THE MCNAMARA PURCELL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE MCNAMARA PURCELL FOUNDATION (EIN 36-7293187)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202443209349104344
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:51:59-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 367293187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McNamara Purcell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS DYKSTRA | InCareOfNm |
| Business Name Control | MCNA | BusinessNameControlTxt |
| Phone | 8474051069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 West Monroe St STE 1200 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PURCELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126282451 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | CONOR LEFEVOUR | PreparerPersonNm |
| PTIN | P01497330 | PTIN |
| Phone | 3123573950 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | 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 | $23,957,109 | 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 | $140,360 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $526,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $526,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $560,515 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,542 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $117,005 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $117,005 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,036,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $895,903 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $973 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $973 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $30,224 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,724 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,513 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $777,419 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $777,419 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $835,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $777,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $201,104 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $860,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $258,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $540,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $540,224 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,001,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,684,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,853,072 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,338,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,563,813 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,563,813 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,598,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,788,635 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,957,109 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $15 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,598,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,788,620 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,598,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,788,620 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,598,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,788,635 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,598,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $201,104 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,799,694 | SubtotalAmt |
| Other Decreases | $11,059 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,788,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $560,515 | GrossSalesPriceAmt |
| Cost Or Other Basis | $307,973 | CostOrOtherBasisAmt |
| Gain Or Loss | $252,542 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $252,542 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,542 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,964 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,964 | SubtotalAmt |
| Tax Based On Investment Income | $11,964 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,145 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,645 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $322 | EsPenaltyAmt |
| Overpayment | $14,359 | OverpaymentAmt |
| Applied To ES Tax | $14,359 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS DYKSTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126282451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST MONROE STREET SUITE 1200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| David P Purcell | ||||||||
| 227 West Monroe St STE 1200 | Chicago | IL | 60606 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Michael J Purcell | ||||||||
| 227 West Monroe St STE 1200 | Chicago | IL | 60606 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Paul M Purcell | ||||||||
| 227 West Monroe St STE 1200 | Chicago | IL | 60606 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Philip J Purcell | ||||||||
| 227 West Monroe St STE 1200 | Chicago | IL | 60606 | MANAGER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,627,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $381,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $936,721 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,945,744 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,945,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $329,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,616,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,080,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,080,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,964 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,964 | TotalTaxAmt |
| Distributable Before Adj | $1,068,864 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,068,864 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,068,864 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $777,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $777,449 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,068,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $611,125 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $777,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $611,125 | AppliedToYear1Amt |
| Applied To Current Year | $166,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $902,540 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP J PURCELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRAIN RESEARCH FOUNDATION | |||||||
| 111 W WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | UNRESTRICTED | $25,000 |
| CARL'S KIDS | |||||||
| 3212 WINFIELD DR | DURHAM | NC | 27707 | NONE | PC | UNRESTRICTED | $5,000 |
| CHICAGO CHAPTER OF THE SPINAL CORD SOCIETY | |||||||
| 12111 S HAROLD AVE | PALOS HEIGHTS | IL | 60463 | NONE | PC | UNRESTRICTED | $5,000 |
| CONNIE DWYER BREAST CANCER FOUNDATION | |||||||
| 111 CENTRAL AVENUE | NEWARK | NJ | 07102 | NONE | PC | UNRESTRICTED | $5,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED | $5,000 |
| DECLAN DRUMM SULLIVAN MEMORIAL FOUNDATION | |||||||
| 3539 LONG GROVE ROAD | LONG GROVE | IL | 60047 | NONE | PC | UNRESTRICTED | $10,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 1 BRIAR RIAD | GOLF | IL | 60029 | NONE | PC | UNRESTRICTED | $35,000 |
| MS SOCIETY ILLINOIS STATE CHAPTER - DINNER OF CHAM | |||||||
| 910 W VAN BUREN ST STE 4TH FLR | CHICAGO | IL | 60607 | NONE | PC | UNRESTRICTED | $25,000 |
| MULTIPLE MYELOMA - CHICAGO DINNER | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PC | UNRESTRICTED | $25,000 |
| PARK CITY MINERS BASKETBALL | |||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | NONE | PC | UNRESTRICTED | $25,000 |
| Texas Christian University - DEANS DISCR FUND | |||||||
| 2800 S UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | UNRESTRICTED | $50,000 |
| Texas Christian University - ATHLETICS EXC PLDG | |||||||
| DAN D ROGERS HALL | FORT WORTH | TX | 76109 | NONE | PC | UNRESTRICTED | $30,000 |
| WATERFORD SCHOOL GENERAL FUND | |||||||
| 1480 E 9400 S | SANDY | UT | 84093 | NONE | PC | UNRESTRICTED | $15,000 |
| CC CARES FOUNDATION SLC | |||||||
| 2400 COUNTRY CLUB DR | SALT LAKE CITY | UT | 84109 | PC | UNRESTRICTED | $1,000 | |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DR | SNOWBIRD | UT | 84092 | PC | UNRESTRICTED | $10,000 | |
| Alotian Charitable | |||||||
| 101 Alotian Dr | Roland | AZ | 72135 | NONE | EOF | UNRESTRICTED | $20,000 |
| Alzheimer's Association | |||||||
| 225 N Michigan Ace Floor 17 | Chicago | IL | 60601 | NONE | PC | UNRESTRICTED | $5,000 |
| Navy Seal Foundation | |||||||
| 1619 D Street | Virginia Beach | VA | 23459 | NONE | PC | UNRESTRICTED | $25,000 |
| HIGH POINT UNIVERSITY 5-YR PLEDGE STRTED IN 2022 | |||||||
| ONE UNIVERSITY PARKWAY DRAWER 29 | HIGH POINT | NC | 27268 | NONE | PC | UNRESTRICTED | $10,000 |
| PEGGY NOTEBEART NATURE MUSEAUM BUTTERFLY BALL | |||||||
| 2430 N CANNON DR | CHICAGO | IL | 60614 | NONE | PC | UNRESTRICTED | $3,000 |
| UNIVERSITY OF NOTRE DAME - FRIENDS OF ND NIL EFFOR | |||||||
| 1100 Grace Hall | Notre Dame | IN | 46556 | NONE | PC | UNRESTRCITED | $250,000 |
| UNIVERISTY OF UTAH ORTHO SPINE EDUC AND RES FND | |||||||
| 50 NORTH MEDICAL DRIVE | SALT LAKE CITY | UT | 84132 | NONE | PC | UNRESTRICTED | $25,000 |
| Big Shoulders | |||||||
| 212 West Van Buren Suite 900 | CHICAGO | IL | 60607 | NONE | PC | Unrestricted | $5,000 |
| Boys Hope Girls Hope | |||||||
| 1100 Laramie Ave | Wilmette | IL | 60091 | NONE | PC | Unrestricted | $5,000 |
| Evan Scholars Foundation - Match Play Challenge | |||||||
| 2501 Patriot Boulevard | Glenview | IL | 600268022 | NONE | PC | Unrestricted | $10,000 |
| Image Reborn Foundation | |||||||
| 5445 S Highland Dr | Holladay | UT | 84117 | NONE | PC | Unrestricted | $2,500 |
| Impact Thtough Golf Foundation Napa Valley | |||||||
| 6929 E Greenway Pkwy Ste 250 | Scottsdale | AZ | 85254 | NONE | PC | Unrestricted | $25,000 |
| Leader Dogs | |||||||
| 1039 S Rochester Rd | Rochester Hills | MI | 48307 | NONE | PC | Unrestricted | $20,000 |
| Loyola Academy Rex Englebert First Responders Awar | |||||||
| 1032 W Sheridan RD | Chicago | IL | 60660 | NONE | PC | Unrestricted | $40,000 |
| Sacred Heart Church in Sacramento | |||||||
| 1040 39th St | Sacramento | CA | 95816 | NONE | PC | Unrestricted | $5,000 |
| Stanford Men's Gold - Cypress Point Classic | |||||||
| 3150 17 Mile Dr | Pebble Beach | CA | 93953 | NONE | PC | Unrestricted | $500 |
| TCU Flying T Club (NIL) | |||||||
| 1300 S University Drive Suite 450 | Forth Worth | TX | 76107 | NONE | PC | Unrestricted | $25,000 |
| Univeristy of Notre Dame - LaSalle Street Forum Di | |||||||
| 400 Main Building | Notre Dame | IN | 46556 | NONE | PC | Unrestricted | $16,419 |
| Youth Sports Alliance | |||||||
| 725 Parkway Dr | Park City | UT | 84098 | NONE | PC | Unrestricted | $14,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $777,419 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $526,356 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $252,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $895,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $895,903 | 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 | PHILIP J PURCELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 CHURCHILL ROAD | AddressLine1Txt |
| City | WINFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $140,360 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40533 SHS ISHARES SEL DIV ETF | $2,039,045 | $4,751,278 |
| 10000 SHS ISHARES TST MSCI ETF | $348,761 | $402,100 |
| 18067 SHS ISHARES SPDR S&P ETF | $2,470,351 | $8,967,674 |
| 26581 SHS VG INTL EQ INDEX FND | $1,111,756 | $2,940,413 |
| 24000 SHS INVESCO LTD | $482,934 | $428,160 |
| 11496 SHS CARDINAL H COM NPV | $0 | $0 |
| 11825 SHS TEVA PHARM IND ADS | $159,523 | $123,453 |
| 3000 ALPS ETF TR ALERIAN MLP | $82,916 | $127,560 |
| 12000 VIATRIS INC.COM | $162,980 | $129,960 |
| 1000 SLT SECTOR SPDR TR ENERGY | $0 | $0 |
| 39486 SLCT SEC SPDR TR FINAN | $543,713 | $1,484,674 |
| 5000 ISRS INC CORE MSCI EM MRK | $268,127 | $252,900 |
| 350000 ISRS INC MSCI JPN ETF | $2,014,477 | $2,244,900 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMITY VENTURE PARTNERS II | AT COST | $431,210 | $431,210 |
| BASTION V | AT COST | $1,032,603 | $1,032,603 |
| WINESTYR CONVERT NOTE 10/19 | AT COST | $100,000 | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $11,059 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRANSACTION COSTS | $65 | $65 | |
| MANAGEMENT FEES - FROM K-1 | $26,448 | $26,448 | |
| ILLINOIS INC. TAX PMT CY | $30 | $30 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME - K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $117,005 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $117,005 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $22,500 | |
| FOREIGN TAXES PAID | $7,724 | $7,724 |