Civic Intelligence

Harry a Klene Trust

990PF • Fiscal year 2018 • EIN 37-6036854

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
4820 Broadway StQuincy, IL 62305

(217) 277-0153

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

48th percentile

$15,338

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$4,591,370

No earlier filing loaded for comparison.

Net Assets

$4,591,370

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin73rd percentile

Revenue

$289,729

No earlier filing loaded for comparison.

Expenses

$237,211

No earlier filing loaded for comparison.

Net Income

$52,518

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2018: $4,591,370Liabilities 2018: $0Net Assets 2018: $4,591,3702018Assets 2019: $4,704,341Liabilities 2019: $1Net Assets 2019: $4,704,3412019Assets 2020: $4,568,601Liabilities 2020: $1Net Assets 2020: $4,568,6012020Assets 2021: $4,634,324Liabilities 2021: $1Net Assets 2021: $4,634,3242021Assets 2022: $4,493,969Liabilities 2022: $1Net Assets 2022: $4,493,9692022Assets 2023: $5,596,637Liabilities 2023: $1Net Assets 2023: $5,596,6372023Assets 2024: $5,627,831Liabilities 2024: $0Net Assets 2024: $5,627,8312024

Highlighted filing

2018

Assets$4,591,370
Liabilities$0
Net Assets$4,591,370
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2018: $289,729Expenses 2018: $237,211Net Income 2018: $52,5182018Revenue 2019: $186,840Expenses 2019: $294,959Net Income 2019: -$108,1192019Revenue 2020: $153,670Expenses 2020: $326,752Net Income 2020: -$173,0822020Revenue 2021: $243,832Expenses 2021: $347,911Net Income 2021: -$104,0792021Revenue 2022: $304,283Expenses 2022: $292,604Net Income 2022: $11,6792022Revenue 2023: $285,892Expenses 2023: $314,809Net Income 2023: -$28,9172023Revenue 2024: $339,402Expenses 2024: $305,776Net Income 2024: $33,6262024

Highlighted filing

2018

Revenue$289,729
Expenses$237,211
Net Income$52,518
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$15,338-$15,338
Filing and Contact Details

Filer

Filer Name
Harry a Klene Trust
EIN
37-6036854
Phone
2172770153
Address
4820 BROADWAY ST, QUINCY, IL 62305

Signing Officer

Name
State Street Bank Trust Co
Title
Trustee
Phone
2172770153
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Gray Hunter Stenn Llp
Address
500 MAINE ST, QUINCY, IL 62301
Preparer
Gary L Blickhan CPA
Phone
2172220304
Raw XML Appendix341 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05187
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01297
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03890
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ROYAL BANK OF CANADA 2.50%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt073450
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt073450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt05175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1252158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2233367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3110732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4261794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5103054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6187155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt05175
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1252158
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2233367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3110732
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4261794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5103054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6187155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0URSA FARMERS COOPERATIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD EQUITY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD WELLESLEY INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3INCOME FUND OF AMERICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4VANGUARD DIVIDEND GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5SPDR BARCLAYS CAP HIGH YIELD BOND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD HIGH DIVIDEND YIELD
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt0126109
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt0126109
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0770500
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt148000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt2179900
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt3400000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt41530081
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BEVERLY IL FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1CRAWFORD MO FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2HUGHES OK LAND
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3HUGHES OK MINERAL INTEREST
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4URSA IL FARM
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0770500
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt148000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt2179900
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt3400000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt41530081
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt0770500
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt148000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt2179900
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt3400000
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt41530081
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt038461
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt074910
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt010753
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt014500
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt0132798
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1ILLINOIS TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2OKLAHOMA TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt08848
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt11407
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt28052
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd21
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0289729
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0289729
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01297
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03890
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05187
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt074910
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03834
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt011504
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt015338
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0163659
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0163659
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt019661
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt038461
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt038461
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt052518
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt074910
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010753
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010753
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt03423
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt010267
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt013690
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt074910
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0192738
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt014500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt033362
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt033377
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0132798
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0151105
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05960
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0172213
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt078684
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0237211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0271422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0289729
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08554
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt078684
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt073552
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt025245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt025245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt025245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EASEMENT ON LAND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt074910
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt052518
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt043263
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04591370
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04495589
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04591370
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0230566
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0230566
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0230566
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0232493
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01927
IRS990PF/DistributableAmountGrp/TotalTaxAmt01927
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02980
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01927
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01053
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01927
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01927
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02980
IRS990PF/FMVAssetsEOYAmt04591370
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt074375
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt073450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt073450
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01226314
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01153435
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01153435
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt02928481
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02763981
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt02928481
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02928481
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedBOYAmt04495589
IRS990PF/Form990PFBalanceSheetsGrp/PermanentlyRestrictedEOYAmt04591370
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0379544
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0309895
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0309895
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04495589
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04591370
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04591370
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04495589
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04591370
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04495589
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04591370
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt051375
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0126109
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0126109
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04720667
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0416913
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01375273
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt070810
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02928481
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0232493
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04649857
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04720667
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0STATE STREET BANK & TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt015338
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04820 BROADWAY ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0QUINCY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd062305
IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt011387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt010559
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.002449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.002449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04649857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04311828
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0172213
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.002449
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0170286
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0172213
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01927
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0172213
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04820 BROADWAY ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0QUINCY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd062305
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STATE STREET BANK & TRUST CO
IRS990PF/StatementsRegardingActyGrp/PhoneNum02172770153
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0109105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt154554
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BLESSED SACRAMENT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST FRANCIS CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01119 S 7TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11721 COLLEGE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0QUINCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1QUINCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd062301
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd162301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0163659
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08554
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0163659
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0230566
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0172213
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0222012
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0163659
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03423
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt013690
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt010267
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FARM EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CHARITABLE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt032801
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1561
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt032801
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2561
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FARM INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/Desc2FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc3ILLINOIS TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc4OKLAHOMA TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt052660
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt180138
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt052660
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt180138
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt28848
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt31407
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt48052
OtherIncreasesSchedule/OtherIncreasesDetail/Amt043263
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN MARKET VALUE
TaxesSchedule/TaxesDetail/Amt05960
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OK INCOME TAX
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE STREET BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02172770153
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARRY A KLENE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0376036854
ReturnHeader/Filer/PhoneNum02172770153
ReturnHeader/Filer/USAddress/AddressLine1Txt04820 BROADWAY ST
ReturnHeader/Filer/USAddress/CityNm0QUINCY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D9F7B9C00988B757A5D07124BE82F17F71C0FA3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02BE353FB2307F31039FDCCB65331A33EA6E48E3A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.138.22.18
ReturnHeader/FilingSecurityInformation/IPDt02019-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:58:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363077757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRAY HUNTER STENN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 MAINE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0QUINCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062301
ReturnHeader/PreparerPersonGrp/PhoneNum02172220304
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GARY L BLICKHAN CPA
ReturnHeader/ReturnTs02019-05-15T14:58:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,591,370
Liabilities
$0
Net assets
$4,591,370
Revenue
$289,729
Expenses
$237,211
Net income
$52,518
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$0.34$0.31$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.60$0.00$5.60$0.29$0.31$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.30$0.29$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.24$0.35$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.15$0.33$0.17
2019Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.19$0.29$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.29$0.24$0.05