Civic Intelligence

The Anchor Foundation

990PF • Fiscal year 2023 • EIN 38-3353871

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 10, 2024

4127 S Troost PlaceTulsa, OK 74105

(978) 706-5799

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

93rd percentile

63%

Faster asset growth than 93% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

80th percentile

44%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,400,900

Up $925,003 (+63%) from 2022

Net Assets

Up

$2,400,900

Up $925,003 (+63%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Revenue

Up

$936,568

Up $286,582 (+44%) from 2022

Expenses

Down

$7,153

Down $508 (-6.6%) from 2022

Net Income

Up

$929,415

Up $287,090 (+45%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,830,278Liabilities 2010: $0Net Assets 2010: $2,830,2782010Assets 2011: $2,016,061Liabilities 2011: $0Net Assets 2011: $2,016,0612011Assets 2012: $1,618,667Liabilities 2012: $12012Assets 2013: $1,133,740Liabilities 2013: $0Net Assets 2013: $1,133,7402013Assets 2014: $1,204,550Liabilities 2014: $0Net Assets 2014: $1,204,5502014Assets 2015: $1,205,566Liabilities 2015: $0Net Assets 2015: $1,205,5662015Assets 2016: $770,255Liabilities 2016: $0Net Assets 2016: $770,2552016Assets 2017: $686,990Liabilities 2017: $0Net Assets 2017: $686,9902017Assets 2018: $554,364Liabilities 2018: $0Net Assets 2018: $554,3642018Assets 2019: $565,570Liabilities 2019: $0Net Assets 2019: $565,5702019Assets 2020: $655,830Liabilities 2020: $0Net Assets 2020: $655,8302020Assets 2021: $710,179Liabilities 2021: $0Net Assets 2021: $710,1792021Assets 2022: $1,475,897Liabilities 2022: $0Net Assets 2022: $1,475,8972022Assets 2023: $2,400,900Liabilities 2023: $1Net Assets 2023: $2,400,9002023Assets 2024: $23,228Liabilities 2024: $0Net Assets 2024: $23,2282024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$2,400,900
Liabilities$1
Net Assets$2,400,900

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $795,7892010Expenses 2011: $729,8012011Revenue 2012: $54,803Expenses 2012: $452,197Net Income 2012: -$397,3942012Revenue 2013: $49,105Expenses 2013: $534,032Net Income 2013: -$484,9272013Revenue 2014: $212,783Expenses 2014: $141,973Net Income 2014: $70,8102014Revenue 2015: $71,998Expenses 2015: $70,982Net Income 2015: $1,0162015Revenue 2016: -$276,621Expenses 2016: $158,690Net Income 2016: -$435,3112016Revenue 2017: $63,244Expenses 2017: $146,509Net Income 2017: -$83,2652017Revenue 2018: -$16,287Expenses 2018: $116,339Net Income 2018: -$132,6262018Revenue 2019: $107,981Expenses 2019: $96,775Net Income 2019: $11,2062019Revenue 2020: $129,476Expenses 2020: $39,216Net Income 2020: $90,2602020Revenue 2021: $66,503Expenses 2021: $12,154Net Income 2021: $54,3492021Revenue 2022: $649,986Expenses 2022: $7,661Net Income 2022: $642,3252022Revenue 2023: $936,568Expenses 2023: $7,153Net Income 2023: $929,4152023Revenue 2024: $39,199Expenses 2024: $2,630,381Net Income 2024: -$2,591,1822024Revenue 2025: $2,695Expenses 2025: $30,023Net Income 2025: -$27,3282025

Highlighted filing

2023

Revenue$936,568
Expenses$7,153
Net Income$929,415
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 10, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
April K RyanSecr/Treas/Director-$0--
Michael J KanisDirector-$0--
Sally J PfaffPres/Director-$0--
Filing and Contact Details

Filer

Filer Name
The Anchor Foundation
EIN
38-3353871
Phone
9787065799
Address
4127 S Troost Place, Tulsa, OK 74105

Signing Officer

Name
April K Ryan
Title
Secr/Treas/Director
Signed
2024-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Piotrowski & Associates Ltd
Address
3315 Algonquin Road Suite 420B, Rolling Meadows, IL 60008
Preparer
William Piotrowski
Phone
8472591900
Raw XML Appendix367 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt05975
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Accounting and Tax Preparation
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05975
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0199018
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0199018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0494403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1180033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2245573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4180283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5136785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6176966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7181285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8412763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0AKRE Focus Fd Inst
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Lord Abbett Growth Leaders RS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2Eventide Gilead
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Eventide Healthcare
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4Starwood Real Estate Income Trust
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5Vinebrook Homes Trust A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Starwood PPTY Trust REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Regan Total Return
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Hamilton Lane Private Assets Fd
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Alphacentric Life Sci Health
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Carlyle Tactical Private
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Vanguard Total Stock Market ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0494403
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1180033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2245573
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt39264
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4180283
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5136785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6176966
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7181285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8412763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt047047
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0153247
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03001
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0203295
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0203295
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05975
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05975
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0153247
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0733273
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt047047
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt047047
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0929415
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0618642
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03001
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01128
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01128
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0153247
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0196142
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt07153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0203295
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0936568
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07153
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07153
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0110940
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt161084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt294948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3163814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt434609
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-4346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt256599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt323593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt411596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt516913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-4346
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt148892
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt256599
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt323593
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt411596
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt516913
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0106594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1109976
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2151547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3187407
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt446205
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt516913
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/PropertyDesc0790 Vanguard Value ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12135 AKRE Focus Inst
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc23398 Eventide Gilead
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc35430 Eventide Healthcare
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc42590 Starwood PPTY Trust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5AKRE Focus Inst CGD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22023-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32023-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42023-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52023-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0153247
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-4346
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0929415
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt04412
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02405312
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01475897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02400900
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0108282
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0108282
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0108282
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0111008
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02726
IRS990PF/DistributableAmountGrp/TotalTaxAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02838
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0564
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02838
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02726
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05564
IRS990PF/FMVAssetsEOYAmt02400900
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01475897
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02400900
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0980297
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02017355
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02017355
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0495600
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0184527
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0184527
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01475897
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02400900
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02400900
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01475897
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02400900
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01475897
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02400900
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0199018
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0199018
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02253971
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0420295
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01833676
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt033810
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0111008
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02220161
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02253971
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0April K Ryan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Michael J Kanis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sally J Pfaff
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Secr/Treas/Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Pres/Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04127 S Troost Place
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt13141 N Lakeshore Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt271 East Division PH1
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Tulsa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Holland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd149424
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260610
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/UncorrectedPriorActsInd0false
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/AddressLine1Txt04127 S Troost Place
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tulsa
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0April Ryan
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187065799
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt0108282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0108282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt052265
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt082095
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0108282
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030448
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt026078
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030448
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0138730
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorNum34
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Suzanne Herman Kanis Unitrust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1Suzanne Herman Kanis Unitrust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2Suzanne Herman Kanis Unitrust
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm3Suzanne Herman Kanis Unitrust
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04127 S Troost Pl
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt14127 S Troost Pl
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt24127 S Troost Pl
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt34127 S Troost Pl
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Tulsa
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1Tulsa
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2Tulsa
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm3Tulsa
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd2OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd3OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd074105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd174105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd274105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd374105
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0124237
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt1149731
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt2206397
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt3252908
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum23
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0124237
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1149731
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2206397
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc09105.96 Hamilton Lane Private Assets Fund Class D Shares
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc15534.589 Starwood Real Estate Income Trust Class I Shares
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc23277.705 Vinebrook Homes Trust Inc Class A Shares
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02023-01-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12023-01-13
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22023-01-13
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal Fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01128
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01128
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0April K Ryan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secr/Treas/Dir.
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Anchor Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANCH
ReturnHeader/Filer/EIN0383353871
ReturnHeader/Filer/PhoneNum09787065799
ReturnHeader/Filer/USAddress/AddressLine1Txt04127 S Troost Place
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823358993
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Piotrowski & Associates Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03315 Algonquin Road Suite 420B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rolling Meadows
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060008
ReturnHeader/PreparerPersonGrp/PhoneNum08472591900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Piotrowski
ReturnHeader/ReturnTs02024-07-10T14:54:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0April K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Ryan
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.04$2.63$2.59
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.94$0.01$0.93
2022Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.65$0.01$0.64
2021Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.07$0.01$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$0.13$0.04$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.02$0.12$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.06$0.15$0.08
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.77$0.00$0.77$0.28$0.16$0.44
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.07$0.07$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.21$0.14$0.07
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.13$0.00$1.13$0.05$0.53$0.48
2012Summary only. Only limited summary data is available for this year.$1.62$0.00$0.05$0.45$0.40
2011Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.73
2010Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.80