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        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>30000</TotalGrantOrContriPdDurYrAmt>
      </SupplementaryInformationGrp>
      <AnalysisIncomeProducingActyGrp>
        <IntOnSavAndTempCashInvstGrp>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>661</ExclusionAmt>
        </IntOnSavAndTempCashInvstGrp>
        <DividendsAndInterestFromSecDtl>
          <ExclusionCd>14</ExclusionCd>
          <ExclusionAmt>6840</ExclusionAmt>
        </DividendsAndInterestFromSecDtl>
        <GainSalesAstOthThanInvntryGrp>
          <RelatedOrExemptFunctionIncmAmt>38277</RelatedOrExemptFunctionIncmAmt>
        </GainSalesAstOthThanInvntryGrp>
        <OtherRevenueDescribedGrp>
          <Desc>BROADRIDGE LITIGATION</Desc>
          <ExclusionCd>1</ExclusionCd>
          <ExclusionAmt>40</ExclusionAmt>
        </OtherRevenueDescribedGrp>
        <SubtotalsIncmProducingActyGrp>
          <ExclusionAmt>7541</ExclusionAmt>
          <RelatedOrExemptFunctionIncmAmt>38277</RelatedOrExemptFunctionIncmAmt>
        </SubtotalsIncmProducingActyGrp>
        <TotalIncomeProducingActyAmt>45818</TotalIncomeProducingActyAmt>
      </AnalysisIncomeProducingActyGrp>
      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
      </TrnsfrTransRlnNonchrtblEOGrp>
    </IRS990PF>
    <AccountingFeesSchedule documentId="RetDoc1">
      <AccountingFeesDetail>
        <Amt>1025</Amt>
        <NetInvestmentIncomeAmt>1025</NetInvestmentIncomeAmt>
      </AccountingFeesDetail>
    </AccountingFeesSchedule>
    <GainLossSaleOtherAssetsSch documentId="RetDoc2">
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>ISHARES 0 TO 3 MONTHS TREASURY</AssetDesc>
        <AcquiredDt>2024-07</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-08</SoldDt>
        <GrossSalesPriceAmt>6729</GrossSalesPriceAmt>
        <BasisAmt>6748</BasisAmt>
        <TotalNetAmt>-19</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>NASDAQ INC</AssetDesc>
        <AcquiredDt>2023-09</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>3622</GrossSalesPriceAmt>
        <BasisAmt>3088</BasisAmt>
        <TotalNetAmt>534</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>ALPHABET INC</AssetDesc>
        <AcquiredDt>2011-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>4770</GrossSalesPriceAmt>
        <BasisAmt>439</BasisAmt>
        <TotalNetAmt>4331</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>APPLE INC</AssetDesc>
        <AcquiredDt>2019-01</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>2740</GrossSalesPriceAmt>
        <BasisAmt>631</BasisAmt>
        <TotalNetAmt>2109</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>JPMORGAN CHASE</AssetDesc>
        <AcquiredDt>2017-03</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>10000</GrossSalesPriceAmt>
        <BasisAmt>10000</BasisAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>MICROSOFT CORP</AssetDesc>
        <AcquiredDt>2014-03</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>5804</GrossSalesPriceAmt>
        <BasisAmt>553</BasisAmt>
        <TotalNetAmt>5251</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>MSCI INC</AssetDesc>
        <AcquiredDt>2020-03</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-07</SoldDt>
        <GrossSalesPriceAmt>13568</GrossSalesPriceAmt>
        <BasisAmt>7260</BasisAmt>
        <TotalNetAmt>6308</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>THERMO FISHER SCIENTIFIC</AssetDesc>
        <AcquiredDt>2018-08</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>2365</GrossSalesPriceAmt>
        <BasisAmt>936</BasisAmt>
        <TotalNetAmt>1429</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>UNITED RENTALS INC</AssetDesc>
        <AcquiredDt>2020-11</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>6951</GrossSalesPriceAmt>
        <BasisAmt>2156</BasisAmt>
        <TotalNetAmt>4795</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>WILLIAMS SONOMA INC</AssetDesc>
        <AcquiredDt>2020-10</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>15735</GrossSalesPriceAmt>
        <BasisAmt>4908</BasisAmt>
        <TotalNetAmt>10827</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>CHARLES SCHWAB</AssetDesc>
        <AcquiredDt>2022-12</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-12</SoldDt>
        <GrossSalesPriceAmt>5898</GrossSalesPriceAmt>
        <BasisAmt>5773</BasisAmt>
        <TotalNetAmt>125</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>CHARLES SCHWAB</AssetDesc>
        <AcquiredDt>2022-12</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-12</SoldDt>
        <GrossSalesPriceAmt>5187</GrossSalesPriceAmt>
        <BasisAmt>5613</BasisAmt>
        <TotalNetAmt>-426</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>CVS HEALTH CORP</AssetDesc>
        <AcquiredDt>2022-03</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-06</SoldDt>
        <GrossSalesPriceAmt>5468</GrossSalesPriceAmt>
        <BasisAmt>9846</BasisAmt>
        <TotalNetAmt>-4378</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>DOVER CORP</AssetDesc>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-08</SoldDt>
        <GrossSalesPriceAmt>7085</GrossSalesPriceAmt>
        <BasisAmt>5636</BasisAmt>
        <TotalNetAmt>1449</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>DOVER CORP</AssetDesc>
        <AcquiredDt>2023-06</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-09</SoldDt>
        <GrossSalesPriceAmt>6879</GrossSalesPriceAmt>
        <BasisAmt>5355</BasisAmt>
        <TotalNetAmt>1524</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>MUELLER INDS INC</AssetDesc>
        <AcquiredDt>2022-11</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-05</SoldDt>
        <GrossSalesPriceAmt>2943</GrossSalesPriceAmt>
        <BasisAmt>1612</BasisAmt>
        <TotalNetAmt>1331</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
      <GainLossSaleOtherAssetGrp>
        <AssetDesc>VANGUARD ENERGY ETF</AssetDesc>
        <AcquiredDt>2022-03</AcquiredDt>
        <HowAcquiredTxt>PURCHASE</HowAcquiredTxt>
        <SoldDt>2024-03</SoldDt>
        <GrossSalesPriceAmt>15022</GrossSalesPriceAmt>
        <BasisAmt>11935</BasisAmt>
        <TotalNetAmt>3087</TotalNetAmt>
      </GainLossSaleOtherAssetGrp>
    </GainLossSaleOtherAssetsSch>
    <InvestmentsCorpBondsSchedule documentId="RetDoc3">
      <InvestmentsCorporateBondsGrp>
        <BondNm>CORPORATE BONDS</BondNm>
      </InvestmentsCorporateBondsGrp>
    </InvestmentsCorpBondsSchedule>
    <InvestmentsCorpStockSchedule documentId="RetDoc4">
      <InvestmentsCorporateStockGrp>
        <StockNm>EQUITIES</StockNm>
        <EOYBookValueAmt>236016</EOYBookValueAmt>
        <EOYFMVAmt>380979</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
    </InvestmentsCorpStockSchedule>
    <InvestmentsOtherSchedule2 documentId="RetDoc5">
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>EXCHANGE TRADED FUNDS</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>11980</BookValueAmt>
        <EOYFMVAmt>12002</EOYFMVAmt>
      </InvestmentsOtherGrp>
      <InvestmentsOtherGrp>
        <CategoryOrItemTxt>FIXED INCOME</CategoryOrItemTxt>
        <ListedAtCostOrFMVCd>AT COST</ListedAtCostOrFMVCd>
        <BookValueAmt>24945</BookValueAmt>
        <EOYFMVAmt>25129</EOYFMVAmt>
      </InvestmentsOtherGrp>
    </InvestmentsOtherSchedule2>
    <OtherExpensesSchedule documentId="RetDoc6">
      <OtherExpensesScheduleGrp>
        <Desc>EXPENSES</Desc>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>CHECK FEE</Desc>
        <RevenueAndExpensesPerBooksAmt>9</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>9</NetInvestmentIncomeAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>TAX PAX</Desc>
        <RevenueAndExpensesPerBooksAmt>22</RevenueAndExpensesPerBooksAmt>
        <NetInvestmentIncomeAmt>22</NetInvestmentIncomeAmt>
      </OtherExpensesScheduleGrp>
    </OtherExpensesSchedule>
    <OtherIncomeSchedule2 documentId="RetDoc8">
      <OtherIncomeDetail>
        <Desc>BROADRIDGE LITIGATION</Desc>
        <RevenueAndExpensesPerBooksAmt>40</RevenueAndExpensesPerBooksAmt>
        <AdjustedNetIncomeAmt>40</AdjustedNetIncomeAmt>
      </OtherIncomeDetail>
    </OtherIncomeSchedule2>
    <OtherIncreasesSchedule documentId="RetDoc7">
      <OtherIncreasesDetail>
        <Desc>ADJUSTMENT FOR COST BASIS</Desc>
        <Amt>77</Amt>
      </OtherIncreasesDetail>
    </OtherIncreasesSchedule>
    <OtherProfessionalFeesSchedule documentId="RetDoc9">
      <OtherProfessionalFeesDetail>
        <CategoryTxt>ADVISORY FEES</CategoryTxt>
        <Amt>3500</Amt>
        <NetInvestmentIncomeAmt>3500</NetInvestmentIncomeAmt>
      </OtherProfessionalFeesDetail>
    </OtherProfessionalFeesSchedule>
  </ReturnData>
</Return>