Wm H & Clara L Herman Charitable Trust

990PF • Fiscal year 2017 • EIN 30-6311067

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 19, 2018

Organization Profile

135 S Lasalle St Il4-135-14-19Chicago, IL 60603

(866) 752-2127

Siviq Scores

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

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

1.5%

Higher net margin than 44% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

$1,057

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

-0.2%

Faster asset growth than 40% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

161%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$591,002

Down $1,019 (-0.2%) from 2016

Net Assets

Down

$591,002

Down $1,019 (-0.2%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue35th percentile Net Margin44th percentile

Revenue

$32,874

Up $20,290 (+161%) from 2016

Expenses

Down

$32,396

Down $881 (-2.6%) from 2016

Net Income

$478

Up $21,171 (+102%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2017

Assets$591,002

Liabilities$0

Net Assets$591,002

Open 2017 Filing

Operations Trend

Revenue Growth94th percentile

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

Highlighted filing

2017

Revenue$32,874

Expenses$32,396

Net Income$478

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Apr 19, 2018
Return Version: 2017v2.2

Compensation and Service Providers

Top Officer Pay55th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BANK OF AMERICA	Trustee	-	$1,057	-	$1,057

Filing and Contact Details

Filer

Filer Name: Wm H & Clara L Herman Charitable Trust
EIN: 30-6311067
Phone: 8667522127
Address: 135 S LASALLE ST IL4-135-14-19, CHICAGO, IL 60603

Signing Officer

Name: Bank of America N a
Title: Managing Director
Phone: 8667522127
Signed: 2018-04-19

Raw XML Appendix381 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/Amt	0	800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	320
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	480
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt	0	FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	12260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	1	27618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	21732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	7530
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	4	18673
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	5	26648
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	6	39763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	7	19410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	8	264900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	9	13885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	10	25194
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	11	54649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	12	5522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	13	20657
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	14	7135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	18364
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	1	43002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	2	48237
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	3	5814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	4	20330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	24248
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	6	38897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	7	18991
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	8	263125
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	9	18351
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	10	25448
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	11	65265
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	12	7845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	13	33944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	14	11238
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	922042858 VANGUARD FTSE EMERGI
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	19765H321 COLUMBIA LARGE CAP I
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	19765N567 COLUMBIA SMALL CAP V
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	19765P232 COLUMBIA MID CAP GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	6	73935S105 POWERSHARES DB COMMO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	7	922908553 VANGUARD REIT ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	38145C646 GOLDMAN SACHS STRATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	9	693390841 PIMCO HIGH YIELD FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	10	880208400 TEMPLETON GLOBAL BD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	11	202671913 AGGREGATE BOND CTF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	12	29099J109 EMERGING MARKETS STO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	13	45399C107 DIVIDEND INCOME COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	14	99Z466197 INTERNATIONAL FOCUSE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	15	19765M239 COLUMBIA FUNDS SERIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	16	19765Y357 COLUMBIA MID-CAP GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	17	19765Y332 COLUMBIA SMALL CAP V
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd	0	1
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	17009
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt	0	423
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	17009
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	628029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	652231
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	668537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	652973
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	30856
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	30547
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	135 S LASALLE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	60603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	RI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BANK OF AMERICA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8667522127
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	28988
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	EQUIPMENT FOR SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	FREEBURG COMMUNITY HS DIST 77
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	401 SOUTH MONROE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	FREEBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	62243
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	28988
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	1868
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	28988
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	32348
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	30856
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	30480
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	28988
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	LEGAL FEES - CHARITABLE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	1125
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	1125
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	242
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	465
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	800
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	PARTNERSHIP ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	COMMON TRUST FUND TIMING
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	CARRYINV VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OTHER ALLOCABLE EXPENSE-INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	PARTNERSHIP EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	2	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	69
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	69
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	44
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	69
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	69
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	43
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	92
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	10
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	INCOME ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt	0	234
TaxesSchedule/TaxesDetail/Amt	1	21
TaxesSchedule/TaxesDetail/Amt	2	33
TaxesSchedule/TaxesDetail/CategoryTxt	0	FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt	1	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt	2	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	2	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	234
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	21
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	2	33
ReturnHeader/BuildTS	0	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8667522127
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-04-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	WM H & CLARA L HERMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	HERM
ReturnHeader/Filer/EIN	0	306311067
ReturnHeader/Filer/PhoneNum	0	8667522127
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	135 S LASALLE ST IL4-135-14-19
ReturnHeader/Filer/USAddress/CityNm	0	CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IL
ReturnHeader/Filer/USAddress/ZIPCd	0	60603
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	06CECE7538522CDCD5E7812511784E93E84213BF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	5A3B5ABEC3A2E0A70FFD6F7C530176A70DCDB172
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	171.159.192.10
ReturnHeader/ReturnTs	0	2018-04-19T13:01:48-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $591,002
Liabilities: $0
Net assets: $591,002
Revenue: $32,874
Expenses: $32,396
Net income: $478

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$6.76	$0.00	$6.76	$0.67	$0.37	$0.30
2023Detailed filing. Detailed filing data is available for this year.	$6.47	$0.00	$6.47	$0.12	$0.37	$0.25
2022Detailed filing. Detailed filing data is available for this year.	$6.72	$0.00	$6.72	$0.20	$0.43	$0.63
2021Detailed filing. Detailed filing data is available for this year.	$7.35	$0.00	$7.35	$1.37	$0.39	$0.98
2020Detailed filing. Detailed filing data is available for this year.	$6.36	$0.00	$6.36	$0.35	$0.32	$0.03
2019Detailed filing. Detailed filing data is available for this year.	$6.33	$0.00	$6.33	$0.21	$0.36	$0.15
2018Detailed filing. Detailed filing data is available for this year.	$6.53	$0.00	$6.53	$0.97	$0.35	$0.62
2017Detailed filing. Detailed filing data is available for this year.	$5.91	$0.00	$5.91	$0.33	$0.32	$0.00
2016Detailed filing. Detailed filing data is available for this year.	$5.92	$0.00	$5.92	$0.13	$0.33	$0.21