Civic Intelligence

Louisa Ames Burnett Foundation Trust

990PF • Fiscal year 2017 • EIN 13-6132831

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

38th percentile

$63,095

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 14.6% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

28th percentile

-1.5%

Faster asset growth than 28% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,327,495

Down $165,184 (-3.0%) from 2015

Net Assets

$5,327,495

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin77th percentile

Revenue

Up

$431,640

Up $154,396 (+56%) from 2015

Expenses

Down

$333,172

Down $40,342 (-11%) from 2015

Net Income

Up

$98,468

Up $194,738 (+202%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $5,447,085Liabilities 2011: $0Net Assets 2011: $5,447,0852011Assets 2012: $5,534,302Liabilities 2012: $02012Assets 2013: $5,623,551Liabilities 2013: $02013Assets 2014: $5,589,476Liabilities 2014: $02014Assets 2015: $5,492,679Liabilities 2015: $02015Assets 2017: $5,327,495Liabilities 2017: $0Net Assets 2017: $5,327,4952017Assets 2018: $5,485,524Liabilities 2018: $0Net Assets 2018: $5,485,5242018Assets 2019: $5,540,575Liabilities 2019: $0Net Assets 2019: $5,540,5752019Assets 2020: $5,605,371Liabilities 2020: $0Net Assets 2020: $5,605,3712020Assets 2021: $5,747,099Liabilities 2021: $0Net Assets 2021: $5,747,0992021Assets 2022: $5,534,445Liabilities 2022: $0Net Assets 2022: $5,534,4452022Assets 2023: $5,491,830Liabilities 2023: $0Net Assets 2023: $5,491,8302023Assets 2024: $5,526,043Liabilities 2024: $0Net Assets 2024: $5,526,0432024

Highlighted filing

2017

Assets$5,327,495
Liabilities$0
Net Assets$5,327,495
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $206,935Expenses 2011: $198,068Net Income 2011: $8,8672011Revenue 2012: $283,459Expenses 2012: $196,072Net Income 2012: $87,3872012Revenue 2013: $442,770Expenses 2013: $353,529Net Income 2013: $89,2412013Revenue 2014: $330,839Expenses 2014: $362,222Net Income 2014: -$31,3832014Revenue 2015: $277,244Expenses 2015: $373,514Net Income 2015: -$96,2702015Revenue 2017: $431,640Expenses 2017: $333,172Net Income 2017: $98,4682017Revenue 2018: $497,362Expenses 2018: $356,370Net Income 2018: $140,9922018Revenue 2019: $410,027Expenses 2019: $355,324Net Income 2019: $54,7032019Revenue 2020: $424,299Expenses 2020: $359,281Net Income 2020: $65,0182020Revenue 2021: $517,863Expenses 2021: $376,522Net Income 2021: $141,3412021Revenue 2022: $210,022Expenses 2022: $421,265Net Income 2022: -$211,2432022Revenue 2023: $348,263Expenses 2023: $390,102Net Income 2023: -$41,8392023Revenue 2024: $448,654Expenses 2024: $386,944Net Income 2024: $61,7102024

Highlighted filing

2017

Revenue$431,640
Expenses$333,172
Net Income$98,468
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$63,095-$63,095
Filing and Contact Details

Filer

Filer Name
Louisa Ames Burnett Foundation Trust
EIN
13-6132831
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt36337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41696
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt58646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-4128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt856218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt102689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1189188
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt121446
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-2749
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-2253
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15-7596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt039618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt244470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3125894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt460597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5111162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6247728
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7111700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt890496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt913191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1048801
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11125955
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1246761
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1362349
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1452184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15218429
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0784. ISHARES INC MSCI JAPAN NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11665.145 JPM GLBL RES ENH INDEX FD - SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22811. SIT DIVIDEND GROWTH FD-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32595. VANGUARD EUROPEAN ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc45196.97 JPMORGAN STRATEGIC INCOME OPPTYS FUND SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510292.81 VANGUARD TOTAL BOND MARKET INDEX FUND-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc622937.737 VANGUARD TOTAL BOND MARKET INDEX FUND-ADM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc711468.206 VANGUARD FXD INCM INTER-TERM FD ADM*
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8479. ISHARES TR RUSSELL MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9251. ISHARES INC MSCI JAPAN NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10928. ISHARES INC MSCI JAPAN NEW
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11652. ISHARES TR RUSSELL MIDCAP INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc124017.268 JPMORGAN STRATEGIC INCOME OPPTYS FUND SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc138380.242 JPMORGAN HIGH YIELD BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc147032.83 JPMORGAN TRUST HIGH YLD ULTRA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1520529.076 DOUBLELINE TOTL RET BND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-04-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-05-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-12-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0270120
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt098468
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0901
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05328396
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05229928
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05327495
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0304534
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0304534
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0304534
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0308505
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03971
IRS990PF/DistributableAmountGrp/TotalTaxAmt03971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01104
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03971
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02867
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01104
IRS990PF/FMVAssetsEOYAmt06417070
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05229928
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05327495
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026189
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt045159
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt045159
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01736891
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01671450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01719708
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02667570
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02725110
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03743830
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt08
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt08
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt038943
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0602582
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0601680
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0585342
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0196688
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0284088
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0284088
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05229928
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05327495
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06417070
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05229928
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05327495
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05229928
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05327495
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06264061
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0318526
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05913122
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt093961
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt032413
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0308505
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06170100
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06264061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JPMORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt063095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0275106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0279077
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0306365
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0325003
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0303406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0285514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0141853
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.047344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04611
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.024499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt03971
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt06170100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05808621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06221310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt06408598
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06192027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05790174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0289743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.222936
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0285772
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0289743
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt03971
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0289743
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,327,495
Liabilities
$0
Net assets
$5,327,495
Revenue
$431,640
Expenses
$333,172
Net income
$98,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.45$0.39$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.35$0.39$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.21$0.42$0.21
2021Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.52$0.38$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.42$0.36$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.41$0.36$0.05
2018Detailed filing. Detailed filing data is available for this year.$5.49$0.00$5.49$0.50$0.36$0.14
2017Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.43$0.33$0.10
2015Summary only. Only limited summary data is available for this year.$5.49$0.00$0.28$0.37$0.10
2014Summary only. Only limited summary data is available for this year.$5.59$0.00$0.33$0.36$0.03
2013Summary only. Only limited summary data is available for this year.$5.62$0.00$0.44$0.35$0.09
2012Summary only. Only limited summary data is available for this year.$5.53$0.00$0.28$0.20$0.09
2011Summary only. Only limited summary data is available for this year.$5.45$0.00$5.45$0.21$0.20$0.01