J S PALUCH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J S PALUCH FOUNDATION (EIN 36-7106905)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-12
- IRS object ID
- 202402259349100330
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-12T13:45:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300171654 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTERS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 S WYNSTONE PARK DRIVE SUITE 100 | AddressLine1Txt |
| City | NORTH BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | 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 | 367106905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY L RAFFERTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALU | BusinessNameControlTxt |
| Phone | 6302588656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1327 E WASHINGTON 604 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY L RAFFERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6302588656 | PhoneNum |
| Signature | 2024-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORA GILE | PreparerPersonNm |
| PTIN | P00509190 | PTIN |
| Phone | 8473826002 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,568,817 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,720 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,720 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $116,685 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,685 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,895 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | -$76,474 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $321 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | -$74,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $164,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,469 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,979 | CashBOYAmt |
| Cash EOY | $90,879 | CashEOYAmt |
| Cash EOYFMV | $90,879 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,989 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,107 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,185,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,093,374 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,416,831 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,242,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,245,360 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,568,817 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $183,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $160,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $183,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $160,000 | 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 | $1,058,596 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,085,360 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,058,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,085,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,242,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,245,360 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,058,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,085,360 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,085,360 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | P | 2022-11-01 | 2023-01-12 | $17,082 | $11,936 | $5,146 | $5,146 |
| APPLE | P | 2013-03-05 | 2023-01-12 | $16,547 | $1,933 | $14,614 | $14,614 |
| APPLIED MATERIALS INC | P | 2018-10-29 | 2023-01-12 | $5,518 | $1,634 | $3,884 | $3,884 |
| AT&T | P | 2004-11-17 | 2023-01-12 | $2,143 | $2,095 | $48 | $48 |
| BAIDU INC COM | P | 2019-07-15 | 2023-01-12 | $2,061 | $1,751 | $310 | $310 |
| BP PLC SPONSORED ADR | P | 2014-12-15 | 2023-01-12 | $8,853 | $8,950 | -$97 | -$97 |
| GE HEALTHCARE TECHNOLOGIES | P | 2009-01-26 | 2023-01-12 | $4,096 | $4,271 | -$175 | -$175 |
| GE HEALTHCARE TECHNOLOGIES | P | 2010-04-29 | 2023-01-12 | $1,365 | $2,180 | -$815 | -$815 |
| GE HEALTHCARE TECHNOLOGIES | P | 2018-04-09 | 2023-01-12 | $2,731 | $2,964 | -$233 | -$233 |
| GENERAL ELECTRIC CO | P | 2010-04-29 | 2023-01-12 | $4,925 | $7,589 | -$2,664 | -$2,664 |
| GENERAL ELECTRIC CO | P | 2018-04-09 | 2023-01-12 | $985 | $1,032 | -$47 | -$47 |
| GOLDMAN SACHS GROUP INC | P | 2008-11-20 | 2023-01-12 | $3,684 | $502 | $3,182 | $3,182 |
| ILLINOIS TOOL WORKS INC | P | 2010-12-08 | 2023-01-12 | $3,494 | $771 | $2,723 | $2,723 |
| INTEL CORP COM | P | 2001-10-24 | 2023-01-12 | $2,274 | $1,922 | $352 | $352 |
| LOWES COMPANIES INC | P | 2004-02-09 | 2023-01-12 | $3,162 | $424 | $2,738 | $2,738 |
| MICRON TECHNOLOGY INC | P | 2005-11-09 | 2023-01-12 | $19,971 | $4,900 | $15,071 | $15,071 |
| MICROSOFT CORP | P | 2010-10-20 | 2023-01-12 | $5,947 | $638 | $5,309 | $5,309 |
| NANO DIMENSION | P | 2021-05-05 | 2023-01-12 | $3,780 | $10,454 | -$6,674 | -$6,674 |
| ORACLE CORP | P | 2001-10-30 | 2023-01-12 | $6,654 | $1,032 | $5,622 | $5,622 |
| OVID THERAPEUTICS | P | 2019-02-20 | 2023-01-12 | $553 | $500 | $53 | $53 |
| SPS COMM INC | P | 2014-10-21 | 2023-01-12 | $1,938 | $425 | $1,513 | $1,513 |
| STARBUCKS CORP | P | 2007-07-12 | 2023-01-12 | $18,463 | $2,290 | $16,173 | $16,173 |
| SYLVAMO CORP | P | 2006-12-14 | 2023-01-12 | $1,351 | $544 | $807 | $807 |
| SYLVAMO CORP | P | 2009-12-02 | 2023-01-12 | $3,152 | $972 | $2,180 | $2,180 |
| TRANSOCEAN LIMITED COM | P | 2018-01-16 | 2023-01-12 | $1,365 | $2,948 | -$1,583 | -$1,583 |
| US SILICA HOLDINGS | P | 2014-11-05 | 2023-01-12 | $2,194 | $7,428 | -$5,234 | -$5,234 |
| VMWARE INC | P | 2001-04-03 | 2023-11-27 | $2,705 | $1,025 | $1,680 | $1,680 |
| VMWARE INC | P | 2006-05-11 | 2023-11-27 | $6,311 | $2,391 | $3,920 | $3,920 |
| VMWARE INC | P | 2016-09-22 | 2023-11-27 | $7,229 | $2,738 | $4,491 | $4,491 |
| WARNER BROS DISCOVERY INC | P | 2003-12-18 | 2023-01-12 | $1,940 | $3,514 | -$1,574 | -$1,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,720 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,591 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,591 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,591 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $417 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,717 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Overpayment | $111 | OverpaymentAmt |
| Applied To ES Tax | $111 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 L RAFFERTY | IndividualWithBooksNm |
| Phone | 6302588656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1327 E WASHINGTON 604 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MARY L RAFFERTY | ||||||||
| 1327 E WASHINGTON 604 | DES PLAINES | IL | 60016 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE PRECIN | ||||||||
| 641 S WILLIAMS | PALATINE | IL | 60067 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ROSE ANN BIERNAT | ||||||||
| 817 DERBYSHIRE | PROSPECT HEIGHTS | IL | 60070 | TRUSTEE | 0.25 | $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 |
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 | $3,066,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,091,710 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,091,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,376 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,045,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,267 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,267 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,591 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,591 | TotalTaxAmt |
| Distributable Before Adj | $150,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $150,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $150,676 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $164,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $164,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,873 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $12,260 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,613 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $46,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $164,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,873 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,627 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,049 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,049 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,824 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,824 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,824 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST JUDE'S CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| EXPANDING LIVES | |||||||
| 5541 N ST LOUIS | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| JOURNEY THE WAY HOME | |||||||
| 1140 E NORTHWEST HIGHWAY | PALATINE | IL | 60074 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| MISSION OF OUR LADY OF THE ANGELS | |||||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| MUNDELEIN SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | NONE | PUBLIC CHARITY | GENERAL | $29,500 |
| MIDWEST SHELTER FOR HOMELESS VETERANS | |||||||
| 433 SOUTH CARLTON AVENUE | WHEATON | IL | 60187 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| UNCLE PETE'S MINISTRY | |||||||
| 1633 N CLEVELAND AVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,888 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,720 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $116,685 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $116,685 | 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 | N/A | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,895 | Amt |
| Net Investment Income | $1,895 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAM BLAIR | $1,073,025 | $3,297,634 |
| WM BLAIR EFT | $20,349 | $119,197 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER, SECURITY EXP | $321 | $321 | $0 |
| BANK FEES | $20 | $0 | $0 |
| PENALTIES & INTEREST | $185 | $0 | $0 |
| DONATIONS | -$77,000 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS AT YEAR END | Desc |
| BOY Book Value | $183,500 | BOYBookValueAmt |
| EOY Book Value | $160,000 | EOYBookValueAmt |