Civic Intelligence

Franz & Helly Kallmann Memorial Fund

990PF • Fiscal year 2018 • EIN 13-6200341

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 09, 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

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

12th percentile

-40%

Higher net margin than 12% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

79th percentile

$1,728

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 21.6% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

46th percentile

-0.5%

Faster asset growth than 46% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

61st percentile

7.9%

Faster revenue growth than 61% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$111,904

Down $1,163 (-1.0%) from 2016

Net Assets

$111,904

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Up

$8,000

Up $1,133 (+16%) from 2016

Expenses

Down

$11,230

Down $12,287 (-52%) from 2016

Net Income

Up

-$3,230

Up $13,420 (+81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$150K$100K$50K$0Assets 2011: $116,440Liabilities 2011: $0Net Assets 2011: $116,4402011Assets 2012: $117,091Liabilities 2012: $02012Assets 2013: $118,909Liabilities 2013: $02013Assets 2014: $126,452Liabilities 2014: $02014Assets 2015: $129,718Liabilities 2015: $02015Assets 2016: $113,067Liabilities 2016: $02016Assets 2018: $111,904Liabilities 2018: $0Net Assets 2018: $111,9042018Assets 2019: $116,631Liabilities 2019: $0Net Assets 2019: $116,6312019Assets 2020: $123,403Liabilities 2020: $0Net Assets 2020: $123,4032020Assets 2021: $129,516Liabilities 2021: $0Net Assets 2021: $129,5162021Assets 2022: $132,892Liabilities 2022: $0Net Assets 2022: $132,8922022Assets 2023: $133,624Liabilities 2023: $0Net Assets 2023: $133,6242023Assets 2024: $129,343Liabilities 2024: $0Net Assets 2024: $129,3432024Assets 2025: $129,074Liabilities 2025: $0Net Assets 2025: $129,0742025

Highlighted filing

2018

Assets$111,904
Liabilities$0
Net Assets$111,904
Open 2018 Filing

Operations Trend

Revenue Growth61st percentile

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

$40K$20K$0-$20KExpenses 2011: $3,5562011Revenue 2012: $4,032Expenses 2012: $3,381Net Income 2012: $6512012Revenue 2013: $5,346Expenses 2013: $3,534Net Income 2013: $1,8122013Revenue 2014: $10,244Expenses 2014: $2,763Net Income 2014: $7,4812014Revenue 2015: $7,586Expenses 2015: $4,318Net Income 2015: $3,2682015Revenue 2016: $6,867Expenses 2016: $23,517Net Income 2016: -$16,6502016Revenue 2018: $8,000Expenses 2018: $11,230Net Income 2018: -$3,2302018Revenue 2019: $8,937Expenses 2019: $4,213Net Income 2019: $4,7242019Revenue 2020: $11,586Expenses 2020: $4,819Net Income 2020: $6,7672020Revenue 2021: $10,910Expenses 2021: $4,798Net Income 2021: $6,1122021Revenue 2022: $8,223Expenses 2022: $4,844Net Income 2022: $3,3792022Revenue 2023: $9,074Expenses 2023: $8,346Net Income 2023: $7282023Revenue 2024: $4,304Expenses 2024: $8,368Net Income 2024: -$4,0642024Revenue 2025: $9,079Expenses 2025: $9,451Net Income 2025: -$3722025

Highlighted filing

2018

Revenue$8,000
Expenses$11,230
Net Income-$3,230
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 9, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,728-$1,728
Filing and Contact Details

Filer

Filer Name
Franz & Helly Kallmann Memorial Fund
EIN
13-6200341
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-10-09
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/GrossSalesPriceAmt71459
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt81944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt101390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112658
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt123038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc014.061 ARTISAN INTL VALUE FD-INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc133.282 DODGE & INTERNATIONAL STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc215.669 HARTFORD CAPITAL APPRECIATION FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc38. ISHARES MISCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc452.087 JPM GLBL RES ENH INDEX FD - SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc514.129 JPMORGAN US LARGE CAP CORE PLUS FUND SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc668.218 PRIMECAP ODYSSEY STOCK FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7167.682 NB HIGH INCOME BOND-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc881.715 JPMORGAN GL RES ENH IDX-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc983.013 PIMCO SHORT TERM FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10115.096 T ROWE PR EMERG MKTS BND-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11300.993 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1243. ISHARES MISCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-07-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-02-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04595
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3230
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0111908
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0115138
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0111904
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07175
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07175
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07175
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt07244
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt069
IRS990PF/DistributableAmountGrp/TotalTaxAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0107
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt069
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0107
IRS990PF/FMVAssetsEOYAmt0146670
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0115138
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0111904
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0270
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt07
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt07
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt013986
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt015520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt015283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt083010
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt080161
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0115409
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt011248
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt014364
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt014119
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06624
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01852
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01852
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0115138
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0111904
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0146670
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0115138
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0111904
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0115138
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0111904
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0147095
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04650
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0142445
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02206
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt07244
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0144889
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0147095
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0P MORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01728
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/AdjNetVlNoncharitableAssetsAmt06227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02850
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt022156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02570
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01341
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.042981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.020904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.153576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.016361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.009001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.015061
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0144889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0136336
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0144267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0157080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0148991
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0130670
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt010048
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.214903
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt09979
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt010048
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt069
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010048
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
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08004962583
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09307
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$111,904
Liabilities
$0
Net assets
$111,904
Revenue
$8,000
Expenses
$11,230
Net income
-$3,230
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.09$0.09$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.09$0.08$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.11$0.05$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.12$0.05$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.04$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.08$0.11$0.03
2016Summary only. Only limited summary data is available for this year.$1.13$0.00$0.07$0.24$0.17
2015Summary only. Only limited summary data is available for this year.$1.30$0.00$0.08$0.04$0.03
2014Summary only. Only limited summary data is available for this year.$1.26$0.00$0.10$0.03$0.07
2013Summary only. Only limited summary data is available for this year.$1.19$0.00$0.05$0.04$0.02
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$0.04$0.03$0.01
2011Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.04