Civic Intelligence

Grimes Family Foundation

EIN 36-7166131 • LA Grange Park, IL

140 Brewster Lane Unit 11LA Grange Park, IL 60526
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

3rd percentile

-178%

Higher net margin than 3% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

1.8%

Faster asset growth than 47% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,796,805

Up $68,156 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,796,805

Up $68,156 (+1.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin3rd percentile

Revenue

Up

$67,974

Up $81,481 (+603%) from 2023

Expenses

Down

$188,891

Down $12,518 (-6.2%) from 2023

Net Income

Up

-$120,917

Up $93,999 (+44%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2014: $696,320Liabilities 2014: $0Net Assets 2014: $696,3202014Assets 2015: $694,195Liabilities 2015: $0Net Assets 2015: $694,1952015Assets 2016: $669,530Liabilities 2016: $0Net Assets 2016: $669,5302016Assets 2017: $712,663Liabilities 2017: $0Net Assets 2017: $712,6632017Assets 2018: $723,686Liabilities 2018: $0Net Assets 2018: $723,6862018Assets 2019: $777,318Liabilities 2019: $0Net Assets 2019: $1,348,8112019Assets 2020: $3,058,720Liabilities 2020: $0Net Assets 2020: $3,058,7202020Assets 2021: $4,221,861Liabilities 2021: $0Net Assets 2021: $4,221,8612021Assets 2022: $3,120,611Liabilities 2022: $0Net Assets 2022: $3,120,6112022Assets 2023: $3,728,649Liabilities 2023: $0Net Assets 2023: $3,728,6492023Assets 2024: $3,796,805Liabilities 2024: $0Net Assets 2024: $3,796,8052024

Highlighted filing

2024

Assets$3,796,805
Liabilities$0
Net Assets$3,796,805
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $95,172Expenses 2014: $49,996Net Income 2014: $45,1762014Revenue 2015: $40,615Expenses 2015: $42,740Net Income 2015: -$2,1252015Revenue 2016: $31,007Expenses 2016: $55,672Net Income 2016: -$24,6652016Revenue 2017: $96,822Expenses 2017: $53,689Net Income 2017: $43,1332017Revenue 2018: $66,169Expenses 2018: $55,146Net Income 2018: $11,0232018Revenue 2019: $180,035Expenses 2019: $56,855Net Income 2019: $123,1802019Revenue 2020: $1,420,119Expenses 2020: $69,788Net Income 2020: $1,350,3312020Revenue 2021: $986,974Expenses 2021: $112,666Net Income 2021: $874,3082021Revenue 2022: $36,029Expenses 2022: $222,930Net Income 2022: -$186,9012022Revenue 2023: -$13,507Expenses 2023: $201,409Net Income 2023: -$214,9162023Revenue 2024: $67,974Expenses 2024: $188,891Net Income 2024: -$120,9172024

Highlighted filing

2024

Revenue$67,974
Expenses$188,891
Net Income-$120,917
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,796,805
Liabilities
$0
Net assets
$3,796,805
Revenue
$67,974
Expenses
$188,891
Net income
-$120,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.07$0.19$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.01$0.20$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.04$0.22$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$0.00$4.22$0.99$0.11$0.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.00$3.06$1.42$0.07$1.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$1.35$0.18$0.06$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.07$0.06$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.10$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.10$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David N GrimesDirector/ Pres.-$0--
Jeffrey S GrimesDirector/ Treas.-$0--
Mark S GrimesDirector-$0--
Brian D GrimesDirector-$0--
Stephen P GrimesDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSt Francis Xavier Catholic ParishGeneralPCLa Grange, IL, US$33,000
Paid GrantSts Peter & Paul SchoolGeneralPCNaperville, IL, US$26,000
Paid GrantPlymouth PlaceGeneralPCLa Grange Park, IL, US$25,000
Paid GrantBenet AcademyGeneralPCLisle, IL, US$21,000
Paid GrantSt Francis Xavier SchoolGeneralPCLa Grange, IL, US$20,000
Paid GrantThe Voices & Faces ProjectGeneralPCChicago, IL, US$20,000
Paid GrantLegacy GuildGeneralPCLa Grange, IL, US$11,500
Paid GrantOhio State University Gymnastics ProgramGeneralPCColumbus, OH, US$7,500
Paid GrantFluffs & Scruffs A Dog RescueGeneralPCCathedral City, CA, US$5,000
Paid GrantDrive Fore the Future FoundationGeneralPCWestmont, IL, US$4,500
Paid GrantNicholas D Sergi FoundationGeneralPCOak Brook, IL, US$3,500
Paid GrantOhio State University Track & Field ProgramGeneralPCColumbus, OH, US$2,500
Paid GrantPillars Community HealthGeneralPCLa Grange Park, IL, US$2,000
Paid GrantLa Grange Country Club FoundationGeneralPCLa Grange, IL, US$1,250
Paid GrantPlymouth Place LibraryGeneralPCLa Grange Park, IL, US$1,000
Paid GrantHelping HandGeneralPCCountryside, IL, US$1,000
Paid GrantMercyhurst UniversityGeneralPCErie, PA, US$750
Paid GrantSt Francis Xavier Parish Music MinistryGeneralPCLa Grange, IL, US$500
Paid GrantEvans Scholars FoundationGeneralPCGlenview, IL, US$500
Paid GrantIronwood Country Club Employee Scholarship FundGeneralPCPalm Desert, CA, US$500
Filing and Contact Details

Filer

Filer Name
Grimes Family Foundation
EIN
36-7166131
In Care Of
% DAVID N GRIMES
Phone
7085791178
Address
140 BREWSTER LANE UNIT 11, LA GRANGE PARK, IL 60526

Signing Officer

Name
David N Grimes
Title
President
Phone
7085791178
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Law Office of Mary Pat Flaherty
Address
1000 Hillgrove Ave Ste 220, Western Springs, IL 60558
Preparer
Mary Pat Flaherty
Phone
7087843300
Raw XML AppendixShowing 400 of 689 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
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm050,000 Intel Corp. Note 3.75 2025-07-29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm150,000 Lowes Co Inc Note 4.40 2025-09-08
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm250,000 Global Payments Note 1.20 2026-03-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm350,000 OReilly Automotive Note 4.35 2028-06-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm450,000 Dollar General Note 5.20 2028-07-02
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm550,000 Lennox International Note 5.50 2028-09-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm650,000 United Health Group Note 5.30 2030-02-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm750,000 Amphenol Corp Note 5.05 2027-04-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm850,000 United Parcel Service Note 4.45 2025-04-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm950,000 Otis Worldwide Corp Note 5.13 2031-11-29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt049664
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt149929
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt247931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt349090
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt450174
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt550854
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt650806
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt750435
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt849481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt950021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt049664
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt149929
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt247931
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt349090
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt450174
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt550854
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt650806
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt750435
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt849481
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt950021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0158306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1103610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2144208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3100168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4172170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5183254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6137730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt746864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt851680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9130384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1047942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11176401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt12210750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt13144020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt14114020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15137715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16158020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1758057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18137676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19153573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20109620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2158349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2294778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2356790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2444871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2561848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0158306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1103610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2144208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3100168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4172170
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5183254
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6137730
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt746864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt851680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9130384
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1047942
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11176401
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12210750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13144020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14114020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15137715
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16158020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1758057
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18137676
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19153573
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20109620
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2158349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2294778
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2356790
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2444871
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2561848
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0450 shares of Accenture
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1233 shares of Adobe
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2800 shares of Ametek
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3400 shares of Apple
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43000 shares of Copart split 2 for 1 on 8/21/23
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5200 shares of Costco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6600 shares of Danaher
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7200 shares of Ecolab
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8125 shares of IDEXX Laboratories
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9875 shares of Intercontinental Exchange
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10200 shares of JP Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11335 shares of Mastercard
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12500 shares of Microsoft
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13400 shares of Stryker
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14500 shares of Union Pacific
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15500 shares of Verisk Analytics
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16600 shares of Visa
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17225 shares of Workday
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18845 shares of Zoetis
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19700 shares of Amazon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20600 shares of Cintas split 3 for 1 on 9/12/24
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21150 shares of Home Depot
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22200 shares of Watsco
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23300 shares of Alphabet
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24150 shares of RBC Bearings Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25800 shares of Nasdaq Inc.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt059140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1107550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt01000 shares First Tr ETF Fd VI Risng Divd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13000 shares First Tr ETF Fd VI SMID Rising
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt059140
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1107550
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt031845
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt013663
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt022466
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt067974
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt067974
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt013663
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0187000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0187000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031845
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031845
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-120917
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0598140
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt022466
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt022466
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01891
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01891
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt013663
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt067974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0188891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0188891
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt067974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt067974
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01891
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22009-07-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-03-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102022-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112022-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-11-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132017-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142020-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-06-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202020-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt029204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt126365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt323819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt411910
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt59931
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt69335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt763351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt835166
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt921694
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1214377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt133014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1415344
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1531453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1623655
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1774739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1820611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1947007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2023004
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-3299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-7478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt214963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt39792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt44896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt53377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt63175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-11541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-16279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt919330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt108681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt12-1509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-5734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt166261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt17-10001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18-4894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-7478
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt214963
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt39792
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt44896
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt53377
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt63175
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-11541
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-16279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt919330
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt108681
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111598
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-1509
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-5734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt166261
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17-10001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18-4894
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025905
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt118887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt215461
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt333611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt416806
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt513308
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt612510
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt751810
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt818887
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt941024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1050000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1223058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134612
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1413835
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1525719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1625719
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1775000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1826872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1937006
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2018110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc075 sh Deere Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1275 sh Dexcom Inc
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc292 sh Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3200 sh Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4100 sh Apple
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc550 sh Danaher
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc647 sh Danaher
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7150 sh Deere Co
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8275 sh Dexcom
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9100 sh Microsoft
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1050,000 Labcorp Holdings Note
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1150,000 Sherwin Williams Note
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12250 sh Starbucks
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350 sh Starbucks
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14150 sh Starbucks
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15400 sh Trex
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16400 sh Trex
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1775,000 US Treas Bond
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18100 sh Visa
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc191301.667 sh Wm Blair Intl Grwth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20636.997 sh Wm Blair Intl Grwth
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-04-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-09-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-07-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-08-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202024-01-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt013663
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-10777
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-120917
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0189073
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03796805
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03728649
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03796805
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0187301
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0187301
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0187301
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0188246
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0945
IRS990PF/DistributableAmountGrp/TotalTaxAmt0945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0945
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0979
IRS990PF/FMVAssetsEOYAmt03796805
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03728649
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03796805
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0293034
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0498385
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0498385
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03006661
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02992804
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02992804
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt055640
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0166690
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0166690
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0249768
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt065775
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt065775
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03728649
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03796805
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03796805
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03728649
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03796805
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03728649
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03796805
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0123546
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt073151
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt073151
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03822259
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0141009
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03681250
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt057334
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0188246
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03764925
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03822259
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt4001.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0David N Grimes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jeffrey S Grimes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mark S Grimes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Brian D Grimes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Stephen P Grimes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director/ Pres.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director/ Treas.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0140 Brewster Lane Unit 11
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15902 Timber Trails Blvd
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2809 Country Club Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3427 Blackstone Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt43937 Franklin Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0La Grange Park
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Western Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2La Grange
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3La Grange
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Western Springs
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.