Civic Intelligence

Herbert a Gellerman Family Foundation

990PF • Fiscal year 2018 • EIN 36-3131702

Jul 01, 2017 to Jun 30, 2018 • Filed on Jul 18, 2018

7 Crow Lake PlaceBettendorf, IA 52722

(309) 786-2664

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

34th percentile

-3.9%

Higher net margin than 34% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

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

Asset Growth

40th percentile

-2.6%

Faster asset growth than 40% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

686%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$237,528

Down $6,272 (-2.6%) from 2017

Net Assets

Down

$237,528

Down $6,272 (-2.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$33,092

Up $28,882 (+686%) from 2017

Expenses

Down

$34,399

Down $28,173 (-45%) from 2017

Net Income

Up

-$1,307

Up $57,055 (+98%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $364,426Liabilities 2015: $0Net Assets 2015: $364,4262015Assets 2016: $303,393Liabilities 2016: $0Net Assets 2016: $303,3932016Assets 2017: $243,800Liabilities 2017: $0Net Assets 2017: $243,8002017Assets 2018: $237,528Liabilities 2018: $0Net Assets 2018: $237,5282018Assets 2019: $216,012Liabilities 2019: $0Net Assets 2019: $216,0122019Assets 2020: $207,433Liabilities 2020: $0Net Assets 2020: $207,4332020Assets 2021: $258,347Liabilities 2021: $0Net Assets 2021: $258,3472021Assets 2022: $235,721Liabilities 2022: $0Net Assets 2022: $235,7212022Assets 2023: $197,753Liabilities 2023: $0Net Assets 2023: $197,7532023Assets 2024: $194,157Liabilities 2024: $0Net Assets 2024: $194,1572024Assets 2025: $196,424Liabilities 2025: $0Net Assets 2025: $196,4242025

Highlighted filing

2018

Assets$237,528
Liabilities$0
Net Assets$237,528

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2015: $105Expenses 2015: $67,189Net Income 2015: -$67,0842015Revenue 2016: -$9,573Expenses 2016: $53,913Net Income 2016: -$63,4862016Revenue 2017: $4,210Expenses 2017: $62,572Net Income 2017: -$58,3622017Revenue 2018: $33,092Expenses 2018: $34,399Net Income 2018: -$1,3072018Revenue 2019: $6,936Expenses 2019: $27,165Net Income 2019: -$20,2292019Revenue 2020: $11,191Expenses 2020: $22,232Net Income 2020: -$11,0412020Revenue 2021: $68,956Expenses 2021: $17,577Net Income 2021: $51,3792021Revenue 2022: $1,553Expenses 2022: $23,127Net Income 2022: -$21,5742022Revenue 2023: -$17,340Expenses 2023: $14,055Net Income 2023: -$31,3952023Revenue 2024: $7,447Expenses 2024: $14,232Net Income 2024: -$6,7852024Revenue 2025: $14,908Expenses 2025: $12,990Net Income 2025: $1,9182025

Highlighted filing

2018

Revenue$33,092
Expenses$34,399
Net Income-$1,307
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jul 18, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay GellermanDirectorPT$0--
David GellermanDirector-$0--
Sharon GellermanDirector-$0--
Stephanie TanseyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Herbert A Gellerman Family Foundation
EIN
36-3131702
Phone
3097862664
Address
7 Crow Lake Place, Bettendorf, IA 52722

Signing Officer

Name
Jay Gellerman
Title
Director
Signed
2018-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Howard D Lerman & Associates Ltd
Address
135 S LASALLE ST STE 2810, CHICAGO, IL 60603
Preparer
Howard D Lerman
Phone
3125789898
Raw XML Appendix379 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt018766
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt112886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt214886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3688
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt41889
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt634883
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt728850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt85260
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt912329
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt102105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1432304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1524000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt027242
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17396
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt213437
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt47650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5274
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt639658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt824275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt95444
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt107318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1110610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1312247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1432217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1521228
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Eaton Vance Tax Mgnd GLB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Blackrock Large Cap
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Ivy Global Natural Resources
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Hartford Floating Rate Fd
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Ascent Capital Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Discovery Series A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Discovery Series C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Liberty Broadband Corp Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Liberty Tripadvisor
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Allianzgi Diversified
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Guggenheim Defined 1544
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11FT Unit 6366 Covered
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13General Electric
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Liberty Global Lilac Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Liberty Global Lilac Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Commercehub Inc Series A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Commercehub Inc Series C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Liberty Expedia Holdings Series A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19Liberty Global PLC Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Liberty Global PLC Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Qurate Retail Inc. QVC Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Liberty Interactive Group Ser A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Liberty Media Corp Liberty Formula One
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Liberty Media Corp Series A SiriusXM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Liberty Media Corp Series A Braves Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Liberty Media Corp Series C SiriusXM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Liberty Media Corp Series C Braves Group
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Liberty Media Ser A Liberty Formula One
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Lions Gate Entertainment Cl B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Hartford Balanced Income Fund Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Rivernorth/Doubleline Strategic Opp Fd
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt015910
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt017182
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt033092
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033092
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt015910
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt017182
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt010586
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt015910
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015910
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015910
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1307
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt071932
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03716
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03716
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03716
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt017182
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09279
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt015910
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt034399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt023813
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt034399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033092
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033092
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt023813
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt023813
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt054750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt017182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt017182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt071932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt017182
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1307
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04965
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0242493
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0243800
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0237528
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt093
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt093
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt093
IRS990PF/DistributableAmountGrp/TotalTaxAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt093
IRS990PF/FMVAssetsEOYAmt0290290
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0243800
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0237528
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0334
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt040522
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt040522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0243466
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0197006
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0249768
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0243800
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0237528
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0290290
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0243800
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0237528
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0243800
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0237528
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jay Gellerman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David Gellerman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sharon Gellerman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stephanie Tansey
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07 Crow Lake Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17 Crow Lake Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27 Crow Lake Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36189 Eagle Ridge Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Bettendorf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Bettendorf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Bettendorf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Bettendorf
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd152722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd252722
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd352722
IRS990PF/Organization501c3ExemptPFInd0X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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07 Crow Lake Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Bettendorf
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052722
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jay M Gellerman
IRS990PF/StatementsRegardingActyGrp/PhoneNum03097862664
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3136
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Tri-City Jewish Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Univeristy of Iowa Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Jewish Federation Quad Cities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Beth Israel Sisterhood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Norma Leah Ovarian Cancer Foundatio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Figge Art Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02715 30th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 4550
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22715 30th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32715 30th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 6935
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5225 W 2nd St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rock Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Iowa City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Rock Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Rock Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Rock Island
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Davenport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd061201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd261201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd361201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd461204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd552801
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010586
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt062489
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt053913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt067189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt065065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt065065
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0278848
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt034399
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt062489
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053913
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt067189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060858
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034399
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt034399
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0343913
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0309514
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Howard D. Lerman & Associates
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03716
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03716
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03716
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04965
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cost basis adjustments
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Check usage fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Illinois Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Investment Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt280
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jay Gellerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Herbert A Gellerman Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0HERB
ReturnHeader/Filer/EIN0363131702
ReturnHeader/Filer/PhoneNum03097862664
ReturnHeader/Filer/USAddress/AddressLine1Txt07 Crow Lake Place
ReturnHeader/Filer/USAddress/CityNm0Bettendorf
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052722
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300585378
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWARD D LERMAN & ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0135 S LASALLE ST STE 2810
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060603
ReturnHeader/PreparerPersonGrp/PhoneNum03125789898
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Howard D Lerman
ReturnHeader/ReturnTs02018-07-20T14:01:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings