ROSLYN AND JOSEPH PERLMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROSLYN AND JOSEPH PERLMAN FOUNDATION (EIN 01-0756986)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-12
- IRS object ID
- 202641639349100604
- Schema version
- 2025v4.1
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-12T09:41:32-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364462730 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIOKAJLO HEIN & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 DUNDEE RD STE 160 | AddressLine1Txt |
| City | NORTHBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | 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 | 010756986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSLYN & JOSEPH PERLMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSL | BusinessNameControlTxt |
| Phone | 8472661960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 CLAVEY LANE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH PERLMAN | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 8472661960 | PhoneNum |
| Signature | 2026-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARGREATHA M HEIN | PreparerPersonNm |
| PTIN | P00194195 | PTIN |
| Phone | 8477849822 | PhoneNum |
| 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 | $1,456,440 | 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 | $121 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $121 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $66,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $78,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,327 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,012 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,012 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $276 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,457 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,018 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,440 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,565 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,202 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,340 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,340 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,542 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,033 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,846 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,846 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $595,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $614,307 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,405,594 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $715,731 | TotalAssetsBOYAmt |
| Total Assets EOY | $665,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,456,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $952,183 | CapitalStockBOYAmt |
| Capital Stock EOY | $952,183 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$236,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$287,030 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $715,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $665,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $715,731 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $665,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $715,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $665,153 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $665,153 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10 SHS ALPHABET INC | P | 2015-08-25 | 2025-08-13 | $2,044 | $303 | $1,741 | $1,741 |
| 35 SHS AMERICAN EXPRESS | P | 2015-03-10 | 2025-01-08 | $10,568 | $2,791 | $7,777 | $7,777 |
| 45 SHS FISERV INC | P | 2013-07-26 | 2025-02-07 | $10,384 | $1,043 | $9,341 | $9,341 |
| 25 SHS STRYKER CORP | P | 2013-07-26 | 2025-03-06 | $9,913 | $1,771 | $8,142 | $8,142 |
| 85 SHS STRYKER CORP | P | 2013-07-26 | 2025-05-01 | $31,699 | $6,022 | $25,677 | $25,677 |
| CAPITAL GAINS DIVIDENDS | P | $1,613 | $1,613 | $1,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,291 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $960 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $960 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $960 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,596 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,596 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $636 | OverpaymentAmt |
| Applied To ES Tax | $636 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JUDITH PERLMAN | IndividualWithBooksNm |
| Phone | 8472661960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 CLAVEY LANE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600354531 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH PERLMAN | ||||||||
| 430 CLAVEY LANE | HIGHLAND PARK | IL | 60035 | DIRECTOR / PRESIDENT | 0.00 | $0 | $0 | $0 |
| JUDITH PERLMAN | ||||||||
| 430 CLAVEY LANE | HIGHLAND PARK | IL | 60035 | DIRECTOR / SECRETARY | 0.00 | $0 | $0 | $0 |
| JUDITH PERLMAN | ||||||||
| 430 CLAVEY LANE | HIGHLAND PARK | IL | 60035 | DIRECTOR / TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,358,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,476,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,476,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,140 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,453,882 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,694 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,694 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $960 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $960 | TotalTaxAmt |
| Distributable Before Adj | $71,734 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,734 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,734 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,542 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $117,542 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,734 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,679 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,881 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,647 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,855 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,404 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $172,466 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,542 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,734 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,808 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $218,274 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $35,679 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $182,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,881 | ExcessFromYear4Amt |
| Excess From Year3 | $35,647 | ExcessFromYear3Amt |
| Excess From Year2 | $38,855 | ExcessFromYear2Amt |
| Excess From Year1 | $38,404 | ExcessFromYear1Amt |
| Excess From Current Year | $45,808 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (118 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SAFE PLACE | |||||||
| 2710 17TH STREET | ZION | IL | 60099 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| ABRAHAM INITIATIVES | |||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| ACTORS FUND THE | |||||||
| 729 SEVENTH AVE 10TH FL | NEW YORK | NY | 10102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| PO BOX 97396 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| AMERICAN COLLEGE OF PREVENTIVE MEDICINE | |||||||
| 1200 FIRST ST NE SUITE 315 | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| AMERICAN FRIENDS OF THE PARENTS CIRCLE | |||||||
| 4 E 95TH ST 5C | NEW YORK | NY | 10128 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| PO BOX 172449 | DENVER | CO | 80217 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE | |||||||
| PO BOX 96033 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| ANTI-CRUELTY SOCIETY | |||||||
| 157 W GRAND AVE | CHICAGO | IL | 60654 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150 |
| ASPIRATECH | |||||||
| 1770 1ST STREET SUITE 108 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| BRENNAN CENTER FOR JUSTICE | |||||||
| PO BOX 536 | ETNA | NH | 03750 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| CEDILLE CHICAGO NFP (FKA THE CHICAGO CLASSICAL RECORDING FOUNDATION) | |||||||
| 1205 W BALMORAL | CHICAGO | IL | 60640 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| CELIAC DISEASE CENTER UNIVERSITY OF CHICAGO | |||||||
| 5235 HARPER CT STE 450 | CHICAGO | IL | 60615 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| CENTER FOR VICTIMS OF TORTURE | |||||||
| PO BOX 6030 | ALBERT LEA | MN | 56007 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| CHARITY NAVIGATOR | |||||||
| PO BOX 5117 | BOONE | IA | 50905 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK ROAD | GLENCOE | IL | 60022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE 720 | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15TH STREET NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| COMPASSION AND CHOICES | |||||||
| PO BOX 485 | ETNA | NH | 03750 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| CONGREGATION HAKAFA | |||||||
| PO BOX 409 | GLENCOE | IL | 60022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $6,000 |
| CORNELL LAB OF ORNITHOLOGY | |||||||
| PO BOX 37330 | BOONE | IA | 50037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| COUNCIL FOR JEWISH ELDERLY SENIOR LIFE | |||||||
| 3003 W TOUHY | CHICAGO | IL | 60645 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| CURE CHILDHOOD CANCER | |||||||
| 200 WEST FALL RD | ROCHESTER | NY | 14620 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| CURT'S CAFE | |||||||
| 2922 CENTRAL ST | EVANSTON | IL | 60201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| DEFENDERS OF WILDLIFE | |||||||
| PO BOX 1553 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| EARTHJUSTICE | |||||||
| PO BOX 96346 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| PO BOX 98051 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| FEED THE CHILDREN | |||||||
| PO BOX 36 | OKLAHOMA CITY | OK | 73101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DRIVE 2000 | CHICAGO | IL | 60601 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| FINCA | |||||||
| PO BOX 98048 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| FOS FEMINISTA | |||||||
| 125 MAIDEN LANE 7TH FL | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| FOUNTAIN HOUSE | |||||||
| 425 W 47TH ST | NEW YORK | NY | 10036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| FRIENDS OF THE GLENCOE PUBLIC LIBRARY | |||||||
| 320 PARK AVE | GLENCOE | IL | 60022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| FRIENDS OF THE GREEN BAY TRAIL | |||||||
| PO BOX 545 | GLENCOE | IL | 60022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| FRIENDS OF THE HIGHLAND PARK LIBRARY | |||||||
| 494 LAUREL AVE | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,000 |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| HOME | |||||||
| 945 W GEORGE ST STE 218 | CHICAGO | IL | 60657 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| HADASSAH | |||||||
| 60 REVERE DRIVE 800 | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| HAND IN HAND | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| HIAS | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| HIGHLAND PARK COMMUNITY FOUNDATION | |||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 |
| HIGHLAND PARK FIREFIGHTERS ASSOCIATION | |||||||
| PO BOX 401 | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25 |
| HILLEL INTERNATIONAL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| HUMANE SOCIETY OF THE US | |||||||
| PO BOX 97170 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| ILLINOIS HOLOCAUST MUSEUM | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| INJUSTICE WATCH | |||||||
| 55 E JACKSON ST | CHICAGO | IL | 60604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| INTERNATIONAL CAMPAIGN FOR TIBET | |||||||
| PO BOX 9005 | WALDORF | MD | 20604 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| INTERNATIONAL RELIEF TEAMS | |||||||
| 4560 ALVARADO CANYON RD 1H | SAN DIEGO | CA | 92120 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | NONE | PC | GENERAL CHARITABLE PURPOSES | $6,000 |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 |
| JANE GOODALL INSTITUTE | |||||||
| PO BOX 97305 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 80 MAIN ST SUITE 380 | WEST ORANGE | NJ | 07052 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| LEAGUE OF WOMEN VOTERS EDUCATION FUND | |||||||
| PO BOX 96338 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| LETS GET READY | |||||||
| 82 NASSAU ST 61819 | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 |
| MAGEN DAVID ADOM | |||||||
| 20 WEST 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| MAZON | |||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| MEALS ON WHEELS | |||||||
| 7222 W CERMAK RD SUITE 302 | NORTH RIVERSIDE | IL | 60546 | NONE | PC | GENERAL CHARITABLE PURPOSES | $600 |
| MERCY CORPS | |||||||
| PO BOX 37800 | BOONE | IA | 50037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| MUSIC INSTITUTE OF CHICAGO | |||||||
| 622 DAVIS STREET 4TH FLOOR | EVANSTON | IL | 60201 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| NATIONAL AUDUBON SOCIETY | |||||||
| PO BOX 97188 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| NATIONAL PARK FOUNDATION | |||||||
| PO BOX 17394 | BALTIMORE | MD | 21297 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| PO BOX 97202 | WASHINGTON | DC | 20077 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| PO BOX 1830 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| NATURE CONSERVANCY THE | |||||||
| 4245 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| NO KID HUNGRY | |||||||
| C/O SHARE OUR STRENGTH PO | ZION | IL | 60099 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| NORTH AMERICAN CONFERENCE ON ETHIOPIAN JEWRY | |||||||
| 255 W 36TH ST SUITE 701 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| NORTH SHORE MUSICIAN'S CLUB | |||||||
| 1024 EASTWOOD RD | GLENCOE | IL | 60022 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 |
| NORTH SHORE SENIOR CENTER | |||||||
| 161 NORTHFIELD RD | NORTHFIELD | IL | 60093 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,000 |
| OCEAN CONSERVANCY | |||||||
| PO BOX 96003 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| OGLALA LAKOTA COLLEGE FUND | |||||||
| PO BOX 537 | KYLE | SD | 57752 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| OLD DOG DOCUMENTARIES | |||||||
| 16 CHURCH ST | WOODSTOCK | VT | 05091 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| ORBIS | |||||||
| PO BOX 510 | ETNA | NH | 03750 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| PATHFINDERS INTERNATIONAL | |||||||
| 9 GALEN STREET SUITE 217 | WATERTOWN | MA | 02472 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN | CHICAGO | IL | 60614 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25 |
| PAWS FOR PURPLE HEARTS | |||||||
| BOX 1209 | MERRIFIELD | VA | 22116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| READING IS FUNDAMENTAL | |||||||
| PO BOX 96897 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25 |
| REFUGEE ONE | |||||||
| 5705 N LINCOLN AVE | CHICAGO | IL | 60659 | NONE | PC | GENERAL CHARITABLE PURPOSES | $400 |
| REMOTE AREA MEDICAL | |||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | NONE | PC | GENERAL CHARITABE PURPOSES | $200 |
| SAGE | |||||||
| PO BOX 22876 | NEW YORK | NY | 10087 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| SAVING TINY HEARTS | |||||||
| 1305 BUSCH PARKWAY STE 101 | BUFFALO GROVE | IL | 60089 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| SAVOYAIRES | |||||||
| PO BOX 126 | EVANSTON | IL | 60204 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| SE LAKE CO FAITH IN ACTION | |||||||
| 655 DEERFIELD RD PMS 331 | DEERFIELD | IL | 60015 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| SHALOM CENTER | |||||||
| 4314 39TH AVENUE | KENOSHA | WI | 53144 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| SHALVA | |||||||
| PO BOX 46375 | CHICAGO | IL | 60646 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| SKOKIE VALLEY AGUDATH JACOB SYNAGOGUE | |||||||
| 8825 E PRAIRIE RD | SKOKIE | IL | 60076 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,300 |
| SOCIETY FOR PREVENTION OF CRUELTY TO ANIMALS (SPCA) | |||||||
| PO BOX 96506 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| TAC (TREATMENT ADVOCACY CENTER) | |||||||
| 200 N GLEBE RD SUITE 801 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 |
| TECHNOSERVE | |||||||
| PO BOX 96828 | ARLINGTON | VA | 20077 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| THRESHOLDS | |||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| TIME TO DANCE | |||||||
| 505 LAUREL | HIGHLAND PARK | IL | 60035 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| TRILOGY | |||||||
| 1400 W GREENLEAF AVE | CHICAGO | IL | 60626 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| T'RUAH | |||||||
| 266 W 37TH ST SUITE 803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| TRUST FOR PUBLIC LAND | |||||||
| PO BOX 96315 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| PO BOX 55040 | BOSTON | MA | 02205 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| UNITED WAY OF LAKE COUNTY | |||||||
| 330 S GREENLEAF ST | GURNEE | IL | 60031 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| WBEZ | |||||||
| PO BOX 95090 | CHICAGO | IL | 60694 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 |
| WILDERNESS SOCIETY THE | |||||||
| P O BOX 97231 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE PURPOSES | $200 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 |
| WTTW | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DR STE 860 | CHICAGO | IL | 60606 | NONE | PC | GENERAL CHARITABLE PURPOSES | $40 |
| HABITAT FOR HUMANITY | |||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | |||||||
| PO BOX 5043 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| PO BOX 743013 | LOS ANGELES | CA | 90074 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| PARALYZED VETERANS OF AMERICA | |||||||
| PO BOX 758521 | TOPEKA | KS | 68675 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| NATIONAL YIDDISH BOOK CENTER | |||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,340 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,327 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,327 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 325 SHS ACCENTURE PLC | $23,737 | $87,198 |
| 690 SHS ALPHABET INC | $20,912 | $216,522 |
| 465 SHS AMERICAN EXPRESS CO | $37,076 | $172,027 |
| 630 SHS FISERV INC | $14,596 | $42,317 |
| 330 SHS JOHNSON & JOHNSON | $49,186 | $68,294 |
| 270 SHS MICROSOFT CORP | $8,531 | $130,577 |
| 500 SHS NESTLE S A | $33,469 | $49,390 |
| 1175 SHS PFIZER INC | $19,681 | $29,258 |
| 270 SHS STRYKER CORP | $19,128 | $94,897 |
| 850 SHS THE COCA-COLA CO | $34,516 | $59,424 |
| 800 SHS WELLS FARGO & CO | $34,847 | $74,560 |
| 250 SHS WILLIS TOWERS WATSON P F | $31,305 | $82,150 |
| 1920 SHS WEYERHAEUSER CO | $46,990 | $45,485 |
| 15,843.328 SHS VANGUARD SHORT TERM INVEST GRADE | $162,261 | $166,672 |
| 180 SHS CHUBB LTD | $47,580 | $56,182 |
| 375 SHS UBER TECHNOLOGIES INC | $30,492 | $30,641 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,012 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,012 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $25 | $0 | $25 |
| INVESTMENT ACCOUNT FEES | $9,018 | $9,018 | $0 |
| BOOKKEEPING FEES | $2,036 | $0 | $2,037 |
| BANK CHARGES | $378 | $0 | $378 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,070 | $0 | $0 |
| FOREIGN TAX PAID | $276 | $276 | $0 |