GAVLIN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GAVLIN FAMILY FOUNDATION (EIN 36-3487489)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-24
- IRS object ID
- 202631759349100518
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-24T17:57:17-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475514057 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK KATZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WILLIAMSBURG ROAD | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363487489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAVLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PATRICIA KAY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAVL | BusinessNameControlTxt |
| Phone | 8477084340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 CHICAGO AVE - UNIT A | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 602022915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA KAY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8477084340 | PhoneNum |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK KATZ | PreparerPersonNm |
| PTIN | P00168542 | PTIN |
| Phone | 3126130818 | PhoneNum |
| Preparation | 2026-06-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,806,047 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,477 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,477 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,298 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,267 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $728 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $728 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $220,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,770 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,175 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $10,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,633 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,620 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $571 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,999 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,005 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,005 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,342 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,830 | CashBOYAmt |
| Cash EOY | $20,277 | CashEOYAmt |
| Cash EOYFMV | $20,277 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $114,683 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $275,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $275,384 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $954,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $933,504 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,510,386 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,122,398 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,229,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,806,047 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,502 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,503 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,503 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,099,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,211,662 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,099,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,211,662 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,122,398 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,229,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,099,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,766 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,211,662 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,211,662 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WILLIAM BLAIR - VARIOUS | P | $104,197 | $108,344 | -$4,147 | -$4,147 |
| WILLIAM BLAIR - VARIOUS | P | $412,099 | $229,711 | $182,388 | $182,388 |
| ALLIANCE BERNSTRIN - PER K-1 | P | $26 | $26 | $26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,267 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,868 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,868 | SubtotalAmt |
| Tax Based On Investment Income | $2,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $568 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA KAY | IndividualWithBooksNm |
| Phone | 8477084340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 519 CHICAGO AVE - UNIT A | AddressLine1Txt |
| City | EVANSTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 602022915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA KAY | ||||||||
| 519 CHICAGO AVE - UNIT A | EVANSTON | IL | 60202 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| NANCY GAVLIN | ||||||||
| 1850 N CLARK ST - APT 2306 | CHICAGO | IL | 60614 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| SUZANNE CLUFF | ||||||||
| 2205 S BEELER WAY | DENVER | CO | 80231 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,589,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,578 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,823,595 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,823,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,796,241 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,868 | TotalTaxAmt |
| Distributable Before Adj | $86,944 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,944 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,944 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,005 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $94,005 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,944 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $11 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $5,505 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,516 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,005 | QualifyingDistributionsAmt |
| Applied To Current Year | $86,944 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,061 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,577 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11 | ExcessFromYear4Amt |
| Excess From Year1 | $5,505 | ExcessFromYear1Amt |
| Excess From Current Year | $7,061 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY MUSEUM OF MOTION PICTURES | |||||||
| 6067 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL ASSISTANCE | $190 |
| ADA S MCKINLEY COMMUNITY SERVICES | |||||||
| 1359 W WASHINGTON | CHICAGO | IL | 60607 | NONE | PC | GENERAL ASSISTANCE | $1,500 |
| AMERICAN INSTITUTE OF STEEL CONSTRU | |||||||
| 130 E RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| AMERICAN RED CROSS | |||||||
| 444 SHERMAN STREET | DENVER | CO | 80203 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| AQUARIUM OF THE PACIFIC | |||||||
| 100 AQUARIUM WAY | LONG BEACH | CA | 90802 | NONE | PC | GENERAL ASSISTANCE | $299 |
| ARIZONA-SONORA DESERT MUSEUM | |||||||
| 2021 N KINNEY RD | TUCSON | AZ | 85743 | NONE | PC | GENERAL ASSISTANCE | $169 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | GENERAL ASSISTANCE | $550 |
| BLACK ENSEMBLE THEATER CO | |||||||
| 4450 N CLARK ST | CHICAGO | IL | 60640 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| BLOCK CLUB CHICAGO | |||||||
| 333 N MICHIGAN - STE 1000 | CHICAGO | IL | 60601 | NONE | PC | GENERAL ASSISTANCE | $250 |
| BLOOD CANCER UNITED | |||||||
| 1201 15TH ST NW - STE 410 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| BOYS & GIRLS CLUB OF METRO DENVER | |||||||
| 2017 W 9TH AV | DENVER | CO | 80204 | NONE | PC | GENERAL ASSISTANCE | $500 |
| CHICAGO ARCHITECTURE FOUNDATION | |||||||
| 111 E WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL ASSISTANCE | $600 |
| CHICAGO BOTANIC GARDENS | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL ASSISTANCE | $400 |
| CHICAGO HISTORY MUSEUM | |||||||
| 1601 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | GENERAL ASSISTANCE | $250 |
| CHICAGO PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W MADISON ST | CHICAGO | IL | 60606 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| CHICAGO SHAKESPEARE THEATRE | |||||||
| 800 E GRAND AV | CHICAGO | IL | 60611 | NONE | PC | GENERAL ASSISTANCE | $750 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN | CHICAGO | IL | 60604 | NONE | PC | GENERAL ASSISTANCE | $1,500 |
| CHICAGOLAND EXOTIC ANIMAL RESCUE | |||||||
| 5315 N CLARK ST - STE 218 | CHICAGO | IL | 60640 | NONE | PC | GENERAL ASSISTANCE | $2,500 |
| COLORADO GIVES | |||||||
| 15350 W 72ND AV | ARVADA | CO | 80007 | NONE | PC | GENERAL ASSISTANCE | $2,736 |
| DENVER ART MUSEUM | |||||||
| 100 W 14TH AVE PARKWAY | DENVER | CO | 80204 | NONE | PC | GENERAL ASSISTANCE | $645 |
| DENVER BOTANIC GARDENS | |||||||
| 909 YORK ST | DENVER | CO | 80206 | NONE | PC | GENERAL ASSISTANCE | $215 |
| DENVER MUSEUM OF NATURE & SCIENCE | |||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | NONE | PC | GENERAL ASSISTANCE | $1,534 |
| DENVER RESCUE MISSION | |||||||
| 6100 SMITH RD | DENVER | CO | 80216 | NONE | PC | GENERAL ASSISTANCE | $500 |
| DISABLED AMERICAN VETERANS | |||||||
| 2122 W TAYLOR ST | CHICAGO | IL | 60612 | NONE | PC | GENERAL ASSISTANCE | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL ASSISTANCE | $2,000 |
| ELEVATED ACCESS | |||||||
| 1717 W KIRBY - STE 201 | CHAMPAIGN | IL | 61821 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| ENERGY OUTREACH COLORADO | |||||||
| 303 E 17TH AVENUE | DENVER | CO | 80203 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST | CHICAGO | IL | 60601 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45 AV | DENVER | CO | 80239 | NONE | PC | GENERAL ASSISTANCE | $2,500 |
| FRIENDS OF THE SMITHSONIAN | |||||||
| PO BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | NONE | PC | GENERAL ASSISTANCE | $500 |
| GALAPAGO CONSERVANCY | |||||||
| 11150 FAIRFAX BLVD | FAIRFAX | VA | 22030 | NONE | PC | GENERAL ASSISTANCE | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL ASSISTANCE | $1,500 |
| HABITAT FOR HUMANITY | |||||||
| 323 W LAMAR ST | AMERICUS | GA | 31710 | NONE | PC | GENERAL ASSISTANCE | $500 |
| HISTORY COLORADO | |||||||
| 1200 N BROADWAY | DENVER | CO | 80203 | NONE | PC | GENERAL ASSISTANCE | $500 |
| HUMANE COLORADO | |||||||
| 2080 S QUEBEC STREET | DENVER | CO | 80231 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| ILLINOIS HOLOCAUST MUSEUM | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | PC | GENERAL ASSISTANCE | $500 |
| JAZZ INSTITUTE OF CHICAGO | |||||||
| 410 S MICHIGAN AV | CHICAGO | IL | 60605 | NONE | PC | GENERAL ASSISTANCE | $600 |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||||
| 4700 N RAVENSWOOD | CHICAGO | IL | 60640 | NONE | PC | GENERAL ASSISTANCE | $360 |
| JEWISH FAMILY SERVICES | |||||||
| 300 S DAHLIA ST | DENVER | CO | 80246 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| KRCC PUBLIC RADIO | |||||||
| 720 N TEJON STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| LAMBDA LEGAL | |||||||
| 105 W ADAMS STREET | CHICAGO | IL | 60603 | NONE | PC | GENERAL ASSISTANCE | $3,000 |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | GENERAL ASSISTANCE | $2,000 |
| LOS ANGELES COUNTY ART MUSEUM | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | PC | GENERAL ASSISTANCE | $300 |
| MAKE A WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PC | GENERAL ASSISTANCE | $500 |
| MEALS ON WHEELS CHICAGO | |||||||
| 7222 W CERMAK RD | CHICAGO | IL | 60546 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| MERCY CORP | |||||||
| P O BOX 37800 | BOONE | IA | 50037 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| MORRIS ANIMAL FOUNDATION | |||||||
| 720 S COLORADO BLVD | DENVER | CO | 80246 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E CHICAGO AV | CHICAGO | IL | 60611 | NONE | PC | GENERAL ASSISTANCE | $650 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S LAKE SHORE DR | CHICAGO | IL | 60637 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| NATIONAL PARKS CONSERVATION ASSOC | |||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL ASSISTANCE | $3,500 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL ASSISTANCE | $365 |
| NATURAL HISTORY MUSEUM LOS ANGELES | |||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL ASSISTANCE | $269 |
| NEW LIFE CENTERS | |||||||
| 4101 W 51ST STREET | CHICAGO | IL | 60632 | NONE | PC | GENERAL ASSISTANCE | $500 |
| NOURISHING HOPE | |||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | NONE | PC | GENERAL ASSISTANCE | $500 |
| ORPHANS OF THE STORM | |||||||
| 2200 RIVERWOODS RD | RIVERWOODS | IL | 60015 | NONE | PC | GENERAL ASSISTANCE | $200 |
| PALEO RESEARCH INSTITUTE | |||||||
| 2675 YOUNGFIELD ST | GOLDEN | CO | 80401 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PC | GENERAL ASSISTANCE | $250 |
| PAWS FOR PURPLE HEARTS | |||||||
| 10201 OLD REDWOOD HY | PENNGROVE | CA | 94951 | NONE | PC | GENERAL ASSISTANCE | $250 |
| PBS SOUTHERN CALIFORNIA | |||||||
| 3080 BRISTOL ST - STE 100 | COSTA MESA | CA | 92626 | NONE | PC | GENERAL ASSISTANCE | $200 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL ASSISTANCE | $1,500 |
| QUEER ASTERISK | |||||||
| 4535 BROADWAY ST | BOULDER | CO | 80304 | NONE | PC | GENERAL ASSISTANCE | $10,000 |
| RAILS TO TRAILS CONSERVANCY | |||||||
| 2445 M STREET NW STE 650 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL ASSISTANCE | $350 |
| READING IS FUNDAMENTAL | |||||||
| 750 FIRST STREET NW | WASHINGTON | DC | 20002 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| RELIGIOUS ACTION CENTER | |||||||
| 2027 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL ASSISTANCE | $3,000 |
| RESTORE JUSTICE FOUNDATION | |||||||
| P O BOX 101099 | CHICAGO | IL | 60610 | NONE | PC | GENERAL ASSISTANCE | $500 |
| ROAD SCHOLAR | |||||||
| 11 AVENUE DE LAFAYETTE | BOSTON | MA | 02111 | NONE | PC | GENERAL ASSISTANCE | $500 |
| ROCKY MOUNTAIN PBS | |||||||
| 2101 ARAPAHOE ST | DENVER | CO | 80205 | NONE | PC | GENERAL ASSISTANCE | $1,200 |
| SESAME WORKSHOP | |||||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| SHEDD AQUARIUM | |||||||
| 1200 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PC | GENERAL ASSISTANCE | $500 |
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| ST JUDES CHILDRENS HOSP FDTN | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| TEN THOUSAND VILLAGES | |||||||
| 1509 CHICAGO AVE | EVANSTON | IL | 60201 | NONE | PC | GENERAL ASSISTANCE | $100 |
| THE 19TH NEWS | |||||||
| 3571 FAR WEST BLVD 3497 | AUSTIN | TX | 78731 | NONE | PC | GENERAL ASSISTANCE | $250 |
| THE HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | NONE | PC | GENERAL ASSISTANCE | $350 |
| TRANS LIFELINE | |||||||
| 548 MARKET ST - PMB 15337 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| U N REFUGEE AGENCY | |||||||
| 1310 L ST NW SUITE 450 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL ASSISTANCE | $1,500 |
| U S HOLOCAUST MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| UNITING VOICES CHICAGO | |||||||
| 78 E WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 2660 LARIMER ST | DENVER | CO | 80205 | NONE | PC | GENERAL ASSISTANCE | $500 |
| WATCH DUTY | |||||||
| 422 LARKFIELD CENTER 423 | SANTA ROSA | CA | 95403 | NONE | PC | GENERAL ASSISTANCE | $500 |
| WBEZ PUBLIC RADIO | |||||||
| P O BOX 95090 | CHICAGO | IL | 60694 | NONE | PC | GENERAL ASSISTANCE | $1,465 |
| WESTMONT COLLEGE | |||||||
| 955 LA PAZ RD | SANTA BARBARA | CA | 93108 | NONE | PC | GENERAL ASSISTANCE | $1,000 |
| WFMT PUBLIC RADIO | |||||||
| 5400 N ST LOUIS AV | CHICAGO | IL | 60625 | NONE | PC | GENERAL ASSISTANCE | $350 |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY - SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL ASSISTANCE | $1,254 |
| WILD ANIMAL SANCTUARY | |||||||
| 1946 WCR 53 | KEENSBURG | CO | 80643 | NONE | PC | GENERAL ASSISTANCE | $500 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL ASSISTANCE | $2,045 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20077 | NONE | PC | GENERAL ASSISTANCE | $1,505 |
| WTTW CHANNEL 11 CHICAGO | |||||||
| 5400 N ST LOUIS AV | CHICAGO | IL | 60625 | NONE | PC | GENERAL ASSISTANCE | $500 |
| YMCA OF METRO CHICAGO | |||||||
| 501 N CENTRAL AVE | CHICAGO | IL | 60644 | NONE | PC | GENERAL ASSISTANCE | $104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,005 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,477 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,298 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $728 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,267 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $220,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $220,770 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,175 | Amt |
| Net Investment Income | $2,175 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VAR PUBLICLY TR SECURITIES | StockNm |
| EOY Book Value | $933,504 | EOYBookValueAmt |
| EOYFMV | $1,510,386 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| ILLINOIS FILING FEE | $15 |
| MISCELLANEOUS | $556 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $728 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $728 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INV ACCT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,633 | Amt |
| Net Investment Income | $10,633 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES WITHHELD | $55 | $55 |
| FEDERAL EXCISE TAX | $1,565 | $1,565 |