BRENNAN FAM CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRENNAN FAM CHARITABLE TR (EIN 36-4371135)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-25
- IRS object ID
- 202431779349100768
- 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 Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-25T15:28:49-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364210922 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLLIARD CPA'S PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9746 SOUTH ROBERTS ROAD | AddressLine1Txt |
| City | PALOS HILLS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60465 | 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 | 364371135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRENNAN FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BREN | BusinessNameControlTxt |
| Phone | 7089753711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6556 WEST DEER LANE | AddressLine1Txt |
| City | PALOS HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL BRENNAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7089753711 | PhoneNum |
| Signature | 2024-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | BRENNAN | 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 | PATRICK J FOLLIARD | PreparerPersonNm |
| PTIN | P01282186 | PTIN |
| Phone | 7089741500 | PhoneNum |
| Preparation | 2024-06-25 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $502,572 | 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 | $31,702 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,481 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,481 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$131,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,973 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $4,904 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $175 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $175 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$94,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,481 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $10,560 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,921 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,921 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,266 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,266 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,546 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,060 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,060 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,095 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,095 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,323 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,323 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,560 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prepaid Expenses BOY | $873 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $796 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $796 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $440,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $169,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $276,776 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $225,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $225,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $225,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $666,343 | TotalAssetsBOYAmt |
| Total Assets EOY | $395,362 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $502,572 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,634 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,444 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $87,747 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,242 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $90,381 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,686 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $212,046 | CapitalStockBOYAmt |
| Capital Stock EOY | $212,046 | CapitalStockEOYAmt |
| Retained Earning BOY | $363,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $175,630 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $575,962 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $387,676 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $666,343 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $395,362 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $575,962 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,729 | ExcessRevenueOverExpensesAmt |
| Subtotal | $397,233 | SubtotalAmt |
| Other Decreases | $9,557 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $387,676 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2023-01-01 | 2023-12-31 | $67,508 | $62,604 | $4,904 | $4,904 |
| PUBLICLY TRADED SECURITIES | P | 2022-12-31 | 2023-12-31 | $119,500 | $259,481 | -$139,981 | -$139,981 |
| ISHARES TR EAFE SML | D | 2022-12-31 | 2023-12-31 | $31,721 | $28,600 | $3,121 | $3,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$131,712 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,904 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Estimated Plus Ovpmt Incm Tx | $511 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $511 | TotalPaymentsAndCreditsAmt |
| Overpayment | $511 | OverpaymentAmt |
| Applied To ES Tax | $511 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | DANIEL BRENNAN | IndividualWithBooksNm |
| Phone | 7089453711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6556 WEST DEER LANE | AddressLine1Txt |
| City | PALOS HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60463 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL BRENNAN | ||||||||
| 6556 WEST DEER LANE | PALOS HEIGHTS | IL | 60463 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| VICTORIA BRENNAN | ||||||||
| 6556 WEST DEER LANE | PALOS HEIGHTS | IL | 60463 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $303,432 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $306,134 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $306,134 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $301,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,077 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $15,077 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,077 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,164 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $65,164 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,077 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $65,745 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,925 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $75,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,610 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $69,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $342,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,164 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,077 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,087 | RemainingDistriFromCorpusAmt |
| Total Corpus | $392,482 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $65,745 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $326,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,925 | ExcessFromYear4Amt |
| Excess From Year3 | $75,075 | ExcessFromYear3Amt |
| Excess From Year2 | $51,610 | ExcessFromYear2Amt |
| Excess From Year1 | $69,040 | ExcessFromYear1Amt |
| Excess From Current Year | $50,087 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | ||||||
| 721 N LASALLE STREET | CHICAGO | IL | 60610 | N/A | GENERAL OPERATING | $3,000 |
| IRISH AMERICAN PARTNERSHIP | ||||||
| 33 BROAD STREET | BOSTON | MA | 02109 | N/A | UNRESTRICTED CONTRIBUTION | $4,800 |
| MARIST BROTHERS | ||||||
| 4200 W 115TH STREET | CHICAGO | IL | 60655 | N/A | UNRESTRICTED CONTRIBUTION | $5,020 |
| ST ALEXANDER CHURCH | ||||||
| 8025 W 126H STREET | PALOS HEIGHTS | IL | 60463 | N/A | UNRESTRICTED CONTRIBUTION | $2,280 |
| BELLARMINE JESUIT RETREAT HOUSE | ||||||
| 420 W COUNTY LINE ROAD | BARRINGTON | IL | 60010 | N/A | UNRESTRICTED CONTRIBUTION | $3,170 |
| MARQUETTE LAW SCHOOL | ||||||
| PO BOX 7013 | CAROL STREAM | IL | 60197 | N/A | UNRESTRICTED CONTRIBUTION | $5,000 |
| TOGETHER WE COPE | ||||||
| 17010 SOUTH OAK PARK AVE | TINELY PARK | IL | 60477 | N/A | UNRESTRICTED CONTRIBUTION | $500 |
| COACH ROCHE SCHOLARSHIP | ||||||
| 4354 W 107TH PLACE | OAK LAWN | IL | 60453 | N/A | UNRESTRICTED CONTRIBUTION | $1,000 |
| IDONATE | ||||||
| 611W PLANO PKWY 2700 | PLANO | TX | 75093 | N/A | UNRESTRICTED CONTRIBUTION | $308 |
| NATIONAL PARK FOUNDATION | ||||||
| 1500 K STREET NW STE 700 | WASHINGTON | DC | 20005 | N/A | UNRESTRICTED CONTRIBUTION | $75 |
| PATHLIGHTS | ||||||
| 7808 W COLLEGE DRIVE 5TH | PALOS HEIGHTS | IL | 60463 | N/A | UNRESTRICTED CONTRIBUTION | $510 |
| CARA PROGRAM | ||||||
| 237 S DES PLAINES | CHICAGO | IL | 60661 | N/A | UNRESTRICTED CONTRIBUTION | $12,907 |
| MISCERICORIDA | ||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | N/A | UNRESTRICTED CONTRIBUTION | $2,111 |
| MARIST HIGH SCHOOL | ||||||
| 4200 W 115TH | CHICAGO | IL | 60655 | N/A | UNRESTRICTED CONTRIBUTION | $23,628 |
| PAT MACS PACK | ||||||
| 10226 S LEAVITT ST | CHICAGO | IL | 60643 | N/A | UNRESTRICTED CONTRIBUTION | $155 |
| PAYPAL CHARITABLE GIVING FUND | ||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | N/A | UNRESTRICTED CONTRIBUTION | $200 |
| BRIAN MURPHY SCHOLARSHIP | ||||||
| 4200 W 115TH STREET | CHICAGO | IL | 60655 | N/A | UNRESTRICTED CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,164 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT | Desc |
| Related Or Exempt Function Incm | $175 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,481 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$131,712 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,481 | ExclusionAmt |
| Related Or Exempt Function Incm | -$131,537 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$126,056 | 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 Person | BRENNAN FAMILY PARTNERSHIP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6556 WEST DEER LANE | AddressLine1Txt |
| City | PALOS HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $31,702 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 550 SHR OF ISHARES TR EAFE SMI | NoncashPropertyDesc |
| Fair Market Value | $31,702 | FairMarketValueAmt |
| Received | 2023-03-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,921 | Amt |
| Net Investment Income | $5,921 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $169,566 | EOYBookValueAmt |
| EOYFMV | $276,776 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN 6401 RHODES | $68,000 | $68,000 | $68,000 |
| INVESTMENT IN 6001 STATE | $82,000 | $82,000 | $82,000 |
| INVESTMENT IN 6534 VERNON | $75,000 | $75,000 | $75,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL EXCISE TAX | $78 |
| UNREALIZED | $9,479 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE EXPENSE | $4,323 | $4,323 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $175 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $87,747 | BOYBookValueAmt |
| EOY Book Value | $3,242 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX | $193 | $193 |
| REAL ESTATE TAXES | $3,353 | $3,353 |