Civic Intelligence

Herbert and Bui Simon Foundation Inc.

990PF • Fiscal year 2024 • EIN 46-2577284

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 10, 2025

Organization Profile
PO Box 40857Indianapolis, IN 46240-0857

(317) 636-1600

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

84th percentile

45%

Higher net margin than 84% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,220,139

Up $959,583 (+10%) from 2023

Net Assets

Up

$10,220,139

Up $959,583 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin84th percentile

Revenue

Down

$1,359,454

Down $241,392 (-15%) from 2023

Expenses

Up

$751,375

Up $98,820 (+15%) from 2023

Net Income

Down

$608,079

Down $340,212 (-36%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$15M$10M$5.0M$0Assets 2016: $3,971,742Liabilities 2016: $0Net Assets 2016: $3,971,7422016Assets 2017: $4,792,517Liabilities 2017: $0Net Assets 2017: $4,792,5172017Assets 2018: $6,923,011Liabilities 2018: $400,000Net Assets 2018: $6,523,0112018Assets 2019: $8,616,786Liabilities 2019: $0Net Assets 2019: $8,616,7862019Assets 2020: $8,023,816Liabilities 2020: $0Net Assets 2020: $8,023,8162020Assets 2021: $8,126,358Liabilities 2021: $0Net Assets 2021: $8,126,3582021Assets 2022: $8,670,279Liabilities 2022: $0Net Assets 2022: $8,670,2792022Assets 2023: $9,260,556Liabilities 2023: $0Net Assets 2023: $9,260,5562023Assets 2024: $10,220,139Liabilities 2024: $0Net Assets 2024: $10,220,1392024

Highlighted filing

2024

Assets$10,220,139
Liabilities$0
Net Assets$10,220,139
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $75,299Expenses 2016: $310,817Net Income 2016: -$235,5182016Revenue 2017: $1,490,777Expenses 2017: $495,378Net Income 2017: $995,3992017Revenue 2018: $2,583,830Expenses 2018: $853,331Net Income 2018: $1,730,4992018Revenue 2019: $2,636,733Expenses 2019: $894,426Net Income 2019: $1,742,3072019Revenue 2020: $354,658Expenses 2020: $868,360Net Income 2020: -$513,7022020Revenue 2021: $1,703,828Expenses 2021: $782,227Net Income 2021: $921,6012021Revenue 2022: $1,677,644Expenses 2022: $683,788Net Income 2022: $993,8562022Revenue 2023: $1,600,846Expenses 2023: $652,555Net Income 2023: $948,2912023Revenue 2024: $1,359,454Expenses 2024: $751,375Net Income 2024: $608,0792024

Highlighted filing

2024

Revenue$1,359,454
Expenses$751,375
Net Income$608,079
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PORNTIP BUI SIMONPresident-$0--
HERBERT SIMONVice President-$0--
ROBYN L FREEDMANSecretary-$0--
MARK N BERNSTEINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Herbert & Bui Simon Foundation Inc
EIN
46-2577284
Phone
3176361600
Address
PO BOX 40857, INDIANAPOLIS, IN 46240-0857

Signing Officer

Name
Porntip Bui Simon
Title
President
Phone
3176361600
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Mark N Bernstein
Phone
3175802000
Raw XML AppendixShowing 400 of 687 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE HERBERT SIMON IS A SUBSTANTIAL CONTRIBUTOR TO THIS FOUNDATION AND PORNTIP BUI SIMON IS HIS WIFE, SO BOTH OF THEM ARE CONSIDERED DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY KEEPING ITS BOOKS AND SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THESE SERVICES ARE EXCEPTED BY THE REGULATIONS UNDER SECTION 4941.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BLUEROCK HIGH INCOME INSTITUTIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FORD MOTOR CRED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FORUM REAL ESTATE INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GMO U S QUALITY ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4SPDR GOLD SHARES ETF
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5VANECK VECTORS GOLD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6VANECK VECTORS JUNIOR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0200000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt163213
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2100000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3200052
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt499332
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt569396
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt678662
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0195452
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt163265
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2104658
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3237537
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4199757
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt593253
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6110509
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt011167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1354451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt272867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3351083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt499402
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt524101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6615990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7100000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt812765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9235786
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1072394
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11292601
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1217886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1399476
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1421172
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1527515
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169054
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17100632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1826869
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1923585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2023375
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2197101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2224178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2312552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2410720
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2523767
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2635927
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2727320
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2820522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29348831
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3011587
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31102299
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32125503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt338724
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34199315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3529772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3615005
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt378569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3812486
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt39145152
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4095015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4116055
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt42111923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4319605
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1476100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2219390
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3473294
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4111201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt530941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt61361840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt778617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt829811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9265147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10165781
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11318892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1224333
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1387669
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1436651
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1525230
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1620392
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17126497
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1823851
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1929604
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2026397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21277584
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2236978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2319365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2411811
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2525193
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26220546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2730608
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2822980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29379350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3017751
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31217322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32505378
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3323569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34490159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3527273
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3627658
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3715188
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3819330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt39450121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt40218219
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4118524
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt42279204
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4326319
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALPHABET INC, CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BERKSHIRE HTWY (1/100)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BLUEROCK TOTAL INCOME & REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BOOKING HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9CALAMOS MARKET NEUTRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CATERPILLAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CHEESECAKE FACTORY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CHEVRON CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COHEN & STEERS PREFERRED SEC & INC I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DIAMONDBACK ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16FERRARI N V NEW F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FS KKR CAP CORP II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GE AEROSPACE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GE VERNOVA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20INTUIT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JP MORGAN CHASE & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22KKR & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LENNAR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24LINCOLN ELEC HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25M & T BANK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26MARTIN MARIETTA MATERIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28MERCK & CO. INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30MONOLITHIC PWR SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31NESTLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32NETFLIX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33NOVO-NORDISK A S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35O REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PALO ALTO NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37TEXAS INSTRS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38TJX COS INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39VANGUARD 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40VANGUARD VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41VERTEX PHARMACEUTICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43WORKDAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0875000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1450000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2300346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3450389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4232727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5484601
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6363758
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7865319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt823795
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9350333
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10785535
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GOLUB CAPITAL PARTNERS 11 INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GOLUB CAPITAL PARTNERS 12 INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2GREENBACKER RENEWABLE ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3KAYNE ANDERSON RENEWABLE INFRA (KARIP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4KAYNE COMMERCIAL REAL ESTATE DEBT (KCRED)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5KAYNE LIQUID CREDIT FUND (KLCF)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6KAYNE RENEWABLE OPP PARTNERS (KROPTE)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7KAYNE SENIOR CREDIT III OFFSHORE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8STRUCTURAL CAPITAL INV II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9STRUCTURAL CAPITAL INV III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SUNDANCE DEBT PARTNERS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0900111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1462916
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2448751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3569497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4231922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5485370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6394472
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7321727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt827385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9377206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10772906
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0542784
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/UnrelatedBusinessTaxblIncmAmt0248
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-239632
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0375
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt050252
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0353779
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0248
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0354027
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0297397
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0625950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0625950
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01005427
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0535824
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0543032
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0608079
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01637810
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01912
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0375
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01912
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-239632
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0719541
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt021432
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021896
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0228
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt050252
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt087456
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt087456
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03483
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt014161
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0625950
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0114283
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0751375
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0833824
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01359454
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0114283
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0125425
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt038665
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt214010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3456283
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4815809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt52099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-22907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-13547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-14010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3541889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-193689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-22907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-13547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-14010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3541889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-193689
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1998172
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2622120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt31623
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4137
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM K-1: KARIP, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM K-1: KLCF, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM K-1: SCI III, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5FROM K-1: SCI II, L.P.
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0297397
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0608079
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0351504
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt010220139
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09260556
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt010220139
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0580704
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0580704
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0580704
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0590706
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt010002
IRS990PF/DistributableAmountGrp/TotalTaxAmt010002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt092
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt08840
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08700
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt010002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07446
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt010002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt010002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017540
IRS990PF/FMVAssetsEOYAmt013441910
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt010459
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt021220
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt010459
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt010459
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt09277
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08878
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08878
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0547390
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0810655
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01004431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03604059
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt04094099
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt07311634
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt05020651
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt05181803
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt04992263
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt09260556
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt010220139
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt057959
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0114245
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0114245
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09260556
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt010220139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013441910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09260556
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt010220139
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09260556
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt010220139
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011994035
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0122276
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06879496
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0179911
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04992263
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0590706
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011814124
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011994035
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CHARLES SCHWAB & CO INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt087456
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt03000 SCHWAB WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0WESTLAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd046262
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PORNTIP BUI SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1HERBERT SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ROBYN L FREEDMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARK N BERNSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 40857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO BOX 40857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 40857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO BOX 40857
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3INDIANAPOLIS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,220,139
Liabilities
$0
Net assets
$10,220,139
Revenue
$1,359,454
Expenses
$751,375
Net income
$608,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$1.36$0.75$0.61
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.26$0.00$9.26$1.60$0.65$0.95
2022Detailed filing. Detailed filing data is available for this year.$8.67$0.00$8.67$1.68$0.68$0.99
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.00$8.13$1.70$0.78$0.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.02$0.00$8.02$0.35$0.87$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$2.64$0.89$1.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.92$0.40$6.52$2.58$0.85$1.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$1.49$0.50$1.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$0.08$0.31$0.24