J S PALUCH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- J S PALUCH FOUNDATION (EIN 36-7106905)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-29
- IRS object ID
- 202621809349100407
- 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
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-29T10:30:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300171654 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTERS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 S WYNSTONE PARK DRIVE SUITE 100 | AddressLine1Txt |
| City | NORTH BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | 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 | 367106905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY L RAFFERTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALU | BusinessNameControlTxt |
| Phone | 6302588656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1327 E WASHINGTON 604 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY L RAFFERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6302588656 | PhoneNum |
| Signature | 2026-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORA GILE | PreparerPersonNm |
| PTIN | P00509190 | PTIN |
| Phone | 8473826002 | PhoneNum |
| Preparation | 2026-06-15 | 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 | $4,802,005 | 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 | $151 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $151 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $363,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $568,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $363,554 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $415,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $415,750 | 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 |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,965 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,965 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,851 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,851 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,116 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,116 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,616 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,116 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $234,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $145,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $379,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,584 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $259,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $259,566 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,159,503 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,088,770 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,542,439 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,173,087 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,348,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,802,005 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $200,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $230,115 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $200,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $230,115 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $973,087 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,118,221 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $973,087 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,118,221 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,173,087 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,348,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $973,087 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $145,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,118,221 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,118,221 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (103 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | P | 2025-10-16 | 2025-10-28 | $7,913 | $7,661 | $252 | $252 |
| GOLDMAN SACHS GROUP INC | P | 2025-10-16 | 2025-12-19 | $22,308 | $19,153 | $3,155 | $3,155 |
| GOLDMAN SACHS GROUP INC | P | 2025-10-16 | 2025-12-22 | $4,485 | $3,831 | $654 | $654 |
| ADVANCED MICRO DEVICES INC | P | 2024-09-24 | 2025-12-19 | $11,479 | $8,105 | $3,374 | $3,374 |
| APPLE INC | P | 2024-09-24 | 2025-12-19 | $82,694 | $5,041 | $77,653 | $77,653 |
| APPLIED MATERIALS INC | P | 2018-10-29 | 2025-12-19 | $19,568 | $2,614 | $16,954 | $16,954 |
| AT&T INC | P | 2004-11-17 | 2025-01-06 | $2,833 | $2,364 | $469 | $469 |
| BAIDU INC | P | 2019-07-15 | 2025-12-19 | $2,365 | $2,219 | $146 | $146 |
| BANK AMERICA CORP | P | 2010-10-20 | 2025-12-19 | $4,667 | $1,031 | $3,636 | $3,636 |
| BAUSCH HEALTH COMPANIES INC | P | 2016-09-07 | 2025-12-22 | $1,710 | $7,638 | -$5,928 | -$5,928 |
| BEST BUY CO INC | P | 2019-02-20 | 2025-12-19 | $2,636 | $2,132 | $504 | $504 |
| BP PLC SPONSORED ADR | P | 2014-12-15 | 2025-12-19 | $2,349 | $2,470 | -$121 | -$121 |
| CAPRI HOLDINGS LTD | P | 2015-07-29 | 2025-01-06 | $4,363 | $8,054 | -$3,691 | -$3,691 |
| CAPRI HOLDINGS LTD | P | 2015-07-29 | 2025-10-28 | $223 | $403 | -$180 | -$180 |
| CAPRI HOLDINGS LTD | P | 2015-07-29 | 2025-12-19 | $732 | $1,169 | -$437 | -$437 |
| CAPRI HOLDINGS LTD | P | 2015-07-29 | 2025-12-22 | $278 | $443 | -$165 | -$165 |
| CARNIVAL CORP | P | 2011-04-29 | 2025-10-28 | $138 | $195 | -$57 | -$57 |
| CARNIVAL CORP | P | 2011-04-29 | 2025-12-19 | $404 | $506 | -$102 | -$102 |
| CITIGROUP INC | P | 2008-11-20 | 2025-10-28 | $1,519 | $824 | $695 | $695 |
| CITIGROUP INC | P | 2008-11-20 | 2025-12-19 | $3,903 | $1,868 | $2,035 | $2,035 |
| DELL TECHNOLOGIES INC | P | 2016-09-22 | 2025-10-28 | $832 | $109 | $723 | $723 |
| DELL TECHNOLOGIES INC | P | 2016-09-22 | 2025-12-19 | $1,495 | $262 | $1,233 | $1,233 |
| DISNEY WALT CO | P | 2003-04-22 | 2025-10-28 | $558 | $95 | $463 | $463 |
| DISNEY WALT CO | P | 2003-04-22 | 2025-12-19 | $1,016 | $171 | $845 | $845 |
| DUKE ENERGY CORP | P | 2002-09-23 | 2025-12-19 | $585 | $177 | $408 | $408 |
| FASTENAL COM | P | 2004-03-30 | 2025-10-28 | $1,462 | $115 | $1,347 | $1,347 |
| FASTENAL COM | P | 2001-02-15 | 2025-12-19 | $761 | $35 | $726 | $726 |
| FASTENAL COM | P | 2004-03-30 | 2025-12-19 | $2,746 | $213 | $2,533 | $2,533 |
| GE AEROSPACE COM | P | 2018-04-09 | 2025-10-28 | $1,552 | $329 | $1,223 | $1,223 |
| GE AEROSPACE COM | P | 2018-04-09 | 2025-12-19 | $4,256 | $920 | $3,336 | $3,336 |
| GE VERNOVA INC | P | 2018-04-09 | 2025-12-19 | $1,941 | $202 | $1,739 | $1,739 |
| GOGO INC | P | 2013-12-23 | 2025-01-06 | $3,522 | $11,375 | -$7,853 | -$7,853 |
| GOGO INC | P | 2014-01-28 | 2025-01-06 | $3,913 | $10,695 | -$6,782 | -$6,782 |
| GOGO INC | P | 2015-01-22 | 2025-01-06 | $6,262 | $10,975 | -$4,713 | -$4,713 |
| GOGO INC | P | 2017-03-01 | 2025-01-06 | $15,654 | $23,099 | -$7,445 | -$7,445 |
| HP INC | P | 2010-10-15 | 2025-10-28 | $281 | $204 | $77 | $77 |
| HP INC | P | 2010-10-15 | 2025-10-28 | $1,403 | $1,018 | $385 | $385 |
| HP INC | P | 2010-10-15 | 2025-12-19 | $557 | $489 | $68 | $68 |
| ICF INTERNATIONAL INC | P | 2009-12-11 | 2025-10-28 | $1,313 | $368 | $945 | $945 |
| ICF INTERNATIONAL INC | P | 2009-12-11 | 2025-12-19 | $3,229 | $933 | $2,296 | $2,296 |
| ILLINOIS TOOL WORKS INC | P | 2010-12-08 | 2025-10-28 | $1,230 | $257 | $973 | $973 |
| ILLINOIS TOOL WORKS INC | P | 2010-12-08 | 2025-12-19 | $2,490 | $514 | $1,976 | $1,976 |
| INTEL CORP COM | P | 2006-12-13 | 2025-10-28 | $835 | $421 | $414 | $414 |
| INTEL CORP COM | P | 2006-12-13 | 2025-12-19 | $1,817 | $1,032 | $785 | $785 |
| INTERNATIONAL PAPER CO | P | 2006-12-14 | 2025-10-28 | $942 | $650 | $292 | $292 |
| INTERNATIONAL PAPER CO | P | 2006-12-14 | 2025-12-19 | $1,881 | $1,592 | $289 | $289 |
| INTUIT INC | P | 2001-10-24 | 2025-10-28 | $3,401 | $104 | $3,297 | $3,297 |
| INTUIT INC | P | 2001-10-24 | 2025-12-19 | $6,024 | $188 | $5,836 | $5,836 |
| INVESCO QQQ | P | 2006-11-13 | 2025-01-06 | $7,905 | $656 | $7,249 | $7,249 |
| INVESCO QQQ | P | 2006-11-13 | 2025-10-28 | $6,322 | $438 | $5,884 | $5,884 |
| INVESCO QQQ | P | 2006-11-13 | 2025-10-28 | $3,169 | $219 | $2,950 | $2,950 |
| INVESCO QQQ | P | 2006-11-13 | 2025-12-19 | $4,303 | $306 | $3,997 | $3,997 |
| ISHARES RUSSELL 2000ETF | P | 2024-09-24 | 2025-10-28 | $2,487 | $2,209 | $278 | $278 |
| ISHARES RUSSELL 2000ETF | P | 2024-09-24 | 2025-12-19 | $6,006 | $5,301 | $705 | $705 |
| LOWES COMPANIES INC | P | 2004-02-09 | 2025-10-28 | $1,222 | $141 | $1,081 | $1,081 |
| LOWES COMPANIES INC | P | 2004-02-09 | 2025-12-19 | $3,887 | $453 | $3,434 | $3,434 |
| META PLATFORMS INC | P | 2022-11-01 | 2025-01-06 | $15,528 | $2,387 | $13,141 | $13,141 |
| META PLATFORMS INC | P | 2022-11-01 | 2025-01-06 | $43,557 | $6,684 | $36,873 | $36,873 |
| META PLATFORMS INC | P | 2022-11-01 | 2025-01-06 | $15,529 | $2,387 | $13,142 | $13,142 |
| META PLATFORMS INC | P | 2022-11-01 | 2025-10-28 | $11,288 | $1,432 | $9,856 | $9,856 |
| META PLATFORMS INC | P | 2022-11-01 | 2025-12-19 | $20,468 | $2,960 | $17,508 | $17,508 |
| MICRON TECHNOLOGY INC | P | 2005-11-09 | 2025-01-06 | $15,006 | $2,100 | $12,906 | $12,906 |
| MICRON TECHNOLOGY INC | P | 2012-01-11 | 2025-01-06 | $1,501 | $110 | $1,391 | $1,391 |
| MICRON TECHNOLOGY INC | P | 2012-01-11 | 2025-10-28 | $12,251 | $405 | $11,846 | $11,846 |
| MICRON TECHNOLOGY INC | P | 2012-01-11 | 2025-10-28 | $7,767 | $257 | $7,510 | $7,510 |
| MICRON TECHNOLOGY INC | P | 2012-01-11 | 2025-12-19 | $35,945 | $1,008 | $34,937 | $34,937 |
| MICRON TECHNOLOGY INC | P | 2012-01-11 | 2025-12-19 | $2,107 | $59 | $2,048 | $2,048 |
| MICRON TECHNOLOGY INC | P | 2012-01-11 | 2025-12-22 | $4,158 | $110 | $4,048 | $4,048 |
| MICROSOFT CORP | P | 2010-10-20 | 2025-10-28 | $8,161 | $383 | $7,778 | $7,778 |
| MICROSOFT CORP | P | 2010-10-20 | 2025-12-19 | $16,014 | $842 | $15,172 | $15,172 |
| ORACLE CORP | P | 2001-10-30 | 2025-10-28 | $5,621 | $275 | $5,346 | $5,346 |
| ORACLE CORP | P | 2001-10-30 | 2025-12-19 | $8,018 | $578 | $7,440 | $7,440 |
| OVID THERAPEUTICS INC | P | 2019-02-20 | 2025-10-28 | $186 | $250 | -$64 | -$64 |
| OVID THERAPEUTICS INC | P | 2019-02-20 | 2025-12-19 | $428 | $612 | -$184 | -$184 |
| OVID THERAPEUTICS INC | P | 2019-02-20 | 2025-12-22 | $549 | $638 | -$89 | -$89 |
| PFIZER INC | P | 2003-11-12 | 2025-10-28 | $489 | $617 | -$128 | -$128 |
| PFIZER INC | P | 2003-11-12 | 2025-12-19 | $1,239 | $1,512 | -$273 | -$273 |
| PRICE T ROWE GROUPS | P | 2001-01-24 | 2025-10-28 | $524 | $101 | $423 | $423 |
| PRICE T ROWE GROUPS | P | 2001-01-24 | 2025-12-19 | $1,656 | $324 | $1,332 | $1,332 |
| ROBERT HALF INC | P | 1999-05-12 | 2025-10-28 | $290 | $140 | $150 | $150 |
| ROBERT HALF INC | P | 1999-05-12 | 2025-12-19 | $532 | $266 | $266 | $266 |
| SCHWAB CHARLES CORP | P | 2001-01-24 | 2025-10-28 | $1,876 | $578 | $1,298 | $1,298 |
| SCHWAB CHARLES CORP | P | 2001-01-24 | 2025-12-19 | $4,815 | $1,415 | $3,400 | $3,400 |
| SPDR S&P500 | P | 2011-11-03 | 2025-12-19 | $3,394 | $635 | $2,759 | $2,759 |
| SPS COMM INC | P | 2014-10-21 | 2025-01-06 | $2,772 | $425 | $2,347 | $2,347 |
| SPS COMM INC | P | 2014-10-21 | 2025-01-06 | $3,706 | $566 | $3,140 | $3,140 |
| SPS COMM INC | P | 2014-10-21 | 2025-10-28 | $1,648 | $425 | $1,223 | $1,223 |
| SPS COMM INC | P | 2014-10-21 | 2025-12-19 | $3,098 | $962 | $2,136 | $2,136 |
| STARBUCKS CORP | P | 2007-07-12 | 2025-10-28 | $1,285 | $196 | $1,089 | $1,089 |
| STARBUCKS CORP | P | 2007-07-12 | 2025-12-19 | $2,742 | $406 | $2,336 | $2,336 |
| TEXAS INSTRUMENTS INC | P | 2001-11-12 | 2025-10-28 | $1,669 | $314 | $1,355 | $1,355 |
| TEXAS INSTRUMENTS INC | P | 2001-11-12 | 2025-12-19 | $3,362 | $596 | $2,766 | $2,766 |
| TRANSOCEAN LIMITED | P | 2018-01-16 | 2025-10-28 | $580 | $1,828 | -$1,248 | -$1,248 |
| TRANSOCEAN LIMITED | P | 2018-01-16 | 2025-12-19 | $1,510 | $4,469 | -$2,959 | -$2,959 |
| UNION PAC CORP | P | 2005-11-11 | 2025-10-28 | $2,178 | $179 | $1,999 | $1,999 |
| UNION PAC CORP | P | 2005-11-11 | 2025-12-19 | $5,115 | $394 | $4,721 | $4,721 |
| UNITED PARCEL SERVICE INC | P | 2012-12-26 | 2025-10-28 | $483 | $377 | $106 | $106 |
| UNITED PARCEL SERVICE INC | P | 2012-12-26 | 2025-12-19 | $1,720 | $1,280 | $440 | $440 |
| UNITED PARCEL SERVICE INC | P | 2012-12-26 | 2025-12-22 | $2,824 | $2,108 | $716 | $716 |
| VALERO ENERGY CORP COM | P | 2022-11-01 | 2025-10-28 | $2,547 | $1,942 | $605 | $605 |
| VALERO ENERGY CORP COM | P | 2022-11-01 | 2025-12-19 | $5,818 | $4,660 | $1,158 | $1,158 |
| VIKING THERAPEUTICS INC | P | 2019-03-26 | 2025-10-28 | $696 | $170 | $526 | $526 |
| VIKING THERAPEUTICS INC | P | 2019-03-26 | 2025-12-19 | $1,886 | $460 | $1,426 | $1,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $363,554 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,277 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,277 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $345 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,545 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $42 | EsPenaltyAmt |
| Overpayment | $5,226 | OverpaymentAmt |
| Applied To ES Tax | $5,226 | 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 | MARY L RAFFERTY | IndividualWithBooksNm |
| Phone | 6302588656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1327 E WASHINGTON 604 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARY L RAFFERTY | ||||||||
| 1327 E WASHINGTON 604 | DES PLAINES | IL | 60016 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE PRECIN | ||||||||
| 641 S WILLIAMS | PALATINE | IL | 60067 | TRUSTEE | 0.25 | $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 | $4,038,952 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,501 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,071,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,071,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,010,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,277 | TotalTaxAmt |
| Distributable Before Adj | $195,242 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $195,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $195,242 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $234,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $234,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $195,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $13,824 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $15,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $234,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $195,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,258 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,942 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,942 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,824 | ExcessFromYear4Amt |
| Excess From Year1 | $15,860 | ExcessFromYear1Amt |
| Excess From Current Year | $39,258 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL HANDS AND HEART | |||||||
| 82 COUNTY ROAD PMB 79 | MATTAPOISETT | MA | 02739 | NONE | NC | GENERAL | $25,000 |
| AMERICAN LEGION POST 525 | |||||||
| PO BOX 173 | MOUNT PROSPECT | IL | 60056 | NONE | NC | GENERAL | $15,000 |
| YOUNG CENTER FOR IMMIGRANTS | |||||||
| PO BOX 2417 | CHICAGO | IL | 60690 | NONE | NC | GENERAL | $15,000 |
| PLYMOUTH PLACE | |||||||
| 315 N LA GRANGE ROAD | LA GRANGE PARK | IL | 60526 | NONE | NC | GENERAL | $10,000 |
| JOURNEY THE WAY HOME | |||||||
| 1140 E NORTHWEST HIGHWAY | PALATINE | IL | 60074 | NONE | NC | GENERAL | $20,000 |
| MANNA FOODBANK | |||||||
| 99 BROADPOINTE DR | MILLS RIVER | NC | 28759 | NONE | NC | GENERAL | $25,000 |
| MISSION OF OUR LADY OF THE ANGELS | |||||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | NONE | NC | GENERAL | $15,000 |
| MUNDELEIN SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | NONE | NC | GENERAL | $34,500 |
| NORTHERN IL FOOD BANK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | NC | GENERAL | $20,000 |
| UNCLE PETE'S MINISTRY | |||||||
| 1633 N CLEVELAND AVE | CHICAGO | IL | 60614 | NONE | NC | GENERAL | $15,000 |
| BEAR NECESSITIES PEDIATRIC CANCER FUND | |||||||
| 55 W WACKER DRIVE SUITE 100 | CHICAGO | IL | 60601 | NONE | NC | GENERAL | $10,000 |
| COMER CHILDRENS HOSPITAL | |||||||
| 5721 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | NC | GENERAL | $10,000 |
| RAINBOW HOSPICE FOUNDATION | |||||||
| 1550 BISHOP COURT | MOUNT PROSPECT | IL | 60056 | NONE | NC | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,500 | 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 | $151 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $363,554 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $415,750 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,750 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $2,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAM BLAIR | $967,745 | $4,542,439 |
| WM BLAIR EFT | $121,025 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $100 | $100 | $0 |
| BROKER, SECURITY EXP | $29,751 | $29,751 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS AT YEAR END | Desc |
| BOY Book Value | $200,000 | BOYBookValueAmt |
| EOY Book Value | $230,115 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2023 TAX PAYMENTS | $1,285 | $1,285 | $0 |
| 2024 TAX PAYMENTS | $1,600 | $1,600 | $0 |
| 2025 ESTIMATED TAX PAYMENT | $965 | $965 | $0 |
| IL CHARITY BUREAU | $115 | $115 | $0 |