Civic Intelligence

Aristotle Foundation Telly Savalas Family Memorial Fund

990PF • Fiscal year 2017 • EIN 36-4099711

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 04, 2018

Organization Profile
36 Atteridge RoadLake Forest, IL 60045

(847) 809-3887

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

7th percentile

-61%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$110,393

Down $2,594 (-2.3%) from 2016

Net Assets

Down

$110,392

Down $2,595 (-2.3%) from 2016

Liabilities

Up

$1

Up $1 from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin12th percentile

Revenue

Down

$7,361

Down $11,681 (-61%) from 2016

Expenses

Up

$9,956

Up $1,662 (+20%) from 2016

Net Income

Down

-$2,595

Down $13,343 (-124%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2012: $103,393Liabilities 2012: $0Net Assets 2012: $103,3932012Assets 2013: $101,829Liabilities 2013: $0Net Assets 2013: $101,8292013Assets 2014: $103,468Liabilities 2014: $0Net Assets 2014: $103,4682014Assets 2015: $102,239Liabilities 2015: $0Net Assets 2015: $102,2392015Assets 2016: $112,987Liabilities 2016: $0Net Assets 2016: $112,9872016Assets 2017: $110,393Liabilities 2017: $1Net Assets 2017: $110,3922017Assets 2018: $108,655Liabilities 2018: $0Net Assets 2018: $108,6552018Assets 2019: $106,164Liabilities 2019: $0Net Assets 2019: $106,1642019Assets 2020: $196,789Liabilities 2020: $0Net Assets 2020: $196,7892020Assets 2021: $231,400Liabilities 2021: $0Net Assets 2021: $231,4002021Assets 2022: $188,934Liabilities 2022: $0Net Assets 2022: $188,9342022Assets 2023: $200,329Liabilities 2023: $0Net Assets 2023: $200,3292023Assets 2024: $209,525Liabilities 2024: $0Net Assets 2024: $209,5252024

Highlighted filing

2017

Assets$110,393
Liabilities$1
Net Assets$110,392
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$60K$40K$20K$0-$20KExpenses 2012: $1,6332012Revenue 2013: $4,523Expenses 2013: $7,588Net Income 2013: -$3,0652013Revenue 2014: $5,384Expenses 2014: $3,745Net Income 2014: $1,6392014Revenue 2015: $5,334Expenses 2015: $6,563Net Income 2015: -$1,2292015Revenue 2016: $19,042Expenses 2016: $8,294Net Income 2016: $10,7482016Revenue 2017: $7,361Expenses 2017: $9,956Net Income 2017: -$2,5952017Revenue 2018: $9,305Expenses 2018: $11,042Net Income 2018: -$1,7372018Revenue 2019: $9,874Expenses 2019: $12,365Net Income 2019: -$2,4912019Revenue 2020: $42,371Expenses 2020: $12,439Net Income 2020: $29,9322020Revenue 2021: $11,101Expenses 2021: $13,305Net Income 2021: -$2,2042021Revenue 2022: $8,364Expenses 2022: $16,530Net Income 2022: -$8,1662022Revenue 2023: $9,321Expenses 2023: $11,749Net Income 2023: -$2,4282023Revenue 2024: $8,234Expenses 2024: $17,338Net Income 2024: -$9,1042024

Highlighted filing

2017

Revenue$7,361
Expenses$9,956
Net Income-$2,595
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 4, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Penelope Savalas BoardmanPres/Secr/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Aristotle Foundation Telly Savalas
EIN
36-4099711
Phone
8478093887
Address
36 Atteridge Road, Lake Forest, IL 60045

Signing Officer

Name
Penelope Boardman
Title
President
Signed
2018-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Ballen & Company Inc
Address
1401 N Western Ave 2, LAKE FOREST, IL 60045-1959
Preparer
Stephen Z Ballen CPA
Phone
8472950671
Raw XML Appendix351 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt20
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt30
AccountingFeesSchedule/AccountingFeesDetail/Amt0131
AccountingFeesSchedule/AccountingFeesDetail/Amt1159
AccountingFeesSchedule/AccountingFeesDetail/Amt250
AccountingFeesSchedule/AccountingFeesDetail/Amt3750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Ballen & Company
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1Ballen & Company
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt2Ballen & Company
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt3Ballen & Company
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt20
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt30
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt20
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt09391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311821
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt48972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt521066
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64674
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt75326
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15627
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt227373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt312677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt417917
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt523522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt64027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt76671
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Trustco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Merck
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Microsoft
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Pfizer
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Proctor & Gamble
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Novartis AG Spon ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Telefonica S A Spon ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Royal Dutch Shell PLC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt018302
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14017
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt25515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Vanguard Primecap Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Equity Residential
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Vanguard Balanced Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt037336
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt112754
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29362
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt06401
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0960
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt07361
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt07361
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01090
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt06401
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0960
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt06401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt06401
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt06401
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-2595
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08395
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0960
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt07202
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0507
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt06401
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09956
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt07361
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt07361
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01756
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-03-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07435
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0960
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08395
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0100 Novartis AG SPON ADR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0960
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2595
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0110392
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0112987
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0110392
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07977
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07977
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt07977
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt08049
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt072
IRS990PF/DistributableAmountGrp/TotalTaxAmt072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt072
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt072
IRS990PF/FMVAssetsEOYAmt0169720
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0112987
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0110392
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt06924
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt04284
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt04284
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt080384
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt078275
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0105984
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt025679
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt027834
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt059452
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0112987
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0110393
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0169720
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0112987
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0110393
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0112987
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0110392
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0163423
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03032
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0160391
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02451
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt08049
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0160972
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0163423
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Penelope Savalas Boardman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Pres/Secr/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt036 Atteridge Road
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Lake Forest
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060045
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt05319
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt05391
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt06811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06405
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.033046
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.03629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.01742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05246
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.01318
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0160972
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0148449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0143245
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0136888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0122090
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0113823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt08200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.165230
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08128
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08200
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt072
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08200
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt036 Atteridge Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Lake Forest
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060045
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Penelope Boardman
IRS990PF/StatementsRegardingActyGrp/PhoneNum08478093887
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Rock The Cradle Gala. For the benefit of chilchren and birth mother social work services.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1For the Tracking Collar Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Sponsorship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General funds for promoting plight of the Bobcat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Mother's Day Brunch
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501 (c) 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Cradle Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Illinois Bobcat Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2YWCA Lake County Illinois
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Illinois Bobcat Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4YWCA Lake County Illinois
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Cradle Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02049 Ridge Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11401 N Western Ave 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21425 Tri State Pkwy STE 180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31401 N Western 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41425 Tri State Pkwy STE 180
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52049 Ridge Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Lake Forest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Gurnee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Lake Forest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Gurnee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360045
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460031
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd560201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08200
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/AppliedToCurrentYearAmt07977
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03220
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0223
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02997
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0223
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03220
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02997
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UBS Management Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0159
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0159
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
TaxesSchedule/TaxesDetail/Amt0119
TaxesSchedule/TaxesDetail/Amt1115
TaxesSchedule/TaxesDetail/Amt215
TaxesSchedule/TaxesDetail/Amt3195
TaxesSchedule/TaxesDetail/Amt463
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Illinois Charity Bureau
TaxesSchedule/TaxesDetail/CategoryTxt2Illinois Charity Bureau
TaxesSchedule/TaxesDetail/CategoryTxt3US Treasury
TaxesSchedule/TaxesDetail/CategoryTxt4US Treasury
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Penelope Boardman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Aristotle Foundation Telly Savalas
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Family Memorial Fund
ReturnHeader/Filer/BusinessNameControlTxt0ARIS
ReturnHeader/Filer/EIN0364099711
ReturnHeader/Filer/PhoneNum08478093887
ReturnHeader/Filer/USAddress/AddressLine1Txt036 Atteridge Road
ReturnHeader/Filer/USAddress/CityNm0Lake Forest
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060045
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0364470248
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BALLEN & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01401 N Western Ave 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE FOREST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600451959
ReturnHeader/PreparerPersonGrp/PhoneNum08472950671
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stephen Z Ballen CPA
ReturnHeader/ReturnTs02018-06-04T13:02:45-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,393
Liabilities
$1
Net assets
$110,392
Revenue
$7,361
Expenses
$9,956
Net income
-$2,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.08$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.08$0.17$0.08
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.11$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.42$0.12$0.30
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.10$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.09$0.11$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.10$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.19$0.08$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.05$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.08$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.02