GEORGE M PULLMAN EDUCATIONAL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE M PULLMAN EDUCATIONAL FOUNDATION (EIN 36-2216171)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2024-02-15
- IRS object ID
- 202430469349100143
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-15T15:06:25-06:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362216171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE M PULLMAN EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3124220444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST MONROE STREET 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA H KAUFMAN | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 3124220444 | PhoneNum |
| Signature | 2024-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | KAUFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2024-02-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,026,069 | 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 | $630,158 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,032,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,032,155 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,032,155 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,848 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $105,848 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $105,848 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $51,274 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,527 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $51,274 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,819,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,157,530 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,189,277 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $167,500 | 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 | $167,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $208,182 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $208,182 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $92,201 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $92,201 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,968 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,386 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,582 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,029 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,163 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,866 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $207,261 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $194,611 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,650 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,312 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,324 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $27,638 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $135,239 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $135,239 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,096 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,096 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $22,479 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $22,479 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $179,611 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $179,611 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,146,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $231,484 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $888,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $698,946 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $698,946 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,845,824 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $231,484 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,586,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $926,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,189,277 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,875 | CashBOYAmt |
| Cash EOY | $53,328 | CashEOYAmt |
| Cash EOYFMV | $53,328 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,854,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,042,505 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,042,505 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,879,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,449,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,449,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $427,550 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $427,550 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,635,860 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,043,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,043,862 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,722 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,722 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,722 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,414,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,026,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,026,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,364,650 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,937,569 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $50,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $88,500 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,414,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,026,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,414,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,026,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,414,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $637,808 | OtherIncreasesAmt |
| Subtotal | $31,026,069 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,026,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN ON INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $105,848 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $105,848 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,848 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $105,848 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,872 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,872 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $25,311 | OverpaymentAmt |
| Applied To ES Tax | $25,311 | 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 | Yes (1) | 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 | WWW.PULLMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124220444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST MONROE STREET 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC DELL BOVI | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | EXECUTIVE DIRECTOR | 40.00 | $167,500 | $9,088 | $0 |
| BARBARA M KAUFMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | BOARD PRESIDENT | 3.00 | $0 | $0 | $0 |
| GIANNA BERN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| ROBERT W FIORETTI | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | SECRETARY | 0.30 | $0 | $0 | $0 |
| MARC CHRISTMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | TREASURER | 0.30 | $0 | $0 | $0 |
| KIMBERLEY FREEDMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| SCOTT BROWN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| RICHARD DASPIT JR | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LISA O'BANNER | ||||||||
| 55 W MONROE SUITE 3460 | CHICAGO | IL | 60603 | ADMINISTRATOR | 40.00 | $84,792 | $0 | $0 |
| ANNE STRETZ | ||||||||
| 55 W MONROE SUITE 3460 | CHICAGO | IL | 60603 | SCHOLARSHIP PROGRAM | 40.00 | $74,371 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 659754 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $194,611 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES MERIT-BASED, NEED-BASED SCHOLARSHIPS AND CONTINUING EDUCATIONAL SUPPORT TO OUTSTANDING GRADUATING HIGH SCHOOL SENIORS AS THEY PURSUE THEIR BACHELOR'S DEGREE. | Description1Txt |
| Expenses1 | $1,586,990 | Expenses1Amt |
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 | $29,294,078 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,402,498 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,402,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $441,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,961,461 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,448,073 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,586,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,586,990 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-06-19 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,189,277 | CurrentYearAmt |
| Year1 | $1,617,408 | Year1Amt |
| Year2 | $1,522,353 | Year2Amt |
| Year3 | $1,020,776 | Year3Amt |
| Total | $5,349,814 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,010,885 | CurrentYearAmt |
| Year1 | $1,374,797 | Year1Amt |
| Year2 | $1,294,000 | Year2Amt |
| Year3 | $867,660 | Year3Amt |
| Total | $4,547,342 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,586,990 | CurrentYearAmt |
| Year1 | $1,364,924 | Year1Amt |
| Year2 | $1,461,177 | Year2Amt |
| Year3 | $1,556,827 | Year3Amt |
| Total | $5,969,918 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,586,990 | CurrentYearAmt |
| Year1 | $1,364,924 | Year1Amt |
| Year2 | $1,461,177 | Year2Amt |
| Year3 | $1,556,827 | Year3Amt |
| Total | $5,969,918 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $965,382 | CurrentYearAmt |
| Year1 | $1,078,272 | Year1Amt |
| Year2 | $1,014,902 | Year2Amt |
| Year3 | $929,025 | Year3Amt |
| Total | $3,987,581 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE INFORMATION AT THE ORGANIZATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 W MONROE STREET SUITE 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124220444 | RecipientPhoneNum |
| Form And Info And Materials | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CELESTE ACOSTA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| FARIYA ADIL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| ISABELLA AGUILAR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| RABEE AHMAD | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| LAILA ALBAZZOR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| JUAN ALMANZA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| MALIKA-MALAK AL-SAFARINI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $2,414 |
| ZAINAB AWOLUMATE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| IZABELLA BALDERAS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| ELIZABETH BENITEZ HERNANDEZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| DANIYAH BOWEN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| ALEXANDER CALDERON | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| MARIO CAMACHO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| ZACHARY CARTER | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| ALEXCIANA CASTANEDA-DEIR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| JAVOHN CHANDLER | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| AMARA CHIEDU | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| HUDA DARBO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| MERNA DEMIAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| THOMAS DZIWISZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| DASHAUN EDWARDS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| FARAH ELHOUMAIDI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| ALEXIS ESCUTIA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| STEPHANY FLORES | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| KYLIE GAETA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| ANNA MARIE GALARION | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| SAUL GARCIA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| ALLANNAH GILES | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| ASISAT GIWA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| LEEANN GLADNEY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| MONICA GOMEZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $9,784 |
| JENNY GONG | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| MEREDITH GOONE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| OSWALDO GRAJEDA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| GABRIELLA HANI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| SOPHIA HANI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| JORDAN HANNA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| SEAN HARAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| TRISTAN HARDY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| JALEN HILL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $2,300 |
| VICTOR HUANG | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| YI CHI HUANG | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| ALBERT HUNT | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| AMAN IDREES | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| EBONY IKEEMEKA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| MYANA JOHNSON | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| NIKKY JORDAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| MARLEM JUAREZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| SOUMIA KALTIMI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| ANTHONY KANG | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| SUMMAIYA KHAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| DIVY KUMAR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| LISA KWAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| BARON LEI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| NINA LIN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| TANIA LOPEZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| DIACOS LOVE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| RIDA MANSOOR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| ANGELINA MARINO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| BRIANNA MATTSON | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| JONAH MCARTHUR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $6,500 |
| DANIEL MIELNIK | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $2,500 |
| HAILLE MINOR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| KASSIDY MOY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| KARIME MUNOZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| YAKELIN MURILLO SOLIS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| GINA MUSSO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| ANGEL NIEVES | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| LUIS NIEVES | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| CONNOR NIZNIK | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| EDUARD NUNEZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| OTHEL OWEN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| MARIO PAULDON | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| ANAHY PEREZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| YOCELYN PINA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| KALEA PONCE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| JUAN ROJAS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| MALIKA SAMPSON | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| ALEJANDRO SANCHEZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $3,017 |
| FATIMA SHARIFF | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| MOLLY SHEAHAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| PAULINA SLOWAKIEWICZ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| SARAH SMAIL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| OSMAN SYED | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| SAFIA TARIQ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| LADORA THOMAS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| CARLOS TREJO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| KENECHUKWU UWAJEH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| ANDRES VALENCIA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,431 |
| MICHELLE VALENCIA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| GERI VELINOVA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| A'MAREE WADDELL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| DANIELLE WEIMERSKIRCH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| ALANA WHITE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $7,500 |
| CLAUDIA ZARAGOZA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| DAVID ZHOU | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $5,000 |
| NOAH ZUNIGA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | I | COLLEGE SCHOLARSHIPS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $698,946 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,032,155 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,848 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| REIMBURSEMENT OF LEGAL FEES PAID IN PRIOR YEAR | 01 | $23,775 |
| REIMBURSEMENT OF LEGAL FEES PAID IN PRIOR YEAR | 01 | $19,453 |
| FEDERAL EXCISE TAX REFUND | 01 | $7,972 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,189,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,189,277 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARIAN CIOE TRUST | ||||||
| 1 | 332 EAST MAIN STREET | NORTHVILLE | MI | 48167 | $406,091 | Yes (X) |
| MARCON FOUNDATION INC | ||||||
| 2 | 79 CHESTNUT STREET | RIDGEWOOD | NJ | 07450 | $25,000 | Yes (X) |
| DEBBIE COTTON | ||||||
| 3 | 1704 W LODGE DR | PHOENIX | AZ | 85041 | $20,000 | Yes (X) |
| ESTATE OF LYNN BESSER | ||||||
| 4 | 3116 GREENWOOD AVE | HIGHLAND PARK | IL | 60035 | $15,264 | Yes (X) |
| RICHARD MCPHERSON | ||||||
| 5 | 2606 AUTUMNFIELD RD | MIDLOTHIAN | VA | 23113 | $10,000 | Yes (X) |
| LIONELLE ELSESSER | ||||||
| 6 | 6001 PELICAN BAY BLVD PH-H | NAPLES | FL | 34108 | $6,000 | Yes (X) |
| SYLVIA NEUMANN | ||||||
| 7 | 578 ROSEMARY RD | LAKE FOREST | IL | 60045 | $5,000 | Yes (X) |
| RICHARD NOVAK | ||||||
| 8 | 336 S WINDSOR DR | ARLINGTON HEIGHTS | IL | 60004 | $5,000 | Yes (X) |
| MICHAEL POLACEK | ||||||
| 9 | 12286 OLD COUNTRY RD N | WELLINGTON | FL | 33414 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $27,029 | Amt |
| Net Investment Income | $12,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,866 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $427,550 | EOYBookValueAmt |
| EOYFMV | $427,550 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $19,449,102 | EOYBookValueAmt |
| EOYFMV | $19,449,102 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE ASSETS | FMV | $2,796,749 | $2,796,749 |
| OTHER | FMV | $7,247,113 | $7,247,113 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,968 | LegalFeesAmt |
| Net Investment Income | $14,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,582 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $9,722 | BOYBookValueAmt |
| EOY Book Value | $9,722 | EOYBookValueAmt |
| EOYFMV | $9,722 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINISTRATIVE CONSULTING | $18,000 | $0 | $0 | $18,000 |
| ADVERTISING | $5,458 | $0 | $0 | $5,458 |
| BOARD EXPENSES | $1,315 | $0 | $0 | $1,315 |
| TECHNOLOGY | $16,031 | $0 | $0 | $16,031 |
| PUBLIC RELATIONS CONSULTANTS | $32,000 | $0 | $0 | $32,000 |
| FUNDRAISING EXPENSE | $46,553 | $0 | $0 | $46,553 |
| INSURANCE | $38,072 | $0 | $0 | $38,072 |
| MISCELLANEOUS | $1,459 | $0 | $0 | $1,459 |
| OFFICE | $10,840 | $0 | $0 | $10,840 |
| REPAIRS AND MAINTENANCE | $3,458 | $0 | $0 | $3,458 |
| TELEPHONE | $6,425 | $0 | $0 | $6,425 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $74 | $74 | $74 |
| REIMBURSEMENT OF LEGAL FEES PAID IN PRIOR YEAR | $23,775 | $23,775 | |
| REIMBURSEMENT OF LEGAL FEES PAID IN PRIOR YEAR | $19,453 | $19,453 | $19,453 |
| FEDERAL EXCISE TAX REFUND | $7,972 | $7,972 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $637,808 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $194,611 | $194,611 | $0 | $0 |
| DESIGN FEES | $12,650 | $0 | $0 | $12,650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $27,350 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $10,324 | $10,324 | $0 | $0 |
| PAYROLL TAXES | $27,638 | $0 | $0 | $27,638 |