Civic Intelligence

Lance L Knox and Mary E Lambert F Charitable Foundation

990PF • Fiscal year 2013 • EIN 36-4224093

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

528 Elder Lane60093

(847) 441-6535

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

10th percentile

-56%

Higher net margin than 10% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

42nd percentile

-1.7%

Faster asset growth than 42% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Assets

Down

$63,027

Down $1,114 (-1.7%) from 2012

Net Assets

Down

$63,027

Down $1,114 (-1.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$1,982

No earlier filing loaded for comparison.

Expenses

Up

$3,083

Up $514 (+20%) from 2012

Net Income

-$1,101

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.

$80K$60K$40K$20K$0Assets 2012: $64,141Liabilities 2012: $0Net Assets 2012: $64,1412012Assets 2013: $63,027Liabilities 2013: $0Net Assets 2013: $63,0272013

Highlighted filing

2013

Assets$63,027
Liabilities$0
Net Assets$63,027

Operations Trend

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

$4.0K$2.0K$0-$2.0KExpenses 2012: $2,5692012Revenue 2013: $1,982Expenses 2013: $3,083Net Income 2013: -$1,1012013

Highlighted filing

2013

Revenue$1,982
Expenses$3,083
Net Income-$1,101
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANCE L KNOXPresident, D-$0--
MARY E LAMBERTSecretary/Tr-$0--
ELIZABETH M KNOXDirector-$0--
MICHELE M KNOXDirector-$0--
Filing and Contact Details

Filer

EIN
36-4224093
Phone
8474416535

Signing Officer

Name
Lance L Knox
Title
President
Phone
8474416535
Signed
2014-05-13

Preparer

Preparer
Harmon a Brown
Phone
3122585500
Raw XML Appendix354 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0LANCE L KNOX
CompensationExplanation/CompensationExplanationGrp/PersonNm1MARY E LAMBERT
CompensationExplanation/CompensationExplanationGrp/PersonNm2ELIZABETH M KNOX
CompensationExplanation/CompensationExplanationGrp/PersonNm3MICHELE M KNOX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02006-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12008-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22012-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt32012-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc069.204 SHARES OW REAL RETURN FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc189.859 SHARES OW GLOBAL OPP FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2241.117 SHARES OW GLOBAL OPP FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3346.535 SHARES OW GLOBAL OPP FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0776
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1807
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt21782
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt32547
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0600
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1700
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt21900
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt32800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02013-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12013-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22013-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32013-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-176
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-107
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2118
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt015763
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111371
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt215887
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt37392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt53222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt015305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt110644
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt218483
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311760
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49531
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt52552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm01,271.2440 SHARES OW FIXED INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,235.1310 SHARES OW LARGE CAP CORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2706.3320 SHARES OW LARGE CAP STRAT F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3719.504 SHARES OW GL SM & MD CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41,214.9970 SHARES OW GL OPPTIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5375.999 SHARES OW REAL RETURN FD
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt01105
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0877
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01105
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0877
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01982
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0789
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01105
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1101
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06789
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0877
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01811
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt03000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt03083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01982
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt083
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0789
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1101
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt013
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt063040
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt064141
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt063027
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03340
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03340
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03340
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03376
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt036
IRS990PF/DistributableAmountGrp/TotalTaxAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt070
IRS990PF/FMVAssetsEOYAmt070042
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0380
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt067
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt067
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt056861
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt061260
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt068275
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt064141
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt063027
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt06900
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01700
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01700
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt064141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt063027
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt070042
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt064141
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt063027
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt064141
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt063027
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt068557
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04812
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt063745
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01028
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03376
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt067529
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt068557
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LANCE L KNOX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY E LAMBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ELIZABETH M KNOX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHELE M KNOX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT, D
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10528 ELDER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine11528 ELDER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12528 ELDER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13528 ELDER LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0WINNETKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1WINNETKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2WINNETKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3WINNETKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode060093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode160093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode260093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode360093
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt03364
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt03382
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt02500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt03493
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.044528
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.060488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt018
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt067529
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt063498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt067373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt063871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt057747
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt072587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt03000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.249053
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt03000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt03000
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0LANCE L KNOX
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10528 ELDER LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0WINNETKA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode060093
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08474416535
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LANCE L KNOX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt350
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1WILLIAM SMITH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10NORTH SHORE UNIVERSITY HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11HOBART & WILLIAM SMITH COLLEGES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12KINGSWOOD-OXFORD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13KNOX PARKS FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14WILLIAMS COLLEGE (ALUMNI FUND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine20SYSTEM FOUNDATION (UNRESTRICTED FUNDS)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine21(WILLIAM SMITH FUND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine22(ANNUAL FUND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine23(ANNUAL FUND)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101033 UNIVERSITY PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11ALUMNI HOUSE 615 S MAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12170 KINGSWOOD ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1375 LAUREL ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1475 PARK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20SUITE 450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1GENEVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2WEST HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4WILLIAMSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode060201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode114456
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode206119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode306106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode401267
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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/AppliedToCurrentYearAmt03000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0330
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0330
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010
OtherDecreasesSchedule/OtherDecreasesDetail/Amount013
OtherDecreasesSchedule/OtherDecreasesDetail/Description0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SECRETARY OF STATE - ANNUAL R
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ILLINOIS CHARITY BUREAU - FIL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BESSEMER TRUST -INVESTMENT SE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt253
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt253
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0LANCE L KNOX
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine10528 ELDER LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0WINNETKA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0IL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode060093
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LANCE L KNOX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08474416535
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10LANCE L KNOX AND MARY E LAMBERT
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LANC
ReturnHeader/Filer/EIN0364224093
ReturnHeader/Filer/PhoneNum08474416535
ReturnHeader/Filer/USAddress/AddressLine10528 ELDER LANE
ReturnHeader/Filer/USAddress/City0WINNETKA
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060093
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10SCHIFF HARDIN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10233 S WACKER DR STE 6600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0606066360
ReturnHeader/PreparerPersonGrp/PhoneNum03122585500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HARMON A BROWN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-14T13:01:59-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings