Civic Intelligence

Gust K Newberg Charitable Trust

990 • Fiscal year 2017 • EIN 36-6919591

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 29, 2018

Organization ProfileN/A
1730 Park St Suite 206Naperville, IL 60563

(630) 416-7700

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.08x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

13th percentile

$21,131

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

96th percentile

86%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

10.0%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$17,365,533

Up $8,048,628 (+86%) from 2016

Net Assets

Up

$17,300,322

Up $8,052,907 (+87%) from 2016

Liabilities

Down

$65,211

Down $4,279 (-6.2%) from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin91st percentile

Revenue

Up

$834,547

Up $75,718 (+10.0%) from 2016

Expenses

Down

$402,746

Down $4,647 (-1.1%) from 2016

Net Income

Up

$431,801

Up $80,365 (+23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$30M$20M$10M$0Assets 2013: $8,311,671Liabilities 2013: $74,176Net Assets 2013: $8,237,4952013Assets 2014: $8,585,216Liabilities 2014: $88,455Net Assets 2014: $8,496,7612014Assets 2015: $8,966,810Liabilities 2015: $70,831Net Assets 2015: $8,895,9792015Assets 2016: $9,316,905Liabilities 2016: $69,490Net Assets 2016: $9,247,4152016Assets 2017: $17,365,533Liabilities 2017: $65,211Net Assets 2017: $17,300,3222017Assets 2018: $16,443,504Liabilities 2018: $53,059Net Assets 2018: $16,390,4452018Assets 2019: $20,747,490Liabilities 2019: $66,686Net Assets 2019: $20,680,8042019Assets 2020: $22,598,509Liabilities 2020: $70,014Net Assets 2020: $22,528,4952020Assets 2021: $26,626,455Liabilities 2021: $96,126Net Assets 2021: $26,530,3292021Assets 2022: $24,657,029Liabilities 2022: $112,371Net Assets 2022: $24,544,6582022Assets 2023: $26,306,325Liabilities 2023: $118,653Net Assets 2023: $26,187,6722023Assets 2024: $27,874,905Liabilities 2024: $122,426Net Assets 2024: $27,752,4792024

Highlighted filing

2017

Assets$17,365,533
Liabilities$65,211
Net Assets$17,300,322
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

$3.0M$2.0M$1.0M$0Revenue 2013: $684,340Expenses 2013: $373,909Net Income 2013: $310,4312013Revenue 2014: $657,029Expenses 2014: $397,763Net Income 2014: $259,2662014Revenue 2015: $814,675Expenses 2015: $415,457Net Income 2015: $399,2182015Revenue 2016: $758,829Expenses 2016: $407,393Net Income 2016: $351,4362016Revenue 2017: $834,547Expenses 2017: $402,746Net Income 2017: $431,8012017Revenue 2018: $692,299Expenses 2018: $424,074Net Income 2018: $268,2252018Revenue 2019: $853,842Expenses 2019: $464,781Net Income 2019: $389,0612019Revenue 2020: $1,190,117Expenses 2020: $476,987Net Income 2020: $713,1302020Revenue 2021: $1,030,970Expenses 2021: $554,693Net Income 2021: $476,2772021Revenue 2022: $2,979,060Expenses 2022: $585,578Net Income 2022: $2,393,4822022Revenue 2023: $1,484,692Expenses 2023: $700,326Net Income 2023: $784,3662023Revenue 2024: $2,225,867Expenses 2024: $752,858Net Income 2024: $1,473,0092024

Highlighted filing

2017

Revenue$834,547
Expenses$402,746
Net Income$431,801
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 29, 2018
Return Version
2017v2.3
Gross Receipts
$2,010,231
Mission and Program Overview

Mission

To invest and reinvest trust assets and distribute 100% of the net income quarterly(as defined in the trust document) to the trust's beneficiaries (listed in the trust document). Beneficiaries and amount distributed for the year are listed in schedule i

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,247,415$17,300,322▲ $8,052,907
Investments in Publicly Traded Securities$8,106,466$16,713,156▲ $8,606,690
Savings and Temporary Cash Investments$1,210,441$652,379▼ $558,062
Cash and Non-Interest-Bearing Accounts$-2$-2→ $0
Total Assets$9,316,905$17,365,533▲ $8,048,628
Liabilities
Grants Payable$69,490$65,211▼ $4,279
Total Liabilities$69,490$65,211▼ $4,279
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,247,415$17,300,322▲ $8,052,907
Total Liabilities and Net Assets / Fund Balance$9,316,905$17,365,533▲ $8,048,628
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Alexander J KuhnTrusteePT$21,131$21,131
Michael WhiteTrusteePT$21,130$21,130
Pierre La BouveTrusteePT$21,130$21,130
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$834,547
Other Revenue
$0
Change in Net Assets
$431,801
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$269,919
Other Expenses$69,436
Salaries, Compensation, and Employee Benefits$63,391
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$269,919--$269,919
Current Officers, Directors, Trustees, and Key Employees-$63,391-$63,391
Fees for Service Investment Mgmnt Fees-$47,805-$47,805
Fees for Services Accounting-$19,157-$19,157
Fees for Services Other-$2,474-$2,474
Total Functional Expenses$269,919$132,827$0$402,746
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Northwestern UniversityEvanston, IL--$107,967
Dickinson County Healthcare SystemsIron Mountain, MI--$40,488
Dickinson County Road CommissionIron Mountain, MI--$40,488
Jackson Memorial FoundationMiami, FL--$40,488
The Mosaic FoundationOmaha, NE--$40,488
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI

“NONE”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by trustee alexander j. Kuhn, who has an extensive background in accounting and taxation. Then a copy is given to the other two trustees for their review. The beneficiaries are given quarterly financial statements and at year-end a notification that form 990 is accessible for their review through kuhn and company's web site and that they could obtain a copy upon request at the trustee office.”

Form 990, Page 6, Part VI, Line 19

“The financial statements and form 990 is available at the trust office, 1730 park street, suite 206, naperville, il 60563, by appointment 630-416- 7700”

Filing and Contact Details

Filer

Filer Name
Gust K Newberg Charitable Trust
EIN
36-6919591
Phone
6304167700
Address
1730 PARK ST SUITE 206, NAPERVILLE, IL 60563
Doing Business As
Alexander J Kuhn Michael White &

Signing Officer

Name
Alexander J Kuhn
Title
Trustee
Phone
6304167700
Signed
2018-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexander J Kuhn
Formed
1988
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Kuhn & Company
Address
1730 PARK ST STE 206, NAPERVILLE, IL 60563-2689
Preparer
James J Kuhn
Phone
6304167700
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“Pierre la bouve, co trustees”

FORM 990 - ORGANIZATION'S MISSION

“To invest and reinvest trust assets and distribute 100% of the net income quarterly(as defined in the trust document) to the trust's beneficiaries (listed in the trust document). Beneficiaries and amount distributed for the year are listed in schedule i”

Form 990, Page 5, Part V, Line 3B

“Trust has no business or foreign income.”

Raw XML AppendixShowing 400 of 422 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO INVEST AND REINVEST TRUST ASSETS AND DISTRIBUTE 100% OF THE NET INCOME QUARTERLY(AS DEFINED IN THE TRUST DOCUMENT) TO THE TRUST'S BENEFICIARIES (LISTED IN THE TRUST DOCUMENT). BENEFICIARIES AND AMOUNT DISTRIBUTED FOR THE YEAR ARE LISTED IN SCHEDULE I
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KUHN AND COMPANY CPA'S
IRS990/BooksInCareOfDetail/PhoneNum06304167700
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01730 PARK STREET SUITE 206
IRS990/BooksInCareOfDetail/USAddress/CityNm0NAPERVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060563
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0-2
IRS990/CashNonInterestBearingGrp/EOYAmt0-2
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt063391
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt063391
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0269919
IRS990/CYInvestmentIncomeAmt0834547
IRS990/CYOtherExpensesAmt069436
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0431801
IRS990/CYSalariesCompEmpBnftPaidAmt063391
IRS990/CYTotalExpensesAmt0402746
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0834547
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SEE SCHEDULE I ATTACHED FOR ALL GRANTS TO DOCUMENTED NAMED BENEFICIARIES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ALEXANDER J KUHN MICHAEL WHITE &
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0269919
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt019157
IRS990/FeesForServicesAccountingGrp/TotalAmt019157
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02474
IRS990/FeesForServicesOtherGrp/TotalAmt02474
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt047805
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt047805
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt07.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt17.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt27.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEXANDER J KUHN
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm2PIERRE LA BOUVE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt021131
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt121130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt221130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt011188
IRS990/GainOrLossGrp/SecuritiesAmt0420613
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0269919
IRS990/GrantsPayableGrp/BOYAmt069490
IRS990/GrantsPayableGrp/EOYAmt065211
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0269919
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0269919
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt011188
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01596297
IRS990/GrossReceiptsAmt02010231
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0402746
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0402746
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08106466
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016713156
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01175684
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO INVEST AND REINVEST TRUST ASSETS AND DISTRIBUTE 100% OF THE NET INCOME QUARTERLY(AS DEFINED IN THE TRUST DOCUMENT) TO THE TRUST'S BENEFICIARIES (LISTED IN THE TRUST DOCUMENT). BENEFICIARIES AND AMOUNT DISTRIBUTED FOR THE YEAR ARE LISTED IN SCHEDULE I
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09247415
IRS990/NetAssetsOrFundBalancesEOYAmt017300322
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0431801
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0431801
IRS990/NetUnrlzdGainsLossesInvstAmt07621106
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ALEXANDER J KUHN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0284719
IRS990/PYInvestmentIncomeAmt0758829
IRS990/PYOtherExpensesAmt064857
IRS990/PYRevenuesLessExpensesAmt0351436
IRS990/PYSalariesCompEmpBnftPaidAmt057817
IRS990/PYTotalExpensesAmt0407393
IRS990/PYTotalRevenueAmt0758829
IRS990/ReconcilationRevenueExpnssAmt0431801
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09247415
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017300322
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01210441
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0652379
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0407392
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0407392
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0122674
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0284718
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0284718
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0539002
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0539002
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0242010
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0539002
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt0269919
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0539002
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0269919
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt0269083
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0269919
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0539002
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.500776000000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0269919
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0269919
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0100% OF TRUST INCOME LESS ALLOCATION OF EXPENSES ARE DISTRIBUTED QUARTERLY TO THE SUPPORTED ORGANIZATIONS NAMED IN THE TRUST DOCUMENT ALONG WITH QUARTERLY FINANCIAL STATEMENTS. EACH OF SUPPORTED ORGANIZATIONS HAS BEEN IN CONTACT WITH THE TRUST IN REGARD TO HOW EACH WOULD LIKE TO RECEIVE CONTRIBUTION FROM THE TRUST. THE TRUST COMPLIED WITH ALL SUCH REQUESTS FROM ITS SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1AS INDICATED IN THE GOVERNING DOCUMENT AND AS ACCEPTED BY THE IRS, THE ENTIRE NET INCOME OF THE TRUST IS REQUIRED TO BE PAID OUT AT LEAST ANNUALLY TO THESUPPORTED ORGANIZATIONS. AS REQUIRED, 100% OF 2017 NET INCOME HAS BEEN DISTRIBUTED TO THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, SECTION E, LINE 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt015634583
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt01046199
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt014588384
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0234519
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt015400064
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0539002
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt015634583
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0539002
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt05
IRS990ScheduleA/SupportedOrganizationsTotalCnt05
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0382776580
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1650077727
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2113669999
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3362167817
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4382780429
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd33
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd43
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt040488
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt140488
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt240488
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3107967
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt440488
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DICKINSON COUNTY ROAD COMMISSION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1JACKSON MEMORIAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2THE MOSAIC FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3NORTHWESTERN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4DICKINSON COUNTY HEALTHCARE SYSTEMS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0DICKINSON COUNTY ROAD COMMISSION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt1JACKSON MEMORIAL FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt2THE MOSAIC FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt3NORTHWESTERN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt4DICKINSON COUNTY HEALTHCARE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0269919
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0107967
IRS990ScheduleI/RecipientTable/CashGrantAmt140488
IRS990ScheduleI/RecipientTable/CashGrantAmt240488
IRS990ScheduleI/RecipientTable/CashGrantAmt340488
IRS990ScheduleI/RecipientTable/CashGrantAmt440488
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NORTHWESTERN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1JACKSON MEMORIAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DICKINSON COUNTY HEALTHCARE SYSTEMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3THE MOSAIC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DICKINSON COUNTY ROAD COMMISSION
IRS990ScheduleI/RecipientTable/RecipientEIN0362167817
IRS990ScheduleI/RecipientTable/RecipientEIN1650077727
IRS990ScheduleI/RecipientTable/RecipientEIN2382780429
IRS990ScheduleI/RecipientTable/RecipientEIN3113669999
IRS990ScheduleI/RecipientTable/RecipientEIN4382780429
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0REBECCA CROWN CENTER 633 CLARK ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PARK PLAZA EAST 901 N W 17TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21721 S STEPHENSON
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34980 S 118TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41107 S MILWAUKEE P O BOX 519
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MIAMI
IRS990ScheduleI/RecipientTable/USAddress/CityNm2IRON MOUNTAIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm3OMAHA
IRS990ScheduleI/RecipientTable/USAddress/CityNm4IRON MOUNTAIN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2MI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4MI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060208
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd133136
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd249801
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd368137
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd449801
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0REVIEW CONTRIBUTION RECEIPT LETTERS FROM SUPPORTED ORGANIZATIONS. CONTINUE TO MONITOR THEIR TAX EXEMPT STATUS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PIERRE LA BOUVE, CO TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO INVEST AND REINVEST TRUST ASSETS AND DISTRIBUTE 100% OF THE NET INCOME QUARTERLY(AS DEFINED IN THE TRUST DOCUMENT) TO THE TRUST'S BENEFICIARIES (LISTED IN THE TRUST DOCUMENT). BENEFICIARIES AND AMOUNT DISTRIBUTED FOR THE YEAR ARE LISTED IN SCHEDULE I
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUST HAS NO BUSINESS OR FOREIGN INCOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED BY TRUSTEE ALEXANDER J. KUHN, WHO HAS AN EXTENSIVE BACKGROUND IN ACCOUNTING AND TAXATION. THEN A COPY IS GIVEN TO THE OTHER TWO TRUSTEES FOR THEIR REVIEW. THE BENEFICIARIES ARE GIVEN QUARTERLY FINANCIAL STATEMENTS AND AT YEAR-END A NOTIFICATION THAT FORM 990 IS ACCESSIBLE FOR THEIR REVIEW THROUGH KUHN AND COMPANY'S WEB SITE AND THAT THEY COULD OBTAIN A COPY UPON REQUEST AT THE TRUSTEE OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FINANCIAL STATEMENTS AND FORM 990 IS AVAILABLE AT THE TRUST OFFICE, 1730 PARK STREET, SUITE 206, NAPERVILLE, IL 60563, BY APPOINTMENT 630-416- 7700
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 5, PART V, LINE 3B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09316905
IRS990/TotalAssetsEOYAmt017365533
IRS990/TotalAssetsGrp/BOYAmt09316905
IRS990/TotalAssetsGrp/EOYAmt017365533
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0132827
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0269919
IRS990/TotalFunctionalExpensesGrp/TotalAmt0402746
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt069490
IRS990/TotalLiabilitiesEOYAmt065211
IRS990/TotalLiabilitiesGrp/BOYAmt069490
IRS990/TotalLiabilitiesGrp/EOYAmt065211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09247415
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017300322
IRS990/TotalProgramServiceExpensesAmt0269919
IRS990/TotalReportableCompFromOrgAmt063391
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0834547
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0834547
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09316905
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017365533
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01730 PARK ST STE 206
IRS990/USAddress/CityNm0NAPERVILLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060563
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALEXANDER J KUHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06304167700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GUST K NEWBERG CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GUST
ReturnHeader/Filer/EIN0366919591
ReturnHeader/Filer/PhoneNum06304167700
ReturnHeader/Filer/USAddress/AddressLine1Txt01730 PARK ST SUITE 206
ReturnHeader/Filer/USAddress/CityNm0NAPERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,365,533
Liabilities
$65,211
Net assets
$17,300,322
Revenue
$834,547
Expenses
$402,746
Net income
$431,801
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.9$0.12$27.8$2.23$0.75$1.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$0.12$26.2$1.48$0.70$0.78
2022Detailed filing. Detailed filing data is available for this year.$24.7$0.11$24.5$2.98$0.59$2.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$0.10$26.5$1.03$0.55$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.07$22.5$1.19$0.48$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.7$0.07$20.7$0.85$0.46$0.39
2018Detailed filing. Detailed filing data is available for this year.$16.4$0.05$16.4$0.69$0.42$0.27
2017Detailed filing. Detailed filing data is available for this year.$17.4$0.07$17.3$0.83$0.40$0.43
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.32$0.07$9.25$0.76$0.41$0.35
2015Detailed filing. Detailed filing data is available for this year.$8.97$0.07$8.90$0.81$0.42$0.40
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.59$0.09$8.50$0.66$0.40$0.26
2013Detailed filing. Detailed filing data is available for this year.$8.31$0.07$8.24$0.68$0.37$0.31