Civic Intelligence

The Kathleen B and Charles R Walgreen III Foundation

990PF • Fiscal year 2016 • EIN 36-3486435

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
1313 W 175th StreetHomewood, IL 60430

(708) 799-6800

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.5%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

78th percentile

20%

Faster revenue growth than 78% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,564,029

Down $54,083 (-1.5%) from 2015

Net Assets

Down

$3,564,029

Down $54,083 (-1.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin24th percentile

Revenue

Up

$447,714

Up $76,027 (+20%) from 2015

Expenses

Down

$502,411

Down $17,664 (-3.4%) from 2015

Net Income

Up

-$54,697

Up $93,691 (+63%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,017,280Liabilities 2012: $0Net Assets 2012: $4,017,2802012Assets 2013: $3,817,829Liabilities 2013: $0Net Assets 2013: $3,817,8292013Assets 2014: $3,769,144Liabilities 2014: $0Net Assets 2014: $3,769,1442014Assets 2015: $3,618,112Liabilities 2015: $0Net Assets 2015: $3,618,1122015Assets 2016: $3,564,029Liabilities 2016: $0Net Assets 2016: $3,564,0292016Assets 2017: $3,195,894Liabilities 2017: $0Net Assets 2017: $3,195,8942017Assets 2018: $3,037,827Liabilities 2018: $0Net Assets 2018: $3,037,8272018Assets 2019: $2,583,163Liabilities 2019: $0Net Assets 2019: $2,583,1632019Assets 2020: $2,289,659Liabilities 2020: $7,950Net Assets 2020: $2,281,7092020Assets 2021: $1,543,699Liabilities 2021: $0Net Assets 2021: $1,543,6992021Assets 2022: $1,975,540Liabilities 2022: $0Net Assets 2022: $1,975,5402022Assets 2023: $1,898,694Liabilities 2023: $0Net Assets 2023: $1,898,6942023Assets 2024: $1,542,817Liabilities 2024: $2,950Net Assets 2024: $1,539,8672024

Highlighted filing

2016

Assets$3,564,029
Liabilities$0
Net Assets$3,564,029
Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2012: $421,1772012Revenue 2013: $342,761Expenses 2013: $542,212Net Income 2013: -$199,4512013Revenue 2014: $487,694Expenses 2014: $541,229Net Income 2014: -$53,5352014Revenue 2015: $371,687Expenses 2015: $520,075Net Income 2015: -$148,3882015Revenue 2016: $447,714Expenses 2016: $502,411Net Income 2016: -$54,6972016Revenue 2017: $152,700Expenses 2017: $520,835Net Income 2017: -$368,1352017Revenue 2018: $205,745Expenses 2018: $364,788Net Income 2018: -$159,0432018Revenue 2019: $91,305Expenses 2019: $547,557Net Income 2019: -$456,2522019Revenue 2020: $83,692Expenses 2020: $381,700Net Income 2020: -$298,0082020Revenue 2021: $710,919Expenses 2021: $1,448,463Net Income 2021: -$737,5442021Revenue 2022: $725,219Expenses 2022: $292,521Net Income 2022: $432,6982022Revenue 2023: $291,825Expenses 2023: $349,675Net Income 2023: -$57,8502023Revenue 2024: $415,469Expenses 2024: $774,234Net Income 2024: -$358,7652024

Highlighted filing

2016

Revenue$447,714
Expenses$502,411
Net Income-$54,697
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATHLEEN B WALGREENPresident - Part Time-$0--
EDWARD H KINGSecretary- Part Time-$0--
PATRICIA DAMISCHTreasurer-Part Time-$0--
Filing and Contact Details

Filer

Filer Name
The Kathleen B and Charles R Walgreen Iii
EIN
36-3486435
In Care Of
% FRIEDMAN & HUEY ASSOCIATES L
Phone
7087996800
Address
1313 W 175TH STREET, HOMEWOOD, IL 60430

Signing Officer

Name
Kathleen Walgreen
Title
Officer
Phone
7087996800
Signed
2017-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
1313 WEST 175TH STREET, HOMEWOOD, IL 60430
Preparer
Teresa a Gilliam
Phone
7087996800
Raw XML Appendix345 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/Amt08000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt04000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01689616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt03159049
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt01644254
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BERNSTEIN FUND PORTFOLIOS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01463839
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt089806
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0357700
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0149
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0MISCELLANEOUS
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt059
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0447655
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt059
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0447714
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0357700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0457420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0457420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt089806
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt089806
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-54697
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01667185
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0149
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0357700
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0416863
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0140
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt059
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt024775
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt024775
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02076
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0461560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt030851
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0502411
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0447714
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0447714
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt030851
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt044991
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01309485
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0353399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0353399
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01662884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0357700
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-54697
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0614
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03564029
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03618112
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03564029
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0238689
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0238689
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0238689
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0242858
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04169
IRS990PF/DistributableAmountGrp/TotalTaxAmt04169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04174
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08343
IRS990PF/FMVAssetsEOYAmt04853047
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt020154
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt020154
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0145924
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0228725
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0228725
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01755684
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01689616
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03159049
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01423
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01434
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01434
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01715081
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01644254
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01463839
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03597958
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03543875
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03618112
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03564029
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04853047
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03618112
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03564029
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03618112
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03564029
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04931132
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0323764
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt04607368
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt073967
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0242858
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04857165
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04931132
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0KATHLEEN B WALGREEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWARD H KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PATRICIA DAMISCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT - PART TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY- PART TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER-PART TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01313 W 175TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11313 W 175TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21313 W 175TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOMEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOMEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOMEWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060430
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160430
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260430
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0445383
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0449552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0474471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0494797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0502286
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0391060
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0448766
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.091696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.088311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.093884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.102288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.084892
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.089106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04857165
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05372706
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt05270324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04910491
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04606560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt05036322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0461560
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.458481
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0457391
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0461560
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt04169
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0461560
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01313 W 175TH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOMEWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060430
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOCIATES LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum07087996800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER ACCOMPANIED BY IRS TAX-EXEMPT LETTER STATING THE NATURE OF THE ORGANIZATION AND IF FOR A SPECIFIC PURPOSE, THE INTENDED USE OF THE FUNDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0FRIEDMAN HUEY ASSOCIATES LLP
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07087996800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01313 WEST 175TH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HOMEWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060430
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO SCHOLARSHIPS TO INDIVIDUALS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 30TH
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHARLES R WALGREEN III KATHLEEN B
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0457420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01313 W 175TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOMEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060430
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0457420
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/AppliedToCurrentYearAmt0238689
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0238689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0212588
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0235387
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0262879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0164512
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0202038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0202038
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01098237
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0222871
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0212588
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0235387
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0262879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0164512
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0461560
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0222871
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01300275
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01077404
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01423
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01434
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01434
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1130
OtherIncomeSchedule2/OtherIncomeDetail/Desc0SECURITY LITIGATION PROCEEDS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt059
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt059
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0614
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OTHER INCREASES TO FUND BALANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0BROKER PAYABLE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024775
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES-BERNSTEIN
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024775
TaxesSchedule/TaxesDetail/Amt02076
TaxesSchedule/TaxesDetail/Amt110000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02076
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN WALGREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07087996800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHLEEN B AND CHARLES R WALGREEN III
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0363486435
ReturnHeader/Filer/InCareOfNm0% FRIEDMAN & HUEY ASSOCIATES L
ReturnHeader/Filer/PhoneNum07087996800
ReturnHeader/Filer/USAddress/AddressLine1Txt01313 W 175TH STREET
ReturnHeader/Filer/USAddress/CityNm0HOMEWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060430
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AA8606C6BD1DAC90ED4EB7D63D0AC730A28F718B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00348709256DFA10648A5D27DA69EB8132B6A9215
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015821320172125000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-07-31
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.90.194.117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01313 WEST 175TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOMEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060430
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERESA A GILLIAM
ReturnHeader/ReturnTs02017-07-31T16:47:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,564,029
Liabilities
$0
Net assets
$3,564,029
Revenue
$447,714
Expenses
$502,411
Net income
-$54,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.42$0.77$0.36
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.29$0.35$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.73$0.29$0.43
2021Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.71$1.45$0.74
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.01$2.28$0.08$0.38$0.30
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.09$0.55$0.46
2018Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.21$0.36$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.15$0.52$0.37
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.45$0.50$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.37$0.52$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.49$0.54$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.34$0.54$0.20
2012Detailed filing. Detailed filing data is available for this year.$4.02$0.00$4.02$0.42
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $1M-$5M nonprofits