Civic Intelligence

Garrett Family Foundation

990PF • Fiscal year 2014 • EIN 20-3662445

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
1181 Melody RoadSuiteLake Forest, IL 60045-1500

(312) 642-0006

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

17th percentile

-19%

Higher net margin than 17% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

34th percentile

-1.4%

Faster asset growth than 34% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,067,180

Down $58,850 (-1.4%) from 2013

Net Assets

$4,067,180

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin17th percentile

Revenue

Up

$230,771

Up $29,096 (+14%) from 2013

Expenses

Up

$273,566

Up $44,108 (+19%) from 2013

Net Income

Down

-$42,795

Down $15,012 (-54%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,067,001Liabilities 2011: $02011Assets 2012: $4,153,815Liabilities 2012: $02012Assets 2013: $4,126,030Liabilities 2013: $02013Assets 2014: $4,067,180Liabilities 2014: $0Net Assets 2014: $4,067,1802014Assets 2015: $3,893,642Liabilities 2015: $0Net Assets 2015: $3,893,6422015Assets 2016: $3,621,272Liabilities 2016: $0Net Assets 2016: $3,621,2722016Assets 2017: $3,457,638Liabilities 2017: $0Net Assets 2017: $3,457,6382017Assets 2019: $3,258,256Liabilities 2019: $0Net Assets 2019: $3,258,2562019Assets 2020: $3,121,928Liabilities 2020: $0Net Assets 2020: $3,121,9282020Assets 2021: $3,253,301Liabilities 2021: $0Net Assets 2021: $3,253,3012021Assets 2022: $2,924,552Liabilities 2022: $0Net Assets 2022: $2,924,5522022Assets 2023: $2,720,831Liabilities 2023: $12023Assets 2024: $2,299,274Liabilities 2024: $0Net Assets 2024: $2,299,2742024

Highlighted filing

2014

Assets$4,067,180
Liabilities$0
Net Assets$4,067,180
Open 2014 Filing

Operations Trend

Revenue Growth68th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,700,853Expenses 2011: $48,539Net Income 2011: $2,652,3142011Revenue 2012: $216,964Expenses 2012: $130,149Net Income 2012: $86,8152012Revenue 2013: $201,675Expenses 2013: $229,458Net Income 2013: -$27,7832013Revenue 2014: $230,771Expenses 2014: $273,566Net Income 2014: -$42,7952014Revenue 2015: $99,747Expenses 2015: $273,320Net Income 2015: -$173,5732015Revenue 2016: -$9,384Expenses 2016: $262,986Net Income 2016: -$272,3702016Revenue 2017: $110,307Expenses 2017: $273,941Net Income 2017: -$163,6342017Revenue 2019: $106,714Expenses 2019: $329,846Net Income 2019: -$223,1322019Revenue 2020: $199,497Expenses 2020: $335,825Net Income 2020: -$136,3282020Revenue 2021: $507,414Expenses 2021: $376,041Net Income 2021: $131,3732021Revenue 2022: $56,408Expenses 2022: $385,157Net Income 2022: -$328,7492022Revenue 2023: $57,701Expenses 2023: $258,734Net Income 2023: -$201,0332023Revenue 2024: $328,649Expenses 2024: $750,206Net Income 2024: -$421,5572024

Highlighted filing

2014

Revenue$230,771
Expenses$273,566
Net Income-$42,795
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT T GARRETTTrustee-$0--
SUSAN E GARRETTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Garrett Family Foundation
EIN
20-3662445
In Care Of
% TOPEL FORMAN LLC
Address
1181 MELODY ROAD, Suite, LAKE FOREST, IL 60045-1500

Signing Officer

Name
Scott Garrett
Title
Trustee
Phone
3126420006
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Steven Hueffner
Phone
3126420006
Raw XML Appendix338 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/Amt010950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05475
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05475
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0TEMPLETON GLOBAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VANGUARD TOTAL BOND MKT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0317569
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1469618
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0297484
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1473048
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0236137
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1188660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2149014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3810443
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4292123
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5105128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6280789
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7160438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8228541
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9227830
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10173678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11175280
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1279104
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0238887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1239187
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2128208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3743905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4362720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt580403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6286696
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7156946
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8359364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9223990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10189966
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11218241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1284073
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AURORA HORIZONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1FPA CRESCENT FUND INST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GOOD HARBOR US TACTICAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MANNING & NAPIER WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4OAKMARK SELECT FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VAN ECK CM COMMODDITY INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALTAIR SMALLER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7DRIEHAUS EMERGINF MRKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HARBOR CAP APPRECIATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9PIMCO GLOBAL MULTI ASSET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VANGUARD GLBL EX REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD REIT INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12UNITED ST COMMODITY ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0201234
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt030401
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt052
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0US COMM INDEX FUND K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-916
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd019
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0230771
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0230771
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05475
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010950
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt059201
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0248687
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0248687
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0201234
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0201234
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-42795
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01607636
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt052
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt030401
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0242213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-916
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011853
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011853
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02046
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0254162
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt017358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0273566
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0259571
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0230771
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05475
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt017358
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt024879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01533560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt114876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt074077
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-14876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt074076
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-14876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01607636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UNITED STATES COMM INDEX FUND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt059201
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-42795
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016055
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04083235
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04126030
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04067180
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0216859
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0216859
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0216859
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0219281
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02422
IRS990PF/DistributableAmountGrp/TotalTaxAmt02422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt054
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02422
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07500
IRS990PF/FMVAssetsEOYAmt04255946
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0240
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0240
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0240
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt096703
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0172588
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0172588
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0143625
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0787187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0770532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03885702
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03107165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03312586
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04126030
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04067180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04126030
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04067180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04255946
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04126030
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04067180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04126030
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04067180
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04452409
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0131358
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04223518
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt066786
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt097533
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0219281
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04385623
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04452409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT T GARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN E GARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01181 MELODY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11181 MELODY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAKE FOREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAKE FOREST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060045
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160045
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0155909
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0158331
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0199783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0103945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt031300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt062455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt038710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.03555
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.047122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.026069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.012256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.040941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04385623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04239723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03987352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02553859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01215989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0945517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0254162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.177749
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0251740
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0254162
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02422
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0254162
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
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/AddressLine1Txt0500 N MICHIGAN AVE SUITE 1700
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060611
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TOPEL FORMAN LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03126420006
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SCOTT T GARRETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0248687
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0248687
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt081076
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0173086
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0216859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0254162
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0135783
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0173086
OtherDecreasesSchedule/OtherDecreasesDetail/Amt016055
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0PRIOR PERIOD BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNITED STATES COMM INDEX FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-916
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-916
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011853
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011853
TaxesSchedule/TaxesDetail/Amt02046
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARRETT FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GARR
ReturnHeader/Filer/EIN0203662445
ReturnHeader/Filer/InCareOfNm0% TOPEL FORMAN LLC
ReturnHeader/Filer/USAddress/AddressLine1Txt01181 MELODY ROAD
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0LAKE FOREST
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0600451500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven Hueffner
ReturnHeader/ReturnTs02015-06-04T15:17:01-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,067,180
Liabilities
$0
Net assets
$4,067,180
Revenue
$230,771
Expenses
$273,566
Net income
-$42,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.33$0.75$0.42
2023Summary only. Only limited summary data is available for this year.$2.72$0.00$0.06$0.26$0.20
2022Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.06$0.39$0.33
2021Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.51$0.38$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.20$0.34$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.26$0.00$3.26$0.11$0.33$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.11$0.27$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.62$0.00$3.62$0.01$0.26$0.27
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.10$0.27$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.23$0.27$0.04
2013Summary only. Only limited summary data is available for this year.$4.13$0.00$0.20$0.23$0.03
2012Summary only. Only limited summary data is available for this year.$4.15$0.00$0.22$0.13$0.09
2011Summary only. Only limited summary data is available for this year.$4.07$0.00$2.70$0.05$2.65