAN CHASE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm281,000 LYONDELLBASELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm291,000 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301,000 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311,500 METLIFE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm321,000 MICROCHIP TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33803 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34300 NORFOLK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35600 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36100 ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37400 PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38850 PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39550 PNC FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401,900 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41500 PURDENTIAL FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421,000 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431,000 SELECT SECTOR SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm441,000 SHELL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45500 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm461,300 VERIZON COMMUNICATIONS COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47604 WARNER BROS DISCOVERY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48800 XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49895 3M CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50500 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm512000 KINDER MORGAN INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52450 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53850 PFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54223 SOLVENTUM CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm551,600 US BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5683 VERALTO CORPORATION
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0141606
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0120125
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0623
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0262354
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0262354
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01963
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01962
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03925
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0120125
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt053000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt016000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt069000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0222000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0222000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0141606
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0141606
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-44941
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0509662
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0623
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0623
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0120125
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0239584
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0410
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0510
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01396
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0280786
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt022770
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0307295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0262354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0262354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt058786
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt022770
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt085295
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt03413
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt03412
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt06825
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0389537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0120125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0120125
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0509662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0120125
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-44941
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03566462
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03611403
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03566462
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0266844
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0266844
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0266844
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0270174
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03330
IRS990PF/DistributableAmountGrp/TotalTaxAmt03330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0510
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03330
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03840
IRS990PF/FMVAssetsEOYAmt05588569
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02342562
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02342562
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt023202
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt037381
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt037381
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03558691
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03476845
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05498952
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01268841
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01223900
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt029510
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt052236
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt052236
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03611403
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03566462
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05588569
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03611403
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03566462
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03611403
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03566462
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05485770
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0171428
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05314342
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt082287
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0270174
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05403483
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05485770
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt017000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt117000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt25000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt35000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt45000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt55000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt65000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt75000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt85000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM N RATKOVIC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RAYMOND G THAGARD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BELLE L ELLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOHN C BAGWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4GEORGE F THAGARD III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5GLEN J ELLIS JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6KIRK A VANMATRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7V WILLIAM OSIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8BRUCE ROBINSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt013733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt113733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt213733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt313733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt413733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt513733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt613733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt713733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt813733 VALLEY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8FONTANA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd592335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd692335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd792335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd892335
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0280786
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,566,462
Liabilities
$0
Net assets
$3,566,462
Revenue
$262,354
Expenses
$307,295
Net income
-$44,941
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.47$0.34$0.12
2024Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.26$0.31$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.29$0.28$0.01
2022Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.31$0.28$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.47$0.27$0.20
2020Summary only. Only limited summary data is available for this year.$3.37$0.00$0.31$0.27$0.05
2019Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.23$0.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.25$0.21$0.04
2016Summary only. Only limited summary data is available for this year.$3.24$0.00$0.08$0.21$0.14
2015Summary only. Only limited summary data is available for this year.$3.38$0.00$0.21$0.22$0.01
2014Summary only. Only limited summary data is available for this year.$3.39$0.00$0.15$0.25$0.40
2013Summary only. Only limited summary data is available for this year.$3.80$0.00$0.45$0.25$0.20
2012Summary only. Only limited summary data is available for this year.$3.60$0.00$0.61$0.28$0.33