Civic Intelligence

The Oakriver Foundation

990PF • Fiscal year 2012 • EIN 36-4139320

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 24, 2013

411 Hamilton Blvd No 162061602
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

63rd percentile

4.0%

Faster asset growth than 63% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$2,778,088

Up $106,845 (+4.0%) from 2011

Net Assets

Up

$2,778,088

Up $106,845 (+4.0%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$181,931

Up $14,189 (+8.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,671,243Liabilities 2011: $0Net Assets 2011: $2,671,2432011Assets 2012: $2,778,088Liabilities 2012: $0Net Assets 2012: $2,778,0882012Assets 2013: $2,852,836Liabilities 2013: $0Net Assets 2013: $2,852,8362013Assets 2014: $2,982,649Liabilities 2014: $0Net Assets 2014: $2,982,6492014Assets 2015: $3,101,380Liabilities 2015: $0Net Assets 2015: $3,101,3802015Assets 2016: $3,039,439Liabilities 2016: $0Net Assets 2016: $3,039,4392016Assets 2017: $3,094,088Liabilities 2017: $0Net Assets 2017: $3,094,0882017Assets 2018: $3,288,359Liabilities 2018: $0Net Assets 2018: $3,288,3592018Assets 2019: $3,269,602Liabilities 2019: $0Net Assets 2019: $3,269,6022019Assets 2020: $3,133,631Liabilities 2020: $1,424Net Assets 2020: $3,132,2072020Assets 2021: $3,337,983Liabilities 2021: $7,524Net Assets 2021: $3,330,4592021Assets 2022: $3,431,761Liabilities 2022: $0Net Assets 2022: $3,431,7612022Assets 2023: $3,289,032Liabilities 2023: $0Net Assets 2023: $3,289,0322023Assets 2024: $3,712,050Liabilities 2024: $0Net Assets 2024: $3,712,0502024

Highlighted filing

2012

Assets$2,778,088
Liabilities$0
Net Assets$2,778,088

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $167,7422011Expenses 2012: $181,9312012Revenue 2013: $245,042Expenses 2013: $170,294Net Income 2013: $74,7482013Revenue 2014: $329,030Expenses 2014: $199,217Net Income 2014: $129,8132014Revenue 2015: $297,852Expenses 2015: $179,121Net Income 2015: $118,7312015Revenue 2016: $136,138Expenses 2016: $207,716Net Income 2016: -$71,5782016Revenue 2017: $245,678Expenses 2017: $195,122Net Income 2017: $50,5562017Revenue 2018: $437,574Expenses 2018: $243,303Net Income 2018: $194,2712018Revenue 2019: $204,038Expenses 2019: $222,795Net Income 2019: -$18,7572019Revenue 2020: $83,637Expenses 2020: $221,032Net Income 2020: -$137,3952020Revenue 2021: $470,674Expenses 2021: $272,422Net Income 2021: $198,2522021Revenue 2022: $393,853Expenses 2022: $292,551Net Income 2022: $101,3022022Revenue 2023: $147,862Expenses 2023: $290,591Net Income 2023: -$142,7292023Revenue 2024: $687,243Expenses 2024: $291,466Net Income 2024: $395,7772024

Highlighted filing

2012

Revenue-
Expenses$181,931
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 24, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM P HEIDRICHTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLAKEVIEW MUSEUMCHARITABLEPUBLIC CHARITYPEORIA, IL, US$50,000
Paid GrantUNIVERSITY OF MICHIGANEDUCATIONALPUBLIC CHARITYANN ARBOR, MI, US$35,000
Paid GrantBRADLEY UNIVERSITYEDUCATIONALPUBLIC CHARITYPEORIA, IL, US$21,000
Paid GrantPEORIA PARK DISTRICTCHARITABLEPUBLIC CHARITYPEORIA, IL, US$20,000
Paid GrantAMERICAN RED CROSS - CENTRAL ILLINOIS CHAPTERCHARITABLEPUBLIC CHARITYPEORIA, IL, US$12,500
Paid GrantEUREKA COLELGEEDUCATIONALPUBLIC CHARITYEUREKA, IL, US$11,000
Paid GrantADDISON GALLERY - PHILLIPS ACADEMYCHARITABLEPUBLIC CHARITYANDOVER, MA, US$2,500
Paid GrantFAMILY HOUSECHARITABLEPUBLIC CHARITYPEORIA, IL, US$2,500
Paid GrantST THOMAS CHURCHRELIGIOUSPUBLIC CHARITYPEORIA HEIGHTS, IL, US$2,000
Paid GrantBOYS & GIRLS CLUB OF CHICAGOCHARITABLEPUBLIC CHARITYCHICAGO, IL, US$1,450
Paid GrantSALVATION ARMYCHARITABLEPUBLIC CHARITYPEORIA, IL, US$1,000
Paid GrantHEARTLAND FESTIVAL ORCHESTRACHARITABLEPUBLIC CHARITYPEORIA, IL, US$1,000
Paid GrantATWILL MEMORIAL CHAPELCHARITABLEPUBLIC CHARITYNORTHPOINT, MI, US$1,000
Paid GrantPEORIA SYMPHONY FOUNDATIONCHARITABLEPUBLIC CHARITYPEORIA, IL, US$1,000
Filing and Contact Details

Filer

EIN
36-4139320
Raw XML AppendixShowing 400 of 569 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/AccountingFees/Amount02125
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps02125
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue140547
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue476795
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue633064
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue80
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue958517
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1170216
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1266890
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1431525
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1648573
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1838414
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue1951098
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2043311
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2249000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2444983
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2541328
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2637880
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2735298
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2851974
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue2940563
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3036404
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3136845
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3277233
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3331846
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3428591
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3540231
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue3651034
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV00
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV152270
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV20
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV30
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV470222
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV50
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV653750
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV70
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV80
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV962055
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV100
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1166774
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1273730
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV130
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1435594
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV150
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1697755
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV170
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1866962
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV1952297
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2052960
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV210
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2269550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV230
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2452400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2546662
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2641020
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2755900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2855710
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV2943976
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3039881
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3138844
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3280730
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3332824
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3428292
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3539250
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV3650380
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EXXON MOBIL CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DIAGEO PLC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5KIMBERLY-CLARK CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6VALHI INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7WORTHINGTON INDS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8FEDERATED INVESTORS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ROYAL DUTCH SHELL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12UNITED PARCEL SERVICE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13TITANIUM METALS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15KRAFT FOODS INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16NESTLE SA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17EXELON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19COMPASS MINERALS INT'L INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22WEYERHAUSER COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23CANADIAN OIL SANDS LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26MEDTRONIC INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27SURMODICS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock283M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29DAIMLER AG
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30GENERAL ELECTRIC COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32BERKSHIRE HATHAWAY CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33LAZARD LTD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34LEGG MASON INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36VODAFONE GROUP
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0118621
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1361360
InvestmentsOtherSchedule2/InvestmentsOther/BookValue2316063
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3170040
InvestmentsOtherSchedule2/InvestmentsOther/BookValue4135080
InvestmentsOtherSchedule2/InvestmentsOther/BookValue519294
InvestmentsOtherSchedule2/InvestmentsOther/BookValue6174269
InvestmentsOtherSchedule2/InvestmentsOther/BookValue7100040
InvestmentsOtherSchedule2/InvestmentsOther/BookValue8100080
InvestmentsOtherSchedule2/InvestmentsOther/BookValue9118538
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0COMMERCE BROKERAGE MM
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1LONGLEAF PARTNERS FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2LONGLEAF PARTNERS INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3THIRD AVENUE VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4THIRD AVENUE INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5THIRD AVENUE SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6TWEEDY BRWN WORLD HIGH DIVIDEND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7WINTERGREEN FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8VANGUARD SHORT-TERM INV GRADE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9THIRD AVENUE FOCUSED CREDIT
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0118621
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV1365925
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV2306653
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV3254633
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV4139244
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV532678
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV6188333
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV7123669
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV8106260
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV9119917
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV1AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV2AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV3AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV4AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV5AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV6AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV7AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV8AT COST
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV9AT COST
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0132468
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0156308
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0288776
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0288776
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps02125
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02125
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0156308
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0161950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0161950
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0132468
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0132468
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0106845
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0752059
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0156308
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0270935
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm016787
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss016802
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01019
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss01019
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0164090
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm017841
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0181931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0288776
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0288776
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps02140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm017841
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss019981
IRS990PF/BalanceSheets/CapitalStockBOY02671243
IRS990PF/BalanceSheets/CapitalStockEOY02778088
IRS990PF/BalanceSheets/CashBOY0-1867
IRS990PF/BalanceSheets/CashEOY02543
IRS990PF/BalanceSheets/CashEOYFMV02543
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01080314
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01162160
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01359788
IRS990PF/BalanceSheets/InvestmentsOtherBOY01592796
IRS990PF/BalanceSheets/InvestmentsOtherEOY01613385
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01755933
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY00
IRS990PF/BalanceSheets/RetainedEarningsEOY00
IRS990PF/BalanceSheets/TotalAssetsBOY02671243
IRS990PF/BalanceSheets/TotalAssetsEOY02778088
IRS990PF/BalanceSheets/TotalAssetsEOYFMV03118264
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02671243
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02778088
IRS990PF/BalanceSheets/TotalNetAssetsBOY02671243
IRS990PF/BalanceSheets/TotalNetAssetsEOY02778088
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0156308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis072518
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1523233
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1PUBLICLY TRADED SECURITIES
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss011591
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1144717
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses011591
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1144717
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice084109
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1667950
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0106845
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02778088
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02671243
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02778088
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0144524
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0144524
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0144524
IRS990PF/DistributableAmount/MinimumInvestmentReturn0147233
IRS990PF/DistributableAmount/RecoveriesQlfyDistributions00
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02709
IRS990PF/DistributableAmount/TotalTax02709
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0914
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02709
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment033
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02709
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome02709
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01828
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxUnderSection51100
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0914
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY03118264
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AcquisitionIndebtedness00
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets02989509
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances03299
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities02986210
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable044843
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0147233
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets02944666
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets02989509
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition03.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0WILLIAM P HEIDRICH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10411 HAMILTION BLVD - SUITE 1620
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0PEORIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode061602
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfCntrctPaidOver50k00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct0155673
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets0152964
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio00.051946
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear100.049821
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear200.051059
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.052787
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear400.054849
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear500.051216
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax00
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets02944666
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear103003295
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear202763998
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear302265635
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear402893395
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear503396587
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome02709
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions0164090
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10149628
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20141128
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear30119597
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear40158699
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear50173961
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.259732
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0161381
IRS990PF/QualifyingDistributions/ExpensesAndContributions0164090
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm02709
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0164090
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0WILLIAM P HEIDRICH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03096766020
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10411 HAMILTON BLVD SUITE 1620
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0PEORIA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode061602
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IL
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NONE SPECIFIED
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WILLIAM P HEIDRICH
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03096766020
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10411 HAMILTON BLVD SUITE 1620
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0PEORIA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode061602
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0THE FOUNDATION WILL MAKE DISTRIBUTIONS TO ORGANIZATIONS EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSES
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount02500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount112500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount221000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount350000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount41000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount635000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount720000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount811000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount91000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount101000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount112500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount121450
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount131000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5RELIGIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8EDUCATIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution9CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution10CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution11CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution12CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution13CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ADDISON GALLERY - PHILLIPS ACADEMY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11AMERICAN RED CROSS - CENTRAL ILLINOIS CHAPTER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.69$0.29$0.40
2023Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.15$0.29$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.39$0.29$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.34$0.01$3.33$0.47$0.27$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.08$0.22$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.20$0.22$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.44$0.24$0.19
2017Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.25$0.20$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.14$0.21$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.30$0.18$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.33$0.20$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.85$0.00$2.85$0.25$0.17$0.07
2012Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.18
2011Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.17