Civic Intelligence

William and Joan Brodsky Foundation

990PF • Fiscal year 2014 • EIN 65-0724452

Jan 01, 2014 to Dec 31, 2014 • Filed on May 13, 2015

2800 Ponce De Leon BlvdCoral Gables, FL 33134

(305) 445-0707

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

96th percentile

81%

Higher net margin than 96% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

94th percentile

66%

Faster asset growth than 94% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

674%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$2,683,544

Up $1,065,952 (+66%) from 2013

Net Assets

Up

$2,683,544

Up $1,065,952 (+66%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$1,343,726

Up $1,170,164 (+674%) from 2013

Expenses

Up

$255,873

Up $53,103 (+26%) from 2013

Net Income

Up

$1,087,853

Up $1,117,061 (+3825%) from 2013

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,549,976Liabilities 2011: $02011Assets 2012: $1,576,963Liabilities 2012: $02012Assets 2013: $1,617,592Liabilities 2013: $0Net Assets 2013: $1,617,5922013Assets 2014: $2,683,544Liabilities 2014: $0Net Assets 2014: $2,683,5442014Assets 2015: $3,556,584Liabilities 2015: $0Net Assets 2015: $3,556,5842015Assets 2016: $4,187,039Liabilities 2016: $0Net Assets 2016: $4,187,0392016Assets 2017: $5,419,411Liabilities 2017: $300Net Assets 2017: $5,419,1112017Assets 2019: $5,349,662Liabilities 2019: $0Net Assets 2019: $5,349,6622019Assets 2020: $5,467,958Liabilities 2020: $0Net Assets 2020: $5,467,9582020Assets 2021: $7,244,501Liabilities 2021: $0Net Assets 2021: $7,244,5012021Assets 2022: $7,760,766Liabilities 2022: $0Net Assets 2022: $7,760,7662022Assets 2023: $7,269,419Liabilities 2023: $0Net Assets 2023: $7,269,4192023Assets 2024: $7,423,440Liabilities 2024: $0Net Assets 2024: $7,423,4402024

Highlighted filing

2014

Assets$2,683,544
Liabilities$0
Net Assets$2,683,544

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $468,274Expenses 2011: $127,116Net Income 2011: $341,1582011Revenue 2012: $139,929Expenses 2012: $172,127Net Income 2012: -$32,1982012Revenue 2013: $173,562Expenses 2013: $202,770Net Income 2013: -$29,2082013Revenue 2014: $1,343,726Expenses 2014: $255,873Net Income 2014: $1,087,8532014Revenue 2015: $2,370,674Expenses 2015: $291,474Net Income 2015: $2,079,2002015Revenue 2016: $1,196,709Expenses 2016: $374,132Net Income 2016: $822,5772016Revenue 2017: $2,324,249Expenses 2017: $659,193Net Income 2017: $1,665,0562017Revenue 2019: $1,168,422Expenses 2019: $642,162Net Income 2019: $526,2602019Revenue 2020: $238,959Expenses 2020: $635,686Net Income 2020: -$396,7272020Revenue 2021: $3,573,835Expenses 2021: $418,132Net Income 2021: $3,155,7032021Revenue 2022: $1,417,340Expenses 2022: $492,812Net Income 2022: $924,5282022Revenue 2023: $110,813Expenses 2023: $556,359Net Income 2023: -$445,5462023Revenue 2024: $514,091Expenses 2024: $637,498Net Income 2024: -$123,4072024

Highlighted filing

2014

Revenue$1,343,726
Expenses$255,873
Net Income$1,087,853
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 13, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William J BrodskyPresident & Director-$0--
Joan B BrodskySecretary & Director-$0--
Jonathan P BrodskyDirector-$0--
Michael B BrodskyDirector-$0--
Stephen A BrodskyDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-Charitable-Various, FL, US$253,688
Filing and Contact Details

Filer

Filer Name
William and Joan Brodsky Foundation
EIN
65-0724452
Phone
3054450707
Address
2800 Ponce De Leon Blvd, Coral Gables, FL 33134

Signing Officer

Name
William J Brodsky
Title
President & Director
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Arthur M Cohen & Associates LLC
Address
1033 Skokie Boulevard 200, Northbrook, IL 60062
Preparer
Arthur M Cohen
Phone
8474802990
Raw XML AppendixShowing 400 of 472 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/AdjustedNetIncomeAmt01700
AccountingFeesSchedule/AccountingFeesDetail/Amt01700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt02013 Foundation Tax Return Fee
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01700
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01700
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt020000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt169080
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28891
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt394032
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4140376
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt544533
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt692511
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt789350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt811208
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt944008
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1043429
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1148277
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1249252
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1322345
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1446840
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15200098
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1672697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1792035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt18221838
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1945009
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2086191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt211098600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt050540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt138120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212919
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3340850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4314330
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt574036
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6152302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7129980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8152400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt966010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1053240
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1162115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1273665
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13452000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14474480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15200572
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16257130
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt17171135
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18218285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1990315
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20202647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt211268400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02,000 GE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11,000 BP BLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2175 Hess
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35,000 Ball Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43,400 Exxon
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5708 Johnson and Johnson
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61,672 Procter & Gamble
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71,000 Boeing
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82,000 Walgreens
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91,000 Consolidated Edison
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101,000 PG & E Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111,500 Pub Service
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121,500 The Southern Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13200 Bershire Hathaway B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148,000 Salesforce
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1518,102 Advisory Research
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161,000 Coach
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173,000 Danaher
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181,500 Diageo PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1925382 Adisory Research Intl
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm201,500 Hyatt Hotels
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm213,051 Alliant Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2220,000 CBOE Holdings
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt074010
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt027767
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0108778
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0101778
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0108778
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0210556
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt085030
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0108778
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0253688
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0253688
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01133170
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt074010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt074010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt074010
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt01087853
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0384143
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0136545
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0180738
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt013204
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0485
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0485
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0485
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0485
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt087215
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt02185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0255873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt02185
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0255873
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0182923
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01343726
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt02185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt02185
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02185
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12014-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-08-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32014-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62014-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72014-08-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92014-04-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102014-06-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112014-08-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132014-10-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152010-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-01-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1189
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt217249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3216351
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt434570
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt55604
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt33805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt51783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt71676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt93776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt103136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt111956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13-15473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1534685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1660889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt33805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt51783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt71676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt93776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt103136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt111956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124467
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-15473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1534685
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1660889
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1213
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2341
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt33805
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt41180
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6803
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt71676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83376
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt93776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt103136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt111956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124656
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131776
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt14216321
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1569255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1666493
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc025 Ball Call
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc110 BP CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc210 BP CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc315 Diageo Call
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc415 Diageo Call
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510 EXXON CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc610 EXXON CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc720 EXXON CALLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc820 Salesforce Calls
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc920 Salesforce Calls
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1020 Salesforce Calls
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1120 Salesforce Calls
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1220 Salesforce Calls
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1320 Walgreen Calls
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1418103 Advisory Research
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc152,000 Coach
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161,000 Walgreen
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-11-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-05-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-10-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-07-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0108778
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt013204
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt01087853
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt021901
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02705445
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01617592
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02683544
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0195565
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0195565
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0195565
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0197372
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01807
IRS990PF/DistributableAmountGrp/TotalTaxAmt01807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0193
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01807
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02000
IRS990PF/FMVAssetsEOYAmt04898415
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt01617592
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt02683544
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt019152
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01546945
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02640600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt04855471
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01495
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt017944
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt017944
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01617592
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02683544
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04898415
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01617592
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02683544
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01617592
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02683544
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt025000
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04007544
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt060356
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03947188
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt060113
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0197372
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03947431
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt061316
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04007544
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0William J Brodsky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Joan B Brodsky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jonathan P Brodsky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Michael B Brodsky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Stephen A Brodsky
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary & Dir
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01223 North Astor Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11223 North Astor Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21223 North Astor Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31223 North Astor Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41223 North Astor Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd360610
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd460610
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0247492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0249299
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0201056
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0170764
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0127116
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt099439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0105553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.06270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.06451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06501
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05131
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05262
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.08005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01807
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03947431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03116824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02626723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02477562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01889839
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01318669
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0255873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.31349
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0254066
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0255873
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01807
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0255873
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02800 Ponce De Leon

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits