Civic Intelligence

Transformation Trust Inc.

990PF • Fiscal year 2020 • EIN 35-2024586

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 13, 2021

Organization Profile
PO Box 80007Indianapolis, IN 46280

(317) 580-2002

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

3rd percentile

-267%

Higher net margin than 3% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

32nd percentile

$75,000

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

10th percentile

-6.5%

Faster asset growth than 10% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-8.8%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$23,459,956

Down $1,619,783 (-6.5%) from 2019

Net Assets

Down

$23,459,956

Down $1,619,783 (-6.5%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$600,285

Down $57,903 (-8.8%) from 2019

Expenses

Up

$2,203,719

Up $457,990 (+26%) from 2019

Net Income

Down

-$1,603,434

Down $515,893 (-47%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$40M$30M$20M$10M$0Assets 2010: $27,818,898Liabilities 2010: $0Net Assets 2010: $27,818,8982010Assets 2011: $31,798,521Liabilities 2011: $0Net Assets 2011: $31,798,5212011Assets 2012: $31,062,578Liabilities 2012: $0Net Assets 2012: $31,062,5782012Assets 2013: $29,526,585Liabilities 2013: $3,777Net Assets 2013: $29,522,8082013Assets 2014: $29,319,499Liabilities 2014: $0Net Assets 2014: $29,319,4992014Assets 2015: $28,270,066Liabilities 2015: $0Net Assets 2015: $28,270,0662015Assets 2016: $27,406,930Liabilities 2016: $0Net Assets 2016: $27,406,9302016Assets 2017: $26,646,724Liabilities 2017: $0Net Assets 2017: $26,646,7242017Assets 2019: $25,079,739Liabilities 2019: $0Net Assets 2019: $25,079,7392019Assets 2020: $23,459,956Liabilities 2020: $0Net Assets 2020: $23,459,9562020Assets 2021: $23,182,828Liabilities 2021: $0Net Assets 2021: $23,182,8282021Assets 2022: $22,818,280Liabilities 2022: $0Net Assets 2022: $22,818,2802022Assets 2023: $22,279,129Liabilities 2023: $0Net Assets 2023: $22,279,1292023Assets 2024: $21,856,502Liabilities 2024: $0Net Assets 2024: $21,856,5022024

Highlighted filing

2020

Assets$23,459,956
Liabilities$0
Net Assets$23,459,956
Open 2020 Filing

Operations Trend

Revenue Growth32nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $893,3682010Expenses 2011: $1,763,8882011Expenses 2012: $1,801,3352012Revenue 2013: $894,384Expenses 2013: $1,822,668Net Income 2013: -$928,2842013Revenue 2014: $1,383,420Expenses 2014: $1,503,174Net Income 2014: -$119,7542014Revenue 2015: $680,303Expenses 2015: $1,747,262Net Income 2015: -$1,066,9592015Revenue 2016: $818,691Expenses 2016: $1,689,101Net Income 2016: -$870,4102016Revenue 2017: $1,102,485Expenses 2017: $1,776,885Net Income 2017: -$674,4002017Revenue 2019: $658,188Expenses 2019: $1,745,729Net Income 2019: -$1,087,5412019Revenue 2020: $600,285Expenses 2020: $2,203,719Net Income 2020: -$1,603,4342020Revenue 2021: $1,253,752Expenses 2021: $1,526,311Net Income 2021: -$272,5592021Revenue 2022: $806,450Expenses 2022: $1,171,055Net Income 2022: -$364,6052022Revenue 2023: $986,459Expenses 2023: $1,525,297Net Income 2023: -$538,8382023Revenue 2024: $1,126,317Expenses 2024: $1,520,925Net Income 2024: -$394,6082024

Highlighted filing

2020

Revenue$600,285
Expenses$2,203,719
Net Income-$1,603,434
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 13, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA KLINKBoard MemberPT$75,000-$75,000
ELIZABETH HAMILTONBoard MemberPT$22,000-$22,000
JEANNE PAQUETTEBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Transformation Trust Inc
EIN
35-2024586
Phone
3175802002
Address
PO BOX 80007, INDIANAPOLIS, IN 46280

Signing Officer

Name
Sheila Klink
Title
Officer
Phone
3176843150
Signed
2021-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Casse Tate
Phone
3175802000
Raw XML AppendixShowing 400 of 619 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/Amt035750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03575
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VII-B, LINES 1A(3) AND 1B
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VII-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE BOTH SHEILA KLINK AND ELIZABETH HAMILTON PROVIDE "SERVICES" TO THE ORGANIZATION BY SERVING ON ITS BOARD. THEY RECEIVE FAIR COMPENSATION FOR THEIR SERVICES FOR EVALUATION AND MAKING GRANTS AND ARE THEREFORE DISQUALIFIED PERSONS. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 49491.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0WILLIAMS COS INC (WMB )
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1SEARS HLDGS CORP BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt030963
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12139
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt019829
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0495370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16755092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2253763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33268944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4575096
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt55354500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt61344878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt71166649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8303686
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9600000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1248362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt134995
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt144493
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15105282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1669414
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1733915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1846360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1964021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2011245
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2112012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2245079
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2310400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2410895
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt251486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26932
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt273735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt282296
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2941468
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3011985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt317920
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32107500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33540600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34540700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3517597
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt368855
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3729665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt381775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3916495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt409917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt417229
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4215914
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt438002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4417109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4517771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4625878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4717119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt488250
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4979913
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt504724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt52295
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt537490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5417031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0848668
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17132708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2563191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33470843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt41747628
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55803439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61705020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt72467176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8312736
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt91093626
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1014021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1114015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1251942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1314651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1418624
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1544313
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1674074
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1743146
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1831958
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19112672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt207646
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2123020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2282403
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2343838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2455823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt262512
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2721598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt282078
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29249361
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt308943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3138492
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32144362
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt33558783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34710569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3519929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt368452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3728140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt381757
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3918998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4013612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4110241
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4220687
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4311030
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4416779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4521525
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4634892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4725985
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4812497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49102032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt508653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt514937
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52231
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt539823
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5419796
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COHEN & STEERS GL INFRASTRUCTURE (CSUIX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DODGE & COX INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ISHARES TR RUSSELL 1000 VALUE INDEX FD (IWD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3IVA WORLDWIDE FUND CL I (IVWIX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4JENSEN PORTFOLIO CLASS I (JENIX )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5JPMORGAN CORE BOND SELECT SHARES (WOBDX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PAX WORLD BALANCED INDIVIDUAL INV (PAXWX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PAX WORLD GLOBAL GREEN FUND (PGINX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8TWEEDY BROWNE GLOBAL VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD 500 INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ALPHABET INC CAP STK CL A (GOOGL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ALPHABET INC CAP STK CL C (GOOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ASSOCIATED CAP GROUP INC CL A (AC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BROOKFIELD ASSET MANAGEMENT INC LTD VTG SHS NPV CL A (BAM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CBOE HOLDINGS INC COM USD0.01 (CBOE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CIVEO CORP CDS COM NPV (CVEO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CLARKSON ORD GBP0.25 ISIN (CKNHF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CME GROUP INC COM CL A (CME)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18DREAM UNLIMITED CORP COM CL A SUB VTG (DRUNF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19FRANCO NEVADA CORP COM (FNV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20GAMCO INVESTORS INC COM (GBL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21GMO INTERNET INC NPV ISIN (GMOYF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22HOWARD HUGHES CORP COM (HHC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LIBERTY MEDIA CORP DELAWARE COM A (LSXMA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LIBERTY MEDIA CORP DELAWARE COM C (LSXMK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25LIBERTY MEDIA CORP DELAWARE COM C (BATRK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26LIBERTY MEDIA CORP DELAWARE COM A (BATRA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27LIBERTY MEDIA CORP DELAWARE COM SER C (FWONK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MSG NETWORK INC CL A (MSGN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TEXAS PACIFIC LAND TRUST SUB SHARE CERTIFICATES (TPL )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30URBANA CORP COM CL A NON-VTG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WENDYS COMPANY (THE) COM USD0.10 (WEN )
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CACI INTL INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33DFA GLOBAL REAL ESTATE SEC (DFGEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34GMO RESOURCES SERIES FUND CL PA (GREPX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35COOKPAD INC NPV (CPADF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ALLEGHANY CORP COM USD1 (Y)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PRAIRIESKY RTY LTD COM (PREKF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38WABTEC CORP COM (WAB)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DEUTSCHE BOERSE AG NPV (REGD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40GALAXY DIGITAL HLDGS LTD COM NPV (BRPHF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41HIS MARKET LTD COM (INFO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LONDON SOTCK EXCHANGE GROUP ORD (LDNXF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EURONEXT (EUXTF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ASX LTD NPV (ASXFF)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ARCHER-DANIELS-MIDLA ND CO (ADM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46BOEING CO COM (BA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47CHARLES RIVER LABORATORIES (CRL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48IAC INTERACTIVECORP NEW COM (IAC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49INTERCONTINENTAL EXCHANGE IN COM (ICE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50MADISON SQUARE GARDEN SPRT CORP CL A (MSGS)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51MADISON SQUARE GARDEN ENTERTNMNT CL A (MSGE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52MORGAN GROUP HLDG CO COM NEW (MGHL)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53NASDAQ INC COM STK (NDAQ)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54OSHKOSH CORP (OSK)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0168024
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt152376
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt29624
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt324314
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD SCOTTSDALE FDS SHORT TERM TREAS (VGSH)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1WHEATON PRECIOUS METALS CORP COM (WPM)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2XBT PROVIDER AB BITCOIN TRACKER CTF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MESABI TRUST CTF BEN INT (MSB)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0170324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1109776
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt213561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt330883
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0586475
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt013313
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/BusinessCd0525990
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0497
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0600285
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0600285
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt035750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013313
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt048500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt097000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01924200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01924200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0586475
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0586475
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1603434
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0974461
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013313
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0464065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0604
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0126107
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0128632
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010113
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017533
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01976275
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0136220
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02203719
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0600285
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0600285
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt052075
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0136220
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0279519
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0961148
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-330651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1343964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-330651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1343964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0630497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1343964
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013313
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1603434
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt016349
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023476305
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt025079739
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023459956
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01374685
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01374685
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01374685
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01381136
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06451
IRS990PF/DistributableAmountGrp/TotalTaxAmt06451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt027766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt034217
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt027766
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06451
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034217
IRS990PF/FMVAssetsEOYAmt029267252
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt092649
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt042719
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt042719
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt033744
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt033102
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt021865
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt022797893
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt022160599
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027908926
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0315971
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0254338
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0324544
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt025079739
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt023459956
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01839482
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0969198
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0969198
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt025079739
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023459956
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt029267252
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt025079739
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023459956
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt025079739
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023459956
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt028043361
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt061242
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt027982119
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0420650
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01381136
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt027622711
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt028043361
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0OXFORD FINANCIAL GROUP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0105265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISORY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt011711 N MERIDIAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd046032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt075000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt122000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SHEILA KLINK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELIZABETH HAMILTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEANNE PAQUETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2BOARD MEMBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 80007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 80007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 80007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd246280
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01976275
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01976275
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01976275
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TRANSFORMATION TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,459,956
Liabilities
$0
Net assets
$23,459,956
Revenue
$600,285
Expenses
$2,203,719
Net income
-$1,603,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.9$0.00$21.9$1.13$1.52$0.39
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$0.00$22.3$0.99$1.53$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.00$22.8$0.81$1.17$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.00$23.2$1.25$1.53$0.27
2020Detailed filing. Detailed filing data is available for this year.$23.5$0.00$23.5$0.60$2.20$1.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$0.00$25.1$0.66$1.75$1.09
2017Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.10$1.78$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$0.82$1.69$0.87
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.3$0.00$28.3$0.68$1.75$1.07
2014Detailed filing. Detailed filing data is available for this year.$29.3$0.00$29.3$1.38$1.50$0.12
2013Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$0.89$1.82$0.93
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$1.80
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.8$0.00$31.8$1.76
2010Detailed filing. Detailed filing data is available for this year.$27.8$0.00$27.8$0.89