GIES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GIES FOUNDATION (EIN 20-1685394)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202431319349100348
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T09:24:01+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 628 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477040628 | 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 | 201685394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gies Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIES | BusinessNameControlTxt |
| Phone | 3122770159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W Lake St Ste 4400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606060010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Larry Gies | PersonNm |
| Person Title | Director and President | PersonTitleTxt |
| Phone | 3122770159 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Larry | PersonFirstNm |
| Person Last | Gies | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | Sidney I Dill | PreparerPersonNm |
| PTIN | P01262937 | PTIN |
| Phone | 8124286500 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $69,210 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,364 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $531,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,140 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $2,503 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $219,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,504 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,050 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,050 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,575 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,166 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,768 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $262 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,506 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $686 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $834,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $834,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $998,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $995,483 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$779,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $341,700 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,192 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $253,495 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $253,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $848,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,211 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $69,210 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $571,983 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $571,983 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $276,900 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$502,772 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $848,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $848,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,211 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $848,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$779,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $69,211 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB - XOM | P | 2015-08-03 | 2023-08-03 | $43,016 | $0 | $30,439 | $12,577 | $0 | $12,577 |
| SCHWAB - IDXX | P | 2020-03-19 | 2023-08-03 | $102,192 | $0 | $43,138 | $59,054 | $0 | $59,054 |
| SCHWAB - KMI - CASH AND STOCK MERGER | P | 2014-12-04 | 2023-08-03 | $7,702 | $0 | $10,094 | -$2,392 | $0 | -$2,392 |
| SCHWAB - NTR | P | 2014-05-12 | 2023-08-03 | $44,206 | $0 | $66,928 | -$22,722 | $0 | -$22,722 |
| SCHWAB - MOS - MOSAIC COMPANY NEW | P | 2014-05-12 | 2023-08-03 | $69,110 | $0 | $86,517 | -$17,407 | $0 | -$17,407 |
| SCHWAB - RIG - TRANSOCEAN LTD | P | 2011-11-29 | 2023-08-03 | $1,710 | $0 | $10,695 | -$8,985 | $0 | -$8,985 |
| SCHWAB - VOO | P | 2022-09-30 | 2023-08-03 | $2,070 | $0 | $1,685 | $385 | $0 | $385 |
| PIMCO | P | 2022-01-01 | 2023-09-15 | $3,614 | $0 | $4,284 | -$670 | $0 | -$670 |
| Citigroup | P | 2006-01-26 | 2023-05-15 | $258,300 | $0 | $250,000 | $8,300 | $0 | $8,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,140 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $529 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $529 | SubtotalAmt |
| Tax Based On Investment Income | $529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,137 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,137 | TotalPaymentsAndCreditsAmt |
| Overpayment | $608 | OverpaymentAmt |
| Applied To ES Tax | $608 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN E UDELHOFEN | IndividualWithBooksNm |
| Phone | 3122770156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W Lake St Ste 4400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606060010 | 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 |
| 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 (3 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Larry W Gies | |||||||||
| 444 W Lake St | Chicago | IL | 606060010 | Director/President | 1.000 | $0 | $0 | $0 | |
| Beth G Gies | |||||||||
| 444 W Lake St | Chicago | IL | 606060010 | Director/Secretary | 4.000 | $0 | $0 | $0 | |
| Brian F Richards | |||||||||
| 525 West Monroe Street | Chicago | IL | 60661 | Director | 0.250 | $0 | $0 | $0 | Suite 1600 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Sally Smith | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 Auden Drive | AddressLine1Txt |
| City | St Louis | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.000 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $120,000 | CompensationAmt |
| Employee Benefits | $26,050 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $246,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $227,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $474,654 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $474,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $467,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $529 | TotalTaxAmt |
| Distributable Before Adj | $22,848 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,848 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,848 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $995,483 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $995,483 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,848 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $677,515 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $512,238 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,255,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,978,346 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,193,698 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,617,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $995,483 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,848 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $972,635 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,590,049 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $677,515 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,912,534 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $512,238 | ExcessFromYear4Amt |
| Excess From Year3 | $1,255,617 | ExcessFromYear3Amt |
| Excess From Year2 | $1,978,346 | ExcessFromYear2Amt |
| Excess From Year1 | $1,193,698 | ExcessFromYear1Amt |
| Excess From Current Year | $972,635 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Larry W Geis Director and President | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CULVER ACADEMIES | ||||||||
| 1300 ACADEMY ROAD CULVER ROAD | CULVER | IN | 46511 | NONE | PC | TO DEVELOP AND NURTURE THE WHOLE INDIVIDUAL THROUGH INTEGRATED PROGRAMS THAT EMPHASIZE THE CULTIVATION OF CHARACTER. | $50,000 | |
| ACCELERATE INSTITUTE | ||||||||
| 328 SOUTH JEFFERSON STREET SUITE 57 | CHICAGO | IL | 60611 | NONE | PC | TO CREATE TRANSFORMATIONAL SCHOOL LEADERS TO ENSURE THAT CHILDREN GROWING UP IN POVERTY HAVE ACCESS TO GREAT SCHOOLS. | $75,000 | 0 |
| BY THE HAND CLUB FOR KIDS | ||||||||
| PO BOX 10043 | CHICAGO | IL | 60610 | NONE | PC | TO HELP CHILDREN WHO LIVE IN UNDER-RESOURCED NEIGHBORHOODS HAVE ABUNDANT LIVES. | $103,200 | |
| CASA Kane County | ||||||||
| 100 S Third St Ste 460 | Geneva | IL | 60134 | NONE | PC | TO HELP CHILDREN IN THE FOSTER CARE SYSTEM HAVE SAFE, NURTURING, AND PERMANENT HOMES. | $15,000 | |
| CHICAGO JESUIT ACADEMY | ||||||||
| 212 SOUTH FRANCISCO AVENUE | CHICAGO | IL | 60612 | NONE | PC | TO OFFER CHILDREN WITH EDUCATIONAL AND ECONOMIC NEEDS ACCESS TO A CATHOLIC, COLLEGE PREPARATTORY MIDDLE SCHOOL EDUCATION IN THE JESUIT TRADITION. | $110,000 | |
| GENEVA COMMUNITY UNIT SCHOOL DISTRICT | ||||||||
| 227 N 4TH STREET | GENEVA | IL | 60134 | NONE | PC | TO HELP STUDENTS BECOME SELF-DIRECTED LIFELONG LEARNERS, EFFECTIVE COMMUNICATORS, COMPLEX, CREATIVE, AND ADAPTIVE THINKERS AND COLLABORATIVE AND PRODUCTIVE CITIZENS. | $20,300 | |
| GLOBAL YOUTH FORCE | ||||||||
| 2206 N Main St | WHEATON | IL | 60187 | NONE | PC | TO HELP EMPOWER YOUNG LEADERS TO BE A FORCE FOR GOOD IN THE WORLD. | $10,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | PC | TO CHALLENGE AND NUTURE STUDENTS ACADEMICALLY AND PERSONALLY AS THEY PREPARE TO LEAD LIVES OF LEADERSHIP AND SERVICE. | $250,000 | |
| HUNTINGTON'S DISEASE SOCIETY | ||||||||
| 1930 FAIRFAX ROAD | ST CHARLES | IL | 60174 | NONE | PC | TO IMPROVE THE LIVES OF EVERYONE AFFECTED BY HUNTINGTON'S DISEASE THROUGH COMMUNITY SERVICES, EDUCATION, ADVOCACY AND RESEARCH. | $126,000 | |
| LINK SCHOLARS UNLIMITED | ||||||||
| 2221 SOUTH STATE STREET | CHICAGO | IL | 60616 | NONE | PC | TO SUPPORT LOW-INCOME, ACADEMICALLY STRUGGLING YOUNG LEARNERS BY PROVIDING RIGOROUS LITERACY INSTRUCTION AND ENRICHMENT PROGRAMS TO HELP STUDENTS ACHIEVE MEASURABLE SUCCESS - AND TO INSPIRE LIFE-LONG LEARNING. | $20,000 | |
| MISERICORDIA WOMEN'S LEAGUE | ||||||||
| PO BOX 454 | WESTERN SPRINGS | IL | 60558 | NONE | PC | TO RAISE FUNDS FOR AND PROVIDE SERVICE TO MISERICORDIA HEART OF MERCY CENTER. | $10,000 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 60607 | NONE | PC | TO TRANSFORM THE LIVES OF CHICAGO-AREA YOUTH THROUGH REMOVING BARRIERS TO HIGH-QUALITY MUSIC EDUCATION. | $5,000 | |
| ROYAL FAMILY KIDS CAMP | ||||||||
| 3000 W MACARTHUR BLVD SUITE 412 | SANTA ANA | CA | 92704 | NONE | PC | TO SUPPORT CAMPS AND CLUBS FOR CHILDREN IN THE FOSTER CARE SYSTEM. | $15,000 | |
| TEACH FOR AMERICA | ||||||||
| 315 W 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO ENLIST, DEVELOP AND MOBILIZE OUR NATION'S MOST PROMISING FUTURE LEADERS TO GROW AND STRENGTHEN THE MOVEMENT FOR EDUCATIONAL EQUITY AND EXCELLENCE. | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $834,500 | 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 | $13,580 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,140 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,223 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,223 | 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 |
| 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 | Larry Gies | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 444 W Lake St Ste 4400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606060010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $175,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORVIS | CategoryTxt |
| Amt | $3,575 | Amt |
| Disbursements Charitable Prps | $3,575 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP | $0 | $0 |
| Bond Premium | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO | FMV | $19 | $18 |
| EXXON MOBIL | FMV | $0 | $0 |
| IDEX CORPORATION | FMV | $0 | $0 |
| KINDER MORGAN | FMV | $0 | $0 |
| NUTRIEN LTD | FMV | $0 | $0 |
| MOSIAC COMPANY | FMV | $0 | $0 |
| TRANSOCEAN LTD | FMV | $0 | $0 |
| VANGUARD S&P 500 ETF | FMV | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Corporation Fees | $15 | $15 |
| Office Supplies and Travel | $671 | $671 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $2,503 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Asset Management Fees | $3,150 | $3,150 | |
| Payroll Processing Fees | $1,166 | $1,166 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Payroll Taxes | $9,506 | $9,506 | |
| Foreign Tax Expense | $262 | $262 |