Civic Intelligence

Julie and Roger Baskes Charitable Trust

990PF • Fiscal year 2014 • EIN 36-3440025

May 01, 2013 to Apr 30, 2014 • Filed on Sep 10, 2014

Organization Profile
980 North Michigan Avenue60611

(312) 642-3737

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

1st percentile

-639%

Higher net margin than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

7th percentile

-15%

Faster asset growth than 7% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$4,465,887

Down $1,464,289 (-25%) from 2012

Net Assets

Down

$4,465,887

Down $1,464,289 (-25%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin1st percentile

Revenue

$127,478

No earlier filing loaded for comparison.

Expenses

Down

$942,004

Down $242,938 (-21%) from 2012

Net Income

-$814,526

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth7th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $5,930,176Liabilities 2012: $0Net Assets 2012: $5,930,1762012Assets 2014: $4,465,887Liabilities 2014: $0Net Assets 2014: $4,465,8872014Assets 2015: $3,981,806Liabilities 2015: $0Net Assets 2015: $3,981,8062015Assets 2020: $33,626Liabilities 2020: $0Net Assets 2020: $33,6262020Assets 2021: $7,724Liabilities 2021: $0Net Assets 2021: $7,7242021Assets 2022: $3,721Liabilities 2022: $0Net Assets 2022: $3,7212022Assets 2023: $3,722Liabilities 2023: $0Net Assets 2023: $3,7222023

Highlighted filing

2014

Assets$4,465,887
Liabilities$0
Net Assets$4,465,887
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MExpenses 2012: $1,184,9422012Revenue 2014: $127,478Expenses 2014: $942,004Net Income 2014: -$814,5262014Revenue 2015: $119,930Expenses 2015: $600,848Net Income 2015: -$480,9182015Revenue 2020: $25Expenses 2020: $14,407Net Income 2020: -$14,3822020Revenue 2021: $8Expenses 2021: $25,910Net Income 2021: -$25,9022021Revenue 2022: $1Expenses 2022: $4,786Net Income 2022: -$4,7852022Revenue 2023: $1Expenses 2023: $0Net Income 2023: $12023

Highlighted filing

2014

Revenue$127,478
Expenses$942,004
Net Income-$814,526
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Sep 10, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Roger S BaskesTrustee-$0--
Julie BaskesTrustee-$0--
Filing and Contact Details

Filer

EIN
36-3440025
Phone
3126423737

Signing Officer

Name
Roger S Baskes
Title
Trustee
Signed
2014-09-10
Discuss with paid preparer
Yes

Preparer

Preparer
Warren A Scaman
Phone
3126423737
Raw XML Appendix277 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
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt093653
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd03
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt033813
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt012
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd03
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt093665
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt033813
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0127478
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt093665
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt033813
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0889148
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0889148
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt093653
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt093653
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt093653
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-814526
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01310879
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt012
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt033813
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0127478
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt052643
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt052643
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt093665
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0942004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0942004
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0127478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0127478
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt052856
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt052856
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01277066
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt033813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt033813
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01310879
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01250000 Bond Maturities GS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-04-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt033813
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-814526
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02701
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04468588
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05283114
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04465887
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0233639
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0233639
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0233639
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0234914
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01275
IRS990PF/DistributableAmountGrp/TotalTaxAmt01275
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01275
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01125
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01275
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01275
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02400
IRS990PF/FMVAssetsEOYAmt04505527
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt088731
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt038115
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt038115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03210366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03446291
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03476681
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05283114
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt04465887
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt053027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt027253
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt027253
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05283114
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04465887
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04505527
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05283114
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04465887
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05283114
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04465887
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01930990
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0954225
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0963478
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04769819
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt064817
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04705002
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt071547
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0234914
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04698272
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04769819
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Roger S Baskes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julie Baskes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10980 NMichigan AveSuite 1380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11980 NMichigan AveSuite 1380
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0606114501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode1606114501
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0469113
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0470388
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0734692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01183607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0669440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0426303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0272938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.09985
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.12981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.18187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.09227
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03732
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04698272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05659948
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06508122
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07255656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07352498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07312711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0942004
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.49924
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0940729
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0942004
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01275
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0942004
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10980 NMichigan AveSuite 1380
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0Chicago
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0606114501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10Roger S Baskes
IRS990PF/StatementsRegardingActyGrp/PhoneNum03126423737
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0889148
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Unrestricted Cash Donation to 501 C 3 Organizations.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501 C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Statement attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Unrelated
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0various
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode060611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0889148
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/AppliedToCurrentYearAmt0233639
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0233639
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0455835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0860871
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0311239
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060654
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02396964
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0708365
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0455835
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0860871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0311239
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060654
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0942004
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0708365
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02396964
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01688599
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amount02701
OtherDecreasesSchedule/OtherDecreasesDetail/Description0Federal Taxes
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Illinois Charity Bureau
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0198
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0198
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt122643
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Accounting, Tax & Custody Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Investment Management GS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt030000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt122643
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Roger S Baskes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10Julie and Roger Baskes Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0363440025
ReturnHeader/Filer/PhoneNum03126423737
ReturnHeader/Filer/USAddress/AddressLine10980 North Michigan Avenue
ReturnHeader/Filer/USAddress/City0Chicago
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ZB Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10980 North Michigan Ave 1380
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Chicago
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0606114501
ReturnHeader/PreparerPersonGrp/PhoneNum03126423737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Warren A Scaman
ReturnHeader/ReturnTs02014-09-10T08:13:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-05-01
ReturnHeader/TaxPeriodEndDt02014-04-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,465,887
Liabilities
$0
Net assets
$4,465,887
Revenue
$127,478
Expenses
$942,004
Net income
-$814,526
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.00$0.03$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.00$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.12$0.60$0.48
2014Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.13$0.94$0.81
2012Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$1.18