SUSAN & JEROME ETTELSON FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUSAN & JEROME ETTELSON FUND (EIN 36-6110603)
- Tax period
- 2025-03-01 to 2026-02-28
- Filed
- 2026-06-29
- IRS object ID
- 202601809349100310
- Schema version
- 2025v4.2
- 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 Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-29T10:35:49-05:00 | ReturnTs |
| Tax Period End | 2026-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362469413 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPEL FORMAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 W WASHINGTON STREET SUITE 2200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-03-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366110603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN & JEROME ETTELSON FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 NORTH LAKEVIEW AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606142872 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN S ETTELSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2026-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHER MENDELSBERG | PreparerPersonNm |
| PTIN | P01457422 | PTIN |
| Phone | 3126420006 | PhoneNum |
| Preparation | 2026-06-23 | PreparationDt |
| 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 | $2,441,875 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,386,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,705,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,386,068 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,310 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,440,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,436,231 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,808 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,404 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,404 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,128 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,951 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,404 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,832 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,832 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,404 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,314,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,430,827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,805 | CashBOYAmt |
| Cash EOY | $75,569 | CashEOYAmt |
| Cash EOYFMV | $75,569 | CashEOYFMVAmt |
| Corporate Stock BOY | $294,207 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,554,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,366,306 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $315,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,629,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,441,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $315,012 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,629,770 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $315,012 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,629,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $315,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,629,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $315,012 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,314,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,629,770 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,629,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WILLIAM BLAIR #1836 - AVAILABLE UPON REQUEST | 2025-01-01 | 2025-12-31 | $2 | $2 | $0 | $0 |
| WILLIAM BLAIR #1836 - AVAILABLE UPON REQUEST | 2024-01-01 | 2025-12-31 | $59,083 | $8,338 | $50,745 | $50,745 |
| WILLIAM BLAIR #0605 - AVAILABLE UPON REQUEST | 2025-01-01 | 2025-12-31 | $2,261 | $2,880 | -$619 | -$619 |
| WILLIAM BLAIR #0605 - AVAILABLE UPON REQUEST | 2024-01-01 | 2025-12-31 | $1,643,978 | $308,036 | $1,335,942 | $1,335,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,386,068 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$619 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,888 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,888 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | 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 | $1,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18,688 | TaxDueAmt |
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 | SUSAN ETTELSON | IndividualWithBooksNm |
| Phone | 7735492106 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2440 NORTH LAKEVIEW AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606142872 | 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 |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN S ETTELSON | ||||||||
| 2440 N LAKEVIEW | CHICAGO | IL | 60614 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM S ETTELSON | ||||||||
| 589 SHERIDAN ROAD | GLENCOE | IL | 60022 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN R ETTELSON | ||||||||
| 2350 LINCOLN PARK WEST | CHICAGO | IL | 60614 | TREASURER | 1.00 | $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 | $2,353,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,455,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,455,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,418,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,888 | TotalTaxAmt |
| Distributable Before Adj | $101,055 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,055 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,055 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,251 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,251 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,055 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $112,351 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $112,351 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $95,155 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN S ETTELSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALAQUA ANIMAL RIGHTS | ||||||||
| 155 DUGAS WY | FREEPORT | FL | 32439 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| ALIVE RESCUE | ||||||||
| 1214 W MONROE ST | CHICAGO | IL | 60607 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | |
| AMERICAN HUMANE SOCIETY | ||||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER PROGRAM SERVICES | $900 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVE | COTATI | CA | 94931 | NONE | PC | TO FURTHER PROGRAM SERVICES | $700 | |
| ANTI-CRUELTY SOCIETY | ||||||||
| 157 W GRAND AVENUE | CHICAGO | IL | 60654 | NONE | PC | TO FURTHER PROGRAM SERVICES | $14,000 | |
| ASPCA | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 200906929 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 847415000 | NONE | PC | TO FURTHER PROGRAM SERVICES | $4,500 | |
| BIDEAWEE | ||||||||
| 410 EAST 38TH ST | NEW YORK | NY | 10016 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| BRIGHT DIRECTIONS | ||||||||
| PO BOX 82623 | LINCOLN | NE | 68501 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | |
| CARE | ||||||||
| 4927 MAIN ST | SKOKIE | IL | 60077 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| CASEY TO THE RESCUE | ||||||||
| 6533 BLUE HERON POINT | OVID | NY | 14531 | NONE | PC | TO FURTHER PROGRAM SERVICES | $550 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| CHICAGO COALITION FOR HOMELESS | ||||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | NONE | PC | TO FURTHER PROGRAM SERVICES | $8,000 | |
| CRADLES TO CRAYONS | ||||||||
| 4141 W GEORGE ST | CHICAGO | IL | 60641 | NONE | PC | TO FURTHER PROGRAM SERVICES | $6,000 | |
| DELTA RESCUE | ||||||||
| PO BOX 9 | GLENDALE | CA | 91209 | NONE | PC | TO FURTHER PROGRAM SERVICES | $917 | |
| DEFENDERS OF ANIMAL RIGHTS | ||||||||
| 14412 OLD YORK RD | PHOENIX | MD | 21131 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| DEFENDERS OF WILDLIFE | ||||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | |
| FEEDING AMERICA | ||||||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | NONE | PC | TO FURTHER PROGRAM SERVICES | $600 | |
| FEEDING PETS OF THE HOMELESS | ||||||||
| 400 W KING ST 200 | CARSON CITY | NV | 89703 | NONE | PC | TO FURTHER PROGRAM SERVICES | $700 | |
| FELINES & CANINES | ||||||||
| 6379 N PAULINA ST | CHICAGO | IL | 60660 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,800 | |
| FINCA | ||||||||
| 1201 15TH ST NW 8TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| FRIENDS OF ANIMAL CARE AND CONTROL | ||||||||
| 6101 N SHERIDAN RD | CHICAGO | IL | 60660 | NONE | PC | TO FURTHER PROGRAM SERVICES | $12,000 | |
| GIVE KIDS THE WORLD VILLAGE | ||||||||
| 210 S BASS RD | KISSIMMEE | FL | 34746 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | TO FURTHER PROGRAM SERVICES | $3,500 | |
| GUIDE DOGS FOR THE BLIND INC | ||||||||
| 350 LOS RANCHITOS RD | SAN RAFAEL | CA | 94903 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| HEARTLAND ANIMAL SHELTER | ||||||||
| 2975 MILWAUKEE AE | NORTHBROOK | IL | 60062 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| HEARTS UNITED FOR ANIMALS | ||||||||
| 73418 638 AVE | AUBURN | NE | 68305 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| HOME FOR LIFE | ||||||||
| PO BOX 847 | STILLWATER | MN | 55082 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| HUMANE WORLD FOR ANIMAL | ||||||||
| 1255 23RD ST NW | WASHINGTON | DC | 20037 | NONE | PC | TO FURTHER PROGRAM SERVICES | $600 | |
| INTERNATIONAL ANIMAL RESCUE | ||||||||
| PO BOX 137 | SHREWSBURY | MA | 01545 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| INTERNATIONAL WOLF CENTER | ||||||||
| 1396 HIGHWAY 169 | ELY | MN | 55731 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | |
| K9 LIFELINE RESCUE | ||||||||
| PO BOX 772 | GENOA CITY | WI | 53128 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| KEEPERS OF THE WILD | ||||||||
| 13441 AZ-66 | VALENTINE | AZ | 86437 | NONE | PC | TO FURTHER PROGRAM SERVICES | $365 | |
| KINDNESS RANCH | ||||||||
| 854 WY-270 | HARTVILLE | WY | 82215 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| LAST CHANCE FOR ANIMALS | ||||||||
| 8033 SUNSET BLVD 835 | LOS ANGELES | CA | 90046 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| LINCOLN PARK ZOO | ||||||||
| 2001 N CLARK ST | CHICAGO | IL | 60614 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| LITTLE SHELTER ANIMAL RESCUE & ADOPTION CENTER | ||||||||
| 33 WARNER RD | HUNTINGTON | NY | 11743 | NONE | PC | TO FURTHER PROGRAM SERVICES | $600 | |
| MARA ELEPHANT PROJECT | ||||||||
| 4000 W 106TH ST SUITE 125-238 | CARMEL | IN | 46032 | NONE | PC | TO FURTHER PROGRAM SERVICES | $200 | |
| MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER RD | SAUSALITO | CA | 949652619 | NONE | PC | TO FURTHER PROGRAM SERVICES | $700 | |
| MEALS ON WHEELS CHICAGO | ||||||||
| ONE NORTH LASALLE STREET SUITE 2065 | CHICAGO | IL | 60602 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| MORRIS ANIMAL FOUNDATION | ||||||||
| 720 S COLORADO BLVD 174A | DENVER | CO | 80246 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| MUSEUM OF SCIENCE AND INDUSTRY | ||||||||
| 5700 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60637 | NONE | PC | TO FURTHER PROGRAM SERVICES | $3,500 | |
| NATIONAL HUMANE EDUCATION SOCIETY | ||||||||
| 3731 BERRYVILLE PIKE | CHARLES TOWN | WV | 25414 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| NETWORK FOR ANIMALS | ||||||||
| 4957 CROSS POINTE DR | OLDSMAR | FL | 34677 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| NORTHSORE ANIMAL LEAGUE | ||||||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | NONE | PC | TO FURTHER PROGRAM SERVICES | $600 | |
| NOURISHING HOPE | ||||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| ONE TAIL AT A TIME | ||||||||
| 2144 N WOOD ST | CHICAGO | IL | 60614 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | |
| ORPHANS OF THE STORM ANIMAL SHELTER | ||||||||
| 2200 RIVERWOODS ROAD | DEERFIELD | IL | 60015 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,000 | |
| PAWS CHICAGO | ||||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| PAWS OF WAR | ||||||||
| 127 SMITHTOWN BLVD | NESCONSET | NY | 11767 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| PET ADOPTION FUND | ||||||||
| 7507-7515 DEERING AVE | CANOGA PARK | CA | 91303 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| PETA | ||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| PROJECT K-9 HERO | ||||||||
| 309 BEAR PEN RD | WHITWELL | TN | 37397 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| RED DOOR ANIMAL SHELTER | ||||||||
| 2410 W LUNT AVE | CHICAGO | IL | 60645 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| RED ROVER PET SERVICES LLC | ||||||||
| 6501 SCOTT LN | CRYSTAL LAKE | IL | 60014 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| ROLLING DOGS FARM | ||||||||
| PO BOX 150 | LANCASTER | NH | 03584 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| SAVE A PET ADOPTION | ||||||||
| 31664 N FAIRFIELD RD | GRAYSLAKE | IL | 60030 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| SECOND CHANCES FOR BLIND DOGS | ||||||||
| 4335 VAN NUYS BLVD 190 | SHERMAN OAKS | CA | 91403 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| SHEDD AQUARIUM | ||||||||
| 1200 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | |
| SOCIETY OF ST FRANCIS INC | ||||||||
| 12300 116TH ST | KENOSHA | WI | 53142 | NONE | PC | TO FURTHER PROGRAM SERVICES | $300 | |
| THE ARK CHICAGO | ||||||||
| 6450 N CALIFORNIA AVE | CHICAGO | IL | 60645 | NONE | PC | TO FURTHER PROGRAM SERVICES | $400 | |
| THE ELEPHANT SANCTUARY IN TENNESSEE | ||||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | NONE | PC | TO FURTHER PROGRAM SERVICES | $600 | |
| THE SEEING EYE | ||||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| TREE HOUSE HUMANE SOCIETY | ||||||||
| 7225 N WESTERN AVE | CHICAGO | IL | 60645 | NONE | PC | TO FURTHER PROGRAM SERVICES | $850 | |
| WEST SUBURBAN HUMANE SOCIETY | ||||||||
| 1901 OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | PC | TO FURTHER PROGRAM SERVICES | $600 | |
| WOMEN'S ANIMAL CENTER | ||||||||
| 3839 RICHLIEU RD | BENSALEM | PA | 10920 | NONE | PC | TO FURTHER PROGRAM SERVICES | $700 | |
| WORLD ANIMAL PROTECTION | ||||||||
| 535 8TH AVE 3RD FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 TWENTY-FOURTH STREET NW PO BOX | WASHINGTON | DC | 20090 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | 97180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,832 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,386,068 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME/LOSS | Desc |
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,310 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,440,541 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,440,541 | 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 | ACCOUNTANT FEE | CategoryTxt |
| Amt | $10,808 | Amt |
| Net Investment Income | $5,404 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,404 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WILLIAM BLAIR #0605 - AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $1,554,201 | EOYBookValueAmt |
| EOYFMV | $2,366,306 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL CHARITY BUREAU FUND | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME/LOSS | Desc |
| Revenue And Expenses Per Books | $4,310 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT | CategoryTxt |
| Amt | $2,128 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |