Civic Intelligence

Honeybee Foundation Tr 09252002

990PF • Fiscal year 2024 • EIN 36-7391521

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization Profile
939 Tower RoadWinnetka, IL 60093

(847) 446-2564

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$21,810

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

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

Revenue Growth

76th percentile

43%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,137,833

Up $249,385 (+28%) from 2023

Net Assets

Up

$1,137,833

Up $249,385 (+28%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin95th percentile

Revenue

Up

$309,872

Up $93,538 (+43%) from 2023

Expenses

Down

$60,487

Down $12,150 (-17%) from 2023

Net Income

Up

$249,385

Up $105,688 (+74%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$1.5M$1.0M$500K$0Assets 2018: $276,790Liabilities 2018: $16,119Net Assets 2018: $260,6712018Assets 2019: $280,996Liabilities 2019: $16,280Net Assets 2019: $264,7162019Assets 2020: $792,924Liabilities 2020: $17,840Net Assets 2020: $775,0842020Assets 2021: $766,484Liabilities 2021: $10,305Net Assets 2021: $756,1792021Assets 2022: $744,766Liabilities 2022: $0Net Assets 2022: $744,7662022Assets 2023: $888,448Liabilities 2023: $0Net Assets 2023: $888,4482023Assets 2024: $1,137,833Liabilities 2024: $0Net Assets 2024: $1,137,8332024Assets 2025: $1,080,879Liabilities 2025: $0Net Assets 2025: $1,080,8792025

Highlighted filing

2024

Assets$1,137,833
Liabilities$0
Net Assets$1,137,833
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$600K$400K$200K$0-$200KRevenue 2018: $12,764Expenses 2018: $22,427Net Income 2018: -$9,6632018Revenue 2019: $25,181Expenses 2019: $21,136Net Income 2019: $4,0452019Revenue 2020: $532,732Expenses 2020: $22,364Net Income 2020: $510,3682020Revenue 2021: $16,406Expenses 2021: $36,061Net Income 2021: -$19,6552021Revenue 2022: $39,172Expenses 2022: $50,585Net Income 2022: -$11,4132022Revenue 2023: $216,334Expenses 2023: $72,637Net Income 2023: $143,6972023Revenue 2024: $309,872Expenses 2024: $60,487Net Income 2024: $249,3852024Revenue 2025: $33,279Expenses 2025: $90,233Net Income 2025: -$56,9542025

Highlighted filing

2024

Revenue$309,872
Expenses$60,487
Net Income$249,385
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELISSA MIZELSole TrusteePT$21,810-$21,810
Filing and Contact Details

Filer

Filer Name
Honeybee Foundation
EIN
36-7391521
Phone
8474462564
Address
939 TOWER ROAD, WINNETKA, IL 60093

Signing Officer

Name
Melissa Mizel
Title
President/sole Trustee
Phone
8474462564
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Warady & Davis Llp
Address
1717 DEERFIELD RD SUITE 300S, DEERFIELD, IL 60015
Preparer
Kosta G Tchobanov
Phone
8472679600
Raw XML AppendixShowing 400 of 766 raw XML fields

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

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART XV LINE 3 PURPOSE OF GRANT OR CONTRIBUTION
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ALL OF THE GRANTS AND CONTRIBUTIONS LISTED IN PART XV, FORM 990-PF WERE MADE FOR RELIGIOUS, CHARITABLE,SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSE OF EACH DONEE ORGANIZATION.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3169871
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt411010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51938
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt611970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt719999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt836929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9130283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1092054
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112055
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1311581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt143624
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt151372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1644581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt17113750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt184880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt195755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt205000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2142629
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2246495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2342948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2424553
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2531405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt267382
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2719824
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt284154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt297194
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/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd23P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd24P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd25P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd26P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd27P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd28P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd29P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9BOSTON COMMON ESG IMPACT US EQ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10BOSTON COMMON ESG IMPACT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11BOSTON COMMON ESG IMPACT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12BOSTON COMMON ESG IMPACT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13BOSTON COMMON ESG IMPACT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14BOSTON COMMON ESG IMPACT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15BOSTON COMMON ESG IMPACT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16BOSTON COMMON ESG IMPACT INTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17PUBLICLY TRADED SECURTIES #225742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18ANALOG DEVICES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CA ST GO BAB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CALVERT IMPACT CA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21FNMA 2.125% 4/24/26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22FNMA 2.625% 9/6/2024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23FNMA 6.25% 5/15/29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc24MICROSOFT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc25UNITEDHEALTH GRP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc26US TSY BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc27VERIZON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc28PUBLICLY TRADED SECURTIES #225742
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc29CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-02-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192024-04-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202024-04-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt222024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt232024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt242024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt252024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt262024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt272024-04-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt282024-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0288748
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0249385
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01137833
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0888448
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01137833
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt051413
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt051413
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt051413
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt055408
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03995
IRS990PF/DistributableAmountGrp/TotalTaxAmt03995
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03995
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03995
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03995
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03195
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0800
IRS990PF/FMVAssetsEOYAmt01149948
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09495
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt014219
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt014219
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0122173
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0335621
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0337476
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0588451
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0493614
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0504705
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0179535
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0178756
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0888448
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01137833
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02715
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt019844
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt019844
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0888448
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01137833
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01149948
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0888448
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01137833
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0888448
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01137833
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0165614
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt095000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt094948
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01125038
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt031629
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01093409
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt016876
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt055408
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01108162
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01125038
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt021810
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELISSA MIZEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SOLE TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0939 TOWER ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0WINNETKA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt037623
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt037623
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,137,833
Liabilities
$0
Net assets
$1,137,833
Revenue
$309,872
Expenses
$60,487
Net income
$249,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.03$0.09$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.31$0.06$0.25
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.22$0.07$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.01$0.76$0.02$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.02$0.78$0.53$0.02$0.51
2019Detailed filing. Detailed filing data is available for this year.$0.28$0.02$0.26$0.03$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.02$0.26$0.01$0.02$0.01