Civic Intelligence

Sudbury Charitable Trust

EIN 20-1110773 • 501(c)3 • Chicago, IL

Profile

To support the organizations listed in schedule a part i

PO Box 803878Chicago, IL 60680

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

48th percentile

$49,490

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

52nd percentile

4.2%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

88th percentile

73%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,636,138

Up $187,669 (+4.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$4,636,138

Up $187,669 (+4.2%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$487,950

Up $205,345 (+73%) from 2024

Expenses

Up

$298,865

Up $26,805 (+9.9%) from 2024

Net Income

Up

$189,085

Up $178,540 (+1693%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,410,135Liabilities 2013: $0Net Assets 2013: $3,410,1352013Assets 2014: $3,372,431Liabilities 2014: $0Net Assets 2014: $3,372,4312014Assets 2015: $3,437,213Liabilities 2015: $0Net Assets 2015: $3,437,2132015Assets 2016: $4,190,011Liabilities 2016: $0Net Assets 2016: $4,190,0112016Assets 2017: $4,277,934Liabilities 2017: $0Net Assets 2017: $4,277,9342017Assets 2018: $4,522,083Liabilities 2018: $0Net Assets 2018: $4,522,0832018Assets 2019: $4,383,746Liabilities 2019: $0Net Assets 2019: $4,383,7462019Assets 2020: $4,382,450Liabilities 2020: $0Net Assets 2020: $4,382,4502020Assets 2021: $4,411,733Liabilities 2021: $0Net Assets 2021: $4,411,7332021Assets 2022: $4,528,451Liabilities 2022: $0Net Assets 2022: $4,528,4512022Assets 2023: $4,437,856Liabilities 2023: $0Net Assets 2023: $4,437,8562023Assets 2024: $4,448,469Liabilities 2024: $0Net Assets 2024: $4,448,4692024Assets 2025: $4,636,138Liabilities 2025: $0Net Assets 2025: $4,636,1382025

Highlighted filing

2025

Assets$4,636,138
Liabilities$0
Net Assets$4,636,138
Open 2025 Filing

Operations Trend

Revenue Growth88th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2013: $255,727Expenses 2013: $220,070Net Income 2013: $35,6572013Revenue 2014: $200,171Expenses 2014: $237,011Net Income 2014: -$36,8402014Revenue 2015: $174,321Expenses 2015: $109,257Net Income 2015: $65,0642015Revenue 2016: $1,010,835Expenses 2016: $288,116Net Income 2016: $722,7192016Revenue 2017: $218,277Expenses 2017: $129,669Net Income 2017: $88,6082017Revenue 2018: $381,679Expenses 2018: $137,515Net Income 2018: $244,1642018Revenue 2019: $187,095Expenses 2019: $324,859Net Income 2019: -$137,7642019Revenue 2020: $149,389Expenses 2020: $149,443Net Income 2020: -$542020Revenue 2021: $309,095Expenses 2021: $279,270Net Income 2021: $29,8252021Revenue 2022: $271,378Expenses 2022: $153,820Net Income 2022: $117,5582022Revenue 2023: $76,282Expenses 2023: $165,943Net Income 2023: -$89,6612023Revenue 2024: $282,605Expenses 2024: $272,060Net Income 2024: $10,5452024Revenue 2025: $487,950Expenses 2025: $298,865Net Income 2025: $189,0852025

Highlighted filing

2025

Revenue$487,950
Expenses$298,865
Net Income$189,085
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,636,138
Liabilities
$0
Net assets
$4,636,138
Revenue
$487,950
Expenses
$298,865
Net income
$189,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.49$0.30$0.19
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.00$4.45$0.28$0.27$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.44$0.00$4.44$0.08$0.17$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.00$4.53$0.27$0.15$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$0.31$0.28$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.00$4.38$0.15$0.15$0.00
2019Summary only. Only limited summary data is available for this year.$4.38$0.00$4.38$0.19$0.32$0.14
2018Summary only. Only limited summary data is available for this year.$4.52$0.00$4.52$0.38$0.14$0.24
2017Summary only. Only limited summary data is available for this year.$4.28$0.00$4.28$0.22$0.13$0.09
2016Summary only. Only limited summary data is available for this year.$4.19$0.00$4.19$1.01$0.29$0.72
2015Summary only. Only limited summary data is available for this year.$3.44$0.00$3.44$0.17$0.11$0.07
2014Summary only. Only limited summary data is available for this year.$3.37$0.00$3.37$0.20$0.24$0.04
2013Summary only. Only limited summary data is available for this year.$3.41$0.00$3.41$0.26$0.22$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 9, 2026
Return Version
2024v5.2
Gross Receipts
$1,009,276
Mission and Program Overview

Mission

To support the organizations listed in schedule a part i

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,448,469$4,636,138▲ $187,669
Investments in Publicly Traded Securities$4,379,944$4,556,320▲ $176,376
Savings and Temporary Cash Investments$68,525$79,818▲ $11,293
Total Assets$4,448,469$4,636,138▲ $187,669
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,448,469$4,636,138▲ $187,669
Total Liabilities and Net Assets / Fund Balance$4,448,469$4,636,138▲ $187,669
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Northern Trust CompanyTrusteeFT$49,490$49,490
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$487,950
Other Revenue
$0
Change in Net Assets
$189,085
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$246,820
Salaries, Compensation, and Employee Benefits$49,490
Other Expenses$2,555
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$246,820--$246,820
Current Officers, Directors, Trustees, and Key Employees$30,552$18,938-$49,490
Fees for Services Accounting$450$450-$900
Other Expenses$15$40-$40
Total Functional Expenses$277,837$21,028$0$298,865
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sterling Rock Falls Community TrustGalesburg, IL501(c)(3)General Support$164,552
Knox CollegeGalesburg, IL501(c)(3)General Support$82,268
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The organization had no committees”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Copy of tax return sent to trustee for review and comment”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“ANNUAL ACKNOWLEDGEMENT”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Sudbury Charitable Trust
EIN
20-1110773
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
Trustee
Phone
3126306000
Signed
2026-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as C Above
Formed
2002
Legal Domicile
Il
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 transactions posted in 2024 $199; 2024 transactions posted in 2025 $(232); return of capital adjustment $(347); rounding $6, cost basis adjustment $(1,042)”

Raw XML AppendixShowing 400 of 440 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A PART I
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NORTHERN TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum03126306000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 803878
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060680
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt04448469
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt04636138
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt018938
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt030552
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt049490
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0246820
IRS990/CYInvestmentIncomeAmt0487950
IRS990/CYOtherExpensesAmt02555
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0189085
IRS990/CYSalariesCompEmpBnftPaidAmt049490
IRS990/CYTotalExpensesAmt0298865
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0487950
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0STERLING ROCK FALLS COMMUNITY TRUST - GRANT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0185230
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0450
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0450
IRS990/FeesForServicesAccountingGrp/TotalAmt0900
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0NORTHERN TRUST COMPANY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt049490
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0289194
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0164552
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0246820
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0246820
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0810520
IRS990/GrossReceiptsAmt01009276
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0198756
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0198756
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04379944
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04556320
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0521326
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A PART I
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04448469
IRS990/NetAssetsOrFundBalancesEOYAmt04636138
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0289194
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0289194
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1416
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/Desc1STATE FILING FEE
IRS990/OtherExpensesGrp/Desc2ADR FEES
IRS990/OtherExpensesGrp/Desc3CLASS ACTION FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01599
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt240
IRS990/OtherExpensesGrp/ProgramServicesAmt015
IRS990/OtherExpensesGrp/TotalAmt01599
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherExpensesGrp/TotalAmt21
IRS990/OtherExpensesGrp/TotalAmt340
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SAME AS C ABOVE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0KNOX COLLEGE - GRANT
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt092607
IRS990/ProgSrvcAccomActy2Grp/GrantAmt082268
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0222757
IRS990/PYInvestmentIncomeAmt0282605
IRS990/PYOtherExpensesAmt04353
IRS990/PYRevenuesLessExpensesAmt010545
IRS990/PYSalariesCompEmpBnftPaidAmt044950
IRS990/PYTotalExpensesAmt0272060
IRS990/PYTotalRevenueAmt0282605
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0189085
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt068525
IRS990/SavingsAndTempCashInvstGrp/EOYAmt079818
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0198756
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0205349
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0198756
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0205349
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt021043
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt033976
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0177713
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0171373
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0171373
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0205471
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0205471
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0145667
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0205471
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0205471
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt05551
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0205471
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0277822
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt066800
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt066800
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt066800
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt05551
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt031002
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0246820
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0205471
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0246820
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0277822
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0SEE ATTACHED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SEE ATTACHED
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2NORTHERN TRUST MAINTAINED A CLOSE AND CONTINUOUS RELATIONSHIP VIA COMMUNICATION EITHER BY EMAIL, PHONE AND FACE TO FACE MEETINGS WITH THE PORTFOLIO MANAGER, CLIENT ADVISOR AND/OR MANAGING DIRECTOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3REPRESENTATIVES OF THE TRUSTEE AND THE SUPPORTED ORGANIZATION(S) HAVE PERIODIC TELEPHONE MEETINGS DURING WHICH QUESTIONS AND CONCERNS ARE ADDRESSED. THE TERMS OF THE DISTRIBUTIONS ARE DETERMINED BY THE TRUST DOCUMENT. NORTHERN TRUST PROVIDES THE SUPPORTED ORGANIZATION(S) WITH REGULAR INVESTMENT STATEMENTS, ETC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0LINE 2 & 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1LINE 6iii
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SECTION D, LINE 3
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt06480144
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt05959998
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06480144
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt05959998
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt097202
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt089400
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt06382942
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt05870598
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0223403
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0205471
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt06480144
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05959998
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0223403
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0205471
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0366217952
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1370673513
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd08
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0164552
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt182268
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0STERLING ROCK FALLS COMMUNITY TRUST
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0246820
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0164552
IRS990ScheduleI/RecipientTable/CashGrantAmt182268
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0STERLING ROCK FALLS COMMUNITY TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleI/RecipientTable/RecipientEIN0366217952
IRS990ScheduleI/RecipientTable/RecipientEIN1370673513
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02 E SOUTH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12 E SOUTH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GALESBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GALESBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd061401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd161401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MEETINGS AT LEAST ANNUALLY WITH SUPPORTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAD NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF TAX RETURN SENT TO TRUSTEE FOR REVIEW AND COMMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL ACKNOWLEDGEMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42023 TRANSACTIONS POSTED IN 2024 $199; 2024 TRANSACTIONS POSTED IN 2025 $(232); RETURN OF CAPITAL ADJUSTMENT $(347); ROUNDING $6, COST BASIS ADJUSTMENT $(1,042)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0STERLING ROCK FALL COMMUNITY TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1KNOX COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0366217952
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1370673513
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02 E SOUTH ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12 E SOUTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GALESBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1GALESBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd061401
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd161401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04448469
IRS990/TotalAssetsEOYAmt04636138
IRS990/TotalAssetsGrp/BOYAmt04448469
IRS990/TotalAssetsGrp/EOYAmt04636138
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021028
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0277837
IRS990/TotalFunctionalExpensesGrp/TotalAmt0298865
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04448469
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04636138
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0277837
IRS990/TotalReportableCompFromOrgAmt049490
IRS990/TotalRevenueGrp/ExclusionAmt0487950
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0487950

Document Assets

No mirrored PDF or thumbnail assets are attached yet.