Civic Intelligence

The S L Hickman Family Foundation

EIN 38-3349206 • Shaker Heights, OH

Pub. 78 Eligible
CO 3401 Tuttle Road 290Shaker Heights, OH 44122
Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

80th percentile

34%

Higher net margin than 80% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

$25M-$50M nonprofits • Source year 2024

Asset Growth

28th percentile

-0.3%

Faster asset growth than 28% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

133%

Faster revenue growth than 91% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$28,870,083

Down $81,148 (-0.3%) from 2023

Liabilities

Down

$5,000

Down $978,333 (-99%) from 2023

Net Assets

Up

$28,865,083

Up $897,185 (+3.2%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin80th percentile

Revenue

Up

$3,448,121

Up $1,967,897 (+133%) from 2023

Expenses

Down

$2,270,865

Down $131,496 (-5.5%) from 2023

Net Income

Up

$1,177,256

Up $2,099,393 (+228%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$40M$30M$20M$10M$0Assets 2010: $3,722,963Liabilities 2010: $0Net Assets 2010: $3,722,9632010Assets 2011: $3,214,978Liabilities 2011: $16,000Net Assets 2011: $3,198,9782011Assets 2012: $3,016,253Liabilities 2012: $35,194Net Assets 2012: $2,981,0592012Assets 2013: $2,827,807Liabilities 2013: $23,121Net Assets 2013: $2,804,6862013Assets 2014: $4,403,955Liabilities 2014: $1Net Assets 2014: $4,403,9552014Assets 2015: $4,590,000Liabilities 2015: $1Net Assets 2015: $4,590,0002015Assets 2016: $6,728,267Liabilities 2016: $0Net Assets 2016: $6,728,2672016Assets 2017: $7,738,583Liabilities 2017: $0Net Assets 2017: $7,738,5832017Assets 2019: $26,891,519Liabilities 2019: $1Net Assets 2019: $26,891,5192019Assets 2020: $28,585,384Liabilities 2020: $250,000Net Assets 2020: $28,335,3842020Assets 2021: $34,251,098Liabilities 2021: $922,000Net Assets 2021: $33,329,0982021Assets 2022: $27,003,716Liabilities 2022: $1Net Assets 2022: $27,003,7162022Assets 2023: $28,951,231Liabilities 2023: $983,333Net Assets 2023: $27,967,8982023Assets 2024: $28,870,083Liabilities 2024: $5,000Net Assets 2024: $28,865,0832024

Highlighted filing

2024

Assets$28,870,083
Liabilities$5,000
Net Assets$28,865,083
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $627,8092010Expenses 2011: $453,4532011Expenses 2012: $452,2832012Revenue 2013: $235,652Expenses 2013: $479,115Net Income 2013: -$243,4632013Revenue 2014: $2,334,096Expenses 2014: $455,399Net Income 2014: $1,878,6972014Revenue 2015: $625,086Expenses 2015: $458,022Net Income 2015: $167,0642015Revenue 2016: $2,511,012Expenses 2016: $372,387Net Income 2016: $2,138,6252016Revenue 2017: $2,347,202Expenses 2017: $1,285,198Net Income 2017: $1,062,0042017Revenue 2019: $1,060,712Expenses 2019: $1,531,154Net Income 2019: -$470,4422019Revenue 2020: $1,161,780Expenses 2020: $1,938,442Net Income 2020: -$776,6622020Revenue 2021: $3,390,563Expenses 2021: $2,119,331Net Income 2021: $1,271,2322021Revenue 2022: $1,428,008Expenses 2022: $2,652,677Net Income 2022: -$1,224,6692022Revenue 2023: $1,480,224Expenses 2023: $2,402,361Net Income 2023: -$922,1372023Revenue 2024: $3,448,121Expenses 2024: $2,270,865Net Income 2024: $1,177,2562024

Highlighted filing

2024

Revenue$3,448,121
Expenses$2,270,865
Net Income$1,177,256
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$28,870,083
Liabilities
$5,000
Net assets
$28,865,083
Revenue
$3,448,121
Expenses
$2,270,865
Net income
$1,177,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$28.9$0.01$28.9$3.45$2.27$1.18
2023Detailed filing. Detailed filing data is available for this year.$29.0$0.98$28.0$1.48$2.40$0.92
2022Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$1.43$2.65$1.22
2021Detailed filing. Detailed filing data is available for this year.$34.3$0.92$33.3$3.39$2.12$1.27
2020Detailed filing. Detailed filing data is available for this year.$28.6$0.25$28.3$1.16$1.94$0.78
2019Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.06$1.53$0.47
2017Detailed filing. Detailed filing data is available for this year.$7.74$0.00$7.74$2.35$1.29$1.06
2016Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$2.51$0.37$2.14
2015Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.63$0.46$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$2.33$0.46$1.88
2013Detailed filing. Detailed filing data is available for this year.$2.83$0.02$2.80$0.24$0.48$0.24
2012Detailed filing. Detailed filing data is available for this year.$3.02$0.04$2.98$0.45
2011Detailed filing. Detailed filing data is available for this year.$3.21$0.02$3.20$0.45
2010Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.63
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRACY L HICKMANSecretary-$0--
STEPHANIE L HICKMAN-BOYSEPresident-$0--
SALLY D HICKMANDirector-$0--
STEPHEN L HICKMANDirector-$0--
DAVID S HICKMANTreasurer-$0--
CHRISTINE L JEMISONDirector-$0--
SHEILA D SCHWARTZDirector-$0--
CHAD B MUNGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
The S L Hickman Family Foundation
EIN
38-3349206
Phone
5172635055
Address
CO 3401 TUTTLE ROAD 290, SHAKER HEIGHTS, OH 44122

Signing Officer

Name
Stephen L Hickman
Title
Director
Phone
5172635055
Signed
2025-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Corient Tax LLC
Address
3401 TUTTLE ROAD SUITE 290, SHAKER HTS, OH 44122
Preparer
Shlomo Benzaquen
Phone
2164913990
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0841804
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt02183941
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01504
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0390872
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03418121
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt03418121
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt02183941
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01779041
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01779041
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0841543
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0841804
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01177256
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05187342
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0129644
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01504
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01504
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0129644
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt02183941
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02993041
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0242221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0242221
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0429877
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0390872
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt058316
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt058316
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt033643
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt061643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01779041
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0463824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02270865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03456865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt03448121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0463824
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0491824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102024-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt08638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11365227
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2307704
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3397162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4142917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5781753
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-1808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1193912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-7260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt357779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5550942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt634100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7820795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8492424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt928901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt117874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-1808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1193912
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-7260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt357779
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5550942
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt634100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7820795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8492424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt928901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt117874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11559139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2300444
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3454941
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4143950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51332695
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt634100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7820795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8492424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt928901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt117874
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SCHWAB 5236 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SCHWAB 5236 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SCHWAB 7300 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SCHWAB 7300 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GAB ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5GAB LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6K-1 ST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7K-1 LT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCHWAB 5236 LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9K-1 SEC 1231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10K-1 SEC 1256
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11K-1 SEC 1256 LT
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/CapGainsLossTxInvstIncmGrp/SoldDt82024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt02183941
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01177256
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0280071
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt029145154
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt027967898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt028865083
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01438828
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01438828
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01438828
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01480431
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt041603
IRS990PF/DistributableAmountGrp/TotalTaxAmt041603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt038323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt015926
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt064000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt041603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt038323
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt041603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt041603
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt079926
IRS990PF/FMVAssetsEOYAmt028870083
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0440474
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0484277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0484277
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt013085397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt011135540
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt011135540
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015283139
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt016787100
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt016787100
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0983333

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