Civic Intelligence

The Generations Fund

990PF • Fiscal year 2021 • EIN 77-0609737

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 07, 2022

Organization Profile
1751 Lake Cook Road Suite 400Deerfield, IL 60015

(847) 205-5000

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

54th percentile

16%

Higher net margin than 54% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

28th percentile

0.1%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

82nd percentile

97%

Faster revenue growth than 82% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,776,091

Up $1,463 (+0.1%) from 2020

Net Assets

Up

$2,776,091

Up $1,463 (+0.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin54th percentile

Revenue

Up

$195,951

Up $96,291 (+97%) from 2020

Expenses

Down

$163,994

Down $6,659 (-3.9%) from 2020

Net Income

Up

$31,957

Up $102,950 (+145%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,052,789Liabilities 2011: $02011Assets 2012: $3,465,553Liabilities 2012: $02012Assets 2013: $3,419,440Liabilities 2013: $02013Assets 2014: $3,332,862Liabilities 2014: $02014Assets 2015: $3,226,663Liabilities 2015: $02015Assets 2019: $2,817,614Liabilities 2019: $02019Assets 2020: $2,774,628Liabilities 2020: $0Net Assets 2020: $2,774,6282020Assets 2021: $2,776,091Liabilities 2021: $0Net Assets 2021: $2,776,0912021Assets 2022: $2,786,902Liabilities 2022: $0Net Assets 2022: $2,786,9022022Assets 2023: $2,646,772Liabilities 2023: $0Net Assets 2023: $2,646,7722023Assets 2024: $2,569,444Liabilities 2024: $0Net Assets 2024: $2,569,4442024

Highlighted filing

2021

Assets$2,776,091
Liabilities$0
Net Assets$2,776,091
Open 2021 Filing

Operations Trend

Revenue Growth82nd percentile

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $111,510Expenses 2011: $190,382Net Income 2011: -$78,8722011Revenue 2012: $431,236Expenses 2012: $208,255Net Income 2012: $222,9812012Revenue 2013: $160,335Expenses 2013: $213,367Net Income 2013: -$53,0322013Revenue 2014: $129,346Expenses 2014: $208,688Net Income 2014: -$79,3422014Revenue 2015: $51,896Expenses 2015: $169,941Net Income 2015: -$118,0452015Revenue 2019: $90,799Expenses 2019: $172,799Net Income 2019: -$82,0002019Revenue 2020: $99,660Expenses 2020: $170,653Net Income 2020: -$70,9932020Revenue 2021: $195,951Expenses 2021: $163,994Net Income 2021: $31,9572021Revenue 2022: $169,216Expenses 2022: $195,402Net Income 2022: -$26,1862022Revenue 2023: -$49,528Expenses 2023: $169,602Net Income 2023: -$219,1302023Revenue 2024: $167,832Expenses 2024: $161,888Net Income 2024: $5,9442024

Highlighted filing

2021

Revenue$195,951
Expenses$163,994
Net Income$31,957
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ellen MorrisDirector-$0--
Bruce MorrisPresident, Treasurer, Director-$0--
Ted JadwinSecretary-$0--
Rebekah MorrisDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Generations Fund
EIN
77-0609737
In Care Of
% MILLER COOPER & CO LTD
Phone
8472055000
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015

Signing Officer

Name
Bruce Morris
Title
Officer
Phone
3127140700
Signed
2022-07-07
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Daphne McCoy
Phone
8472055000
Raw XML Appendix333 raw XML fields

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

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt05521
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05521
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0DOUBLELINE CORE FIXED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1VANGUARD TOTAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0696345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1620038
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0706589
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1639733
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt080092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1378270
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2136266
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt365540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4100905
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt555844
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6174867
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7116041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8117770
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt983314
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1061223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0137806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1450405
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2174373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt368470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4177943
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt597768
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6246973
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7139643
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8125027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9156968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10106748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ADARA SMALLER COMPANIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AQUARIUS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FPA CRESCENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD GLOBAL EX US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4TOUCHSTONE SANDS CAPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5VANGUARD REIT INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD TOTAL WORLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7SCHWAB US LARGE CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8MATISSE DISCOUNT CL-EN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9SCHWAB S&P 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ISHARES MSCI ACWI ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt096404
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt099539
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0195951
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0195951
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05521
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05521
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt099539
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt096404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt096404
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt031957
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt099539
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt099539
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0168457
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt021973
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt021973
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt027494
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0163994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0195951
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0195951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt027494
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt028994
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt099539
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt099539
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt031957
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt049000
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt018506
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02825091
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02774628
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02776091
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0162561
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0162561
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0162561
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0164903
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02342
IRS990PF/DistributableAmountGrp/TotalTaxAmt02342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01160
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02818
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02342
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05160
IRS990PF/FMVAssetsEOYAmt03318022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01316383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01316383
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01346322
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01343162
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01370132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01882124
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02774628
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02776091
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0115083
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt089576
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt089576
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02774628
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02776091
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03318022
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02774628
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02776091
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02774628
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02776091
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03348290
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt074133
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03274157
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt050224
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0164903
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03298066
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03348290
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
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/PersonNm0Ellen Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Bruce Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Ted Jadwin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Rebekah Morris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1President, Treasurer, Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02100 N Magnolia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12654 SW FAIRMONT BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22100 N Magnolia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32654 SW FAIRMONT BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PORTLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd197239
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260614
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd397239
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0135000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0135000
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01751 LAKE COOK ROAD SUITE 400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEERFIELD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060015
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
IRS990PF/StatementsRegardingActyGrp/PhoneNum08472055000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BRUCE MORRIS The Generations Fund
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08472055000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01751 LAKE COOK ROAD SUITE 400
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0DEERFIELD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060015
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Deerfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0135000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0135000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0162561
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt022372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0386
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04865
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02675
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010791
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt022372
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0135000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022372
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05189
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt049000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CONTRIBUTIONS PAID 2020/CLEARED IN 2021
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012500
OtherIncreasesSchedule/OtherIncreasesDetail/Amt16006
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CONTRIBUTIONS PAID 2021/CLEARED IN 2022
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1TIMING DIFFERENCE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt021973
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021973
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt01500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bruce Morris
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03127140700
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Generations Fund
ReturnHeader/Filer/BusinessNameControlTxt0GENE
ReturnHeader/Filer/EIN0770609737
ReturnHeader/Filer/InCareOfNm0% MILLER COOPER & CO LTD
ReturnHeader/Filer/PhoneNum08472055000
ReturnHeader/Filer/USAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/Filer/USAddress/CityNm0Deerfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060015
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daphne McCoy
ReturnHeader/ReturnTs02022-08-15T07:52:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Bruce
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Morris
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,776,091
Liabilities
$0
Net assets
$2,776,091
Revenue
$195,951
Expenses
$163,994
Net income
$31,957
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.57$0.00$2.57$0.17$0.16$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.05$0.17$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.17$0.20$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.20$0.16$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.00$2.77$0.10$0.17$0.07
2019Summary only. Only limited summary data is available for this year.$2.82$0.00$0.09$0.17$0.08
2015Summary only. Only limited summary data is available for this year.$3.23$0.00$0.05$0.17$0.12
2014Summary only. Only limited summary data is available for this year.$3.33$0.00$0.13$0.21$0.08
2013Summary only. Only limited summary data is available for this year.$3.42$0.00$0.16$0.21$0.05
2012Summary only. Only limited summary data is available for this year.$3.47$0.00$0.43$0.21$0.22
2011Summary only. Only limited summary data is available for this year.$3.05$0.00$0.11$0.19$0.08