Civic Intelligence

The Kellcie Fund

990PF • Fiscal year 2019 • EIN 36-4267581

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profile
PO Box 5693Evanston, IL 60204

(847) 328-2383

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.00x

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

97th percentile

106%

Faster asset growth than 97% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

361%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$5,940,360

Up $3,054,802 (+106%) from 2018

Net Assets

Up

$5,940,360

Up $3,054,802 (+106%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin97th percentile

Revenue

Up

$3,262,095

Up $2,554,043 (+361%) from 2018

Expenses

Down

$236,519

Down $121,166 (-34%) from 2018

Net Income

Up

$3,025,576

Up $2,675,209 (+764%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$15M$10M$5.0M$0Assets 2012: $2,690,583Liabilities 2012: $100,000Net Assets 2012: $2,590,5832012Assets 2013: $2,609,865Liabilities 2013: $0Net Assets 2013: $2,609,8652013Assets 2014: $2,587,372Liabilities 2014: $0Net Assets 2014: $2,587,3722014Assets 2015: $2,456,570Liabilities 2015: $0Net Assets 2015: $2,456,5702015Assets 2016: $2,423,645Liabilities 2016: $0Net Assets 2016: $2,423,6452016Assets 2017: $2,535,191Liabilities 2017: $0Net Assets 2017: $2,535,1912017Assets 2018: $2,885,558Liabilities 2018: $0Net Assets 2018: $2,885,5582018Assets 2019: $5,940,360Liabilities 2019: $0Net Assets 2019: $5,940,3602019Assets 2020: $5,775,860Liabilities 2020: $0Net Assets 2020: $5,775,8602020Assets 2021: $6,381,541Liabilities 2021: $328Net Assets 2021: $6,381,2132021Assets 2022: $9,525,132Liabilities 2022: $0Net Assets 2022: $9,525,1322022Assets 2023: $9,577,847Liabilities 2023: $0Net Assets 2023: $9,577,8472023Assets 2024: $10,144,556Liabilities 2024: $500Net Assets 2024: $10,144,0562024

Highlighted filing

2019

Assets$5,940,360
Liabilities$0
Net Assets$5,940,360
Open 2019 Filing

Operations Trend

Revenue Growth97th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $285,9332012Revenue 2013: $267,957Expenses 2013: $248,675Net Income 2013: $19,2822013Revenue 2014: $410,517Expenses 2014: $433,011Net Income 2014: -$22,4942014Revenue 2015: $93,684Expenses 2015: $224,485Net Income 2015: -$130,8012015Revenue 2016: $95,078Expenses 2016: $128,004Net Income 2016: -$32,9262016Revenue 2017: $225,069Expenses 2017: $116,556Net Income 2017: $108,5132017Revenue 2018: $708,052Expenses 2018: $357,685Net Income 2018: $350,3672018Revenue 2019: $3,262,095Expenses 2019: $236,519Net Income 2019: $3,025,5762019Revenue 2020: $294,287Expenses 2020: $457,984Net Income 2020: -$163,6972020Revenue 2021: $1,295,704Expenses 2021: $439,676Net Income 2021: $856,0282021Revenue 2022: $3,659,049Expenses 2022: $501,242Net Income 2022: $3,157,8072022Revenue 2023: $449,392Expenses 2023: $424,070Net Income 2023: $25,3222023Revenue 2024: $919,490Expenses 2024: $422,639Net Income 2024: $496,8512024

Highlighted filing

2019

Revenue$3,262,095
Expenses$236,519
Net Income$3,025,576
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kenneth LehmanCo-President-$0--
Lucy LehmanCo-President-$0--
Amy LehmanSecretary-$0--
Betsy LehmanAsst. Secretary-$0--
Peter LehmanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Kellcie Fund
EIN
36-4267581
Phone
8473282383
Address
PO Box 5693, Evanston, IL 60204

Signing Officer

Name
Kenneth Lehman
Title
Co-president
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Naviaux Dubow & Harris LLC
Address
303 W Madison St Ste 950, Chicago, IL 60606
Preparer
Jeremy Dubow
Phone
3124610514
Raw XML AppendixShowing 400 of 431 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The Kellcie FundC/O KKP Group, LLC1603 Orrington Ave, ste 1275Evanston, IL 60201EIN # 36-4267581CONTROLLED FOREIGN CORPORATION REPORTINGThe taxpayer may be required to file form 5471 for the foreign corporation listed below, but is not doing so under the multiple filers exception pursuant to Treas. Reg. Section 1.6038-2(J). The taxpayer's filing requirement will be satisfied by:Okabena Diversified Equity Fund, LLC1800 IDS Center, Minneapolils, MN 55402EIN: 41-1563584The return will be filed in Ogden, UT. Name of foreign corporation(s): Frontier Market Opportunities Fund, LTD. Sit Offshore Custom Alpha SPC(A)
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1The Kellcie FundC/O KKP Group, LLC1603 Orrington Ave, ste 1275Evanston, IL 60201EIN # 36-4267581CONTROLLED FOREIGN CORPORATION REPORTINGThe taxpayer may be required to file form 5471 for the foreign corporation listed below, but is not doing so under the multiple filers exception pursuant to Treas. Reg. Section 1.6038-2(J). The taxpayer's filing requirement will be satisfied by:Okabena Fixed Income Fund, LLC1800 IDS Center, Minneapolils, MN 55402EIN: 74-3049966The return will be filed in Ogden, UT. Name of foreign corporation(s): Sit Offshore Custom Alpha SPC(B)
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS Financial Services - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS Financial Services - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS Financial Services - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3UBS Financial Services - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Northern Trust Company - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Northern Trust Company - See Attached
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Capital Gain Dividends
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Kenneth Lehman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Lucy Lehman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Amy Lehman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Betsy Lehman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Peter Lehman
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4PO Box 5693
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Evanston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Evanston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Evanston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Evanston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Evanston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd360204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd460204
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0406032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0408516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0344916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0112465
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0124642
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0205128
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0424640
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.091837
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.13234
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04556
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05244
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.07895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.14990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04421228
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02606313
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02468567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02376933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt02598283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02832808
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0219123
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.459185
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0219123
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0219123
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0219123
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 5693
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Evanston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060204
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Philip C Fontana
IRS990PF/StatementsRegardingActyGrp/PhoneNum08473282383
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No particular form is required. A letter is sufficient.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Kenneth Lehman
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08473282383
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 5693
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Evanston
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The organization must be qualified under IRC Sec 170(c).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0No deadline exists.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Kenneth Lehman
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0215080
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0All contributions were made for the general, charitable, educational or scientific purpose of each organization.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See attached grant list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01603 Orrington Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Evanston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0215080
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/AppliedToCurrentYearAmt0216094
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0216094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0219210
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt077021
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0291143
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0291143
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0306889
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt03029
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0219210
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt077021
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0219123
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt03029
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0598032
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0595003
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorNum45
IRS990ScheduleB/ContributorInformationGrp/ContributorNum56
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Elliot Lehman Trust Dated 52087
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Elliot Lehman Trust Dated 52087
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Elliot Lehman Trust Dated 52087
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Elliot Lehman Trust Dated 52087
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm4Elliot Lehman Trust Dated 52087
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm5Elliot Lehman Trust Dated 52087
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 5693
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt1PO Box 5693
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt2PO Box 5693
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt3PO Box 5693
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt4PO Box 5693
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt5PO Box 5693
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Evanston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Evanston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Evanston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Evanston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm4Evanston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm5Evanston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd4IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd5IL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd060204
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd160204
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd260204
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd360204
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd460204
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd560204
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd3X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd4X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt02268411
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1253081
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2115535
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt346884
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt4286652
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt525745
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum02
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum13
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum24
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum35
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum46
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0253081
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1115535
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt246884
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt3286652
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt425745
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc010,857.18 units Artisan Global Opportunities
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc18,023.23 units WCM Focused Growth Int'l
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc21,416.87 units Vanguard Emerging Markets Index
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc310,311.21 units Vanguard Total World Stock Index
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc41,969.78 units Baron Emerging Markets Fund
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-01-17
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-01-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22019-01-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32019-01-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42019-01-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Miscellaneous
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt011
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt011
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0774
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0774
OtherIncreasesSchedule/OtherIncreasesDetail/Amt029226
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gain on Contributed Securities
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07097
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Professional Fees

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,940,360
Liabilities
$0
Net assets
$5,940,360
Revenue
$3,262,095
Expenses
$236,519
Net income
$3,025,576
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$0.92$0.42$0.50
2023Detailed filing. Detailed filing data is available for this year.$9.58$0.00$9.58$0.45$0.42$0.03
2022Detailed filing. Detailed filing data is available for this year.$9.53$0.00$9.53$3.66$0.50$3.16
2021Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$1.30$0.44$0.86
2020Detailed filing. Detailed filing data is available for this year.$5.78$0.00$5.78$0.29$0.46$0.16
2019Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$3.26$0.24$3.03
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.71$0.36$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.23$0.12$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.10$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.09$0.22$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.41$0.43$0.02
2013Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.27$0.25$0.02
2012Detailed filing. Detailed filing data is available for this year.$2.69$0.10$2.59$0.29