Civic Intelligence

Donald P and Byrd M Kelly Foundation

990PF • Fiscal year 2014 • EIN 36-3444536

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 31, 2014

Organization Profile

701 Harger RoadSuite60523

Siviq Scores

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

Higher debt load relative to assets than 29% of similar nonprofits.

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

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Higher net margin than 90% of similar nonprofits.

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

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

No value available

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

Source year 2014

No value available

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

Source year 2014

Balance Sheet

Liabilities / Assets29th percentile

Assets

$4,512,664

No earlier filing loaded for comparison.

Net Assets

$4,512,214

No earlier filing loaded for comparison.

Liabilities

$450

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / Revenue30th percentile Net Margin90th percentile

Revenue

$323,308

No earlier filing loaded for comparison.

Expenses

$147,262

No earlier filing loaded for comparison.

Net Income

$176,046

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2014

Assets$4,512,664

Liabilities$450

Net Assets$4,512,214

Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2014

Revenue$323,308

Expenses$147,262

Net Income$176,046

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2013 to Jun 30, 2014
Signed: Dec 31, 2014
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
SEE ATTACHED SCHEDULE	0	-	$0	-	-

Filing and Contact Details

Filer

EIN: 36-3444536
In Care Of: % LAURA K SMITH
Phone: 6035752344

Signing Officer

Name: Laura Smith
Title: Trustee
Phone: 6305752344
Signed: 2014-12-31
Discuss with paid preparer: Yes

Preparer

Preparer: John Cremins
Phone: 6305752344

Raw XML AppendixShowing 400 of 448 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/Amt	0	8750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	FRIEDMAN & HUEY
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	4375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt	0	4375
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	0	1988-07-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	1	1989-10-27
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	2	1991-11-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	3	1995-04-10
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	4	2005-08-15
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	5	2005-09-21
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt	6	2010-11-05
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	0	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	1	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	2	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	3	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	4	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	5	SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt	6	SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	0	600
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	1	2546
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	2	10792
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	3	9377
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	4	9067
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	5	438
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt	6	852
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt	0	170
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	0	7
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	1	7
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	2	7
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	3	7
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	4	7
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	5	5
DepreciationSchedule/DepreciationPropertyGrp/LifeRt	6	5
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	0	600
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	1	2546
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	2	10792
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	3	9377
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	4	9067
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	5	438
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt	6	454
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	0	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	1	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	2	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	3	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	4	OFFICE FURNITURE
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	5	OFFICE EQUIPMENT
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc	6	COMPUTER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	SEE STMT ATTACHED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt	0	198516
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt	0	204930
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	2308435
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	3800877
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	SEE STMT ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	610708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	SEE STMT ATTACHED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	610708
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt	0	131461
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-8186
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	33
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	123308
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	123308
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt	0	4375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	4375
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	8750
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	85000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	85000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	200000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	170
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	131461
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	131461
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	176046
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	197677
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	33
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	33
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-8186
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	127119
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	51491
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	51491
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	141517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	4375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	147262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	131494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	323308
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	56517
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	4375
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	62262
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt	0	651
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	651
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt	0	205863
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	0	-8982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt	1	796
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt	0	-8982
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	0	196881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	0	PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-8186
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	176046
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	15542
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	4512214
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	4320626
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	4512214
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	275998
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	275998
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	275998
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	278540
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	2542
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	2542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt	0	1500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	2668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	3710
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	2542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	2668
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	2542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	2542
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	5210
IRS990PF/FMVAssetsEOYAmt	0	6011292
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt	0	450
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	450
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	91930
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	183349
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	183349
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt	0	197116
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	198516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt	0	204930
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	2332555
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	2308435
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	3800877
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt	0	33444
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt	0	33672
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt	0	398
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	228
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	607882
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	610708
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	610708
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	1091195
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	1211428
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	1211428
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	4321076
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	4512664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	6011292
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	450
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	4321076
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	4512664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	4320626
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	4512214
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	4320626
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	4512214
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	5655644
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	1298423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	4357221
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	84835
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	278540
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	5570809
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	5655644
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	SEE ATTACHED SCHEDULE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1	0	701 HARGER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City	0	OAK BROOK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State	0	IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode	0	60523
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt	0	1330354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt	0	1331625
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt	0	481614
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt	0	1460934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt	0	1501361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt	0	1479940
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt	0	1435994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt	0	0.238808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt	0	0.096287
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt	0	0.292296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt	0	0.254904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt	0	0.25727
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt	0	0.293283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt	0	1271
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt	0	5570809
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	5001847
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	4998124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt	0	5889919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt	0	5752469
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt	0	4896282
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt	0	141517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt	0	1.19404
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	141517
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	141517
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	141517
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1	0	701 HARGER ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City	0	OAK BROOK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State	0	IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode	0	60523
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1	0	LAURA K SMITH
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6305752344
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	SEE APPLICATION ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	MS LAURA K SMITH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	6305752344
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1	0	SEE APPLICATION ATTACHED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City	0	HOMEWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode	0	60430
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	GRANTS ARE MADE PRIMARILY TO EDUCATIONAL ORGANIZATIONS IN THE CHICAGO AREA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	SEPTEMBER 1 FOR OCTOBER 31, FEBRUARY 1 FOR MARCH 31 APPROVAL
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	SEE SCHEDULE B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	59179
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	25821
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	GENERAL OPERATING PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	0	SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1	1	BIG SHOULDERS FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	0	1313 175TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1	1	ONE FIRST NATIONAL PLAZE STE 2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	0	HOMEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City	1	CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	0	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State	1	IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	0	60430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode	1	60603
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	85000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	141517
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	275998
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	134481
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	234936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	1222778
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	1212259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	1197271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	1193562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	134481
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	1059081
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3867244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	234936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	1222778
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	1212259
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	1197271
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	141517
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	4926325
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	5060806
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	2	3
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	3	4
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	4	5
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	5	6
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	6	7
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	DONALD P KELLY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	1	COLLEEN E YOO
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	2	PETER R KELLY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	3	SEAN J KELLY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	4	MATTHEW K MCGRATH
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	5	BRIAN MCGRATH
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	6	PATRICK R MCGRATH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	0	701 HARGER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	1	701 HARGER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	2	701 HARGER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	3	701 HARGER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	4	701 HARGER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	5	701 HARGER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1	6	701 HARGER ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	0	OAK BROOK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	1	OAK BROOK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	2	OAK BROOK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	3	OAK BROOK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	4	OAK BROOK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	5	OAK BROOK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City	6	OAK BROOK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	0	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	1	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	2	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	3	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	4	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	5	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State	6	IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	0	60523
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	1	60523
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	2	60523
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	3	60523
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	4	60523
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	5	60523
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode	6	60523
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	2	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	3	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	4	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	5	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	6	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	33333
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	2	33334
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	3	33333
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	4	25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	5	25000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	6	25000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	0	600
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	1	2546
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	2	10792
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	3	9377
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	4	9067
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	5	438
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt	6	624
LandEtcSchedule2/LandEtcGrp/BookValueAmt	0	228
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	0	OFFICE FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	1	OFFICE FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	2	OFFICE FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	3	OFFICE FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	4	OFFICE FURNITURE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	5	OFFICE EQUIPMENT
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt	6	COMPUTER
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	0	600
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	1	2546
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	2	10792
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	3	9377
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	4	9067
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt	5	438

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.

Assets: $4,512,664
Liabilities: $450
Net assets: $4,512,214
Revenue: $323,308
Expenses: $147,262
Net income: $176,046

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$6.35	$0.00	$6.35	$0.22	$0.31	$0.09
2023Detailed filing. Detailed filing data is available for this year.	$6.42	$0.00	$6.42	$0.86	$0.17	$0.69
2022Detailed filing. Detailed filing data is available for this year.	$5.71	$0.00	$5.71	$0.47	$0.20	$0.26
2021Detailed filing. Detailed filing data is available for this year.	$5.42	$0.00	$5.42	$0.18	$1.11	$0.93
2020Detailed filing. Detailed filing data is available for this year.	$5.59	$0.00	$5.59	$0.01	$0.20	$0.21
2019Detailed filing. Detailed filing data is available for this year.	$5.72	$0.00	$5.72	$0.22	$0.31	$0.09
2018Detailed filing. Detailed filing data is available for this year.	$5.67	$0.00	$5.67	$1.22	$0.17	$1.05
2017Detailed filing. Detailed filing data is available for this year.	$4.58	$0.00	$4.58	$0.24	$0.26	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$4.58	$0.00	$4.58	$0.19	$0.16	$0.03
2015Detailed filing. Detailed filing data is available for this year.	$4.55	$0.00	$4.55	$0.19	$0.15	$0.03
2014Detailed filing. Detailed filing data is available for this year.	$4.51	$0.00	$4.51	$0.32	$0.15	$0.18