FRAWLEY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FRAWLEY FAMILY FOUNDATION (EIN 27-6972136)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-24
- IRS object ID
- 202440849349100104
- Schema version
- 2023v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-24T15:19:12-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS RFRAWLEY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 EAST STONE CT | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276972136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRAWLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAW | BusinessNameControlTxt |
| Phone | 6304614569 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 E STONE CT | AddressLine1Txt |
| City | Addison | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILDRED M FRAWLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6304614569 | PhoneNum |
| Signature | 2024-03-24 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MILDRED | PersonFirstNm |
| Person Last | FRAWLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS R FRAWLEY | PreparerPersonNm |
| PTIN | P01438536 | PTIN |
| Phone | 6304614569 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,149,200 | 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 | $48,256 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $712 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $712 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,084 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,258 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $168,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,136 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,258 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,503 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,503 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $11,503 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,503 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $962 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $962 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,465 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $163,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,465 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $107,671 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,676 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,771 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,771 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $714,404 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $499,330 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,107,429 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $718,080 | TotalAssetsBOYAmt |
| Total Assets EOY | $541,101 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,149,200 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $718,080 | CapitalStockBOYAmt |
| Capital Stock EOY | $541,101 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $718,080 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $541,101 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $718,080 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $541,101 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $718,080 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$181,956 | OtherIncreasesAmt |
| Subtotal | $541,101 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $541,101 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VARIOUS | D | 2022-07-06 | 2023-05-16 | $60,431 | $0 | $59,173 | $1,258 | $0 | $0 | $0 | $1,258 |
| VARIOUS | D | 2016-06-24 | 2023-11-16 | $144,436 | $0 | $36,610 | $107,826 | $0 | $0 | $0 | $107,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,084 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,258 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,497 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Tax Due | $1,506 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS R FRAWLEY | IndividualWithBooksNm |
| Phone | 6304614569 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 851 E STONE CT | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60101 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS R FRAWLEY | ||||||||
| 851 STONE CT | ADDISON | IL | 60101 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MILDRED M FRAWLEY | ||||||||
| 851 STONE CT | ADDISON | IL | 60101 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,497 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,503 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $11,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $57,676 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $101,703 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $113,213 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $395,147 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,814 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $778,553 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,503 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $11,503 | RemainingDistriFromCorpusAmt |
| Total Corpus | $790,056 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $57,676 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $732,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $101,703 | ExcessFromYear4Amt |
| Excess From Year3 | $113,213 | ExcessFromYear3Amt |
| Excess From Year2 | $395,147 | ExcessFromYear2Amt |
| Excess From Year1 | $110,814 | ExcessFromYear1Amt |
| Excess From Current Year | $11,503 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS R AND MILDRED M FRAWLEY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PAWS CHICAGO | ||||||
| 1997 N CLYBOURN | CHICAGO | IL | 60614 | 501C3 | GENERAL OPERATING | $300 |
| FIRST BOOK | ||||||
| 1319 F STREET | WASHINGTON | DC | 20004 | 501C3 | GENERAL OPERATING | $2,000 |
| THE HARBOUR | ||||||
| 1440 RENAISSANCE DRIVE | PARK RIDGE | IL | 60068 | 501C3 | GENERAL OPERATING | $112,000 |
| SISTERS OF HOLY CROSS | ||||||
| 407 BERTRAND HALL | NOTRE DAME | IN | 46556 | 501C3 | GENERAL OPERATING | $1,000 |
| RONALD MCDONALD'S HOUSE | ||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | 501C3 | GENERAL OPERATING | $500 |
| NORTHERN ILLINOIS BANK | ||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | 501C3 | GENERAL OPERATING | $2,500 |
| THE NIGHT MINISTRY | ||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | 501C3 | GENERAL OPERATING | $1,500 |
| BLUE CAP | ||||||
| 2155 BROADWAY | BLUE ISLAND | IL | 60406 | 501C3 | GENERAL OPERATING | $1,000 |
| LURIE CHILDREN'S HOSPITAL | ||||||
| 225 EAST CHICAGO AVE | CHICAGO | IL | 60611 | 501C3 | GENERAL OPERATING | $2,000 |
| OFF THE STREET CLUB | ||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | 501C3 | GENERAL OPERATING | $600 |
| BIG SHOULDERS FUND | ||||||
| 212 WEST VAN BUREN ST STE 900 | CHICAGO | IL | 60607 | 501C3 | GENERAL OPERATING | $800 |
| SPECIAL OLYMPICS-CHICAGO | ||||||
| 47 W POLK STREET | CHICAGO | IL | 60605 | 501C3 | GENERAL OPERATING | $500 |
| THE HARBOUR KPMG | ||||||
| 560 W LAKE STREET | CHICAGO | IL | 60604 | 501c3 | GENERAL OPERATING | $500 |
| The Bridge | ||||||
| 721 S Quentin Rd | Palatine | IL | 60067 | 501C3 | GENERAL OPERATING | $2,000 |
| SALVATION ARMY | ||||||
| 100 S THIRD STREET | GENEVA | IL | 60134 | 501C3 | GENERAL OPERATING | $1,000 |
| ISPHF | ||||||
| 2700 Ogden Ave | Downers Grove | IL | 60515 | 501C3 | GENERAL OPERATING | $500 |
| HOLY GHOST CORE | ||||||
| 254 WOODDALE RD | WOOD DALE | IL | 60191 | 501C3 | GENERAL OPERATING | $1,000 |
| HAWAII COMMUNITY FOUNDATION | ||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | 501C3 | GENERAL OPERATING | $1,000 |
| JDRF INTERNATIONAL | ||||||
| 1 E WACKER DR SUITE 1400 | CHICAGO | IL | 60601 | 501C3 | OPERATING | $500 |
| PARKINSON'S FOUNDATION | ||||||
| 237 DEARBORN COURT | GENEVA | IL | 60134 | 501C3 | OPERATING | $1,000 |
| BELLARMINE JESUIT RETREAT HOUSE | ||||||
| 420 W COUNTY LINE RD | BARRINGTON | IL | 60010 | 501C3 | OPERATING | $5,000 |
| ST JUDES HOSPIAL FOR CHILDREN | ||||||
| 5501 N CUMBERLAND AVE 101 | CHICAGO | IL | 60656 | 501C3 | OPERATING | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 60632 | 501C3 | OPERATING | $2,000 |
| CATHOLIC EDUCATION FUND | ||||||
| 16555 WEBER ROAD | CREST HILL | IL | 60403 | 501C3 | OPERATING | $2,500 |
| MAKE A WISH ILLINOIS | ||||||
| PO BOX 97104 | WASHINGTON | DC | 20090 | 501C3 | OPERATING | $500 |
| Global Down Syndrome | ||||||
| 483239 E 2nd Ave | Denver | CO | 80206 | 501C3 | OPERATING | $500 |
| American Heart Association | ||||||
| 300 S Riverside Plaza | Chicago | IL | 60606 | 501C3 | Operating | $250 |
| Dominican University Athletics | ||||||
| 7900 W Division St | River Forest | IL | 60305 | 501C3 | Operating | $2,000 |
| MICHAEL J FOX FOUNDATION | ||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | 501C3 | OPERATING | $500 |
| HINSDALE COMMUNITY HOUSE | ||||||
| 415 W 8TH STREET | HINSDALE | IL | 60521 | 501C3 | OPERATING | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,340 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $109,084 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $119,424 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,424 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | EARNINGS FROM THE INVESTMENT IS USED FOR THE CHARITY PURPOSE | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS | 2022-07 | Donated | 2023-05 | $60,431 | $59,173 | FMV | $1,258 |
| VARIOUS STOCKS | 2016-06 | Donated | 2023-11 | $144,436 | $36,610 | $107,826 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT ACCOUNT FIFTH THIRD BANK...9149 | CategoryOrItemTxt |
| Book Value | $499,330 | BookValueAmt |
| EOYFMV | $1,107,429 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTION | $0 |
| CAPITAL GAIN DISTRIBUTION | $0 |
| SECTION 199 DIVIDENDS | $219 |
| CORRECTION OF PRIOR YEAR COST BASIS RECONCILED TO BANK STATEMENT | -$182,175 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIFTH THIRD INVESTMENT ADVISOR | CategoryTxt |
| Amt | $11,503 | Amt |
| Net Investment Income | $11,503 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TAXES FEDERAL | $223 | $223 | $223 |
| US TREASURY | $724 | $724 | $724 |
| ILLINOIS CHARITY BUREAU | $15 | $15 | $15 |