Civic Intelligence

The Marvin M Schwan Charitable Foundation

EIN 36-3918630 • 501(c)3 • Earth City, MO

Profile

To provide financial support to specific religious organizations as specified by the marvin m. Schwan charitable foundation's trust governing documents.

514 EARTH CITY EXPRESSWAY Suite 233Earth City, MO 63045

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Source year 2024

Top Officer Pay

6th percentile

$340,468

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

501(c)3 • $1B+ nonprofits • Source year 2022

Asset Growth

54th percentile

7.1%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2022 to 2024

Revenue Growth

87th percentile

33%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1B+ nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$459,534,722

Up $59,215,122 (+15%) from 2022

Liabilities

Down

$137,168

Down $247,280 (-64%) from 2022

Net Assets

Up

$459,397,554

Up $59,462,402 (+15%) from 2022

Operations
Liabilities / Revenue3rd percentileNet Margin95th percentile

Revenue

Up

$49,239,185

Up $21,369,976 (+77%) from 2022

Expenses

Down

$17,211,992

Down $1,814,378 (-9.5%) from 2022

Net Income

Up

$32,027,193

Up $23,184,354 (+262%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600M$400M$200M$0Assets 2012: $470,393,060Liabilities 2012: $9,915,000Net Assets 2012: $460,478,0602012Assets 2014: $518,116,224Liabilities 2014: $8,416,000Net Assets 2014: $509,700,2242014Assets 2015: $530,624,258Liabilities 2015: $3,550,000Net Assets 2015: $527,074,2582015Assets 2018: $339,980,715Liabilities 2018: $340,889Net Assets 2018: $339,639,8262018Assets 2020: $409,431,512Liabilities 2020: $335,658Net Assets 2020: $409,095,8542020Assets 2021: $458,156,582Liabilities 2021: $390,403Net Assets 2021: $457,766,1792021Assets 2022: $400,319,600Liabilities 2022: $384,448Net Assets 2022: $399,935,1522022Assets 2024: $459,534,722Liabilities 2024: $137,168Net Assets 2024: $459,397,5542024

Highlighted filing

2024

Assets$459,534,722
Liabilities$137,168
Net Assets$459,397,554
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0Expenses 2012: $26,567,4492012Revenue 2014: $75,715,889Expenses 2014: $15,080,866Net Income 2014: $60,635,0232014Revenue 2015: $33,309,024Expenses 2015: $15,934,990Net Income 2015: $17,374,0342015Revenue 2018: $25,222,295Expenses 2018: $17,208,198Net Income 2018: $8,014,0972018Revenue 2020: $16,300,505Expenses 2020: $15,993,446Net Income 2020: $307,0592020Revenue 2021: $60,426,549Expenses 2021: $16,747,149Net Income 2021: $43,679,4002021Revenue 2022: $27,869,209Expenses 2022: $19,026,370Net Income 2022: $8,842,8392022Revenue 2024: $49,239,185Expenses 2024: $17,211,992Net Income 2024: $32,027,1932024

Highlighted filing

2024

Revenue$49,239,185
Expenses$17,211,992
Net Income$32,027,193
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$459,534,722
Liabilities
$137,168
Net assets
$459,397,554
Revenue
$49,239,185
Expenses
$17,211,992
Net income
$32,027,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$460$0.14$459$49.2$17.2$32.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$400$0.38$400$27.9$19.0$8.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$458$0.39$458$60.4$16.7$43.7
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$409$0.34$409$16.3$16.0$0.31
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$340$0.34$340$25.2$17.2$8.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$531$3.55$527$33.3$15.9$17.4
2014Detailed filing. Detailed filing data is available for this year.$518$8.42$510$75.7$15.1$60.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$470$9.92$460$26.6
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$103,216,671
Mission and Program Overview

Mission

To provide financial support to specific religious organizations as specified by the marvin m. schwan charitable foundation's trust governing documents.

To provide financial support to specific religious organizations as specified by the trust's governing documents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$303,168,566$279,944,745▼ $23,223,821
Investments Other Securities$132,821,825$100,992,132▼ $31,829,693
Savings and Temporary Cash Investments$8,783,468$8,436,561▼ $346,907
Other Notes and Loans Receivable, Net$11,910,933$7,827,722▼ $4,083,211
Cash and Non-Interest-Bearing Accounts$953,028$269,658▼ $683,370
Land, Buildings, and Equipment, Net-$5,875-
Accounts Receivable$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$458,156,582$400,319,600▼ $57,836,982
Other Assets Total$518,762$2,842,907▲ $2,324,145
Liabilities
Accounts Payable and Accrued Expenses$390,403$300,751▼ $89,652
Other Liabilities$0$83,697▲ $83,697
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$390,403$384,448▼ $5,955
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$457,766,179$399,935,152▼ $57,831,027
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$457,766,179$399,935,152▼ $57,831,027
Total Liabilities and Net Assets / Fund Balance$458,156,582$400,319,600▼ $57,836,982

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$18,610$18,610
Leasehold Improvements-$10,513$10,513
Other Land Buildings$5,875$1,079$6,954
Other Securities$100,992,132--
Compensation and Service Providers
Top Officer Pay6th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rev Keith BoheimExecutive DirectorFT$312,808$27,660$340,468
Gary StimacTrustee-$13,000-$13,000
Lawrence Rast JrTrustee-$13,000-$13,000
Lyle FanningTrustee-$13,000-$13,000
Max WenckTrustee-$13,000-$13,000
Verlyn HahnTrustee-$13,000-$13,000

Highest Paid Contractors

ContractorServicesLocationCompensation
sei investmentsinvestment mgmtone freedom valley drive, Oaks, PA 19456$1,273,050
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,869,209
Other Revenue
$0
Change in Net Assets
$8,842,839
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,998,850
Other Expenses$2,596,668
Salaries, Compensation, and Employee Benefits$430,852
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,998,850--$15,998,850
Fees for Service Investment Mgmnt Fees-$2,265,766-$2,265,766
Current Officers, Directors, Trustees, and Key Employees$170,234$235,234-$405,468
Fees for Services Accounting-$101,050-$101,050
Occupancy$11,804$23,608-$35,412
All Other Expenses$3,017$13,172-$16,189
Payroll Taxes$7,537$6,825-$14,362
Other Salaries and Wages$9,309--$9,309
Insurance$2,796$5,593-$8,389
Other Expenses$2,043$4,087-$6,130
Travel$2,473$1,213-$3,686
Other Employee Benefits$1,713--$1,713
Fees for Services Legal-$949-$949
Total Functional Expenses$16,210,393$2,815,977$0$19,026,370
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
wisconsin lutheran collegemilwaukee, WI501(c)(3)religious land and buildings$5,037,000
bethany lutheran collegemankato, MN501(c)(3)religious land and buildings$3,890,500
lutheran church missouri synodst louis, MO501(c)(3)religious foreign missions$2,400,000
Wisconsin Evangelical Lutheran Synodwaukesha, WI501(c)(3)church and families$2,372,100
WELS kingdom workersWaukesha, WI501(c)(3)Religious Foreign Missions$1,184,500
evangelical lutheran synodmankato, MN501(c)(3)Religious foreign Missions$522,750
mission advancement projectmankato, MN501(c)(3)Religious Foreign Missions$355,000
international lutheran laymen's leaguest louis, MO501(c)(3)Religious Foreign Missions$237,000

International Summary

Spending
$69,985,455

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments---$48,230,506
Europe (Including Iceland and Greenland)----$21,340,035
Central America and the CaribbeanInvestments---$273,862
Europe (Including Iceland and Greenland)----$141,052
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$83,697
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The Foundation has a trustee succession committee. This committee cannot influence the trustees or make decisions for the trustees, but if the committee determines that the trustee(s) acted outside the best interests of the Foundation, they can replace that trustee.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 12C

“The disclosure statement on conflict of interest is submitted annually by all individuals at the beginning of the fiscal year of the foundation and returned to the board of trustees. After review, copies are submitted to the legal advisors of the Foundation.”

Form 990, Part VI, Section C, Line 19

“The Foundation makes its governing documents and conflict of interest policy available to the public upon request. The Foundation considers its financial statements as confidential and proprietary information and, therefore, does not make them available to the public.”

Form 990, Part VIII, Statement of Revenue

“The organization is reporting investment income, rental income and gain/(loss) amounts in column (D) because such amounts represent revenue which is excludable under the rules provided in IRC Sections 512, 513 and 514. Such amounts are used by the Foundation to operate for the benefit of, to perform the functions of, or to carry out the purposes of one or more of its specific religious supported organizations. The expenses reflected on Part IX relate to that revenue and those uses. For purposes of Form 990 reporting, both short-term and long-term gains (as applicable) are reported together.”

Form 990, Part VI, Section B, Line 11B

“Copies of the form 990, as filed, are provided electronically to the executive director and the board of trustees for review prior to filing. The board of trustees meets with the external cpa to ask questions and ensure proper presentation of the forms.”

Filing and Contact Details

Filer

Filer Name
The Marvin M Schwan Charitable Foundation
EIN
36-3918630
In Care Of
% THE ORGANIZATION
Phone
3147392116
Address
514 EARTH CITY EXPRESSWAY Suite 233, EARTH CITY, MO 63045

Signing Officer

Name
Rev Keith Boheim
Title
Executive Director
Phone
3148891100
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rev Keith Boheim
Formed
1992
Legal Domicile
Sd
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
Bdo USA
Address
101 S HANLEY RD STE 800, ST LOUIS, MO 63105
Preparer
Linda A Knobbe CPA
Phone
3148891100
Supplemental Narrative

Additional Explanations

Form 990, Schedule R

“The share of total income and end of year assets for certain entities are not included because they are not included in Part X of Form 990. For entities which require Form 5471 or Form 8858 reporting see attached Forms for entities' activity including end of year assets and total income.”

Financial Statement Notes

part X, line 2

“The Foundation is exempt from income taxes under Internal Revenue Code Section 501(a) as an organization described in Section 501(c)(3) and is not a private foundation. Specifically, the Foundation is a 509(a)(3) Type III, non-functionally integrated supporting organization and is therefore subject to certain ongoing statutory and regulatory requirements with respect to maintaining its public charity status. The Foundation files tax and informational returns with the United States government and income tax returns with state governments, if it has taxable income in those states. The Foundation's tax returns and filings are subject to examination by taxing authorities. The Foundation follows FASB ASC Topic 740-10, Accounting for Uncertainty in Income Taxes, which prescribes a comprehensive model for how an organization should measure, recognize, present and disclose in its financial statements uncertain tax positions it has taken or expects to take on a tax return. Management annually reviews its tax positions and has determined that there no material uncertain tax positions that require recognition in the consolidated financial statements at December 31, 2022 and 2021. The Foundation is no longer subject to U.S. federal, state and local income tax examinations by tax authorities for jurisdictions in which the Foundation has filed tax returns for years prior to the fiscal year ended December 31, 2018.”

Raw XML AppendixShowing 400 of 821 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt015326210
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt015998850
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt015998850
IRS990/GrantsToDomesticOrgsGrp/TotalAmt015998850
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt090673672
IRS990/GrossReceiptsAmt0103216671
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt05593
IRS990/InsuranceGrp/ProgramServicesAmt02796
IRS990/InsuranceGrp/TotalAmt08389
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt012626464
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012542999
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-83465
IRS990/InvestmentInJointVentureInd0true
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0132821825
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0100992132
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0303168566
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0279944745
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030202
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05875
IRS990/LandBldgEquipCostOrOtherBssAmt036077
IRS990/LegalDomicileStateCd0SD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt075347462
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT TO SPECIFIC RELIGIOUS ORGANIZATIONS AS SPECIFIED BY THE MARVIN M. SCHWAN CHARITABLE FOUNDATION'S TRUST GOVERNING DOCUMENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0457766179
IRS990/NetAssetsOrFundBalancesEOYAmt0399935152
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt015219122
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt015326210
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0107088
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-66673866
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0457766179
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0399935152
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt023608
IRS990/OccupancyGrp/ProgramServicesAmt011804
IRS990/OccupancyGrp/TotalAmt035412
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0518762
IRS990/OtherAssetsTotalGrp/EOYAmt02842907
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01713
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01713
IRS990/OtherExpensesGrp/Desc0INCOME TAX EXPENSE
IRS990/OtherExpensesGrp/Desc1TRUSTEE EXPENSES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0143324
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113923
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21233
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34087
IRS990/OtherExpensesGrp/ProgramServicesAmt0617
IRS990/OtherExpensesGrp/ProgramServicesAmt12043
IRS990/OtherExpensesGrp/TotalAmt0143324
IRS990/OtherExpensesGrp/TotalAmt113923
IRS990/OtherExpensesGrp/TotalAmt21850
IRS990/OtherExpensesGrp/TotalAmt36130
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt083697
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09309
IRS990/OtherSalariesAndWagesGrp/TotalAmt09309
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt011910933
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt07827722
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06825
IRS990/PayrollTaxesGrp/ProgramServicesAmt07537
IRS990/PayrollTaxesGrp/TotalAmt014362
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Rev Keith Boheim
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt013463831
IRS990/PYInvestmentIncomeAmt060426549
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02844055
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt043679400
IRS990/PYSalariesCompEmpBnftPaidAmt0439263
IRS990/PYTotalExpensesAmt016747149
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt060426549
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt08842839
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08783468
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08436561
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt022038379
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt08379281
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt013659098
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt03283613
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt018754766
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt018754766
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt015855811
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt015941551
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt085740
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt015941551
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt012814936
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt011879232
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt015855811
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt03976579
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt015998850
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt04119618
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt0633636
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0345177
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0500076
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt02497690
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt04119618
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt0143039
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt0633636
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0345177
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt0500076
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt02497690
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt03976579
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt015855811
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt015998850
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt015998850
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0key employees and/or trustees of the foundation maintain close and continuous relationships with each of the foundation's supported organizations by serving on the organization's governing body and/or maintaining a working relationship with the beneficiary organization's board members. these relationships allow the foundation to remain responsive to the needs of its supported organizations as well as oversee the use of the grant funds. further, these relationships provide the supported organizations with a way to exercise a voice in the investment and grantmaking activities of the foundation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0part iv, section d, line 3
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0371716785
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt04118204
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0276483487
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt05575752
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00

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