Civic Intelligence

Hallam J Koons Trust Dated May 1 1961

EIN 25-6917515 • Chicago, IL

PO Box 803878Chicago, IL 60680
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-105%

Higher net margin than 5% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$26,765

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 34.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

25th percentile

-3.7%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

84th percentile

77%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,108,396

Down $80,822 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$2,108,396

Down $80,822 (-3.7%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin5th percentile

Revenue

Up

$77,095

Up $33,620 (+77%) from 2023

Expenses

Down

$158,299

Down $9,500 (-5.7%) from 2023

Net Income

Up

-$81,204

Up $43,120 (+35%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,144,961Liabilities 2017: $0Net Assets 2017: $2,144,9612017Assets 2018: $2,075,745Liabilities 2018: $0Net Assets 2018: $2,075,7452018Assets 2019: $2,000,553Liabilities 2019: $0Net Assets 2019: $2,000,5532019Assets 2020: $1,844,729Liabilities 2020: $0Net Assets 2020: $1,844,7292020Assets 2021: $1,851,853Liabilities 2021: $0Net Assets 2021: $1,851,8532021Assets 2022: $2,238,443Liabilities 2022: $30,000Net Assets 2022: $2,208,4432022Assets 2023: $2,189,218Liabilities 2023: $0Net Assets 2023: $2,189,2182023Assets 2024: $2,108,396Liabilities 2024: $0Net Assets 2024: $2,108,3962024

Highlighted filing

2024

Assets$2,108,396
Liabilities$0
Net Assets$2,108,396
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200KRevenue 2017: $169,785Expenses 2017: $115,751Net Income 2017: $54,0342017Revenue 2018: $84,520Expenses 2018: $151,888Net Income 2018: -$67,3682018Revenue 2019: $72,728Expenses 2019: $146,257Net Income 2019: -$73,5292019Revenue 2020: -$8,729Expenses 2020: $145,227Net Income 2020: -$153,9562020Revenue 2021: $164,248Expenses 2021: $153,583Net Income 2021: $10,6652021Revenue 2022: $588,395Expenses 2022: $154,117Net Income 2022: $434,2782022Revenue 2023: $43,475Expenses 2023: $167,799Net Income 2023: -$124,3242023Revenue 2024: $77,095Expenses 2024: $158,299Net Income 2024: -$81,2042024

Highlighted filing

2024

Revenue$77,095
Expenses$158,299
Net Income-$81,204
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,108,396
Liabilities
$0
Net assets
$2,108,396
Revenue
$77,095
Expenses
$158,299
Net income
-$81,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.08$0.16$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.04$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.03$2.21$0.59$0.15$0.43
2021Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.16$0.15$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.01$0.15$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.07$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.08$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.17$0.12$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 8, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE NORTHERN TRUST COMPANYTrusteeFT$26,765-$26,765
Filing and Contact Details

Filer

Filer Name
Hallam J Koons Trust Dated May 1 1961
EIN
25-6917515
Phone
3126306000
Address
PO BOX 803878, CHICAGO, IL 60680

Signing Officer

Name
The Northern Trust Company
Title
SVP
Phone
3126306000
Signed
2025-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Jason Belot
Phone
3128792000
Raw XML Appendix354 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/Amt02500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01250
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1C464288646 MFC ISHARES TR 1-5
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2C46435U853 MFC ISHARES TR BROA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0350296
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt199954
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0372085
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1109082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt080886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1149825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2637356
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3124847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4159345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt575098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt699863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt784060
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8198180
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt097853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1130678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2960726
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3164498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4201051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5321264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6109087
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt784605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8258563
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SEE ATTACHED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1C233203819 MFO DFA U.S SMALL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2C33939L407 MFC FLEXSHARES TR M
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3C464287200 ISHARES CORE S P 50
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4C464287507 MFC ISHARES CORE S&
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5C464287598 MFC ISHARES TR RUSS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6C464287614 MFC ISHARES TR RUSS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7C464288372 MFC ISHARES TR GLOB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8C670700400 MFO NUVEEN PREFERRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9C921943858 VANGUARD FTSE DEVEL
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt071111
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05925
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0MFO DFA U.S SMALL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1MFO NUVEEN PREFERR
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2REFUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt118
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt236
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd214
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077095
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt077095
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02500
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05925
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020074
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt06691
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026765
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0127740
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0127740
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt071111
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt071111
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-81204
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0101795
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05925
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt067839
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt023
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01279
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0149079
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0158299
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt077059
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt077095
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt021339
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09220
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt030559
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt065940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt129930
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16865
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt065000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt136795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04273.5 MFO NUVEEN PREFERRED SECURIT-I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1828. MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-03-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05925
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-81204
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0555
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0937
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02108951
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02189218
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02108396
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0136792
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0136792
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0136792
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0137735
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0943
IRS990PF/DistributableAmountGrp/TotalTaxAmt0943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0944
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07333
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06390
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt05446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0943
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07333
IRS990PF/FMVAssetsEOYAmt02858178
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02189218
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02108396
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt048686
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt048686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0450250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0450250
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0481167
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01705331
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01609460
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02328325
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt033637
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02189218
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02108396
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02858178
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02189218
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02108396
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02189218
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02108396
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02796657
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02796657
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt041950
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0137735
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02754707
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02796657
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt026765
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE NORTHERN TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 803878
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060680
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0149079
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0149079
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/AddressLine1Txt0PO BOX 803878
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060680
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NORTHERN TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03126306000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0127740
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SAN DIEGO NATURAL HISTORY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01788 EL PRADO ATTN SUSAN LOVEALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0921121390
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0127740
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/AppliedToCurrentYearAmt079418
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt069661
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0136792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149079
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt057374
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt069661
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0539
OtherDecreasesSchedule/OtherDecreasesDetail/Amt116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02024 TRANSACTIONS POSTED IN 2025
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MFO DFA U.S SMALL CAP VALUE PORTFOLIO
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MFO NUVEEN PREFERRED SECURIT-I
OtherIncomeSchedule2/OtherIncomeDetail/Desc2REFUNDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt118
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt118
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt236
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0937
OtherIncreasesSchedule/OtherIncreasesDetail/Desc02023 TRANSACTIONS POSTED IN 2024
TaxesSchedule/TaxesDetail/Amt01013
TaxesSchedule/TaxesDetail/Amt1266
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01013
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1266
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THE NORTHERN TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP
ReturnHeader/BusinessOfficerGrp/PhoneNum03126306000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HALLAM J KOONS TRUST DATED MAY 1 1961
ReturnHeader/Filer/BusinessNameControlTxt0HALL
ReturnHeader/Filer/EIN0256917515
ReturnHeader/Filer/PhoneNum03126306000
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 803878
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060680
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 N WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02025-05-01T16:01:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.