EDWIN F SCHILD CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN F SCHILD CHARITABLE FOUNDATION (EIN 36-6121671)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-15
- IRS object ID
- 202501059349101240
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-15T21:41:11-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366121671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin F Schild Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Sandra E Schild | InCareOfNm |
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 8473813354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4118 | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600114118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA E SCHILD | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8473813354 | PhoneNum |
| Signature | 2025-04-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | 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 | $466,797 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $97 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,429 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,429 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $399,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,438 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $13,047 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $94,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,964 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $13,047 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $683 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $683 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,525 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,525 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,235 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,741 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,047 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $51,599 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,599 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $352,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $342,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $415,198 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $352,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $393,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $466,797 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $352,849 | RetainedEarningBOYAmt |
| Retained Earning EOY | $393,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $352,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $393,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $352,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $393,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $352,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $393,855 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $393,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,438 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,047 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,261 | SubtotalAmt |
| Tax Based On Investment Income | $1,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,261 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,261 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wayne L Schild | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8473813354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4118 | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WAYNE L SCHILD | ||||||
| PO Box 4118 | Barrington | IL | 600114118 | President | 0.000 | $0 |
| SANDRA E SCHILD | ||||||
| PO Box 4118 | Barrington | IL | 600114118 | Treasurer | 0.300 | $0 |
| KEVIN LANE | ||||||
| 222 N LaSalle St Ste 2600 | Chicago | IL | 60601 | Secretary | 0.000 | $0 |
| MARLENE BILGER | ||||||
| 998 Kestrel Ct | Grand Junction | CO | 81505 | VP | 0.000 | $0 |
| DEANNE KIMBEL | ||||||
| 3104 Ridgewood Dr | Wausau | WI | 54401 | VP | 0.000 | $0 |
| KRISTIN M SCHILD | ||||||
| 71 Free Street | Old Town | ME | 04468 | Director | 0.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $439,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,320 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $456,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $456,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,849 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $449,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,261 | TotalTaxAmt |
| Distributable Before Adj | $21,227 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,227 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,500 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $48,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,227 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $17,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,034 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,692 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,684 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $91,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,500 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,273 | RemainingDistriFromCorpusAmt |
| Total Corpus | $119,238 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,575 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $101,663 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,980 | ExcessFromYear4Amt |
| Excess From Year3 | $15,034 | ExcessFromYear3Amt |
| Excess From Year2 | $17,692 | ExcessFromYear2Amt |
| Excess From Year1 | $21,684 | ExcessFromYear1Amt |
| Excess From Current Year | $27,273 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Advocate Charitable Foundation | ||||||
| 2025 Windsor Drive | Oak Brook | IL | 60523 | PC | Cardiac care | $5,000 |
| Alzheimer's Association | ||||||
| 435 N Sherman St Ste 500 | Denver | CO | 80203 | PC | Program support | $500 |
| American Heart Association | ||||||
| 30 S Riverside Plz Ste 1200 | Chicago | IL | 60606 | PC | Program support | $2,000 |
| Arthritis Foundation | ||||||
| 1355 Peachtree St Ste 600 | Atlanta | GA | 30309 | PC | Program support | $2,000 |
| Colorado Gynecologic Cancer Alliance | ||||||
| 8801 E Hampden Av Ste 104 | Denver | CO | 80231 | PC | Program support | $1,000 |
| First Presbyterian Church | ||||||
| 3940 27 1/2 Road | Grand Junction | CO | 81506 | PC | Operational support | $2,500 |
| First Presbyterian Church | ||||||
| 406 Grant Street | Wausau | WI | 54403 | PC | Operational support | $5,000 |
| Lutheran Life Communities Foundation | ||||||
| 800 west Oakton St | Arlington Heights | IL | 60004 | PC | Chaplains Ministry | $2,000 |
| Mayo Clinic | ||||||
| 200 First Street SW | Rochester | MN | 55905 | PC | Medical Research | $5,000 |
| Nueroendocrine Tumor Research Foundation | ||||||
| 31 St James Ave Ste 365 | Boston | MA | 02116 | PC | Medical Research | $2,000 |
| Never Forgotten Honor Flight | ||||||
| 225780 Rib Mountain Drive Ste 234 | Wausau | WI | 54401 | PC | Program support | $1,500 |
| Opportunity Development Centers | ||||||
| 1191 Huntington Ave | Wisconsin Rapids | WI | 54494 | PC | Program support | $2,000 |
| Presbyterian Church of Barrington | ||||||
| 6 Brinker Road | Barrington | IL | 60010 | PC | Memorial courtyard | $7,000 |
| Rush University | ||||||
| 1201 W Harrison St Ste 300 | Chicago | IL | 60607 | PC | Alzheimers research | $10,000 |
| Salvation Army - Intermountain Div | ||||||
| PO Box 578 | Grand Junction | CO | 81507 | PC | Program support | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,429 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $94,964 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,964 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly trsded sec | AssetDesc |
| How Acquired | Purchase | HowAcquiredTxt |
| Gross Sales Price | $399,326 | GrossSalesPriceAmt |
| Basis | $313,888 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $85,438 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbott Labs | $24,839 | $24,942 |
| Blackstone Group | $10,248 | $46,817 |
| Prologis | $22,370 | $22,188 |
| Broadcom | $14,728 | $14,587 |
| Coca Cola | $22,095 | $22,108 |
| Home Depot | $19,262 | $19,311 |
| JP Morgan Chase | $22,547 | $22,475 |
| Lockheed Martin | $15,085 | $26,471 |
| McDonalds | $22,171 | $22,201 |
| Nextera Energy | $22,155 | $22,814 |
| Accenture | $21,749 | $21,742 |
| Amazon | $25,096 | $25,986 |
| Eli Lilly | $13,175 | $31,814 |
| Tractor Supply | $15,860 | $21,275 |
| Union Pacific | $24,994 | $24,466 |
| First Tr Nasdaq Clean Grid ETF | $45,882 | $46,001 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Vedder Price | CategoryTxt |
| Legal Fees | $683 | LegalFeesAmt |
| Net Investment Income | $683 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | State Filing Fees | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CIBC | $3,140 | $3,140 |
| UBS | $335 | $335 |
| Schwab | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax | CategoryTxt |
| Amt | $1,235 | Amt |