Civic Intelligence

Franklin Square Foundation

990PF • Fiscal year 2018 • EIN 01-0746539

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile
2245 Central Park AvenueEvanston, IL 60201

(215) 587-0119

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

32nd percentile

-3.2%

Higher net margin than 32% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

-0.5%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,765,197

Down $9,161 (-0.5%) from 2017

Net Assets

Down

$1,765,197

Down $9,161 (-0.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin32nd percentile

Revenue

Down

$243,347

Down $79,788 (-25%) from 2017

Expenses

Up

$251,064

Up $85,403 (+52%) from 2017

Net Income

Down

-$7,717

Down $165,191 (-105%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,607,422Liabilities 2010: $0Net Assets 2010: $1,607,4222010Assets 2011: $1,544,174Liabilities 2011: $0Net Assets 2011: $1,544,1742011Assets 2012: $1,529,674Liabilities 2012: $0Net Assets 2012: $1,529,6742012Assets 2013: $1,542,817Liabilities 2013: $0Net Assets 2013: $1,542,8172013Assets 2014: $1,596,761Liabilities 2014: $0Net Assets 2014: $1,596,7612014Assets 2015: $1,615,198Liabilities 2015: $0Net Assets 2015: $1,615,1982015Assets 2016: $1,616,884Liabilities 2016: $0Net Assets 2016: $1,616,8842016Assets 2017: $1,774,358Liabilities 2017: $0Net Assets 2017: $1,774,3582017Assets 2018: $1,765,197Liabilities 2018: $0Net Assets 2018: $1,765,1972018Assets 2019: $1,911,925Liabilities 2019: $0Net Assets 2019: $1,911,9252019Assets 2020: $1,979,725Liabilities 2020: $0Net Assets 2020: $1,979,7252020Assets 2021: $2,069,093Liabilities 2021: $0Net Assets 2021: $2,069,0932021Assets 2022: $2,036,228Liabilities 2022: $0Net Assets 2022: $2,036,2282022Assets 2023: $1,938,029Liabilities 2023: $0Net Assets 2023: $1,938,0292023Assets 2024: $2,171,451Liabilities 2024: $0Net Assets 2024: $2,171,4512024

Highlighted filing

2018

Assets$1,765,197
Liabilities$0
Net Assets$1,765,197
Open 2018 Filing

Operations Trend

Revenue Growth13th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $155,7012010Expenses 2011: $200,4252011Expenses 2012: $158,2822012Revenue 2013: $163,279Expenses 2013: $149,396Net Income 2013: $13,8832013Revenue 2014: $204,242Expenses 2014: $149,251Net Income 2014: $54,9912014Revenue 2015: $201,347Expenses 2015: $180,177Net Income 2015: $21,1702015Revenue 2016: $164,397Expenses 2016: $159,730Net Income 2016: $4,6672016Revenue 2017: $323,135Expenses 2017: $165,661Net Income 2017: $157,4742017Revenue 2018: $243,347Expenses 2018: $251,064Net Income 2018: -$7,7172018Revenue 2019: $406,799Expenses 2019: $258,109Net Income 2019: $148,6902019Revenue 2020: $341,112Expenses 2020: $273,312Net Income 2020: $67,8002020Revenue 2021: $348,470Expenses 2021: $259,102Net Income 2021: $89,3682021Revenue 2022: $186,838Expenses 2022: $219,703Net Income 2022: -$32,8652022Revenue 2023: $123,954Expenses 2023: $222,153Net Income 2023: -$98,1992023Revenue 2024: $475,296Expenses 2024: $241,874Net Income 2024: $233,4222024

Highlighted filing

2018

Revenue$243,347
Expenses$251,064
Net Income-$7,717
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE QUERNDirector-$0--
SUSANNAH QUERN PRATTDirector-$0--
MARGARET QUERN ATKINSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Franklin Square Foundation
EIN
01-0746539
Address
2245 CENTRAL PARK AVENUE, EVANSTON, IL 60201

Signing Officer

Name
Jacqueline Quern
Title
Director
Signed
2019-05-15

Preparer

Firm
Schubert Gallagher Tyler & Mulcahey
Address
121 SOUTH BROAD ST 20TH FLOOR, PHILADELPHIA, PA 19107
Preparer
KATHLEEN M O'CONNELL
Phone
2155870119
Raw XML AppendixShowing 400 of 714 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
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02003-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12004-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22004-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32004-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42004-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt52006-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc025000 US INFLT IND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1737.137 VANGUARD TOTAL STOCK MKT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2100 SHS ADP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3100 SHS DEVON ENERGY CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4100 SHS DEVON ENERGY CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5200 SHS DEVON ENERGY CORP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc675 SHS DR PEPPER SNAPPLE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7100 SHS HOME DEPOT
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8100 SHS NIKE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt024067
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt119213
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt23053
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt37831
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt46441
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt56670
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt61944
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt710046
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt85867
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt029101
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt149975
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt211765
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt33454
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt43454
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt56908
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt69029
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt717810
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt86722
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt6DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt7DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt8DONATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82018-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt05034
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt130762
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt28712
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-4377
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt4-2987
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5238
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt67085
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt77764
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt013026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt213898
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt56837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt611350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt78286
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt810112
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt92722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt101962
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt138725
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144829
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt154278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1618490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt173702
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt185202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt199486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt206081
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2113886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2212798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt232925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt248195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt258195
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2619068
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2723359
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2825150
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt294550
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt301883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt314690
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt327843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt336522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3413811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3511146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3615000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3713120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt386840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3911968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt033345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt239336
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt36556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42381
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt59523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt623808
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt714180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt814180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt93487
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt101641
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt111872
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt127018
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1313618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1414804
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1525773
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1660137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt174296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1812669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1925338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2011370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2140628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2245707
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2322242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2411121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2511121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2624096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2734324
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2822575
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2921022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt308409
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3112614
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt329192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt339192
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3415605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3515605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3618630
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3720959
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3821930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3927413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03 M COMPANY - 175 SHARES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13 M COMPANY - 175 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AUTO DATA PROCESSING - 300 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AUTO DATA PROCESSING - 50 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4COLGATE PALMOLIVE - 40 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5COLGATE-PALMOLIVE - 160 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6COLGATE-PALMOLIVE CO - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DEVON ENERGY CORP - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8DEVON ENERGY CORP - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DEVON ENERGY CORP - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DIAGEO PLC NEW ADR - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DIAGEO PLC NEW ADR - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DR PEPPER SNAPPLE - 136 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13DR PEPPER SNAPPLE - 64 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DR PEPPER SNAPPLE - 73 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15EBAY INC - 250 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EXPEDITORS INTL WASH - 200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17GENESSE & WYOMING - 200 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HOME DEPOT - 150 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19HOME DEPOT - 350 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HOME DEPOT - 25 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ILLINOIS TOOL WORKS - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22ILLINOIS TOOL WORKS - 200 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23MEDTRONIC INC - 125 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROSOFT CORP - 400 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP - 450 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NIKE - 300 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27NIKE - 150 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28NIKE - 150 SHS (JQ SPIN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29NIKE - 325 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30NOVARTIS AG - 400 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ORACLE - 500 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32PAYPAL - 250 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33PAYPAL - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34PAYPAL - 150 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35PROCTER & GAMBLE - 100 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PROCTOR & GAMBLE - 100 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37UNITED PARCEL SERVICE - 160 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38UNITED PARCEL SERVICES - 160 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39WALMART STORES INC - 200 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WALMART STORES INC - 225 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41WALT DISNEY CO - 200 SHS (JQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WALT DISNEY CO - 250 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt052632
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt139727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt228975
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt315687
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt480580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5138240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt66380
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt711628
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt835119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9120979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1068206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1128680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1210863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1321397
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1433809
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1561510
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16170078
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1725565
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1893758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DODGE & COX FUNDS - 1743 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1FIRST EAGLE GLOBAL - 952 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2FIRST EAGLE GLOBAL FD - 459 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3FIRST EAGLE GLOBAL FD - 350 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HARBOR INTL FUND - 1302 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5HARBOR INTL FUND - 1547 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6JANUS MID CAP VALUE - 269 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7JANUS MID CAP VALUE - 573 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8JANUS MID CAP VALUE - 1456 SHS (JQ
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ROYCE TOTAL RETURN FUND - 6375 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10ROYCE TOTAL RETURN FD - 4179 SHS(JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11T ROWE PRICE REAL ESTATE - 1039 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD DIV GROWTH - 367 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13VANGUARD DIV GROWTH - 1571 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14VANGUARD S/T INVESTMT ADM - 3075 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD S/T INVSTMT - 5592 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VANGUARD TOTAL STOCK - 7262 SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17VANGUARD TOTAL STOCK - 450 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18VANGUARD TOTAL STOCK - 2766 SHS (JQ)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt066241
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt148461
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt228914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt317817
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt443927
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5113935
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63414
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt77272
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt818479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt999872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1040580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1127155
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1212103
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1338412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1433011
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1559948
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16405115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1727939
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18171732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt054329
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0149886
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt0397
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/RelatedOrExemptFunctionIncmAmt020270
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0224882
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0224882
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt096800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0239791
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0239791
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt018465
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054329
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054329
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7717
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0235018
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0397
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0397
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0149886
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0160523
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010219
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt020270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt020270
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01054
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0239791
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0251064
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0171796
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0243347
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011273
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt096800
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-7717
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01444
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01766641
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01774358
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01765197
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0126086
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0126086
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0126086
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0127691
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01605
IRS990PF/DistributableAmountGrp/TotalTaxAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01248
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0357
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01605
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01605
IRS990PF/FMVAssetsEOYAmt02358504
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0-7
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt032
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0382570
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0359183
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0732008
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0961282
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01043813
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01264327
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01774358
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01765197
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0406446
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0362169
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0362169
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01774358
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01765197
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02358504
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01774358
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01765197
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01774358
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01765197
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt024067
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02592706
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0430162
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0748069
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038891
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01414475
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0127691
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02553815
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02592706
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JACQUELINE QUERN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSANNAH QUERN PRATT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARGARET QUERN ATKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02245 CENTRAL PARK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt16532 N NEWGUARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21 MORGAN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EVANSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PALMYRA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160626
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd208065
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0178435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0180040
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0150000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0150418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0166700
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0135200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0140500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.069870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.063386
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.071297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.077789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.063812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.073068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02553815
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02366453
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02109748
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02142967
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02118727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01922873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0239791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.349352
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0238186

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,765,197
Liabilities
$0
Net assets
$1,765,197
Revenue
$243,347
Expenses
$251,064
Net income
-$7,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.48$0.24$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.12$0.22$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.19$0.22$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.35$0.26$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.34$0.27$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.41$0.26$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.24$0.25$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.32$0.17$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.16$0.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.20$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.20$0.15$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.16$0.15$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.16
2011Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.20
2010Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.16