Civic Intelligence

Bill and Carol Latimer Charitable Foundation

EIN 20-3450991 • Union City, TN

201 West Main St EUnion City, TN 38261
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

$100M-$250M nonprofits • Source year 2024

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

$100M-$250M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

$100M-$250M nonprofits • Source year 2024

Asset Growth

71st percentile

10%

Faster asset growth than 71% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

1.7%

Faster revenue growth than 30% of similar nonprofits.

$100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$177,771,513

Up $16,765,021 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$177,771,513

Up $16,765,021 (+10%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin91st percentile

Revenue

Up

$29,004,151

Up $472,449 (+1.7%) from 2023

Expenses

Up

$12,101,550

Up $3,416,702 (+39%) from 2023

Net Income

Down

$16,902,601

Down $2,944,253 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$200M$150M$100M$50M$0Assets 2010: $110,054,450Liabilities 2010: $75,000Net Assets 2010: $109,979,4502010Assets 2011: $124,568,404Liabilities 2011: $4,236,472Net Assets 2011: $120,331,9322011Assets 2012: $116,178,184Liabilities 2012: $0Net Assets 2012: $116,178,1842012Assets 2013: $100,734,591Liabilities 2013: $0Net Assets 2013: $100,734,5912013Assets 2014: $97,816,706Liabilities 2014: $0Net Assets 2014: $97,816,7062014Assets 2015: $97,844,746Liabilities 2015: $0Net Assets 2015: $97,844,7462015Assets 2016: $102,201,510Liabilities 2016: $0Net Assets 2016: $102,201,5102016Assets 2017: $101,234,508Liabilities 2017: $0Net Assets 2017: $101,234,5082017Assets 2018: $103,091,702Liabilities 2018: $0Net Assets 2018: $103,091,7022018Assets 2019: $99,945,165Liabilities 2019: $0Net Assets 2019: $99,945,1652019Assets 2020: $100,985,424Liabilities 2020: $0Net Assets 2020: $100,985,4242020Assets 2021: $129,837,485Liabilities 2021: $0Net Assets 2021: $129,837,4852021Assets 2022: $141,162,753Liabilities 2022: $0Net Assets 2022: $141,162,7532022Assets 2023: $161,006,492Liabilities 2023: $0Net Assets 2023: $161,006,4922023Assets 2024: $177,771,513Liabilities 2024: $0Net Assets 2024: $177,771,5132024

Highlighted filing

2024

Assets$177,771,513
Liabilities$0
Net Assets$177,771,513
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$40M$20M$0-$20MExpenses 2010: $4,811,6472010Expenses 2011: $6,000,2932011Expenses 2012: $11,949,5032012Revenue 2013: -$75,173Expenses 2013: $15,368,420Net Income 2013: -$15,443,5932013Revenue 2014: $10,877,946Expenses 2014: $13,795,831Net Income 2014: -$2,917,8852014Revenue 2015: $4,598,148Expenses 2015: $4,570,108Net Income 2015: $28,0402015Revenue 2016: $7,919,620Expenses 2016: $3,562,856Net Income 2016: $4,356,7642016Revenue 2017: $3,472,738Expenses 2017: $4,439,740Net Income 2017: -$967,0022017Revenue 2018: $5,799,760Expenses 2018: $3,942,566Net Income 2018: $1,857,1942018Revenue 2019: $1,912,850Expenses 2019: $5,059,387Net Income 2019: -$3,146,5372019Revenue 2020: $7,386,855Expenses 2020: $6,346,596Net Income 2020: $1,040,2592020Revenue 2021: $34,799,223Expenses 2021: $5,947,162Net Income 2021: $28,852,0612021Revenue 2022: $29,937,764Expenses 2022: $7,631,165Net Income 2022: $22,306,5992022Revenue 2023: $28,531,702Expenses 2023: $8,684,848Net Income 2023: $19,846,8542023Revenue 2024: $29,004,151Expenses 2024: $12,101,550Net Income 2024: $16,902,6012024

Highlighted filing

2024

Revenue$29,004,151
Expenses$12,101,550
Net Income$16,902,601
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$177,771,513
Liabilities
$0
Net assets
$177,771,513
Revenue
$29,004,151
Expenses
$12,101,550
Net income
$16,902,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$178$0.00$178$29.0$12.1$16.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$0.00$161$28.5$8.68$19.8
2022Detailed filing. Detailed filing data is available for this year.$141$0.00$141$29.9$7.63$22.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$130$0.00$130$34.8$5.95$28.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$0.00$101$7.39$6.35$1.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.9$0.00$99.9$1.91$5.06$3.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$103$0.00$103$5.80$3.94$1.86
2017Detailed filing. Detailed filing data is available for this year.$101$0.00$101$3.47$4.44$0.97
2016Detailed filing. Detailed filing data is available for this year.$102$0.00$102$7.92$3.56$4.36
2015Detailed filing. Detailed filing data is available for this year.$97.8$0.00$97.8$4.60$4.57$0.03
2014Detailed filing. Detailed filing data is available for this year.$97.8$0.00$97.8$10.9$13.8$2.92
2013Detailed filing. Detailed filing data is available for this year.$101$0.00$101$0.08$15.4$15.4
2012Detailed filing. Detailed filing data is available for this year.$116$0.00$116$11.9
2011Detailed filing. Detailed filing data is available for this year.$125$4.24$120$6.00
2010Detailed filing. Detailed filing data is available for this year.$110$0.08$110$4.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM LATIMER IIITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantNATIONAL CHRISTIAN FOUNDATIONRELIGIOUS501(C)3ALPHARETTA, GA, US$3,000,000
Paid GrantTEACH EVERY NATIONRELIGIOUS501(C)3ATLANTA, GA, US$2,000,000
Paid GrantASBURY THEOLOGICAL SEMINARYRELIGIOUS501(C)3LEXINGTON, KY, US$1,003,750
Paid GrantCHURCH OF GLAD TIDINGSRELIGIOUS501(C)3YUBA CITY, CA, US$500,000
Paid GrantFAVOR AFRICARELIGIOUS501(C)3BRADENTON, FL, US$500,000
Paid GrantFIRST METHODIST CHURCHRELIGIOUS501(C)3UNION CITY, TN, US$500,000
Paid GrantREVELATION MEDIA INCRELIGIOUS501(C)3RICHARDSON, TX, US$500,000
Paid GrantCHRISTIAN COMMUNITY FOUNDATIONRELIGIOUS501(C)3MEMPHIS, TN, US$300,000
Paid GrantNICK V MINISTIRESRELIGIOUS501(C)3PLANO, TX, US$300,000
Paid GrantMISSION VOICE WORKRELIGIOUS501(C)3MOORESTOWN, NJ, US$250,001
Paid GrantDISCIPLE MAKERS NETWORKRELIGIOUS501(C)3MEMPHIS, TN, US$200,000
Paid GrantFOUNDATION IN CHRISTRELIGIOUS501(C)3NAPLES, FL, US$200,000
Paid GrantREFUGE MISSIONRELIGIOUS501(C)3UNION CITY, TN, US$198,745
Paid GrantOUTSIDEINRELIGIOUS501(C)3PORTLAND, OR, US$150,000
Paid GrantSPRING ARBOR UNIVERSITYEDUCATIONAL501(C)3SPRING ARBOR, MI, US$100,000
Paid GrantUNION UNIVERSITYEDUCATIONAL501(C)3JACKSON, TN, US$73,600
Paid GrantAMERICAN FAMILY ASSOCATIONEDUCATIONAL501(C)3TUPELO, MS, US$50,000
Paid GrantHARBOR NETWORKRELIGIOUS501(C)3LOUISVILLE, KY, US$50,000
Paid GrantREBOOT RECOVERYRELIGIOUS501(C)3PLEASANT VIEW, TN, US$50,000
Paid GrantUT DENTAL CENTEREDUCATIONAL501(C)3MEMPHIS, TN, US$50,000
Paid GrantFELLOWSHIP OF CHRISTIAN ATHLETICSEDUCATIONAL501(C)3KANSAS CITY, MO, US$40,000
Paid GrantM28 MINISTRIESRELIGIOUS501(C)3LAWTON, OK, US$40,000
Paid GrantYOUNG LIFEEDUCATIONAL501(C)3COLORADO SPRINGS, CO, US$40,000
Paid GrantGRACE COMMUNITY BIBLE CHURCHRELIGIOUS501(C)3DYERSBURG, TN, US$30,000
Paid GrantSAMARITAN'S PURSERELIGIOUS501(C)3BOONE, NC, US$23,928
Paid GrantAGAPE HOUSERELIGIOUS501(C)3MARTIN, TN, US$20,000
Paid GrantWALKING HUMBLY OUTDOOR ADVENTURERELIGIOUS501(C)3WATER VALLEY, KY, US$20,000
Paid GrantTRY PRAYINGRELIGIOUS501(C)3REDMOND, WA, US$15,000
Paid GrantHOPE CENTER MINISTRIESRELIGIOUS501(C)3JACKSON, TN, US$12,150
Paid GrantGOOD NEWSRELIGIOUS501(C)3THE WOODLANDS, TX, US$10,000
Paid GrantUTM FOUNDATIONEDUCATIONAL501(C)3MARTIN, TN, US$10,000
Paid GrantWORLD GOSPEL MISSIONRELIGIOUS501(C)3MARION, IN, US$10,000
Paid GrantTHE BRIDGE OF WEST TENNESSEERELIGIOUS501(C)3UNION CITY, TN, US$8,750
Paid GrantGOOD NEWS INDIARELIGIOUS501(C)3PHOENIX, AZ, US$7,500
Paid GrantMINISTRIES OF DIVINE MERCYRELIGIOUS501(C)3STOCKBRIDGE, MA, US$7,500
Paid GrantSECOND BAPTIST CHURCH UNION CITYRELIGIOUS501(C)3UNION CITY, TN, US$7,500
Paid GrantSURGERY ON SUNDAYEDUCATIONAL501(C)3LEXINGTON, KY, US$7,500
Paid GrantBEULAH BAPTIST ASSOCIATIONRELIGIOUS501(C)3UNION CITY, TN, US$6,500
Paid GrantBEYOND UGANDARELIGIOUS501(C)3PADUCAH, KY, US$5,000
Paid GrantUNION CITY HIGH SCHOOL SCHOLARSHIPEDUCATIONAL501(C)3UNION CITY, TN, US$4,700
Paid GrantBROOKS CHAPEL MINISTRIESRELIGIOUS501(C)3FULTON, KY, US$4,608
Paid GrantREFORMED UNIVERSITY FELLOWSHIPRELIGIOUS501(C)3CHARLOTTE, NC, US$4,400
Paid GrantBE THE PEOPLERELIGIOUS501(C)3BRENTWOOD, TN, US$3,750
Paid GrantCHRIST COMMUNITY CHURCHRELIGIOUS501(C)3JACKSON, TN, US$3,750
Paid GrantCROSSWINDS CHURCHRELIGIOUS501(C)3UNION CITY, TN, US$3,750
Paid GrantINCA LINK INT'LRELIGIOUS501(C)3BOONE, NC, US$3,750
Paid GrantLIFEBEAT FAMILY RESOURCE CENTEREDUCATIONAL501(C)3TIPTONVILLE, TN, US$3,750
Paid GrantWEST JACKSON BAPTIST CHURCHRELIGIOUS501(C)3JACKSON, TN, US$3,750
Paid GrantSARASOTA MEDICAL PREGNANCY CENTEREDUCATIONAL501(C)3SARASOTA, FL, US$1,000
Paid GrantUNION CITY ROTARYEDUCATIONAL501(C)3UNION CITY, TN, US$1,000
Paid GrantBOYS SCOUT COTTAGEEDUCATIONAL501(C)3NASHVILLE, TN, US$885
Paid GrantOBION COUNTY RESCUE SQUADEDUCATIONAL501(C)3UNION CITY, TN, US$500
Filing and Contact Details

Filer

Filer Name
Bill and Carol Latimer Charitable
EIN
20-3450991
Phone
7318852888
Address
201 WEST MAIN ST E, UNION CITY, TN 38261

Signing Officer

Name
William H Latimer
Title
Trustee
Phone
7318852888
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Horne Llp
Address
26 SECURITY DR, JACKSON, TN 38305
Preparer
Dale Cavaness CPA
Phone
7316687070
Raw XML AppendixShowing 400 of 1,127 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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt342165365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3671977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt38276331
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt390
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt404822486
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt428897954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt430
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt440
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt451649589
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt463978850
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt471015063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt480
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt49125900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt50903182
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt522053676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt532452702
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt540
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd34AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd35AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd36AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd37AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd38AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd39AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd40AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd41AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd42AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd43AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd44AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt01442286
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt013952018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt030182
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/RelatedOrExemptFunctionIncmAmt0138000
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/RelatedOrExemptFunctionIncmAmt0304302
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/RelatedOrExemptFunctionIncmAmt02599143
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt018465931
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt018465931
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013952018
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010337017
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010337017
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt010538220
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01442286
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01442286
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt016902601
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0442302
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0442302
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt051790085
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt030182
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt030182
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013952018
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt016701398
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0442302
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01266619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01266619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01266619
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt02599143
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt02599143
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0497914
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0497914
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0497914
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt012101550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01764533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt012101550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt018465931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029004151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01764533
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01764533
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01764533
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0895013
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt115006834
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt218998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt318445709
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4370311
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53101202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01265519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12243354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39489840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4502653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5377572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-50970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7121751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01265519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12243354
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt39489840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4502653
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5377572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-50970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7121751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02160532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117250188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt221297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt327935549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4872964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5377572
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt63050232
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7121751
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1ETRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ETRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ETRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ETRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5ETRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ETRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ETRADE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013952018
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016902601
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0137580
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0177909093
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0161006492
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0177771513
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09898368
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt09898368
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt09898368
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010130517
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0232149
IRS990PF/DistributableAmountGrp/TotalTaxAmt0232149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0174720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0406869
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0232149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0174720
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0232149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0232149
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0406869
IRS990PF/FMVAssetsEOYAmt0209004635
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0260488
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0133844
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0133844
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt058226048
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt071870011
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt089654703
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt015848
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt015848
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01183831
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt015848
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01183831
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt01183831
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt01464241
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0161006492
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0177771513
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0100880815
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0104477310
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0117629482
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0106517
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0455310
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0106517
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0106517
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0161006492
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0177771513
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0209004635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0161006492
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0177771513
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0161006492
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0177771513
IRS990PF/MethodOfAccountingCashInd0X

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