Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
15th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
57th percentile
Higher top officer pay than 57% of similar nonprofits.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
$13,792,034
No earlier filing loaded for comparison.
Net Assets
$13,792,034
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue
-
No earlier filing loaded for comparison.
Expenses
$1,019,756
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| HUBBARD H ERICKSON | President/Di | - | $0 | - | - |
| JOAN C ERICKSON | Director | - | $0 | - | - |
| JOHN H ERICKSON | Director | - | $0 | - | - |
| PETER H ERICKSON | Treasurer/Di | PT | $0 | - | - |
| ZACHARY ERICKSON | Secretary/Di | PT | $0 | - | - |
| KAREN CRONIN | Vice Preside | - | $0 | - | - |
| JOANNE SMITH | Vice Preside | - | $0 | - | - |
| MARY CHRISTINE FLANNERY | Assistant Tr | - | $0 | - | - |
| Type | Recipient | Purpose | Status | Location | Amount |
|---|---|---|---|---|---|
| Paid Grant | FIDELITY CHARITABLE | UNRESTRICTED | PUB CHARITY | CINCINNATI, OH, US | $900,000 |
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/AccountingFees/Amount | 0 | 2150 |
| AccountingFeesSchedule/AccountingFees/Category | 0 | ACCOUNTING |
| AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps | 0 | 860 |
| AccountingFeesSchedule/AccountingFees/NetInvestmentIncome | 0 | 1290 |
| CompensationExplanation/Compensation/PersonName | 0 | HUBBARD H ERICKSON |
| CompensationExplanation/Compensation/PersonName | 1 | JOAN C ERICKSON |
| CompensationExplanation/Compensation/PersonName | 2 | JOHN H ERICKSON |
| CompensationExplanation/Compensation/PersonName | 3 | PETER H ERICKSON |
| CompensationExplanation/Compensation/PersonName | 4 | ZACHARY ERICKSON |
| CompensationExplanation/Compensation/PersonName | 5 | KAREN CRONIN |
| CompensationExplanation/Compensation/PersonName | 6 | JOANNE SMITH |
| CompensationExplanation/Compensation/PersonName | 7 | MARY CHRISTINE FLANNERY |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 0 | 1487829 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue | 1 | 1426885 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 0 | 1558175 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV | 1 | 1582681 |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 0 | KOVITZ--CORPORATE BONDS |
| InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond | 1 | KOVITZ--MORTGAGE BACKED SECURITIES |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue | 0 | 7400323 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV | 0 | 10388930 |
| InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock | 0 | KOVITZ INVESTMENT |
| InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYBookVal | 0 | 1874391 |
| InvestmentsGovtObligationsSch/StateLocalSecuritiesEOYFMV | 0 | 1973781 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount | 0 | 414759 |
| IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode | 0 | 14 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount | 0 | 578867 |
| IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionAmount | 0 | 1287 |
| IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode | 0 | 18 |
| IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description | 0 | VK INDUSTRIAL I |
| IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount | 0 | -32744 |
| IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode | 0 | 16 |
| IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount | 0 | 962169 |
| IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA | 0 | 962169 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps | 0 | 860 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm | 0 | 1290 |
| IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss | 0 | 2150 |
| IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm | 0 | 578867 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps | 0 | 900000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss | 0 | 900000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm | 0 | 410759 |
| IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss | 0 | 414759 |
| IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses | 0 | -57587 |
| IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice | 0 | 3565885 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss | 0 | 578867 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome | 0 | 854083 |
| IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB | 0 | X |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps | 0 | 115 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss | 0 | 810 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncm | 0 | -31457 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss | 0 | -31457 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm | 0 | 102796 |
| IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss | 0 | 102796 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss | 0 | 14000 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps | 0 | 900975 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm | 0 | 104086 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss | 0 | 1019756 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome | 0 | 958169 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses | 0 | 962169 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps | 0 | 975 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm | 0 | 104086 |
| IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss | 0 | 119756 |
| IRS990PF/BalanceSheets/CapitalStockBOY | 0 | 2171 |
| IRS990PF/BalanceSheets/CapitalStockEOY | 0 | 2171 |
| IRS990PF/BalanceSheets/CashBOY | 0 | 34418 |
| IRS990PF/BalanceSheets/CashEOY | 0 | 18744 |
| IRS990PF/BalanceSheets/CashEOYFMV | 0 | 18744 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY | 0 | 4469681 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY | 0 | 2914714 |
| IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV | 0 | 3140856 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockBOY | 0 | 9395247 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOY | 0 | 7400323 |
| IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV | 0 | 10388930 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligEOY | 0 | 1874391 |
| IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV | 0 | 1973781 |
| IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117 | 0 | X |
| IRS990PF/BalanceSheets/OtherAssetsBOY | 0 | 699598 |
| IRS990PF/BalanceSheets/OtherAssetsEOY | 0 | 612296 |
| IRS990PF/BalanceSheets/OtherAssetsEOYFMV | 0 | 250000 |
| IRS990PF/BalanceSheets/RetainedEarningsBOY | 0 | 15748528 |
| IRS990PF/BalanceSheets/RetainedEarningsEOY | 0 | 13789863 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY | 0 | 1151755 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY | 0 | 971566 |
| IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV | 0 | 971566 |
| IRS990PF/BalanceSheets/TotalAssetsBOY | 0 | 15750699 |
| IRS990PF/BalanceSheets/TotalAssetsEOY | 0 | 13792034 |
| IRS990PF/BalanceSheets/TotalAssetsEOYFMV | 0 | 16743877 |
| IRS990PF/BalanceSheets/TotalLiabilitiesEOY | 0 | 0 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY | 0 | 15750699 |
| IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY | 0 | 13792034 |
| IRS990PF/BalanceSheets/TotalNetAssetsBOY | 0 | 15750699 |
| IRS990PF/BalanceSheets/TotalNetAssetsEOY | 0 | 13792034 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome | 0 | 578867 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis | 0 | 2987018 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset | 0 | PUBLICLY -TRADED SECURITIES |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss | 0 | 578867 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses | 0 | 578867 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice | 0 | 3565885 |
| IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired | 0 | P |
| IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss | 0 | 578867 |
| IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses | 0 | -57587 |
| IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases | 0 | 1901078 |
| IRS990PF/ChangesInNetAssetsFundBalances/Subtotal | 0 | 15693112 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY | 0 | 15750699 |
| IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY | 0 | 13792034 |
| IRS990PF/DistributableAmount/DistributableAmountAsAdjusted | 0 | 815232 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeAdj | 0 | 815232 |
| IRS990PF/DistributableAmount/DistributableAmountBeforeDed | 0 | 815232 |
| IRS990PF/DistributableAmount/MinimumInvestmentReturn | 0 | 823773 |
| IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome | 0 | 8541 |
| IRS990PF/DistributableAmount/TotalTax | 0 | 8541 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear | 0 | 3920 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment | 0 | 3550 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached | 0 | X |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax | 0 | 8541 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment | 0 | 3920 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment | 0 | 89 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal | 0 | 8541 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome | 0 | 8541 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension | 0 | 9000 |
| IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments | 0 | 12550 |
| IRS990PF/ExemptPF | 0 | X |
| IRS990PF/FMVAssetsEOY | 0 | 16743877 |
| IRS990PF/MethodOfAccountingCash | 0 | X |
| IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets | 0 | 16726349 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances | 0 | 795661 |
| IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities | 0 | 15680688 |
| IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable | 0 | 250895 |
| IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets | 0 | 250000 |
| IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn | 0 | 823773 |
| IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets | 0 | 16475454 |
| IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets | 0 | 16726349 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE | 0 | NONE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 0 | 2.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 1 | 2.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 2 | 2.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 3 | 5.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 4 | 10.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 5 | 2.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 6 | 2.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition | 7 | 2.00 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 3 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 4 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 5 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 6 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation | 7 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 3 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 4 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 5 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 6 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc | 7 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 0 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 1 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 2 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 3 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 4 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 5 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 6 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances | 7 | 0 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 0 | HUBBARD H ERICKSON |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 1 | JOAN C ERICKSON |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 2 | JOHN H ERICKSON |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 3 | PETER H ERICKSON |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 4 | ZACHARY ERICKSON |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 5 | KAREN CRONIN |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 6 | JOANNE SMITH |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName | 7 | MARY CHRISTINE FLANNERY |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 0 | PRESIDENT/DI |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 1 | DIRECTOR |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 2 | DIRECTOR |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 3 | TREASURER/DI |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 4 | SECRETARY/DI |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 5 | VICE PRESIDE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 6 | VICE PRESIDE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title | 7 | ASSISTANT TR |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 0 | 98 E NAPERVILLE RD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 1 | 98 E NAPERVILLE ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 2 | 98 E NAPERVILLE RD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 3 | 98 E NAPERVILLE ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 4 | 98 E NAPERVILLE RD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 5 | 98 E NAPERVILLE ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 6 | 98 E NAPERVILLE ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1 | 7 | 98 EAST CHICAGO AVENUE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2 | 0 | 98 E NAPERVILLE RD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2 | 1 | 98 E NAPERVILLE ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2 | 2 | 98 E NAPERVILLE RD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2 | 3 | 98 E NAPERVILLE ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2 | 4 | 98 E NAPERVILLE RD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2 | 5 | 98 E NAPERVILLE ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2 | 6 | 98 E NAPERVILLE ROAD |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine2 | 7 | 98 EAST CHICAGO AVENUE |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 0 | WESTMONT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 1 | WESTMONT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 2 | WESTMONT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 3 | WESTMONT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 4 | WESTMONT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 5 | WESTMONT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 6 | WESTMONT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City | 7 | WESTMONT |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 0 | IL |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 1 | IL |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 2 | IL |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 3 | IL |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 4 | IL |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 5 | IL |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 6 | IL |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State | 7 | IL |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 0 | 60559 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 1 | 60559 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 2 | 60559 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 3 | 60559 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 4 | 60559 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 5 | 60559 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 6 | 60559 |
| IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode | 7 | 60559 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct | 0 | 860108 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets | 0 | 851567 |
| IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio | 0 | 0.051687 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1 | 0 | 0.050899 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2 | 0 | 0.049726 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3 | 0 | 0.060180 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4 | 0 | 0.052039 |
| IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5 | 0 | 0.045591 |
| IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax | 0 | false |
| IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets | 0 | 16475454 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1 | 0 | 15581672 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2 | 0 | 14843737 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3 | 0 | 12425507 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4 | 0 | 14364685 |
| IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5 | 0 | 14335078 |
| IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome | 0 | 8541 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions | 0 | 900975 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1 | 0 | 793084 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2 | 0 | 738114 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3 | 0 | 747766 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4 | 0 | 747522 |
| IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5 | 0 | 653544 |
| IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio | 0 | 0.258435 |
| IRS990PF/QualifyingDistributions/AdjQualifyingDistributions | 0 | 892434 |
| IRS990PF/QualifyingDistributions/ExpensesAndContributions | 0 | 900975 |
| IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm | 0 | 8541 |
| IRS990PF/QualifyingDistributions/QualifyingDistributions | 0 | 900975 |
| IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported | 0 | false |
| IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract | 0 | true |
| IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets | 0 | true |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName | 0 | MARY CHRIS FLANNERY |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber | 0 | 6309297900 |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1 | 0 | 98 E CHICAGO AVENUE |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City | 0 | WESTMONT |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State | 0 | IL |
| IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode | 0 | 605591559 |
| IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws | 0 | false |
| IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr | 0 | true |
| IRS990PF/StatementsRegardingActivities/ForeignBank | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form1120POLFiled | 0 | false |
| IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG | 0 | false |
| IRS990PF/StatementsRegardingActivities/InterestInControlledEntity | 0 | false |
| IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities | 0 | false |
| IRS990PF/StatementsRegardingActivities/MoreThan100Spent | 0 | false |
| IRS990PF/StatementsRegardingActivities/NewSubstantialContributors | 0 | false |
| IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation | 0 | false |
| IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e | 0 | true |
| IRS990PF/StatementsRegardingActivities/StatesFiledWith | 0 | IL |
| IRS990PF/StatementsRegardingActivities/TerminationEtc | 0 | false |
| IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000 | 0 | false |
| IRS990PF/StatementsRegardingActivities/WebsiteAddress | 0 | N/A |
| IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/BusinessHoldings | 0 | false |
| IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals | 0 | false |
| IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceElection | 0 | false |
| IRS990PF/StatementsRegardingActy4720/InfluenceLegislation | 0 | false |
| IRS990PF/StatementsRegardingActy4720/JeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical | 0 | false |
| IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn | 0 | false |
| IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract | 0 | false |
| IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments | 0 | false |
| IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears | 0 | false |
| IRS990PF/SumOfProgramRelatedInvestments/Description1 | 0 | N/A |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount | 0 | 900000 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution | 0 | UNRESTRICTED |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1 | 0 | FIDELITY CHARITABLE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus | 0 | PUB CHARITY |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship | 0 | NONE |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1 | 0 | PO BOX 770001 |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City | 0 | CINCINNATI |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State | 0 | OH |
| IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode | 0 | 452770053 |
| IRS990PF/SupplementaryInformation/OnlyContributesToPreselected | 0 | X |
| IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear | 0 | 900000 |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO | 0 | false |
| IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO | 0 | false |
| IRS990PF/UndistributedIncome/AppliedToCurrentYear | 0 | 694673 |
| IRS990PF/UndistributedIncome/AppliedToYear1 | 0 | 206302 |
| IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted | 0 | 815232 |
| IRS990PF/UndistributedIncome/QualifyingDistributions | 0 | 900975 |
| IRS990PF/UndistributedIncome/UndistributedIncomeCY | 0 | 120559 |
| IRS990PF/UndistributedIncome/UndistributedIncomePriorYear | 0 | 206302 |
| OtherAssetsSchedule/OtherAssets/BOYBookValue | 0 | 699598 |
| OtherAssetsSchedule/OtherAssets/Description | 0 | VK INDUSTRIAL I LP |
| OtherAssetsSchedule/OtherAssets/EOYBookValue | 0 | 612296 |
| OtherAssetsSchedule/OtherAssets/EOYFMV | 0 | 250000 |
| OtherDecreasesSchedule/OtherDecreases/Amount | 0 | 1901078 |
| OtherDecreasesSchedule/OtherDecreases/Description | 0 | ADJUST TO BOOK VALUE |
| OtherExpensesSchedule/OtherExpenses/Description | 0 | EXPENSES |
| OtherExpensesSchedule/OtherExpenses/Description | 1 | ILLINOIS CHARITABLE TRUST BUR |
| OtherExpensesSchedule/OtherExpenses/Description | 2 | NONDEDUCTIBLE EVENT FEE |
| OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps | 0 | 115 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 0 | 115 |
| OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks | 1 | 695 |
| OtherIncomeSchedule2/OtherIncome/Description | 0 | CLASS ACTION SETTLEMENT |
| OtherIncomeSchedule2/OtherIncome/Description | 1 | VK INDUSTRIAL I |
| OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome | 0 | 1287 |
| OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome | 1 | -32744 |
| OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks | 0 | 1287 |
| OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks | 1 | -32744 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount | 0 | 102796 |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/Category | 0 | INVESTMENT FEES--KOVITZ |
| OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome | 0 | 102796 |
| TaxesSchedule/Taxes/Amount | 0 | 14000 |
| TaxesSchedule/Taxes/Category | 0 | FEDERAL EXCISE TAX |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 363378462 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | AMICUS FOUNDATION |
| ReturnHeader/Filer/NameControl | 0 | AMIC |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 98 EAST CHICAGO AVENUE |
| ReturnHeader/Filer/USAddress/AddressLine2 | 0 | ROOM/SUITE 201 |
| ReturnHeader/Filer/USAddress/City | 0 | WESTMONT |
| ReturnHeader/Filer/USAddress/State | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 60559 |
| ReturnHeader/Officer/AuthorizeThirdParty | 0 | false |
| ReturnHeader/Officer/DateSigned | 0 | 2013-08-14 |
| ReturnHeader/Officer/Name | 0 | PETER ERICKSON |
| ReturnHeader/Officer/Title | 0 | TREASURER |
| ReturnHeader/Preparer/DatePrepared | 0 | 2013-08-15 |
| ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1 | 0 | ZOLLER SWANSON & CO |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1 | 0 | 137 N OAK PARK AVE STE 320 |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City | 0 | OAK PARK |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State | 0 | IL |
| ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode | 0 | 603011339 |
| ReturnHeader/Preparer/Name | 0 | JOY FULTON |
| ReturnHeader/Preparer/Phone | 0 | 7088483296 |
| ReturnHeader/ReturnType | 0 | 990PF |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2012-12-31 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2013-08-15T13:03:34-05:00 |
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Displayed year
2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.