Civic Intelligence

Alonzo Mather Foundation Trust C/O the Chicago Trust Company Na

990PF • Fiscal year 2017 • EIN 36-6015440

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 18, 2018

Organization Profile
231 S Lasalle Street 13th FloorChicago, IL 60604

(312) 431-6599

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

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

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

31st percentile

$139,581

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

51st percentile

4.9%

Faster asset growth than 51% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$38,057,561

Up $1,773,618 (+4.9%) from 2016

Net Assets

Up

$38,057,561

Up $1,773,618 (+4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin76th percentile

Revenue

Up

$2,789,132

Up $1,053,428 (+61%) from 2016

Expenses

Up

$2,198,497

Up $58,178 (+2.7%) from 2016

Net Income

Up

$590,635

Up $995,250 (+246%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$40M$30M$20M$10M$0Assets 2013: $33,713,595Liabilities 2013: $0Net Assets 2013: $33,713,5952013Assets 2014: $37,694,877Liabilities 2014: $0Net Assets 2014: $37,694,8772014Assets 2015: $35,084,988Liabilities 2015: $0Net Assets 2015: $35,084,9882015Assets 2016: $36,283,943Liabilities 2016: $0Net Assets 2016: $36,283,9432016Assets 2017: $38,057,561Liabilities 2017: $0Net Assets 2017: $38,057,5612017Assets 2018: $36,841,633Liabilities 2018: $0Net Assets 2018: $36,841,6332018Assets 2019: $35,471,630Liabilities 2019: $0Net Assets 2019: $35,471,6302019Assets 2020: $34,190,230Liabilities 2020: $0Net Assets 2020: $34,190,2302020Assets 2021: $34,891,666Liabilities 2021: $0Net Assets 2021: $34,891,6662021Assets 2022: $34,077,620Liabilities 2022: $0Net Assets 2022: $34,077,6202022Assets 2023: $33,739,385Liabilities 2023: $0Net Assets 2023: $33,739,3852023Assets 2024: $32,436,938Liabilities 2024: $0Net Assets 2024: $32,436,9382024

Highlighted filing

2017

Assets$38,057,561
Liabilities$0
Net Assets$38,057,561
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $2,200,286Expenses 2013: $1,974,285Net Income 2013: $226,0012013Revenue 2014: $3,520,110Expenses 2014: $2,025,074Net Income 2014: $1,495,0362014Revenue 2015: $2,251,603Expenses 2015: $2,360,231Net Income 2015: -$108,6282015Revenue 2016: $1,735,704Expenses 2016: $2,140,319Net Income 2016: -$404,6152016Revenue 2017: $2,789,132Expenses 2017: $2,198,497Net Income 2017: $590,6352017Revenue 2018: $1,410,360Expenses 2018: $2,185,403Net Income 2018: -$775,0432018Revenue 2019: $865,461Expenses 2019: $2,171,675Net Income 2019: -$1,306,2142019Revenue 2020: $936,471Expenses 2020: $2,065,249Net Income 2020: -$1,128,7782020Revenue 2021: $2,843,199Expenses 2021: $2,081,347Net Income 2021: $761,8522021Revenue 2022: $1,598,366Expenses 2022: $2,245,116Net Income 2022: -$646,7502022Revenue 2023: $1,939,543Expenses 2023: $2,236,552Net Income 2023: -$297,0092023Revenue 2024: $1,525,759Expenses 2024: $2,337,434Net Income 2024: -$811,6752024

Highlighted filing

2017

Revenue$2,789,132
Expenses$2,198,497
Net Income$590,635
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 18, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE CHICAGO TRUST COMPANY NACo-TrusteePT$139,581-$139,581
DAVID WATKINSCo-TrusteePT$39,488-$39,488
Filing and Contact Details

Filer

Filer Name
Alonzo Mather Foundation Trust
EIN
36-6015440
Phone
3124316599
Address
231 S LASALLE STREET 13TH FLOOR, CHICAGO, IL 60604

Signing Officer

Name
Ethel Kaplan
Title
Trust Officer
Signed
2018-09-18
Discuss with paid preparer
Yes

Preparer

Firm
Powell Tax & Trust Services
Address
1212 S Naper BLVD Suite 119-260, NAPERVILLE, IL 60540-7349
Preparer
Kathleen O Powell CPA
Phone
6302677088
Raw XML Appendix295 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/Amt01380
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01380
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0416403
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01983036
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0394758
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt05065
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02789132
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02789132
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01380
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01380
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01983036
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0179069
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0179069
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01842000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01842000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0416403
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0416403
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0590635
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt012078720
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt013442
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0394758
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0394758
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt013442
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01513
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01513
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01983036
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02432650
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt094651
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt094666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-5065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-5065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt053004
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt053004
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013423
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01842015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0356482
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02198497
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02789132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02789132
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0356482
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0356497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01983036
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0590635
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01182983
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038057561
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt036283943
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038057561
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01917480
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01917480
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01917480
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01966133
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt048653
IRS990PF/DistributableAmountGrp/TotalTaxAmt048653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0650
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025755
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt048653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt048653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt048653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03548
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt045755
IRS990PF/FMVAssetsEOYAmt041547934
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt034526535
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt034526535
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt08361777
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05661304
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05684915
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016071348
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016371580
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019821854
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt093066
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt093066
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt07968280
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04646360
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04944301
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01757408
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03531026
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02204339
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt06325082
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt06325082
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt036283943
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038057561
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041547934
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt036283943
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038057561
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt036283943
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038057561
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01678199
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04960169
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04678716
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039921473
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04264710
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt029100089
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0598822
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06556674
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01966133
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt039322651
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039921473
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt025.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0139581
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt139488
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE CHICAGO TRUST COMPANY NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAVID WATKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0231 S LASALLE ST 13TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1616 W WILLOW UNIT 2
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060604
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160614
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt01878600
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01902927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt01813770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt01877433
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01755130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01600130
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt01665215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.047774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.04903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04968
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04454
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt024327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt039322651
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt036990796
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt037787616
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt038445882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt035924107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt033330183
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01842015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.238872
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01842015
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01842015
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01842015
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/ForeignAccountsQuestionInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignCountryCd0OC
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0231 S LASALLE STREET 13TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060604
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE CHICAGO TRUST COMPANY NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03124316599
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01842000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL USE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0THE MATHER FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01603 ORRINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01842000
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/AppliedToCurrentYearAmt07399
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01834616
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01917480
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01842015
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01910081
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01834616
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01513
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01513
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt093066
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt093066
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ILLINOIS CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PARTNERSHIP OTHER DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PARTNERSHIP PORTFOLIO DEDUCTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09660
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt184991
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt19660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt284991
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-5065
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-5065
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01182983
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PARTNERSHIP ACTIVITY NOT BOOKED TO COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt053004
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0GREAT LAKES ADVISORS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt053004
TaxesSchedule/TaxesDetail/Amt013423
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013423
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ETHEL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALONZO MATHER FOUNDATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO THE CHICAGO TRUST COMPANY NA
ReturnHeader/Filer/BusinessNameControlTxt0ALON
ReturnHeader/Filer/EIN0366015440
ReturnHeader/Filer/PhoneNum03124316599
ReturnHeader/Filer/USAddress/AddressLine1Txt0231 S LASALLE STREET 13TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060604
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POWELL TAX & TRUST SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01212 S Naper BLVD Suite 119-260
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NAPERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0605407349
ReturnHeader/PreparerPersonGrp/PhoneNum06302677088
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KATHLEEN O POWELL CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-18T12:36:11-07:00
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
$38,057,561
Liabilities
$0
Net assets
$38,057,561
Revenue
$2,789,132
Expenses
$2,198,497
Net income
$590,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$1.53$2.34$0.81
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.00$33.7$1.94$2.24$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.1$0.00$34.1$1.60$2.25$0.65
2021Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$2.84$2.08$0.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.2$0.00$34.2$0.94$2.07$1.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$0.00$35.5$0.87$2.17$1.31
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.8$0.00$36.8$1.41$2.19$0.78
2017Detailed filing. Detailed filing data is available for this year.$38.1$0.00$38.1$2.79$2.20$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$0.00$36.3$1.74$2.14$0.40
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.1$0.00$35.1$2.25$2.36$0.11
2014Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$3.52$2.03$1.50
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.00$33.7$2.20$1.97$0.23