Civic Intelligence

Daniel J and Amy S Willis Charitable Foundation

990PF • Fiscal year 2020 • EIN 81-6937849

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 17, 2021

Organization Profile
5510 N Kenwood AveIndianapolis, IN 46208

(602) 312-4496

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

27th percentile

-0.8%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-69%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$12,591,050

Down $107,770 (-0.8%) from 2019

Net Assets

Down

$12,591,050

Down $107,770 (-0.8%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin10th percentile

Revenue

Down

$238,366

Down $533,603 (-69%) from 2019

Expenses

Down

$370,386

Down $350,446 (-49%) from 2019

Net Income

Down

-$132,020

Down $183,157 (-358%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$15M$10M$5.0M$0Assets 2017: $12,904,854Liabilities 2017: $0Net Assets 2017: $12,904,8542017Assets 2018: $12,656,283Liabilities 2018: $0Net Assets 2018: $12,656,2832018Assets 2019: $12,698,820Liabilities 2019: $1Net Assets 2019: $12,698,8202019Assets 2020: $12,591,050Liabilities 2020: $1Net Assets 2020: $12,591,0502020Assets 2021: $12,579,343Liabilities 2021: $1Net Assets 2021: $12,579,3432021Assets 2022: $12,331,925Liabilities 2022: $1Net Assets 2022: $12,331,9252022Assets 2023: $11,806,507Liabilities 2023: $1Net Assets 2023: $11,806,5072023Assets 2024: $12,967,754Liabilities 2024: $0Net Assets 2024: $12,967,7542024

Highlighted filing

2020

Assets$12,591,050
Liabilities$1
Net Assets$12,591,050
Open 2020 Filing

Operations Trend

Revenue Growth5th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2017: $177,299Expenses 2017: $766,250Net Income 2017: -$588,9512017Revenue 2018: $467,446Expenses 2018: $714,864Net Income 2018: -$247,4182018Revenue 2019: $771,969Expenses 2019: $720,832Net Income 2019: $51,1372019Revenue 2020: $238,366Expenses 2020: $370,386Net Income 2020: -$132,0202020Revenue 2021: $658,828Expenses 2021: $727,041Net Income 2021: -$68,2132021Revenue 2022: $599,803Expenses 2022: $791,553Net Income 2022: -$191,7502022Revenue 2023: $256,350Expenses 2023: $765,675Net Income 2023: -$509,3252023Revenue 2024: $1,956,843Expenses 2024: $759,683Net Income 2024: $1,197,1602024

Highlighted filing

2020

Revenue$238,366
Expenses$370,386
Net Income-$132,020
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Daniel J and Amy S Willis Charitable Foundation
EIN
81-6937849
Phone
6023124496
Address
5510 N KENWOOD AVE, INDIANAPOLIS, IN 46208

Signing Officer

Name
Daniel J Willis
Title
Trustee
Signed
2021-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
575 Market Street Suite 3300, San Francisco, CA 94105-5829
Preparer
Diane Brown
Phone
4155761100
Raw XML AppendixShowing 400 of 654 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
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt03928
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt03928
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Passthrough entities
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Comm serve select (XLC)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1Finl Select Sector (XLF)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2ISHARES COre S&P 500 ETF (IVV)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ISHARES CORE US Aggregate (AGG)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Materials Select Sector SPD (XLB)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Schwab US Aggregate Bond ET (SCHZ)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Sector SPDR Tr SHS Ben Int (XLV)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Sector SPDR Tr SHS Ben Int (XLY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8Select Sector SPDR Trust EN (XLE)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9SPDR Bloomberg Barclays 1-3 (BIL)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10SPDR S&P 500 ETF TR (SPY)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11Utilities Select Sector SPD (XLU)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Vanguard S&P 500 ETF (VOO)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt039118
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt192582
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2635851
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3415039
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt415228
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5415523
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt629297
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt760371
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt87800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9542510
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt10626770
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1115665
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12947571
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt041163
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1102767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2807089
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3433994
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt417012
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5433280
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt641320
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt766855
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt88262
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9542439
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt10798234
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1115424
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt121161672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt061041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111653
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt269355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt325472
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt469847
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt511666
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt64859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt722685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt825140
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt922678
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1025171
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt117147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt125109
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt137518
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1422300
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1511679
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1625179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1722783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1825178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1925202
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2076649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2125212
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2225182
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2311649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2425203
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2522695
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt267599
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2722761
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2822744
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt298338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3022806
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3116089
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt32150285
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3322675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3425753
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt025900
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt112762
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt279993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt325119
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt479548
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt511549
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt68037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt725560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt829334
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt930051
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1024950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt116935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt128070
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt136776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1430370
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1515147
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1626566
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1728101
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1823451
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1924935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2077864
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2122207
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2228365
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2312038
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2426984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2525075
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt266546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2726069
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2824019
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt296650
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3026133
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3124618
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32182438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3324853
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3425875
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SPY Mar 19 2021 325.0 Put - OPTIONS CALL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AGNICO EAGLE MINES LTD (AEM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALLSTATE CORP 5.1% PFD SERI (ALL-H)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3AXON ENTERPRISE INC (AAXN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BANK OF AMERICA CORP 5% SER (BAC-N)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BARRICK GOLD CORP (GOLD)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6BHP GROUP LTD SP ADR (BHP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BRINKS COMPANY (THE) (BCO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8CREE INC (CREE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DARLING INGREDIENTS (DAR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DECKERS OUTDOOR CORP (DECK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DHT HOLDINGS INC (DHT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12DORIAN LPG LIMITED (LPG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13EURONAV (EURN)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14EVERCORE INC A (EVR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15FIRST MAJESTIC SILVER CORP (AG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16HALOZYME THERAPEUTICS, INC. (HALO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17HANCOCK WHITNEY CORPORATION (HWC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18HARLEY DAVIDSON INC (HOG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19JANUS HENDERSON GROUP PLC (JHG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20JPMORGAN CHASE & CO (JPM-H)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21MILLER HERMAN INC (MLHR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22NCR CORP (NCR)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23NEWMONT CORPORATION (NEM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24PINNACLE FINL PARTNERS (PNFP)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25RYDER SYSTEM INC (R)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26SCORPIO TANKERS INC (STNG)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27SLM CORP (SLM)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28SYNOVUS FINANCIAL (SNV)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29TEEKAY TANKERS LTD CL A (TNK)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30TEREX CORP (TEX)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31US STEEL CORP (X)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32VALERO ENERGY CORP (VLO)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33VISTEON CORPORATION (VC)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34YELP INC (YELP)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02025000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1361897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt284079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3262581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt499202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5127542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6168917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7285715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8184956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11194584
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0ATHENE BCA ANNUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GPB Holdings II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PEACHTREE HOTEL VALUE & INCOME FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ARCTRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ARMADA WASTE MANAGEMENT LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5MILL GREEN OPPORTUNITY FUND IV, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6WAVELAND ENERGY RESOURCE PARTNERS IV, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Priority Income Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Waveland Resource Partner V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Peachtree Distressed Opp Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Vet24Seven
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Sealy Industrial Partners LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01890477
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1361897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt284079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3262581
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt499202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5127542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6168917
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7285715
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8184956
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11194584
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0192454
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0357625
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900003
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Pass-through entities
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0-126646
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt0-185067
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0423433
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt0-185067
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0238366
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0357625
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0269000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0269000
IRS990PF/AnalysisOfRevenueAndExpenses/CostOfGoodsSoldAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt03928
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt03928
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0192454
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0192454
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-132020
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09790842
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0357625
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0334047
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt084506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt084506
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-126646
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-311713
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0952
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt012952
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0269000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt089386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0370386
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0423433
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0238366
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt089386
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0101386
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt09420044
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt113173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2363453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-13173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2363453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-13173
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07019
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29783497
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital gain distribution - Arctrust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital gain distribution - Ameritrade
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Regulated future contracts
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0357625
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-132020
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03733
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt027983
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012594783
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt012698820
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012591050
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0589018
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0589018
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0589018
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0593661
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04643
IRS990PF/DistributableAmountGrp/TotalTaxAmt04643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09981
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04643
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014981
IRS990PF/FMVAssetsEOYAmt013158299
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt013500044
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt013500044
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04846545
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03843325
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt04469511
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0987302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01062888
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt03786366
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt04094473
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03959950
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01086939
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-801224
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-908994
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02841405
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03665950
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03665950
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt012561255
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012591050
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt013158299
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt012698820
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012591050
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt012698820
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012591050
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt012054029
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02769243
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05324836
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0180810
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt03959950
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0593661
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011873219
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt012054029
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Daniel J Willis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Amy S Willis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05510 N KENWOOD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt15510 N KENWOOD AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146208

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,591,050
Liabilities
$1
Net assets
$12,591,050
Revenue
$238,366
Expenses
$370,386
Net income
-$132,020
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.96$0.76$1.20
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.26$0.77$0.51
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.60$0.79$0.19
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.66$0.73$0.07
2020Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.24$0.37$0.13
2019Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.77$0.72$0.05
2018Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$0.47$0.71$0.25
2017Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.18$0.77$0.59