Civic Intelligence

Buckeye Foundation

990PF • Fiscal year 2023 • EIN 36-3999865

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

Organization Profile
Fh Assoc 20940 S Frankfort Sq RdFrankfort, IL 60423

(312) 642-9503

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

14th percentile

0.00x

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

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

22nd percentile

-13%

Higher net margin than 22% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$100,000

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

29th percentile

-0.6%

Faster asset growth than 29% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-21%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$34,791,463

Down $192,586 (-0.6%) from 2022

Net Assets

Down

$34,791,463

Down $188,676 (-0.5%) from 2022

Liabilities

Down

$0

Down $3,910 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin22nd percentile

Revenue

Down

$1,489,561

Down $400,058 (-21%) from 2022

Expenses

Down

$1,678,237

Down $379,969 (-18%) from 2022

Net Income

Down

-$188,676

Down $20,089 (-12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$40M$30M$20M$10M$0Assets 2013: $37,531,384Liabilities 2013: $0Net Assets 2013: $37,531,3842013Assets 2015: $35,674,052Liabilities 2015: $0Net Assets 2015: $35,674,0522015Assets 2016: $35,801,770Liabilities 2016: $0Net Assets 2016: $35,801,7702016Assets 2019: $32,809,417Liabilities 2019: $0Net Assets 2019: $32,809,4172019Assets 2020: $33,536,907Liabilities 2020: $0Net Assets 2020: $33,536,9072020Assets 2021: $35,148,726Liabilities 2021: $0Net Assets 2021: $35,148,7262021Assets 2022: $34,984,049Liabilities 2022: $3,910Net Assets 2022: $34,980,1392022Assets 2023: $34,791,463Liabilities 2023: $0Net Assets 2023: $34,791,4632023Assets 2024: $35,779,087Liabilities 2024: $1,695Net Assets 2024: $35,777,3922024

Highlighted filing

2023

Assets$34,791,463
Liabilities$0
Net Assets$34,791,463
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $639,917Expenses 2013: $2,123,694Net Income 2013: -$1,483,7772013Revenue 2015: $1,408,330Expenses 2015: $1,495,970Net Income 2015: -$87,6402015Revenue 2016: $1,066,572Expenses 2016: $938,854Net Income 2016: $127,7182016Revenue 2019: $975,290Expenses 2019: $1,867,001Net Income 2019: -$891,7112019Revenue 2020: $2,771,504Expenses 2020: $2,078,266Net Income 2020: $693,2382020Revenue 2021: $3,425,000Expenses 2021: $1,800,181Net Income 2021: $1,624,8192021Revenue 2022: $1,889,619Expenses 2022: $2,058,206Net Income 2022: -$168,5872022Revenue 2023: $1,489,561Expenses 2023: $1,678,237Net Income 2023: -$188,6762023Revenue 2024: $3,354,893Expenses 2024: $2,358,964Net Income 2024: $995,9292024

Highlighted filing

2023

Revenue$1,489,561
Expenses$1,678,237
Net Income-$188,676
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY KAREN PATRICK PHILIPTreasurer -- Part-Time-$100,000-$100,000
MARILYN M PATRICKPresident -- Part-Time-$0--
THOMAS H PATRICKSecretary -- Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
Buckeye Foundation
EIN
36-3999865
In Care Of
% MARY KAREN PATRICK PHILIP
Phone
3126429503
Address
FH ASSOC 20940 S FRANKFORT SQ RD, FRANKFORT, IL 60423

Signing Officer

Name
Karen Philip
Title
Treasurer
Phone
7087996800
Signed
2024-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Friedman & Huey Assoc Llp
Address
20940 S FRANKFORT SQUARE RD, FRANKFORT, IL 60423
Preparer
Thomas Lewandowski
Phone
7087996800
Raw XML Appendix341 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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0600000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt113831852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt299873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt36244291
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4727025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GLOBOSPORT INDIA PVT LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1NV CAPITAL HOLDINGS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2NV INDIA DI CAYMAN FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3NEW VERNON MATRIX FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4NEW VERNON FINANCIAL SEC FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt119264004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21766595
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt36549551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt41231955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0684577
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0900000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01334243
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt048
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2900001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NEW VERNON CAPITAL HOLDINGS- OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1NEW VERNON FINANCIAL SECOTR FUND - OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2NEW VERNON MATRIX FUND - OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-444959
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-2585
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt2-83179
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd101
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd201
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt01416
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01488145
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01416
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01489561
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01334243
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0100000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01101400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01101400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0684577
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0684577
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-188676
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01334243
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt024542
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt048
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt024542
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01334243
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01101682
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt064718
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0346297
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0411015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-530723
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-529307
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt015656
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt015624
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt041280
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01281774
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0386463
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01678237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01488145
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01489561
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0180374
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0386463
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0576837
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01334243
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-188676
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt034791463
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt034980139
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt034791463
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01453052
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01453052
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01453052
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01468365
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt015313
IRS990PF/DistributableAmountGrp/TotalTaxAmt015313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt032251
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt015313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt015313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt015313
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt032251
IRS990PF/FMVAssetsEOYAmt031242211
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt028164
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt01381535
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt028164
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt028164
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0276213
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0146101
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0146101
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt010858316
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt010858316
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt021599419
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt021503041
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt028812105
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt03910
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt034980139
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt034791463
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0868566
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02255841
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02255841
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt034984049
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt034791463
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031242211
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt03910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt034984049
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt034791463
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt034980139
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt034791463
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt029814521
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02672735
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt027141786
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0447218
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01468365
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt029367303
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt029814521
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0100000
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/PersonNm0MARY KAREN PATRICK PHILIP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARILYN M PATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2THOMAS H PATRICK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER -- PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT -- PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY -- PART-TIME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0FH ASSOC 20940 S FRANKFORT SQ RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1FH ASSOC 20940 S FRANKFORT SQ RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2FH ASSOC 20940 S FRANKFORT SQ RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FRANKFORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FRANKFORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FRANKFORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260423
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01281774
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01281774
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
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/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/Form990TFiledInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01124 WEST DRUMMOND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060614
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARY KAREN PATRICK PHILIP
IRS990PF/StatementsRegardingActyGrp/PhoneNum07733488180
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0true
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01101400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE STATEMENT ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0SEE STMT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt020940 S FRANKFORT SQ RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FRANKFORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060423
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01101400
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/AppliedToCurrentYearAmt0181638
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01100136
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01453052
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01281774
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01271414
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01100136
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt010858316
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OVER COST - NV CAP HLDGS LLC
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt010858316
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NEW VERNON MATRIX FUND
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW VERNON CAPITAL HOLDINGS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NEW VERNON FINANCIAL SECTOR FD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ADMINISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4CHARITABLE BUREAU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt364081
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt410
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt5104
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6523
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1315240
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt231057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1315240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt231057
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt364081
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt410
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6523
OtherIncomeSchedule2/OtherIncomeDetail/Desc0VERNON CAPITAL HOLDINGS, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NEW VERNON FINANCIAL SECTOR FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NEW VERNON MATRIX FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc3AMOUNT REPORTED ON 990-T
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-443543
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-2585
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-83179
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt3-1416
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-443543
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2585
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-83179
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03910
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt07546
TaxesSchedule/TaxesDetail/Amt18078
TaxesSchedule/TaxesDetail/Amt210000
TaxesSchedule/TaxesDetail/Amt315656
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID - NV CAPITAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID - NV FINC'L
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt3PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt015656
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07546
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt18078
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN PHILIP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07087996800
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUCKEYE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BUCK
ReturnHeader/Filer/EIN0363999865
ReturnHeader/Filer/InCareOfNm0% MARY KAREN PATRICK PHILIP
ReturnHeader/Filer/PhoneNum03126429503
ReturnHeader/Filer/USAddress/AddressLine1Txt0FH ASSOC 20940 S FRANKFORT SQ RD
ReturnHeader/Filer/USAddress/CityNm0FRANKFORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060423
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRIEDMAN & HUEY ASSOC LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020940 S FRANKFORT SQUARE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRANKFORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060423
ReturnHeader/PreparerPersonGrp/PhoneNum07087996800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS LEWANDOWSKI
ReturnHeader/ReturnTs02024-11-05T08:57:49-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,791,463
Liabilities
$0
Net assets
$34,791,463
Revenue
$1,489,561
Expenses
$1,678,237
Net income
-$188,676
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.8$0.00$35.8$3.35$2.36$1.00
2023Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$1.49$1.68$0.19
2022Detailed filing. Detailed filing data is available for this year.$35.0$0.00$35.0$1.89$2.06$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$0.00$35.1$3.43$1.80$1.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.5$0.00$33.5$2.77$2.08$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$0.00$32.8$0.98$1.87$0.89
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$0.00$35.8$1.07$0.94$0.13
2015Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$1.41$1.50$0.09
2013Detailed filing. Detailed filing data is available for this year.$37.5$0.00$37.5$0.64$2.12$1.48