HYLAND FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HYLAND FAMILY FOUNDATION (EIN 26-3882827)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-30
- IRS object ID
- 202621819349100027
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-30T17:59:58-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 SPRING ROAD SUITE 200 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 | 263882827 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HYLAND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYLA | BusinessNameControlTxt |
| Phone | 7089741352 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10328 WOBURN COURT | AddressLine1Txt |
| City | ORLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD HYLAND | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7089741352 | PhoneNum |
| Signature | 2026-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THURE ROSS CPA | PreparerPersonNm |
| PTIN | P00577278 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2026-06-29 | 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 | $3,546,409 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,449 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,449 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $90,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,832 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,832 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,832 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $125,457 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,457 | 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 | $5,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,885 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,885 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,455 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,455 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,885 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $189,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $189,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$81,526 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $334,603 | CashBOYAmt |
| Cash EOY | $139,376 | CashEOYAmt |
| Cash EOYFMV | $139,376 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,347,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,460,872 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,407,033 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,681,774 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,600,248 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,546,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,681,774 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,600,248 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,681,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,600,248 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,681,774 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,600,248 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,681,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$81,526 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,600,248 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,600,248 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTION | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $31,832 | GrossSalesPriceAmt |
| Gain Or Loss | $31,832 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $31,832 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,832 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,480 | 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 | $1,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $162 | 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 | RICHARD HYLAND | IndividualWithBooksNm |
| Phone | 7089741352 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10328 WOBURN COURT | AddressLine1Txt |
| City | ORLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60462 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD P HYLAND | ||||||||
| 10328 WOBURN COURT | ORLAND PARK | IL | 60462 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARY ELLEN HYLAND | ||||||||
| 10328 WOBURN COURT | ORLAND PARK | IL | 60462 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KELLY H DOUGHERTY | ||||||||
| 10328 WOBURN COURT | ORLAND PARK | IL | 60462 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATIE L HYLAND | ||||||||
| 10328 WOBURN COURT | ORLAND PARK | IL | 60462 | CO-PRESIDENT | 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 | $3,163,185 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $252,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,415,792 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,415,792 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,364,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,642 | TotalTaxAmt |
| Distributable Before Adj | $166,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $166,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $166,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,885 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $191,885 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $37,474 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,984 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,964 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $83,317 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,299 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $108,616 | 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 | $37,474 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,984 | ExcessFromYear4Amt |
| Excess From Year3 | $8,197 | ExcessFromYear3Amt |
| Excess From Year2 | $11,964 | ExcessFromYear2Amt |
| Excess From Year1 | $16,698 | ExcessFromYear1Amt |
| Excess From Current Year | $25,299 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD P HYLAND | ContributingManagerNm |
| Contributing Manager | MARY ELLEN HYLAND | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HYLAND FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10328 WOBURN CT | AddressLine1Txt |
| City | ORLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7089741352 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION MAY REQUEST WRITTEN REPORT FROM THE GRANTEE REGARDING THE USE OF THE GIFT/GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S FOUNDATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | ALZHEIMER'S RESEARCH | $10,000 |
| AMERICAN RED CROSS | ||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | PC | MEDICAL | $20,000 |
| BIG BROTHERS BIG SISTERS | ||||||
| 560 W LAKE ST 5TH FLOOR | CHICAGO | IL | 60661 | PC | MENTORING | $10,000 |
| BRIDGE TEEN CENTER | ||||||
| 15555 S 71ST CT | ORLAND PARK | IL | 60462 | PC | SOCIAL OUTREACH | $10,000 |
| BRIGHT PROMISES | ||||||
| 200 W MADISON ST STE 300 STE 112 | CHICAGO | IL | 606063482 | PC | NEEDY CHILDREN | $5,000 |
| CARA PROGRAM | ||||||
| 237 S DES PLAINES | CHICAGO | IL | 60661 | PC | POVERTY HELP | $5,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | FOOD | $10,000 |
| GENEVA LAKE WATER SAFETY | ||||||
| PO BOX 548 | WILLIAMS BAY | WI | 53191 | PC | WATER SAFETY PROGRAM | $2,000 |
| GIANT STEPS | ||||||
| 2500 CABOT DR | LISLE | IL | 60532 | PC | HANDICAP LIVING | $12,000 |
| GUILDHAUS | ||||||
| 2413 CANAL ST | BLUE ISLAND | IL | 60406 | PC | REHABILITATION | $10,000 |
| MICHAEL J FOX FOUNDATION | ||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | PC | PARKINSON'S RESEARCH | $10,000 |
| MISERACORDIA | ||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | PC | CHILD CARE | $10,000 |
| MORNING STAR MISSION | ||||||
| 350 E WASHINGTON ST | JOLIET | IL | 60433 | PC | HOMELESS SHELTER | $5,000 |
| SPECIAL OLYMPICS ILLINOIS | ||||||
| 1644 N HONORE STE 205 | CHICAGO | IL | 60622 | PC | DISABLED ATHLETICS | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | CHILDREN HEALTH | $20,000 |
| UNINEF | ||||||
| 125 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | PC | CHILDREN HEALTH | $20,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | PC | FOOD | $10,000 |
| YOUTH VILLAGE | ||||||
| 3320 BROTHER BLVD | MEMPHIS | TN | 381338950 | PC | YOUTH CARE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $189,000 | 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 | $3,449 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,832 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,457 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,770 | Amt |
| Net Investment Income | $2,885 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,885 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GQG PARTNERS EMERG | $80,647 | $83,614 |
| REDWHEEL GLOBAL EMERGING | $80,810 | $74,455 |
| CONESTOGA SMALL CAP | $102,630 | $172,125 |
| HARBOR SCV INST | $83,725 | $86,711 |
| NORTHERN MID CAP INDEX | $81,927 | $93,330 |
| NORTHERN INTERNTNL EQUITY | $297,447 | $428,823 |
| NORTHERN STOCK | $206,092 | $607,414 |
| AKRE FOCUS FUND | $115,589 | $137,768 |
| VARIANT ALTERNATIVE INCOME | $102,094 | $101,267 |
| DOUBLELINE TOTAL RETURN | $102,018 | $87,404 |
| BRANDYWINEGLOBAL | $63,760 | $58,530 |
| NORTHERN BOND INDEX | $180,358 | $165,345 |
| TCW EMERGING MKTS | $54,266 | $47,676 |
| VANGUARD SHORT TERM | $288,595 | $278,530 |
| VIRTUS SEIX FLOATING RATE | $41,255 | $38,947 |
| WESTERN ASSET CORE BOND | $76,204 | $61,326 |
| FIRST TR EXCHANGE | $56,486 | $89,240 |
| FLEXSHARES MORNINGSTAR US | $123,277 | $380,930 |
| FLEXSHARES MORNINGSTAR EM | $54,921 | $69,462 |
| ISHARES TR ISHS 1-5YR | $95,330 | $95,686 |
| ISHARES GOLD TR ISHARES | $56,892 | $131,901 |
| FIDELITY GOVERNMENT MONEY MARKET FUND | $116,549 | $116,549 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $7,743 | $0 | $0 |
| AG990-IL ANNUAL FILING FEE | $15 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,664 | $1,664 | $0 |
| FEDERAL TAXES | $2,791 | $2,791 | $0 |