Civic Intelligence

Smith Tuw Ob Perpetual Tr XXXXX1000

EIN 22-6033537 • 501(c)13 • Chicago, IL

Profile

As required by its instrument, this trust supports the pleasant hill cemetery association.

10 S Dearborn Il1-0111Chicago, IL 60603

n/A

Siviq Scores

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

Liabilities / Assets

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)13 • $1M-$5M nonprofits • Source year 2024

Net Margin

40th percentile

17%

Higher net margin than 40% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$67,341

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 24.8% of source-year revenue.

501(c)13 • $1M-$5M nonprofits • Source year 2024

Asset Growth

21st percentile

0.9%

Faster asset growth than 21% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-0.8%

Faster revenue growth than 34% of similar nonprofits.

501(c)13 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$4,633,645

Up $39,841 (+0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,633,645

Up $39,841 (+0.9%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin40th percentile

Revenue

Down

$271,123

Down $2,264 (-0.8%) from 2023

Expenses

Up

$224,169

Up $18,894 (+9.2%) from 2023

Net Income

Down

$46,954

Down $21,158 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth21st percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $4,040,681Liabilities 2016: $0Net Assets 2016: $4,040,6812016Assets 2017: $4,141,922Liabilities 2017: $0Net Assets 2017: $4,141,9222017Assets 2018: $4,234,525Liabilities 2018: $0Net Assets 2018: $4,234,5252018Assets 2019: $4,390,605Liabilities 2019: $0Net Assets 2019: $4,390,6052019Assets 2020: $4,451,294Liabilities 2020: $0Net Assets 2020: $4,451,2942020Assets 2021: $4,666,151Liabilities 2021: $0Net Assets 2021: $4,666,1512021Assets 2022: $4,526,911Liabilities 2022: $0Net Assets 2022: $4,526,9112022Assets 2023: $4,593,804Liabilities 2023: $0Net Assets 2023: $4,593,8042023Assets 2024: $4,633,645Liabilities 2024: $0Net Assets 2024: $4,633,6452024

Highlighted filing

2024

Assets$4,633,645
Liabilities$0
Net Assets$4,633,645
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$400K$200K$0-$200KRevenue 2016: $50,784Expenses 2016: $129,470Net Income 2016: -$78,6862016Revenue 2017: $223,302Expenses 2017: $121,793Net Income 2017: $101,5092017Revenue 2018: $230,996Expenses 2018: $137,681Net Income 2018: $93,3152018Revenue 2019: $330,514Expenses 2019: $174,420Net Income 2019: $156,0942019Revenue 2020: $238,350Expenses 2020: $176,163Net Income 2020: $62,1872020Revenue 2021: $386,092Expenses 2021: $171,623Net Income 2021: $214,4692021Revenue 2022: $112,422Expenses 2022: $251,324Net Income 2022: -$138,9022022Revenue 2023: $273,387Expenses 2023: $205,275Net Income 2023: $68,1122023Revenue 2024: $271,123Expenses 2024: $224,169Net Income 2024: $46,9542024

Highlighted filing

2024

Revenue$271,123
Expenses$224,169
Net Income$46,954
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,633,645
Liabilities
$0
Net assets
$4,633,645
Revenue
$271,123
Expenses
$224,169
Net income
$46,954
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.27$0.22$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.27$0.21$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.11$0.25$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.39$0.17$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.24$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.33$0.17$0.16
2018Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.23$0.14$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.22$0.12$0.10
2016Summary only. Only limited summary data is available for this year.$4.04$0.00$4.04$0.05$0.13$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$1,521,216
Mission and Program Overview

Mission

As required by its instrument, this trust supports the pleasant hill cemetery association.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,593,804$4,633,646▲ $39,842
Investments in Publicly Traded Securities$4,439,640$4,407,460▼ $32,180
Savings and Temporary Cash Investments$93,038$122,499▲ $29,461
Cash and Non-Interest-Bearing Accounts$61,126$103,686▲ $42,560
Rtn Earn Endowment Incm Other Fnds-$-1-
Total Assets$4,593,804$4,633,645▲ $39,841
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,593,804$4,633,645▲ $39,841
Total Liabilities and Net Assets / Fund Balance$4,593,804$4,633,645▲ $39,841
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleBaseTotal
-Trustee$67,341$67,341
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$271,123
Other Revenue
$0
Change in Net Assets
$46,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$153,371
Salaries, Compensation, and Employee Benefits$67,342
Other Expenses$3,456
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$153,371--$153,371
Current Officers, Directors, Trustees, and Key Employees$29,954$37,388-$67,342
Other Expenses-$3,456-$3,456
Total Functional Expenses$183,325$40,844$0$224,169
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pleasant Hill Cemetery AssociationChester, NJ501(c)(13)General Support$153,371
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Governance Checklist

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

Governance Explanations

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

“The trustee reviews all underlying monetary and factual information before the irs form 990 is filed.”

Form 990, Page 6, Part VI, Line 19

“As trustee, jp morgan chase bank, na maintains a close and continuous working relationship with the officers of the supported organization. The governing documents are not available to the general public, but have been given and are available to all interested parties, such as beneficiaries, trustees, etc. Jp morgan chase bank, na, does not have a public conflict of interest policy. However, the governing documents and state law impose limitations of trustee power that jp morgan chasebank, na, strictly follows. Financial statements are sent to the charitable beneficiary for review and comment.”

Filing and Contact Details

Filer

Filer Name
Smith Tuw Ob Perpetual Tr Xxxxx1000
EIN
22-6033537
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Krystal Zec
Title
Vice President
Phone
8004962583
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Formed
1934
Legal Domicile
Nj
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
99 WOOD AVE SOUTH, ISELIN, NJ 08830
Preparer
Heather a Hawes
Phone
7327679100
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of capital adjustment:($6,784.48); mutual fund adjustment:($9.83); 2024 transaction posted in 2025: ($11,538.27); 2023 transaction posted in 2024:$11,217.41; rounding: $2.”

Raw XML Appendix246 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE PLEASANT HILL CEMETERY ASSOCIATION.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990/BooksInCareOfDetail/PhoneNum08004962583
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHICAGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060603
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt04593804
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt04633646
IRS990/CashNonInterestBearingGrp/BOYAmt061126
IRS990/CashNonInterestBearingGrp/EOYAmt0103686
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt037388
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt029954
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt067342
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0153371
IRS990/CYInvestmentIncomeAmt0271123
IRS990/CYOtherExpensesAmt03456
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt046954
IRS990/CYSalariesCompEmpBnftPaidAmt067342
IRS990/CYTotalExpensesAmt0224169
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0271123
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE PLEASANT HILL CEMETERY ASSOCIATION THROUGH THE DISTRIBUTIONS OF ITS INCOME TO THE PLEASANT HILL CEMETERY ASSOCIATION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt067341
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01934
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt061585
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0153371
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0153371
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01311678
IRS990/GrossReceiptsAmt01521216
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0209538
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0209538
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04439640
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04407460
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01250093
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE PLEASANT HILL CEMETERY ASSOCIATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04593804
IRS990/NetAssetsOrFundBalancesEOYAmt04633645
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt061585
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt061585
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-7113
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03456
IRS990/OtherExpensesGrp/TotalAmt03456
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FEDERAL TAX REFUND
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0142379
IRS990/PYInvestmentIncomeAmt0273387
IRS990/PYOtherExpensesAmt04082
IRS990/PYRevenuesLessExpensesAmt068112
IRS990/PYSalariesCompEmpBnftPaidAmt058814
IRS990/PYTotalExpensesAmt0205275
IRS990/PYTotalRevenueAmt0273387
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt046954
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-1
IRS990/SavingsAndTempCashInvstGrp/BOYAmt093038
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0122499
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0153371
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(13)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0PLEASANT HILL CEMETERY ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientEIN0221936246
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 78
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd007930
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. THE FIDUCIARY MANAGERS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT THE INTENT OF THE GOVERNING DOCUMENTS. FIDUCIARY DUTIES INCLUDE ANNUAL TRUST REVIEWS, IDENTIFICATION OF CHARITABLE RECIPIENTS, AND DISTRIBUTIONS OF GRANT PAYMENTS FROM THE TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS TRUSTEE, JP MORGAN CHASE BANK, NA MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES, SUCH AS BENEFICIARIES, TRUSTEES, ETC. JP MORGAN CHASE BANK, NA, DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWER THAT JP MORGAN CHASEBANK, NA, STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO THE CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RETURN OF CAPITAL ADJUSTMENT:($6,784.48); MUTUAL FUND ADJUSTMENT:($9.83); 2024 TRANSACTION POSTED IN 2025: ($11,538.27); 2023 TRANSACTION POSTED IN 2024:$11,217.41; ROUNDING: $2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04593804
IRS990/TotalAssetsEOYAmt04633645
IRS990/TotalAssetsGrp/BOYAmt04593804
IRS990/TotalAssetsGrp/EOYAmt04633645
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040844
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0183325
IRS990/TotalFunctionalExpensesGrp/TotalAmt0224169
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04593804
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04633645
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt067341
IRS990/TotalRevenueGrp/ExclusionAmt0271123
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0271123
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04593804
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04633645
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990/USAddress/CityNm0CHICAGO
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060603
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KRYSTAL ZEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMITH TUW OB PERPETUAL TR XXXXX1000
ReturnHeader/Filer/BusinessNameControlTxt0SMIT
ReturnHeader/Filer/EIN0226033537
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt010 S DEARBORN IL1-0111
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060603
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt099 WOOD AVE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ISELIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008830
ReturnHeader/PreparerPersonGrp/PhoneNum07327679100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER A HAWES
ReturnHeader/ReturnTs02025-05-07T12:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.