Civic Intelligence

Helaine & Edgar Strauss Opportunity Tr

990PF • Fiscal year 2014 • EIN 36-3976041

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 13, 2015

Organization Profile
154 Maple AvenueWilmette, IL 60091

(847) 424-1945

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-43%

Higher net margin than 11% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

$429,429

No earlier filing loaded for comparison.

Net Assets

$429,429

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin11th percentile

Revenue

$10,672

No earlier filing loaded for comparison.

Expenses

$15,276

No earlier filing loaded for comparison.

Net Income

-$4,604

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.

$800K$600K$400K$200K$0Assets 2014: $429,429Liabilities 2014: $0Net Assets 2014: $429,4292014Assets 2015: $611,202Liabilities 2015: $0Net Assets 2015: $611,2022015Assets 2016: $593,878Liabilities 2016: $0Net Assets 2016: $593,8782016Assets 2017: $585,707Liabilities 2017: $0Net Assets 2017: $585,7072017Assets 2018: $562,781Liabilities 2018: $0Net Assets 2018: $562,7812018Assets 2019: $555,375Liabilities 2019: $0Net Assets 2019: $555,3752019Assets 2020: $527,723Liabilities 2020: $0Net Assets 2020: $527,7232020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $21,1462021

Highlighted filing

2014

Assets$429,429
Liabilities$0
Net Assets$429,429
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2014: $10,672Expenses 2014: $15,276Net Income 2014: -$4,6042014Revenue 2015: $184,326Expenses 2015: $2,553Net Income 2015: $181,7732015Revenue 2016: $12,145Expenses 2016: $29,469Net Income 2016: -$17,3242016Revenue 2017: $22,902Expenses 2017: $31,073Net Income 2017: -$8,1712017Revenue 2018: $25,467Expenses 2018: $48,393Net Income 2018: -$22,9262018Revenue 2019: $19,738Expenses 2019: $27,144Net Income 2019: -$7,4062019Revenue 2020: $18,686Expenses 2020: $46,338Net Income 2020: -$27,6522020Revenue 2021: $392,655Expenses 2021: $15,309Net Income 2021: $377,3462021

Highlighted filing

2014

Revenue$10,672
Expenses$15,276
Net Income-$4,604
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 13, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RONALD STRAUSSTrustee-$0--
ADAM STRAUSSTrustee-$0--
JOSHUA STRAUSSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Helaine & Edgar Strauss Opportunity Tr
EIN
36-3976041
Phone
8474241945
Address
154 MAPLE AVENUE, WILMETTE, IL 60091

Signing Officer

Name
Ronald Strauss
Title
President
Signed
2015-08-13
Discuss with paid preparer
Yes

Preparer

Firm
Ronald Saltz & Associates PC
Address
85 Revere Drive Suite C, Northbrook, IL 60062-8001
Preparer
Ronald Saltz
Phone
8474803555
Raw XML Appendix327 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.

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AccountingFeesSchedule/AccountingFeesDetail/Amt0500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt058086
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137945
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt289643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0227500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt122247
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2101332
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm05000 SANFILIPPO JOHN B & SON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11679 BOSTON SCIENTIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28191.728 THE APPLESEED FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt034
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt032017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-7406
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-7406
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt024611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01000 INTEL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gain Dividends
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01897
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4604
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0429429
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0429429
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026278
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt026278
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026278
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt026491
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/DistributableAmountGrp/TotalTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0342
IRS990PF/FMVAssetsEOYAmt0594834
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0434033
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0429429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0207345
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0185674
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0351079
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0429429
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0537892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0261134
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0276758
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08068
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt026491
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0529824
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0537892
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RONALD STRAUSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ADAM STRAUSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSHUA STRAUSS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0154 MAPLE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1154 MAPLE AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22109 N SCOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WILMETTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1WILMETTE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014050
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IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014050
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014050
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014050
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03 & 4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0GENERATING INTEREST AND DIVIDEND INCOME IN ORDER TO CONTINUE CHARITABLE GIVING.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03125547527
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Application process includes recommendation of High School counselor including a statement from student of their goals and aspirations.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RONALD STRAUSS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08474241945
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0154 MAPLE AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WILMETTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060091
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Minorities and women living in the inner city of Chicago.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0April 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RONALD STRAUSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3COMMUNITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4COMMUNITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CHICAGO FOOD DEPOSITORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ERASING THE DISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3BLACK ENSEMBLE THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4PARKINSON'S DISEASE RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5ALICE AND GERALD COBURN SCHOARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06847 S CHAMPLAIN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14100 W ANN LURIE PL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24001 N RAVENSWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34450 N CLARK ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 SE FIRST STREET SUTIE 800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5236 N WATER STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MIAMI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MILWAUKEE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060637
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360640
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd433131
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd553202
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014050
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt014050
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012228
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012228
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01724
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03865
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03865
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014050
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05589
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017817
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0POSTAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034
TaxesSchedule/TaxesDetail/Amt0692
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAXES
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD STRAUSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELAINE & EDGAR STRAUSS OPPORTUNITY TR
ReturnHeader/Filer/BusinessNameControlTxt0HELA
ReturnHeader/Filer/EIN0363976041
ReturnHeader/Filer/PhoneNum08474241945
ReturnHeader/Filer/USAddress/AddressLine1Txt0154 MAPLE AVENUE
ReturnHeader/Filer/USAddress/CityNm0WILMETTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060091
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ronald Saltz & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 Revere Drive Suite C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Northbrook
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600628001
ReturnHeader/PreparerPersonGrp/PhoneNum08474803555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD SALTZ
ReturnHeader/ReturnTs02015-08-13T09:45:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$429,429
Liabilities
$0
Net assets
$429,429
Revenue
$10,672
Expenses
$15,276
Net income
-$4,604
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.21$3.93$0.15$3.77
2020Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.19$0.46$0.28
2019Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.20$0.27$0.07
2018Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.25$0.48$0.23
2017Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.23$0.31$0.08
2016Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.12$0.29$0.17
2015Detailed filing. Detailed filing data is available for this year.$6.11$0.00$6.11$1.84$0.03$1.82
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.11$0.15$0.05