Civic Intelligence

Phoebe R and John D Lewis Foundation

990PF • Fiscal year 2023 • EIN 31-1401478

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 15, 2024

Organization Profile

Refreshing map…

5205 N Ironwood Road Ste 211Glendale, WI 53217

(414) 231-9724

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

86th percentile

69%

Faster revenue growth than 86% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,243,968

Up $478,840 (+5.5%) from 2022

Net Assets

Up

$9,243,968

Up $478,840 (+5.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin82nd percentile

Revenue

Up

$1,466,808

Up $598,947 (+69%) from 2022

Expenses

Down

$987,968

Down $32,311 (-3.2%) from 2022

Net Income

Up

$478,840

Up $631,258 (+414%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$10M$5.0M$0Assets 2010: $6,746,411Liabilities 2010: $94,949Net Assets 2010: $6,651,4622010Assets 2011: $6,471,911Liabilities 2011: $0Net Assets 2011: $6,471,9112011Assets 2012: $6,626,550Liabilities 2012: $345Net Assets 2012: $6,626,2052012Assets 2013: $6,869,199Liabilities 2013: $0Net Assets 2013: $6,869,1992013Assets 2014: $7,914,265Liabilities 2014: $0Net Assets 2014: $7,914,2652014Assets 2015: $7,808,682Liabilities 2015: $0Net Assets 2015: $7,808,6822015Assets 2016: $7,686,368Liabilities 2016: $0Net Assets 2016: $7,686,3682016Assets 2017: $7,758,345Liabilities 2017: $0Net Assets 2017: $7,758,3452017Assets 2018: $7,969,844Liabilities 2018: $0Net Assets 2018: $7,969,8442018Assets 2019: $7,942,715Liabilities 2019: $0Net Assets 2019: $7,942,7152019Assets 2020: $8,912,680Liabilities 2020: $0Net Assets 2020: $8,912,6802020Assets 2021: $8,917,546Liabilities 2021: $0Net Assets 2021: $8,917,5462021Assets 2022: $8,765,128Liabilities 2022: $0Net Assets 2022: $8,765,1282022Assets 2023: $9,243,968Liabilities 2023: $0Net Assets 2023: $9,243,9682023

Highlighted filing

2023

Assets$9,243,968
Liabilities$0
Net Assets$9,243,968
Open 2023 Filing

Operations Trend

Revenue Growth86th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $409,0822010Expenses 2011: $457,5432011Expenses 2012: $477,0262012Revenue 2013: $778,322Expenses 2013: $497,024Net Income 2013: $281,2982013Revenue 2014: $1,606,782Expenses 2014: $561,716Net Income 2014: $1,045,0662014Revenue 2015: $588,847Expenses 2015: $688,548Net Income 2015: -$99,7012015Revenue 2016: $493,683Expenses 2016: $609,677Net Income 2016: -$115,9942016Revenue 2017: $708,341Expenses 2017: $632,392Net Income 2017: $75,9492017Revenue 2018: $963,885Expenses 2018: $752,385Net Income 2018: $211,5002018Revenue 2019: $782,472Expenses 2019: $805,980Net Income 2019: -$23,5082019Revenue 2020: $1,778,346Expenses 2020: $807,445Net Income 2020: $970,9012020Revenue 2021: $847,427Expenses 2021: $838,884Net Income 2021: $8,5432021Revenue 2022: $867,861Expenses 2022: $1,020,279Net Income 2022: -$152,4182022Revenue 2023: $1,466,808Expenses 2023: $987,968Net Income 2023: $478,8402023

Highlighted filing

2023

Revenue$1,466,808
Expenses$987,968
Net Income$478,840
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 15, 2024
Return Version
2023v4.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD EAGANPresident-$0--
THEKLA METZVice President-$0--
MEREDITH DEGENSecretary-$0--
BRADLEY LEWISTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARTHA'S VINEYARD MUSEUMANNUAL FUND, CATALYST FUNDPCVINEYARD HAVEN, MA, US$100,000
Paid GrantMEALS ON WHEELS NORTHEASTERN ILLINOISPROGRAM SUPPORTPCEVANSTON, IL, US$80,000
Paid GrantSHERIFF'S MEADOW FOUNDATIONTRAIL FUNDPCVINEYARD HAVEN, MA, US$50,000
Paid GrantMADISON COMMUNITY FOUNDATIONPLANNED PARENTHOOD, TORCHLIGHT FUNDPCMADISON, WI, US$40,000
Paid GrantBANDERLAND BIRD ALLIANCEPROGRAM SUPPORTPCMADISON, WI, US$35,000
Paid GrantURBAN LEAGUE OF GREATER MADISONBLACK BUSINESS HUB, HOME OWNERSHIP EDUCATION AND FINANCIAL COACHING PROGRAMPCMADISON, WI, US$34,383
Paid GrantMADISON COMMUNITY FOUNDATIONNAMI, APT FUND, FOPBC, LITERACY NETWORK, MIDDLETON OUTREACHPCMADISON, WI, US$34,382
Paid GrantCONNECTIONS FOR THE HOMELESSPROGRAM SUPPORTPCEVANSTON, IL, US$30,000
Paid GrantCONCORD ACADEMYANNUAL FUNDPCCONCORD, MA, US$25,000
Paid GrantHOOVER INSTITUTEPROGRAM SUPPORTPCSTANFORD, CA, US$25,000
Paid GrantMANHATTAN INSTITUTEPROGRAM SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantNATIONAL OUTDOOR LEADARSHIP SCHOOLJOHN LEWIS SCHOLARSHIP FUNDPCLANDER, WY, US$25,000
Paid GrantNORTHEASTERN UNIVERSITYANNUAL FUNDPCBOSTON, MA, US$25,000
Paid GrantPRAGER UNIVERSITY FOUNDATIONPROGRAM SUPPORTPCSHERMAN OAKS, CA, US$25,000
Paid GrantCLEAN LAKES ALLIANCEYAHARA SOCIETY MEMBERSHIP, COMMUNITY MEETINGS, EDUCATION PROJECTS, PARTNERSHIPS OR GRANT FUNDINGPCMADISON, WI, US$21,235
Paid GrantCROSSROADSC5 NEW ENGLAND LEADERSPCDUXBURY, MA, US$20,000
Paid GrantMORAN CENTER FOR YOUTH ADVOCACYPROGRAM SUPPORTPCEVANSTON, IL, US$20,000
Paid GrantNATIONAL OUTDOOR LEADARSHIP SCHOOLPROGRAM SUPPORTPCLANDER, WY, US$20,000
Paid GrantONE CITY EARLY LEARNING CENTERPROGRAM SUPPORTPCMADISON, WI, US$20,000
Paid GrantPINEY WOODS SCHOOLANNNUAL FUNDPCPINEY WOODS, MS, US$20,000
Paid GrantREFUGEEONEPROGRAM SUPPORTPCCHICAGO, IL, US$20,000
Paid GrantFAMILY PROMISE NORTH SHOREPROGRAM SUPPORTPCGLENCOE, IL, US$15,000
Paid GrantNELSON INST FOR ENV STUDIESENVIRONMENTAL FUTURES FUNDPCMADISON, WI, US$15,000
Paid GrantCOPPER CANNONANNUAL FUNDPCFRANCONIA, NH, US$10,000
Paid GrantENVIROMENTAL DEFENSE FUNDPROGRAM SUPPORTPCNEW YORK, NY, US$10,000
Paid GrantGROUNDSWELL CONSERVANCYPROGRAM SUPPORTPCMADISON, WI, US$10,000
Paid GrantINTERNATIONAL CRANE FOUNDATIONPROGRAM SUPPORTPCBARABOO, WI, US$10,000
Paid GrantSQUASH BUSTERSPROGRAM SUPPORTPCBOSTON, MA, US$10,000
Paid GrantU OF CHICAGO-DEPT OF RADIOLOGYPROGRAM SUPPORTPCCHICAGO, IL, US$10,000
Paid GrantFOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSIONPROGRAM SUPPORTPCPHILADELPHIA, PA, US$10,000
Paid GrantTHE BOSTON FOUNDATIONPROGRAM SUPPORTPCBOSTON, MA, US$10,000
Paid GrantOPEN LEARNING EXCHANGEBELMONT VOICEPCCAMBRIDGE, MA, US$10,000
Paid GrantARIZONA LAND AND WATER TRUSTPROGRAM SUPPORTPCTUSCON, AZ, US$5,000
Paid GrantAUDOBON MASS - HABITATPROGRAM SUPPORT AND LAND ACQUISITION FUNDPCBELMONT, MA, US$5,000
Paid GrantBOYS & GIRLS CLUB OF THE NORTH COUNTRYPROGRAM SUPPORTPCLISBON, NH, US$5,000
Paid GrantCATO INSTITUTEPROGRAM SUPPORTPCNW, WA, US$5,000
Paid GrantCRADLES TO CRAYONSPROGRAM SUPPORTPCBRIGHTON, MA, US$5,000
Paid GrantEPIPHANY SCHOOLPROGRAM SUPPORTPCBOSTON, MA, US$5,000
Paid GrantFAMILY SUPPORT AND RESOURCE CENTERPROGRAM SUPPORTPCMADISON, WI, US$5,000
Paid GrantMARTHA'S VINEYARD COMMUNITY SERVICESPROGRAM SUPPORTPCOAK BLUFFS, MA, US$5,000
Paid GrantROCKFORD FAMILY PLANNING FOUNDATIONPROGRAM SUPPORTPCROCKFORD, IL, US$5,000
Paid GrantSUFFIELD ACADEMYAQUATICS PROGRAMPCSUFFIELD, CT, US$5,000
Paid GrantTHE CHILDREN'S ROOMPROGRAM SUPPORTPCARLINGTON, MA, US$5,000
Paid GrantATTIC ANGEL ASSOCIATIONPROGRAM SUPPORTPCMADISON, WI, US$5,000
Filing and Contact Details

Filer

Filer Name
Phoebe R & John D Lewis Foundation
EIN
31-1401478
Phone
4142319724
Address
5205 N IRONWOOD ROAD STE 211, GLENDALE, WI 53217

Signing Officer

Name
Lloyd Eagan
Title
President
Phone
4142319724
Signed
2024-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Kutchins Robbins & Diamond Ltd
Address
1051 PERIMETER DR 9TH FLOOR, SCHAUMBURG, IL 60173
Preparer
Mateusz Niemiec
Phone
8472401040
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0148
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0101320
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0101468
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0875898
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0103570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0987968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01466808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01466808
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0898
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0103570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0112968
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt071722
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt152638
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2170068
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt372998
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt430344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt545038
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt629259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt732032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt87641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt96549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt103396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11203453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1218258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1411672
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt15149742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt162652
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt17209126
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt18137415
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt19151925
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt067926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1148845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2288161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt384081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt482119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-4778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-6266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt714577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt820973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt918207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt105717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11-22951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt127305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt139116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1418208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1515315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1618193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18285360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1939975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt067926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1148845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2288161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt384081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt482119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-4778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-6266
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt714577
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt820973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt918207
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt105717
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-22951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt127305
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt139116
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1418208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1515315
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1618193
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1773
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18285360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1939975
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0139648
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1201483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2458229
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3157079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4112463
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt540260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt622993
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt746609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt828614
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt924756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt109113
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11180502
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1225563
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1312171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1429880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15165057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1620845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17209199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18422775
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt19191900
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FEDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1HOME DEPOT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PARK NATIONAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ADOBE SYS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BROADCOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5APPLIED MATERIALS INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6FORTREA HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BROADCOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BROADCOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10DR NORTON INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11DOMINION ENERGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12ORACLE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13BROADCOM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14DR NORTON INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15SCHWAB CHARLES CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VERALTO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17RTX CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18PARK NATIONAL CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19BLIZZARD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-02-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-05-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62023-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72023-08-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82023-09-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92023-09-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102023-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112023-09-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122023-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132023-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142023-10-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152023-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162023-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172023-11-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182023-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192023-10-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01090156
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0478840
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09243968
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08765128
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09243968
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0807362
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0807362
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0807362
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0826311
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt018949
IRS990PF/DistributableAmountGrp/TotalTaxAmt018949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt011008
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt018949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt018949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt018949
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07941
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011008
IRS990PF/FMVAssetsEOYAmt017816929
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06498469
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07163587
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt015735163
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08765128
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09243968
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02266659
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02080381
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02081766
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt08765128
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09243968
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017816929
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt08765128
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09243968
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08765128
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09243968
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt016777892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02338937
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014438955
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0251668
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0826311
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt016526224
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt016777892
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LLOYD EAGAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1THEKLA METZ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MEREDITH DEGEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRADLEY LEWIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03421 CONSERVANCY LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11215 GREENLEAF STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt23518 BLACKHAWK DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt370 SOMERSET STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIDDLETON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1EVANSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BELMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053562
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160602

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,243,968
Liabilities
$0
Net assets
$9,243,968
Revenue
$1,466,808
Expenses
$987,968
Net income
$478,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$1.47$0.99$0.48
2022Detailed filing. Detailed filing data is available for this year.$8.77$0.00$8.77$0.87$1.02$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.92$0.00$8.92$0.85$0.84$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.91$0.00$8.91$1.78$0.81$0.97
2019Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.78$0.81$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.96$0.75$0.21
2017Detailed filing. Detailed filing data is available for this year.$7.76$0.00$7.76$0.71$0.63$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.69$0.00$7.69$0.49$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$7.81$0.00$7.81$0.59$0.69$0.10
2014Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$1.61$0.56$1.05
2013Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.78$0.50$0.28
2012Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.48
2011Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.46
2010Detailed filing. Detailed filing data is available for this year.$6.75$0.09$6.65$0.41