Civic Intelligence

Barbara Ann Steel Charitable Foundation

EIN 20-2928424 • Deerfield, IL

1717 Deerfield Rd 300SDeerfield, IL 60015
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Higher debt load relative to revenue than 34% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

49%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

96th percentile

$300,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 25.6% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

75%

Faster revenue growth than 84% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$2,324,261

Up $256,695 (+12%) from 2023

Liabilities

Down

$42

Down $42 (-50%) from 2023

Net Assets

Up

$2,324,219

Up $256,737 (+12%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin87th percentile

Revenue

Up

$1,174,055

Up $504,316 (+75%) from 2023

Expenses

Down

$598,912

Down $50,285 (-7.7%) from 2023

Net Income

Up

$575,143

Up $554,601 (+2700%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $10,904Liabilities 2011: $02011Assets 2012: $10,087Liabilities 2012: $0Net Assets 2012: $10,0872012Assets 2013: $14,101Liabilities 2013: $0Net Assets 2013: $14,1012013Assets 2014: $1,980,419Liabilities 2014: $1,100,000Net Assets 2014: $880,4192014Assets 2015: $2,020,536Liabilities 2015: $960,000Net Assets 2015: $1,060,5362015Assets 2016: $1,948,462Liabilities 2016: $960,001Net Assets 2016: $988,4612016Assets 2017: $1,934,826Liabilities 2017: $900,000Net Assets 2017: $1,034,8262017Assets 2018: $2,057,085Liabilities 2018: $404,654Net Assets 2018: $1,652,4312018Assets 2019: $2,558,214Liabilities 2019: $3,404Net Assets 2019: $2,554,8102019Assets 2020: $2,286,898Liabilities 2020: $42Net Assets 2020: $2,286,8562020Assets 2021: $2,393,832Liabilities 2021: $42Net Assets 2021: $2,393,7902021Assets 2022: $2,316,274Liabilities 2022: $63Net Assets 2022: $2,316,2112022Assets 2023: $2,067,566Liabilities 2023: $84Net Assets 2023: $2,067,4822023Assets 2024: $2,324,261Liabilities 2024: $42Net Assets 2024: $2,324,2192024

Highlighted filing

2024

Assets$2,324,261
Liabilities$42
Net Assets$2,324,219
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $5Expenses 2011: $605Net Income 2011: -$6002011Expenses 2012: $8212012Revenue 2013: $5,004Expenses 2013: $990Net Income 2013: $4,0142013Revenue 2014: $869,838Expenses 2014: $3,520Net Income 2014: $866,3182014Revenue 2015: $247,175Expenses 2015: $42,250Net Income 2015: $204,9252015Revenue 2016: $228,003Expenses 2016: $299,727Net Income 2016: -$71,7242016Revenue 2017: $416,443Expenses 2017: $292,816Net Income 2017: $123,6272017Revenue 2018: $2,958,137Expenses 2018: $458,814Net Income 2018: $2,499,3232018Revenue 2019: $3,290,678Expenses 2019: $688,297Net Income 2019: $2,602,3812019Revenue 2020: $318,451Expenses 2020: $586,406Net Income 2020: -$267,9552020Revenue 2021: $684,504Expenses 2021: $577,570Net Income 2021: $106,9342021Revenue 2022: $855,637Expenses 2022: $546,931Net Income 2022: $308,7062022Revenue 2023: $669,739Expenses 2023: $649,197Net Income 2023: $20,5422023Revenue 2024: $1,174,055Expenses 2024: $598,912Net Income 2024: $575,1432024

Highlighted filing

2024

Revenue$1,174,055
Expenses$598,912
Net Income$575,143
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$2,324,261
Liabilities
$42
Net assets
$2,324,219
Revenue
$1,174,055
Expenses
$598,912
Net income
$575,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.00$2.32$1.17$0.60$0.58
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.67$0.65$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.86$0.55$0.31
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.68$0.58$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.32$0.59$0.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$0.00$2.55$3.29$0.69$2.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.40$1.65$2.96$0.46$2.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.90$1.03$0.42$0.29$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.95$0.96$0.99$0.23$0.30$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.96$1.06$0.25$0.04$0.20
2014Detailed filing. Detailed filing data is available for this year.$1.98$1.10$0.88$0.87$0.00$0.87
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.01$0.00$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00
2011Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 8, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ZACHARY P HAFNERVice PresidentFT$300,000-$300,000
JOEL M FRIEDMANPresident, Secretary, Treasurer-$0--
KENNETH A GOLDSTEINAss'T Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Ann Steel Charitable Foundation
EIN
20-2928424
Phone
8473743345
Address
1717 DEERFIELD RD 300S, DEERFIELD, IL 60015

Signing Officer

Name
Joel M Friedman
Title
President
Phone
8473743345
Signed
2023-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Warady & Davis Llp
Address
1717 DEERFIELD RD SUITE 300S, DEERFIELD, IL 60015
Preparer
Joel Friedman
Phone
8472679600
Raw XML Appendix364 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
AccountingFeesSchedule/AccountingFeesDetail/Amt019108
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt09554
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt09554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1137902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt21492184
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt060428
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14931352
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22015198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1CORPORATE STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt024668
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0401017
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0425685
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0425685
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt09554
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09554
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt019108
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0401017
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0300000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0167950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0167950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0429952
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt024668
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt024668
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0308706
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0984841
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0401017
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0226855
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt013956
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013929
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt027885
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt014138
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt014138
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt06641
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017850
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0348101
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0198830
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0546931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0425685
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0855637
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0180151
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0198830
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0378981
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt087185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1493272
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt23367
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0199412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-45926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2242807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt34724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0199412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-45926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2242807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt34724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0199412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt141259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2736079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt38091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TRANSCO LIQUIDATION PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PERSHING - STMT AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PERSHING - STMT AVAILABLE UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TRANSCO DISC HOLDING COMPANY, LLC SALE PROCEEDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0401017
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0308706
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0386285
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02702496
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02393790
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02316211
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0428304
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0428304
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0428304
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0431457
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03153
IRS990PF/DistributableAmountGrp/TotalTaxAmt03153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt044
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01197
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt07693166
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01915886
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01630086
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07006978
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt042
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt063
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02393790
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02316211
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0477946
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0686188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0686188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02393832
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02316274
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07693166
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt042
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt063
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02393832
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02316274
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02393790
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02316211
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08760538
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0641091
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08119447
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0131408
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0431457
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08629130
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08760538
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2300000
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/PersonNm0JOEL M FRIEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KENNETH A GOLDSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ZACHARY P HAFNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, SECRETARY, TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ASS'T SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01717 DEERFIELD RD STE 300S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1500 W MADISON SUITE 3700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2690 LYNWOOD DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DEERFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ENCINITAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060015
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0348101
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01717 DEERFIELD RD STE 300S
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEERFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060015
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOEL M FRIEDMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum08473743345
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0167950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO FURTHER THE EXEMPT PURPOSES OF THE RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIST OF ORGANIZATION AVAILABLE UPON REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01717 DEERFIELD RD STE 300S
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DEERFIELD
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0167950
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt042683
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0305418
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0428304
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0348101
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0385621
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0305418
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0HEBA INC
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt01717 DEERFIELD RD STE 300S
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DEERFIELD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060015
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0429952
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt096480
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1333472
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0800 SHS TE CONNECTIVITY LTD COM STK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,700 SHS VISA INC COM STK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-06-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12022-06-15
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0386285
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN ON RECEIVED STOCK DONATIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAYROLL PROCESSING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EMPLOYEE HEALTH INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1622
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt213309
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1621
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt213308
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11243
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt226617
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt042
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0FUTA PAYROLL TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt063
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014138
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT COUNSELING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014138
TaxesSchedule/TaxesDetail/Amt013282
TaxesSchedule/TaxesDetail/Amt12568
TaxesSchedule/TaxesDetail/Amt22000
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt12021 990-PF
TaxesSchedule/TaxesDetail/CategoryTxt22022 ETPS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt06641
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt06641
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12568
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL M FRIEDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08473743345
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA ANN STEEL CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOEL M FRIEDMAN
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0202928424
ReturnHeader/Filer/PhoneNum08473743345
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 DEERFIELD RD 300S
ReturnHeader/Filer/USAddress/CityNm0DEERFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362170602
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WARADY & DAVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01717 DEERFIELD RD SUITE 300S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEERFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472679600
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL FRIEDMAN
ReturnHeader/ReturnTs02023-05-08T10:22:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRIEDMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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