Civic Intelligence

Chadwick-Loher Foundation

990PF • Fiscal year 2019 • EIN 52-2390635

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

Organization Profile
80 South Eighth Street Ste 1800Minneapolis, MN 55402-4523

(612) 339-7151

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.

2019 filings • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

35th percentile

0.04x

Higher debt load relative to revenue than 35% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Net Margin

2nd percentile

-354%

Higher net margin than 2% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

Asset Growth

3rd percentile

-26%

Faster asset growth than 3% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

30%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$5,858,270

Down $2,076,451 (-26%) from 2018

Net Assets

Down

$5,833,270

Down $2,101,451 (-26%) from 2018

Liabilities

Up

$25,000

Up $25,000 from 2018

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin2nd percentile

Revenue

Up

$651,042

Up $151,416 (+30%) from 2018

Expenses

Up

$2,955,545

Up $2,381,905 (+415%) from 2018

Net Income

Down

-$2,304,503

Down $2,230,489 (-3014%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$10M$5.0M$0Assets 2011: $7,510,437Liabilities 2011: $0Net Assets 2011: $7,510,4372011Assets 2012: $7,293,805Liabilities 2012: $0Net Assets 2012: $7,293,8052012Assets 2013: $8,152,579Liabilities 2013: $4,100Net Assets 2013: $8,148,4792013Assets 2014: $8,329,409Liabilities 2014: $0Net Assets 2014: $8,329,4092014Assets 2015: $8,303,292Liabilities 2015: $0Net Assets 2015: $8,303,2922015Assets 2016: $8,096,869Liabilities 2016: $0Net Assets 2016: $8,096,8692016Assets 2017: $8,006,246Liabilities 2017: $0Net Assets 2017: $8,006,2462017Assets 2018: $7,934,721Liabilities 2018: $0Net Assets 2018: $7,934,7212018Assets 2019: $5,858,270Liabilities 2019: $25,000Net Assets 2019: $5,833,2702019Assets 2020: $5,624,089Liabilities 2020: $0Net Assets 2020: $5,624,0892020Assets 2021: $5,662,426Liabilities 2021: $0Net Assets 2021: $5,662,4262021Assets 2022: $5,215,847Liabilities 2022: $0Net Assets 2022: $5,215,8472022Assets 2023: $4,380,544Liabilities 2023: $0Net Assets 2023: $4,380,5442023Assets 2024: $3,845,536Liabilities 2024: $0Net Assets 2024: $3,845,5362024

Highlighted filing

2019

Assets$5,858,270
Liabilities$25,000
Net Assets$5,833,270
Open 2019 Filing

Operations Trend

Revenue Growth83rd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $549,5732011Expenses 2012: $475,5482012Revenue 2013: $569,229Expenses 2013: $546,398Net Income 2013: $22,8312013Revenue 2014: $653,728Expenses 2014: $472,947Net Income 2014: $180,7812014Revenue 2015: $452,158Expenses 2015: $478,300Net Income 2015: -$26,1422015Revenue 2016: $243,796Expenses 2016: $450,197Net Income 2016: -$206,4012016Revenue 2017: $377,031Expenses 2017: $467,449Net Income 2017: -$90,4182017Revenue 2018: $499,626Expenses 2018: $573,640Net Income 2018: -$74,0142018Revenue 2019: $651,042Expenses 2019: $2,955,545Net Income 2019: -$2,304,5032019Revenue 2020: $541,772Expenses 2020: $750,952Net Income 2020: -$209,1802020Revenue 2021: $699,461Expenses 2021: $660,847Net Income 2021: $38,6142021Revenue 2022: $151,287Expenses 2022: $597,524Net Income 2022: -$446,2372022Revenue 2023: $261,964Expenses 2023: $1,097,086Net Income 2023: -$835,1222023Revenue 2024: $469,946Expenses 2024: $1,004,413Net Income 2024: -$534,4672024

Highlighted filing

2019

Revenue$651,042
Expenses$2,955,545
Net Income-$2,304,503
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W DAYTONPresident-$0--
CHADWICK L DAYTONSecretary-$0--
WHITNEY D BRUNETTreasurer-$0--
JAMES M KARGESAsst Sec/Asst Treas-$0--
Filing and Contact Details

Filer

Filer Name
Chadwick-loher Foundation
EIN
52-2390635
Phone
6123397151
Address
80 SOUTH EIGHTH STREET STE 1800, MINNEAPOLIS, MN 55402-4523

Signing Officer

Name
James M Karges
Title
Asst Sec/asst Treas
Phone
6123397151
Signed
2020-11-04
Discuss with paid preparer
No

Preparer

Firm
Wipfli Llp
Address
7601 FRANCE AVENUE S 400, MINNEAPOLIS, MN 55435
Preparer
Chris Lockhart
Phone
9525483400
Raw XML AppendixShowing 400 of 427 raw XML fields

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

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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0378291
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07565812
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07681027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHADWICK L DAYTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WHITNEY D BRUNET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAMES M KARGES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt180 SOUTH 8TH STREET 1800 IDS CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt280 SOUTH 8TH STREET 1800 IDS CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt380 SOUTH 8TH STREET 1800 IDS CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MINNEAPOLIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0300219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0305669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0445684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0349105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0329785
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0362055
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0341760
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.039681
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048595
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.038116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.038654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.035268
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05450
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07565812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt09171440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt09159097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08730986
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt09366656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt09690394
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02849535
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.198405
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02844085
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02849535
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05450
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02849535
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0OKABENA COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt080 S 8TH ST 1800 IDS CENTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNEAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055402
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06123397151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02840000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE TO BE DETERMINED BY THE GRANTEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS CHARITABLE ORGANIZATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0DETAILED LIST AVAILABLE UPON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0REQUEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055402
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02840000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0372841
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0203453
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0372841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02273241
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02273241
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02849535
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02273241
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02273241
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0203453
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PORTFOLIO DEDUCTIONS-PASS THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER DEDUCTIONS-PASS THRU
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt084904
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12349
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt084904
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12349
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt065
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt179500
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt246278
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt312019
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt4169672
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OKABENA FIXED INCOME FUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1OKABENA DIVERSIFIED EQUITY FUND, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OKABENA MARKETABLE ALTERNATIVES FD, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc3OKABENA SPECIAL OPPORTUNITIES FUND, LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc4PRIOR YEAR PFIC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt065
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt179500
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt246278
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt312019
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt4169672
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt065
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt179500
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt246278
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt312019
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4169672
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0103
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1202949
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK/TAX DIFFERENCE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1BOOK/TAX DIFFERENCE
TaxesSchedule/TaxesDetail/Amt05598
TaxesSchedule/TaxesDetail/Amt1122
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES-PASS THRU
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt05598
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1122
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES M KARGES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASST SEC/ASST TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum06123397151
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHADWICK-LOHER FOUNDATION

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,858,270
Liabilities
$25,000
Net assets
$5,833,270
Revenue
$651,042
Expenses
$2,955,545
Net income
-$2,304,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.47$1.00$0.53
2023Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.26$1.10$0.84
2022Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$0.15$0.60$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.70$0.66$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.54$0.75$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.86$0.03$5.83$0.65$2.96$2.30
2018Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$0.50$0.57$0.07
2017Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$0.38$0.47$0.09
2016Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$0.24$0.45$0.21
2015Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.45$0.48$0.03
2014Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.65$0.47$0.18
2013Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.57$0.55$0.02
2012Detailed filing. Detailed filing data is available for this year.$7.29$0.00$7.29$0.48
2011Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.55