THE DUCHOSSOIS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE DUCHOSSOIS FAMILY FOUNDATION (EIN 36-3327987)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2024-04-01
- IRS object ID
- 202400929349100425
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2024-04-01T15:50:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 LBJ FREEWAY STE 410 LINCOLN | AddressLine1Txt |
| Address Line2 | CTR II | AddressLine2Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363327987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUCHOSSOIS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUCH | BusinessNameControlTxt |
| Phone | 3125862010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W LAKE ST 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ASHLEY JOYCE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3125862050 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ASHLEY | PersonFirstNm |
| Person Last | JOYCE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL APKER | PreparerPersonNm |
| PTIN | P02375826 | PTIN |
| Phone | 9727554750 | PhoneNum |
| Preparation | 2022-11-14 | 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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $195,669,427 | 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 | $50,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,379,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,379,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,131,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,978,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,993,452 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$480,474 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $54,510,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,892,468 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,312 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $285,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $285,176 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $399,246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59,246 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $723,247 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,559 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $318,688 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,821,356 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,821,356 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,544,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,559 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,140,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,966,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,827,909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $440,529 | CashBOYAmt |
| Cash EOY | $49,694,813 | CashEOYAmt |
| Cash EOYFMV | $49,694,813 | CashEOYFMVAmt |
| Corporate Stock BOY | $41,220,959 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,124,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,304,393 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $91,144,868 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,469,040 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $89,670,221 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $132,806,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $176,287,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $195,669,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $132,806,356 | RetainedEarningBOYAmt |
| Retained Earning EOY | $176,287,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,806,356 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $176,287,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,806,356 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $176,287,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,806,356 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,966,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,515,591 | OtherIncreasesAmt |
| Subtotal | $176,287,988 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $176,287,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,028,075 | $65,955 | $1,962,120 | $1,962,120 |
| PUBLICLY TRADED SECURITIES | P | $14,860,790 | $14,691,756 | $169,034 | $169,034 |
| WHITESPRUCE FUND LP - STCG/L | P | $174,238 | $174,238 | $174,238 | |
| WHITESPRUCE FUND LP - LTCG/L | P | $408,629 | $408,629 | $408,629 | |
| ATALAN PARTNERS - STCG/L | P | $0 | $0 | ||
| ATALAN PARTNERS - LTCG/L | P | $123,743 | $123,743 | $123,743 | |
| COATUE LONG ONLY PARTNERS FUND LP - STCG/L | P | $132,596 | $132,596 | $132,596 | |
| COATUE LONG ONLY PARTNERS FUND LP - LTCG/L | P | $60,281 | $60,281 | $60,281 | |
| THE OVERLOOK PARTNERS FUND LP -STCG/L | P | $22,847 | $22,847 | $22,847 | |
| THE OVERLOOK PARTNERS FUND LP -LTCG/L | P | $329,411 | $329,411 | $329,411 | |
| VARDE CREDIT PARTNERS, LP - STCG/L | P | $94,228 | $94,228 | $94,228 | |
| VARDE CREDIT PARTNERS, LP - LTCG/L | P | $91,007 | $91,007 | $91,007 | |
| WHALE ROCK FLAGSHIP FUND LP - STCG/L | P | $0 | $0 | ||
| WHALE ROCK FLAGSHIP FUND LP - LTCG/L | P | $22,854 | $22,854 | $22,854 | |
| ROCK SPRINGS CAPITAL FUND LP - STCG/L | P | $134,030 | $134,030 | $134,030 | |
| ROCK SPRINGS CAPITAL FUND LP - LTCG/L | P | $115,959 | $115,959 | $115,959 | |
| 1256 GAIN (LOSS) FROM PARTNERSHIPS | P | $68,257 | $136,514 | -$68,257 | -$68,257 |
| 1256 GAIN (LOSS) FROM PARTNERSHIPS | P | $45,505 | $91,010 | -$45,505 | -$45,505 |
| THE CHILDREN'S INVESTMENT FUND LP - LTCG/L | P | $266,237 | $266,237 | $266,237 | |
| GLENDOWER FUND LP - STCG/L | P | $0 | $0 | ||
| GLENDOWER FUND LP - LTCG/L | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,993,452 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $681,468 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81,008 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,008 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,008 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,217 | 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 | $86,217 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,209 | OverpaymentAmt |
| Applied To ES Tax | $5,209 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY ANN ROESER | IndividualWithBooksNm |
| Phone | 3125862010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W LAKE ST SUITE 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | Yes (1) | 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 | 0 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CRAIG J DUCHOSSOIS | ||||||||
| 444 W LAKE ST 2000 | CHICAGO | IL | 60606 | TREASURER | 2.00 | $0 | $0 | $0 |
| ASHLEY D JOYCE | ||||||||
| 444 W LAKE ST 2000 | CHICAGO | IL | 60606 | CHAIRPERSON | 25.00 | $0 | $0 | $0 |
| JANET J DUCHOSSOIS | ||||||||
| 444 W LAKE ST 2000 | CHICAGO | IL | 60606 | SECRETARY | 0.25 | $0 | $0 | $0 |
| ILARIA WOODWARD | ||||||||
| 444 W LAKE ST 2000 | CHICAGO | IL | 60606 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| MARY ANN ROESER | ||||||||
| 444 W LAKE ST 2000 | CHICAGO | IL | 60606 | PRESIDENT | 40.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUCHOSSOIS GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W LAKE STREETSUITE 2000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | REIMBURSEMENT FOR SERVICES | ServiceTypeTxt |
| Compensation | $285,176 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $106,012,683 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,170,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,266,115 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,448,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $149,448,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,241,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $147,207,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,360,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,360,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,008 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $66,366 | IncomeTaxAmt |
| Total Tax | $147,374 | TotalTaxAmt |
| Distributable Before Adj | $7,212,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,212,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,212,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,140,044 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,140,044 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,212,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,517,031 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,539,894 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,183,668 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,971,361 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,211,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,140,044 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,212,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,927,057 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,139,011 | 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 | $3,517,031 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,621,980 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,539,894 | ExcessFromYear3Amt |
| Excess From Year2 | $5,183,668 | ExcessFromYear2Amt |
| Excess From Year1 | $14,971,361 | ExcessFromYear1Amt |
| Excess From Current Year | $6,927,057 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A BETTER CHICAGO | |||||||
| 600 W VAN BUREN ST STE 510 | CHICAGO | IL | 60607 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $2,500 | |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||||
| 3400 NORTH AUSTIN AVE | CHICAGO | IL | 60634 | PC | BENEFIT DINNER-SALUTATORIAN SPONSORSHIP | $10,000 | |
| ACADEMY FOR URBAN SCHOOL LEADERSHIP | |||||||
| 3400 NORTH AUSTIN AVE | CHICAGO | IL | 60634 | PC | BENEFIT DINNER-SALUTATORIAN SPONSORSHIP | $20,000 | |
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 3075 HIGHLAND PARKWAY SUITE 600 | DOWNERS GROVE | IL | 60512 | PC | GSH BARN DANCE 2021 SPONSORSHIP | $5,000 | |
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 3075 HIGHLAND PARKWAY SUITE 600 | DOWNERS GROVE | IL | 60515 | PC | DUCHOSSOIS CENTER FOR HEALTH & INTEGRATIVE MEDICINE | $250,000 | |
| AIKEN HORSE PARK FOUNDATION | |||||||
| PO BOX 1951 | AIKEN | SC | 29802 | POF | STEEPLECHASE EQUIPMENT REMOVAL | $21,000 | |
| AIKEN STEEPLECHASE | |||||||
| 528 TWO NOTCH RD SE | AIKEN | SC | 29801 | PC | WHEAT ROAD PROCEEDS | $271,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| PB BOX 22718 | OKLAHOMA CITY | OK | 73123 | PC | CGI PAYROLL DEDUCTION MATCH | $90 | |
| AMERICAN CANCER SOCIETY | |||||||
| PB BOX 22718 | OKLAHOMA CITY | OK | 73123 | PC | 2021 DISCOVERY BALL-CIRCLE OF | $25,000 | |
| AMERICAN HEART ASSOCIATION - GREATER MIDWEST AFFILIATE | |||||||
| 300 S RIVERSIDE PLAZA | CHICAGO | IL | 60606 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $2,500 | |
| AMERICAN RED CROSS | |||||||
| 2200 W HARRISON STREET | CHICAGO | IL | 60612 | PC | GENERAL OPERATING | $25,000 | |
| ARRABON | |||||||
| 8280 GREENSBORO DR STE 140 | MCLEAN | VA | 22102 | PC | DOCUMENTARY PROJECT | $5,000 | |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | PC | ANNUAL GIFT | $62,500 | |
| ARTISTS SPACE INC | |||||||
| 55 WALKER ST | NEW YORK | NY | 10013 | PC | EDUCATIONAL PROGRAMS C/O KATE TEMPLE | $2,500 | |
| AUTISM SPEAKS | |||||||
| 1 E 33RD ST 4TH FL | NEW YORK | NY | 10016 | PC | CGI PAYROLL DEDUCTION MATCH | $145 | |
| BARRINGTON AREA COMMUNITY FOUNDATION | |||||||
| 18-5 E DUNDEE RD STE 300 | BARRINGTON | IL | 60010 | PC | GENERAL OPERATING | $10,000 | |
| BARRINGTON AREA COUNCIL ON AGING | |||||||
| 6000 GARLANDS LANE STE 100 | BARRINGTON | IL | 60010 | PC | DANCING WITH THE STARS | $12,500 | |
| BARRINGTON AREA COUNCIL ON AGING | |||||||
| 6000 GARLANDS LANE STE 100 | BARRINGTON | IL | 60010 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $2,000 | |
| BARRINGTON AREA COUNCIL ON AGING | |||||||
| 6000 GARLANDS LANE STE 100 | BARRINGTON | IL | 60010 | PC | BUILDING FUND | $10,000 | |
| BARRINGTON AREA COUNCIL ON AGING | |||||||
| 6000 GARLANDS LANE STE 100 | BARRINGTON | IL | 60010 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $3,000 | |
| BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION | |||||||
| 55 W WACKER DR STE 110 | CHICAGO | IL | 60601 | PC | CGI PAYROLL DEDUCTION MATCH | $115 | |
| BELLARMINE JESUIT RETREAT HOUSE INC | |||||||
| 420 COUNTY LINE RD | BARRINGTON | IL | 60010 | PC | GENERAL OPERATING | $5,000 | |
| BIG SKY BRAVERY | |||||||
| 215 QUAIL RUN | BOZEMAN | MT | 59718 | PC | TASK FORCE SPONSORSHIP | $31,265 | |
| BIG SKY BRAVERY | |||||||
| 215 QUAIL RUN | BOZEMAN | MT | 59718 | PC | GENERAL OPERATING | $1,534 | |
| BLUE SCHOOL | |||||||
| 241 WATER ST | NEW YORK | NY | 10038 | PC | BOARD CHALLENGE/SPRING BENEFIT | $15,000 | |
| BLUE SCHOOL | |||||||
| 241 WATER ST | NEW YORK | NY | 10038 | PC | ANNUAL GIFT | $10,000 | |
| BLUE SCHOOL | |||||||
| 241 WATER ST | NEW YORK | NY | 10038 | PC | RESILIENCY CAMPAIGN 2022 | $250,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | CGI PAYROLL DEDUCTION MATCH | $53 | |
| BROOKLYN FRIENDS SCHOOL | |||||||
| 375 PEAR STREET | BROOKLYN | NY | 11201 | PC | ANNUAL GIFT | $15,000 | |
| CANDID | |||||||
| 32 OLD SLIP 24TH FL | NEW YORK | NY | 10005 | PC | GENERAL OPERATING | $1,000 | |
| CHICAGO CHILDREN'S ADVOCACY CENTER | |||||||
| 1240 S DAMEN AVE | CHICAGO | IL | 60608 | PC | GENERAL OPERATING | $20,000 | |
| CITIZENS FOR CONSERVATION | |||||||
| 459 W HIGHWAY 22 | BARRINGTON | IL | 60010 | PC | 50TH ANNIVERSARY | $5,000 | |
| CLEARBROOK | |||||||
| 1835 W CENTRAL ROAD | ARLINGTON HEIGHTS | IL | 60005 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $1,200 | |
| CRADLES TO CRAYONS INC | |||||||
| 155 N BEACON ST | BRIGHTON | MA | 02135 | PC | GENERAL OPERATING | $40,000 | |
| CRADLES TO CRAYONS INC | |||||||
| 155 N BEACON ST | BRIGHTON | MA | 02135 | PC | GENERAL OPERATING | $10,000 | |
| CULVER EDUCATIONAL FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | PC | ANNUAL GIFT | $25,000 | |
| DANIEL MURPHY SCHOLARSHIP FUND | |||||||
| 309 W WASHINGTON STE 700 | CHICAGO | IL | 60606 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $2,500 | |
| FAIRCHILD TROPICAL BOTANIC GARDEN | |||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | PC | SPONSORSHIP | $1,000 | |
| FIELD MUSEUM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DRIVE | CHICAGO | IL | 60605 | PC | ANNUAL GIFT FOUNDERS COUNCIL | $10,000 | |
| FOUR PAWS INTERNATIONAL | |||||||
| 36 BROMFIELD ST 410 | BOSTON | MA | 02108 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $2,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | CAPITAL CAMPAIGN PMT 2 OF 5 | $10,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | COVID-19 GENERAL OPERATING | $10,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | COVID-19 GENERAL OPERATING | $490,000 | |
| GWEN KNAPP CENTER FOR LUPUS & IMMUNOLOGY RESEARCH (UOFC) | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | PC | ANNUAL GIFT | $10,000 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 1600 E ROOSEVELT RD | WHEATON | IL | 60187 | PC | GCC GROUNDBREAKING SPONSOR | $15,000 | |
| HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC | |||||||
| 9603 WOOD DR | SKOKIE | IL | 60077 | PC | CURATOR CIRCLE SPONSORSHIP | $25,000 | |
| HOLY FAMILY CATHOLIC ACADEMY | |||||||
| 2515 WEST PALATINE ROAD | INVERNESS | IL | 60077 | PC | HOLY FAMILY CAMPAIGN (2 OF 5) | $15,000 | |
| HOLY FAMILY CATHOLIC ACADEMY | |||||||
| 2515 WEST PALATINE ROAD | INVERNESS | IL | 60077 | PC | 2021 GALA SPONSORSHIP | $7,500 | |
| ILLINOIS INSTITUTE OF TECHNOLOGY | |||||||
| 10 W 35TH STREET SUITE 1700 C/O | CHICAGO | IL | 60616 | PC | ANNUAL GIFT | $12,500 | BETSY HUGHES |
| ILLINOIS JOINING FORCES | |||||||
| 100 W RANDOLPH ST STE 5570 | CHICAGO | IL | 60601 | PC | STATEWIDE NAVIGATION | $30,000 | |
| INTERFAITH YOUTH CORE | |||||||
| 325 N LASALLE ST STE 775 | CHICAGO | IL | 60654 | PC | GENERAL OPERATING | $25,000 | |
| INTUIT THE CENTER FOR INTUITIVE AND OUTSIDER ART | |||||||
| 756 N MILWAUKEE AVE | CHICAGO | IL | 60642 | PC | ANNUAL GIFT | $12,500 | |
| JILL'S HOUSE INC | |||||||
| 9011 LEESBURG PIKE | VIENNA | VA | 22182 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $10,000 | |
| JOURNEYCARE FOUNDATION | |||||||
| 2050 CLAIRE CT | GLENVIEW | IL | 60025 | PC | GENERAL OPERATING | $15,000 | |
| JUDSON UNIVERSITY A BAPTIST INSTITUTION | |||||||
| 1151 N STATE ST | ELGIN | IL | 60123 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $25,000 | |
| JUNIOR ACHIEVEMENT OF CHICAGO | |||||||
| 651 W WASHINGTON BLVD 404 | CHICAGO | IL | 60661 | PC | GENERAL OPERATING | $30,000 | |
| NORTHWESTERN UNIVERSITY (KELLOGG SCHOOL OF MANAGEMENT) | |||||||
| 1007 CHURCH ST STE 400 | EVANSTON | IL | 60201 | PC | ANNUAL GIFT | $25,000 | |
| NORTHWESTERN UNIVERSITY (KELLOGG SCHOOL OF MANAGEMENT) | |||||||
| 1007 CHURCH ST STE 400 | EVANSTON | IL | 60201 | PC | ANNUAL GIFT PMT 5 OF 5 | $2,500 | |
| LAKE MAXINKUCKEE ENVIRONMENT FUND INC | |||||||
| 116 N MAIN ST PO BOX 187 | CULVER | IN | 46511 | PC | ANNUAL FUND | $7,500 | |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 640 N LASALLE DR STE 280 | CHICAGO | IL | 60654 | PC | CGI PAYROLL DEDUCTION MATCH | $92 | |
| MARINE CORPS SCHOLARSHIP FOUNDATION | |||||||
| 909 N WASHINGTON ST STE 400 | ALEXANDRIA | VA | 22314 | PC | 2021 CHICAGO DINNER -SEMPER FI | $25,000 | |
| METROPOLITAN FAMILY SERVICES | |||||||
| 1 N DEARBORN STE 1000 | CHICAGO | IL | 60602 | PC | 2021 MPOWER THE NIGHT GALA | $20,000 | |
| METROPOLITAN FAMILY SERVICES | |||||||
| 1 N DEARBORN STE 1000 | CHICAGO | IL | 60602 | PC | CAMPAIGN TO MPOWER FAMILIES | $25,000 | |
| METROPOLITAN FAMILY SERVICES | |||||||
| 1 N DEARBORN STE 1000 | CHICAGO | IL | 60602 | PC | MPOWER THE NIGHT SPONSORSHIP | $12,500 | |
| METROPOLITAN FAMILY SERVICES | |||||||
| 1 N DEARBORN STE 1000 | CHICAGO | IL | 60602 | PC | 40TH ANN. CELEBRATION-FRIEND SPONSORSHIP | $5,000 | |
| MIDWEST ACADEMY | |||||||
| 1420 CHASE CT | CARMEL | IN | 46032 | PC | ANNUAL GIFT | $30,000 | |
| MILLENNIUM PARK FOUNDATION | |||||||
| 201 E RANDOLPH ST | CHICAGO | IL | 60601 | PC | FOUNDERS FUND | $10,000 | |
| MISERCORDIA HOME | |||||||
| 6300 N RIDGE RD | CHICAGO | IL | 60660 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $5,000 | |
| MORTON ARBORETUM | |||||||
| 4100 IL RT 53 | LISLE | IL | 60532 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $2,500 | |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 220 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | GENERAL OPERATING | $10,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING | $10,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | VICIOUS CYCLERS SPONSORSHIP | $2,500 | |
| NATIONAL MUSEUM OF RACING INC | |||||||
| 190 UNION AVE | SARATOGA SPRINGS | NY | 12866 | PC | 2021 MUSEUM BALL | $10,000 | |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $2,500 | |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $5,000 | |
| OPERATION NORTH POLE | |||||||
| 50 W OAKTON ST | DES PLAINES | IL | 60018 | PC | ANNUAL GIFT | $2,000 | |
| PARK TUDOR | |||||||
| 7200 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | PC | ANNUAL FUND | $12,500 | |
| PUBLIC ACTION TO DELIVER SHELTER | |||||||
| 659 S RIVER ST | AURORA | IL | 60506 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $2,500 | |
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $5,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $10,000 | |
| SECULAR INSTITUTE SCHOENSTATT SISTERS OF MARY | |||||||
| W284 N404 CHERRY LN | WAUKESHA | WI | 53188 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $5,000 | |
| SHANTI BHAVAN CHILDREN'S PROJECT | |||||||
| 141 HAWKINS PL PMB 192 | BOONTON | NJ | 07005 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $4,962 | |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH ST NW STE 1100W | WASHINGTON | DC | 20005 | PC | CGI PAYROLL DEDUCTION MATCH | $92 | |
| SHIRLEY RYAN ABILITYLAB (FKA REHABILITATION INS OF CHICAGO) | |||||||
| 355 E ERIE C/O ADVANCEMENT | CHICAGO | IL | 60611 | PC | SPARK! 2021 BENEFACTOR SPONSOR | $12,500 | |
| SKILLS FOR CHICAGOLAND'S FUTURE | |||||||
| 191 N WACKER DR STE 1150 | CHICAGO | IL | 60606 | PC | GENERAL OPERATING | $10,000 | |
| ST ALPHONSUS CHURCH | |||||||
| 1429 W WELLINGTON ST | CHICAGO | IL | 60657 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | PC | CGI PAYROLL DEDUCTION MATCH | $1,755 | |
| ST PATRICK'S CATHOLIC CHURCH | |||||||
| 6N487 CRANE RD | ST CHARLES | IL | 60175 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $5,000 | |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10012 | PC | GENERAL OPERATING | $25,000 | |
| THE DOOR - A CENTER OF ALTERNATIVES INC | |||||||
| 121 AVENUE OF THE AMERICAS | NEW YORK | NY | 10012 | PC | FALL GALA COMMITTEE | $10,000 | |
| THE HAROLD HUNTER FOUNDATION | |||||||
| 151 FIRST AVE 210 | NEW YORK | NY | 10003 | PC | ANNUAL GIFT | $5,000 | |
| THE MIAMI FOUNDATION | |||||||
| 40 NW 3RD ST STE 305 | MIAMI | FL | 33128 | PC | URBAN CONSOLATE COURAGEOUS COM | $10,000 | |
| THE NATIONAL WWII MUSEUM | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | PC | GENERAL OPERATING | $20,000 | |
| THE SALVATION ARMY METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | PC | ANNUAL DINNER | $12,500 | |
| THE SALVATION ARMY METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | PC | HARBOR LIGHT CENTER REHABILITATION | $50,000 | |
| THE SALVATION ARMY METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | PC | CGI PAYROLL DEDUCTION MATCH | $53 | |
| THE SALVATION ARMY METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | PC | COVID-19 GENERAL OPERATING | $250,000 | |
| THE SALVATION ARMY METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | PC | GENERAL OPERATING | $10,000 | |
| THE SALVATION ARMY METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | PC | GENERAL OPERATING | $5,000 | |
| THE TELOS GROUP | |||||||
| PO BOX 70872 | WASHINGTON | DC | 20024 | PC | PERMANENT STAFF POSITION | $10,000 | |
| UNITED STATES CATHOLIC CONFERENCE | |||||||
| 420 W COUNTY LINE RD | BARRINGTON | IL | 60010 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $5,000 | |
| UNITED WAY OF METROPOLITAN CHICAGO INC | |||||||
| 333 S WABASH AVE 30TH FL | CHICAGO | IL | 60604 | PC | GCC PROGRAM | $10,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | PC | ANNUAL GIFT | $25,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | PC | DUCHOSSOIS FAMILY INSTITUTE 7 OF 10 | $3,500,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | PC | DUCHOSSOIS FAMILY INSTITUTE 8 OF 10 | $7,500,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | PC | COMER CHILDREN'S HOSPITAL | $50,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | PC | ANNUAL GIFT PMT 3 OF 5 | $12,500 | |
| UNIVERSITY OF CHICAGO CANCER RESEARCH FOUNDATION | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | PC | M LEBEAU PHD ASPIRING SCIENTIST | $25,000 | |
| US NAVAL ACADEMY FOUNDATION INC | |||||||
| 291 WOOD RD BEACH HALL | ANNAPOLIS | MD | 21402 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $10,000 | |
| US NAVAL ACADEMY FOUNDATION INC | |||||||
| 291 WOOD RD BEACH HALL | ANNAPOLIS | MD | 21402 | PC | ANNUAL GIFT - MATCHING CONTRIBUTION | $5,000 | |
| VETERAN BUSINESS PROJECT | |||||||
| 106 S NORTHWEST HIGHWAY | PARK RIDGE | IL | 60068 | PC | GENERAL OPERATING | $10,000 | |
| VIZCAYA MUSEUM AND GARDENS TRUST INC | |||||||
| 3251 S MIAMI AVE | MIAMI | FL | 33129 | PC | PRESERVATION LUNCHEON | $4,500 | |
| WARRIOR-SCHOLAR PROJECT | |||||||
| 1012 14RH ST STE 1200 | WASHINGTON | DC | 20005 | PC | 10TH ANNIVERSARY ALUMNI CONFERENCE | $25,000 | |
| WOMEN OF TOMORROW | |||||||
| 8400 NW 36TH ST | DORAL | FL | 33166 | PC | GALA/ANNUAL GIFT | $10,000 | |
| WOMEN OF TOMORROW | |||||||
| 8400 NW 36TH ST | DORAL | FL | 33166 | PC | ROSE DAY PALM BEACH | $1,000 | |
| WTTW - WINDOW TO THE WORLD COMMUNICATIONS INC | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | PC | GENERAL OPERATING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,821,356 | 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 | $2,379,490 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,131,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,510,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,510,644 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DUCHOSSOIS GROUP INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W LAKE STREET SUITE 200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,625 | Amt |
| Net Investment Income | $3,313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,312 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MFO VANGUARD INSTL INDEX FD SH BEN INT (VALUED AT COST) | StockNm |
| EOY Book Value | $42,124,135 | EOYBookValueAmt |
| EOYFMV | $56,304,393 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ATALAN PARTNERS LP (VALUED AT COST) | AT COST | $3,459,777 | $3,808,582 |
| COATUE LONG ONLY PARTNERS LP (VALUED AT COST) | AT COST | $4,685,011 | $5,006,720 |
| OVERLOOK PARTNERS FUND LP (VALUED AT COST) | AT COST | $3,888,683 | $4,076,374 |
| ROCK SPRINGS CAPITAL FUND LP (VALUED AT COST) | AT COST | $4,251,779 | $4,540,498 |
| THE CHILDREN'S INVESTMENT FUND LP (VALUED AT COST) | AT COST | $3,766,237 | $4,883,550 |
| VARDE CREDIT PARTNERS LP (VALUED AT COST) | AT COST | $3,814,121 | $3,555,497 |
| WHALE ROCK FLAGSHIP FUND LP (VALUED AT COST) | AT COST | $2,809,797 | $3,150,926 |
| WHITESPRUCE FUND LP (VALUED AT COST) | AT COST | $5,679,269 | $6,060,202 |
| GLENDOWER FUND LP (VALUED AT COST) | AT COST | $289,611 | $1,060,858 |
| GLEENSPRING GLOBAL PARTNERS LP (VALUED AT COST) | AT COST | $1,828,946 | $2,227,680 |
| MFO VANGUARD SHORT TERM INVT GRADE INSTL (VALUED AT COST) | AT COST | $28,297,521 | $27,711,416 |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND (VALUED AT COST) | AT COST | $10,025,783 | $11,095,660 |
| VANGUARD EUROPEAN STOCK INDEX FD INST SHS (VALUED AT COST) | AT COST | $11,672,505 | $12,492,258 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRAVEL/LODGING | $20 | $0 | $0 | $20 |
| MEALS & ENTERTAINMENT | $530 | $0 | $0 | $530 |
| LICENSES & FEES | $347 | $0 | $0 | $347 |
| OFFICE EXPENSE | $5,837 | $0 | $0 | $5,837 |
| TTC ADMINISTRATIVE FEE | $5,000 | $2,000 | $0 | $3,000 |
| TELEPHONE EXPENSE | $1,622 | $0 | $0 | $1,622 |
| DUES & SUBSCRIPTIONS | $14,610 | $0 | $0 | $14,610 |
| COMPUTER EXPENSE | $3,993 | $0 | $0 | $3,993 |
| PROFESSIONAL DEVELOPMENT FEES | $220 | $0 | $0 | $220 |
| BANK SERVICE CHARGE | $21 | $0 | $0 | $21 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGHS | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$480,474 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT - K-1'S | $1,945,650 |
| GAIN AVOIDED ON DONATION | $1,541,227 |
| UNREALIZED GAIN (LOSS) | $28,714 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TDG SERVICES AGREEMENT | CategoryTxt |
| Amt | $285,176 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $285,176 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX EXPENSE | CategoryTxt |
| Amt | $399,246 | Amt |
| Net Investment Income | $59,246 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |