Civic Intelligence

Garrett Family Foundation

990PF • Fiscal year 2015 • EIN 20-3662445

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

Organization Profile
1181 Melody RoadLake 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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

4th percentile

-174%

Higher net margin than 4% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

24th percentile

-4.3%

Faster asset growth than 24% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-57%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$3,893,642

Down $173,538 (-4.3%) from 2014

Net Assets

Down

$3,893,642

Down $173,538 (-4.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin4th percentile

Revenue

Down

$99,747

Down $131,024 (-57%) from 2014

Expenses

Down

$273,320

Down $246 (-0.1%) from 2014

Net Income

Down

-$173,573

Down $130,778 (-306%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2015

Assets$3,893,642
Liabilities$0
Net Assets$3,893,642
Open 2015 Filing

Operations Trend

Revenue Growth7th 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

2015

Revenue$99,747
Expenses$273,320
Net Income-$173,573
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 7, 2016
Return Version
2015v2.1
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, LAKE FOREST, IL 60045-1500

Signing Officer

Name
Scott Garrett
Title
Trustee
Phone
3126420006
Signed
2016-11-07
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 Appendix351 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0TEMPLETON GLOBAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VANGUARD TOTAL BOND MKT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2DOUBLELINE CORE FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0327063
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2484389
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0285481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2473765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0271764
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1162508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3823231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4244189
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5105128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6261223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7160438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8182450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9195818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10178897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11158317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1265576
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13136064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1486587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0258588
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1191110
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3699954
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4300649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt560433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6258148
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7140478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8306064
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9193288
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10187446
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11197455
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1270458
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13113640
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1478351
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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13MATISSE DISCOUNTED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BOSTON PARTNERS LONG
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt064472
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt035960
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt077
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0US COMM INDEX FUND K-1
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-762
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd019
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt099747
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt099747
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt043618
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0253850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0253850
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064472
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064472
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-173573
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0886481
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt035960
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt095456
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt095
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0101
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-762
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011854
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt011854
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07515
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0253871
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt011949
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0273320
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0107405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt099747
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt011949
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt019470
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0866669
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt112830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt019812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-12830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt236636
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt019812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-12830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0886481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UNITED STATES COMM INDEX FUND K-1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt043618
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-173573
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt065
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0100
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03893707
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04067180
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03893642
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0203535
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0203535
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0203535
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0204490
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0955
IRS990PF/DistributableAmountGrp/TotalTaxAmt0955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05001
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04046
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0955
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05001
IRS990PF/FMVAssetsEOYAmt03865308
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0240
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0172588
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0787187
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0811452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0759246
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03107165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03032190
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03056062
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04067180
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03893642
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04067180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03893642
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03865308
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04067180
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03893642
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04067180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03893642
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04152074
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt092090
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03982623
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt062281
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt077361
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0204490
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04089793
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04152074
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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/AdjNetVlNoncharitableAssetsAmt0158856
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0159811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0251740
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0199783
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0103945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt031300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt062455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.038842
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.057401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.026069
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.012256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0955
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04089793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04385623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04239723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03987352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02553859
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01215989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0253871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.194209
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0252916
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0253871
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0955
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0253871
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/Amt0253850
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/TotalGrantOrContriPdDurYrAmt0253850
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/AppliedToCurrentYearAmt0118088
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0135783
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0253871
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt085447
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0135783
OtherDecreasesSchedule/OtherDecreasesDetail/Amt065
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ADJUSTMENT FOR 2014 CASH DISCREPANCY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt095
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt16
OtherIncomeSchedule2/OtherIncomeDetail/Desc0UNITED STATES COMM INDEX FUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-762
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-762
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0100
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENT FOR 2014 TRANSFER DISCREPANCY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011854
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011854
TaxesSchedule/TaxesDetail/Amt07500
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1ILLINOIS CHARITY BUREAU
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT GARRETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-07
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/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/ReturnTs02016-11-07T16:55:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,893,642
Liabilities
$0
Net assets
$3,893,642
Revenue
$99,747
Expenses
$273,320
Net income
-$173,573
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