Civic Intelligence

Robert E Harrison Memorial Fund XXXXX7008

990PF • Fiscal year 2018 • EIN 26-0093896

Jun 01, 2017 to May 31, 2018 • Filed on Aug 29, 2018

Organization Profile
10 S Dearborn Il1-0111Chicago, IL 60603

(800) 496-2583

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

48th percentile

1.9%

Higher net margin than 48% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$6,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 19.4% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$399,627

Down $41,933 (-9.5%) from 2012

Net Assets

Down

$399,627

Down $41,933 (-9.5%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin48th percentile

Revenue

$30,929

No earlier filing loaded for comparison.

Expenses

Down

$30,356

Down $4,660 (-13%) from 2012

Net Income

$573

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $459,011Liabilities 2011: $0Net Assets 2011: $459,0112011Assets 2012: $441,560Liabilities 2012: $0Net Assets 2012: $441,5602012Assets 2018: $399,627Liabilities 2018: $0Net Assets 2018: $399,6272018Assets 2019: $394,546Liabilities 2019: $0Net Assets 2019: $394,5462019Assets 2020: $395,176Liabilities 2020: $0Net Assets 2020: $395,1762020Assets 2021: $399,052Liabilities 2021: $0Net Assets 2021: $399,0522021Assets 2022: $383,487Liabilities 2022: $0Net Assets 2022: $383,4872022Assets 2023: $376,303Liabilities 2023: $0Net Assets 2023: $376,3032023Assets 2024: $345,064Liabilities 2024: $0Net Assets 2024: $345,0642024Assets 2025: $339,127Liabilities 2025: $0Net Assets 2025: $339,1272025

Highlighted filing

2018

Assets$399,627
Liabilities$0
Net Assets$399,627
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20K-$40KExpenses 2011: $33,1142011Expenses 2012: $35,0162012Revenue 2018: $30,929Expenses 2018: $30,356Net Income 2018: $5732018Revenue 2019: $27,631Expenses 2019: $32,698Net Income 2019: -$5,0672019Revenue 2020: $31,880Expenses 2020: $31,251Net Income 2020: $6292020Revenue 2021: $36,305Expenses 2021: $32,360Net Income 2021: $3,9452021Revenue 2022: $20,405Expenses 2022: $35,923Net Income 2022: -$15,5182022Revenue 2023: $24,724Expenses 2023: $31,910Net Income 2023: -$7,1862023Revenue 2024: $1,547Expenses 2024: $30,861Net Income 2024: -$29,3142024Revenue 2025: $25,971Expenses 2025: $32,663Net Income 2025: -$6,6922025

Highlighted filing

2018

Revenue$30,929
Expenses$30,356
Net Income$573
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Aug 29, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Robert E Harrison Memorial Fund Xxxxx7008
EIN
26-0093896
Phone
8004962583
Address
10 S DEARBORN IL1-0111, CHICAGO, IL 60603

Signing Officer

Name
Joy G Llanes
Title
Vice President
Phone
8004962583
Signed
2018-08-29
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
127 PUBLIC SQUARE, CLEVELAND, OH 44114
Preparer
Kelly Neugebauer
Phone
3124869652
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2580
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3433
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4135
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-76
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6142
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt81878
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10474
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-69
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13416
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-286
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16183
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18464
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt19-39
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt09550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt44364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt54197
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt64804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt75812
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt88318
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt97679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt104595
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124225
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135091
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt171212
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt181033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt192983
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc055. ISHARES TR S & P MIDCAP 400 INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1472.345 JPM TR I MLT SC INCOME FD - SEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2613.237 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3472.545 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4450.826 AQR MANAGED FUTURES STR-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5419.7 EQUINOX FDS TR IPM SYSTMATC I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6477.57 JPM MULTI SECTOR INC FD - R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7541.659 JPMORGAN INTERM T/F BND-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8349.643 JPMORGAN GL RES ENH IDX-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9239.594 JPMORGAN US L/C CORE PL-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10512.263 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11267.24 PIMCO SHORT TERM FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12287.22 MFS EMERGING MKTS DEBT FD R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13581.164 PIMCO FDS PAC INVT MGMT SER HIGH YLD FD INSTL CL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14402.766 JPMORGAN TAX AWR R/R-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1527. ISHARES MISCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1646.937 OAKMARK INTERNATIONAL-INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1717. ISHARES MISCI EAFE INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1823.921 MFS INTL VALUE-R6
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1911. SPDR TR UNIT SER 1
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-06-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-01-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-02-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-03-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-04-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192018-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt020282
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0573
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt011
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0399638
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0399065
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0399627
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023457
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023457
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023457
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023972
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0515
IRS990PF/DistributableAmountGrp/TotalTaxAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0515
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0215
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0300
IRS990PF/FMVAssetsEOYAmt0480596
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0399065
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0399627
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0124
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0120
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0120
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0138444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0135017
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0133623
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0190924
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0210438
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0292910
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt047156
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt049191
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt049082
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt022417
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04861
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04861
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0399065
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0399627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0480596
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0399065
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0399627
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0399065
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0399627
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0486748
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013914
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0472834
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07301
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023972
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0479447
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0486748
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt06000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 S DEARBORN ST MC IL 1-0111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060603
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt026610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt026867
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt028018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt027726
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt026879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt025148
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.055502
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.060917
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053885
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0479447
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0456755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0459941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0500619
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0498825
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0482623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt026283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.27751
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt026283
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,627
Liabilities
$0
Net assets
$399,627
Revenue
$30,929
Expenses
$30,356
Net income
$573
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.26$0.33$0.07
2024Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.02$0.31$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.25$0.32$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.20$0.36$0.16
2021Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.36$0.32$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.32$0.31$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.28$0.33$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.31$0.30$0.01
2012Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.35
2011Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.33