GEORGE M PULLMAN EDUCATIONAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE M PULLMAN EDUCATIONAL FOUNDATION (EIN 36-2216171)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-01-30
- IRS object ID
- 202310309349100201
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-30T08:37:22-06:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTERNATIONAL STE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362216171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE M PULLMAN EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3124220444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST MONROE STREET 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA H KAUFMAN | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 3124220444 | PhoneNum |
| Signature | 2023-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | KAUFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY GRIFFITH | PreparerPersonNm |
| PTIN | P00299751 | PTIN |
| Phone | 8479410100 | PhoneNum |
| Preparation | 2023-01-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,414,650 | 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 | $202,615 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $804,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $804,348 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $804,348 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,274,754 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,274,754 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,274,754 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $236 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $236 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $236 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,281,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,079,338 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,079,338 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,769 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,769 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $197,397 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $197,397 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,087 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,087 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $78,866 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $35,490 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $43,376 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,711 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,314 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $233,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $225,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,450 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,346 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $16,124 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $132,608 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $132,608 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,391 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,391 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,280 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,280 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $192,183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $192,183 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,022,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $284,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $701,979 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $662,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $662,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,685,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $284,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,364,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $596,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,794,945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,079,338 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,792 | CashBOYAmt |
| Cash EOY | $34,875 | CashEOYAmt |
| Cash EOYFMV | $34,875 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,013,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,854,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,854,661 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $33,415,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,515,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,515,392 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $9,722 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,722 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,722 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $34,484,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,414,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,414,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,484,096 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,414,650 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,484,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,414,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,484,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,414,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,484,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $596,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $35,080,331 | SubtotalAmt |
| Other Decreases | $4,665,681 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,414,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN ON INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $1,274,754 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,274,754 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,274,754 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,274,754 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,150 | TaxDueAmt |
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 | Yes (1) | 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 | WWW.PULLMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124220444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST MONROE STREET 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA M KAUFMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | BOARD PRESIDENT | 3.00 | $0 | $0 | $0 |
| MARC CHRISTMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | TREASURER | 0.30 | $0 | $0 | $0 |
| ROBERT W FIORETTI | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | ASST TREAS/SECRETARY | 0.30 | $0 | $0 | $0 |
| KIMBERLEY FREEDMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| GIANNA BERN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | VICE PRESIDENT | 0.30 | $0 | $0 | $0 |
| SCOTT BROWN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| RICHARD DASPIT JR | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| ERIC DELL BOVI | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | EXECUTIVE DIRECTOR | 40.00 | $30,769 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LISA O'BANNER | ||||||||
| 55 W MONROE SUITE 3460 | CHICAGO | IL | 60603 | ADMINISTRATOR | 40.00 | $79,445 | $0 | $0 |
| ANNE STRETZ | ||||||||
| 55 W MONROE SUITE 3460 | CHICAGO | IL | 60603 | SCHOLARSHIP PROGRAM | 40.00 | $71,029 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 659754 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $225,486 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES MERIT-BASED, NEED-BASED SCHOLARSHIPS AND CONTINUING EDUCATIONAL SUPPORT TO OUTSTANDING GRADUATING HIGH SCHOOL SENIORS AS THEY PURSUE THEIR BACHELOR'S DEGREE. | Description1Txt |
| Expenses1 | $1,322,156 | Expenses1Amt |
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 | $32,774,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,590 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,840,781 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,840,781 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $492,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,348,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,617,408 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,364,924 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,364,924 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $1,364,924 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,364,924 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,364,924 | 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 | $1,364,924 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,364,924 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-06-19 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,617,408 | CurrentYearAmt |
| Year1 | $1,522,353 | Year1Amt |
| Year2 | $1,020,776 | Year2Amt |
| Year3 | $1,427,409 | Year3Amt |
| Total | $5,587,946 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,374,797 | CurrentYearAmt |
| Year1 | $1,294,000 | Year1Amt |
| Year2 | $867,660 | Year2Amt |
| Year3 | $1,213,298 | Year3Amt |
| Total | $4,749,754 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,364,924 | CurrentYearAmt |
| Year1 | $1,461,177 | Year1Amt |
| Year2 | $1,556,827 | Year2Amt |
| Year3 | $1,583,737 | Year3Amt |
| Total | $5,966,665 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,364,924 | CurrentYearAmt |
| Year1 | $1,461,177 | Year1Amt |
| Year2 | $1,556,827 | Year2Amt |
| Year3 | $1,583,737 | Year3Amt |
| Total | $5,966,665 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,078,272 | CurrentYearAmt |
| Year1 | $1,014,902 | Year1Amt |
| Year2 | $929,025 | Year2Amt |
| Year3 | $951,606 | Year3Amt |
| Total | $3,973,805 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE INFORMATION AT THE ORGANIZATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 W MONROE STREET SUITE 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124220444 | RecipientPhoneNum |
| Form And Info And Materials | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (99 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABREGO ORLANDO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ACOSTA CELESTE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| AGUILAR ISABELLA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| ARGUETA KEVIN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $3,327 |
| ATUNNISE IFEOLUWA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| AWOLUMATE ZAINAB | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| BALDERAS IZABELLA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| BANDUROVYCH LILIYA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| BENITEZ HERNANDEZ ELIZABETH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $1,850 |
| BOWEN DANIYAH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| BUCHANIEC CATHERINE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| CAMACHO MARIO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| CASTANEDA-DEIR ALEXCIANA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CERVANTES JAKELIN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CHANDLER JAVOHN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CHEUNG KA WAI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CHIEDU AMARA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CHIMA CHISOM | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| DARBO HUDA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| DEMIAN MERNA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $3,974 |
| DZIWISZ THOMAS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| EDWARDS DASHAUN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| ELHOUMAIDI FARAH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ESCUTIA ALEXIS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| GAETA KYLIE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| GALARION ANNA MARIE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| GARCIA SAUL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| GILES ALLANNAH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| GIWA ASISAT | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| GOMEZ MONICA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| GONG JENNY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| GOONE MEREDITH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| HANNA JORDAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| HARAN SEAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| HILL JALEN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $1,000 |
| HUANG VICTOR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| HUANG YI CHI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| HUNT ALBERT | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| IDREES AMAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| JAKUBIAK JULIA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| JOHNSON MYANA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| JOHNSON SAMUEL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| JONES TIRA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| JORDAN NIKKY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| JUAREZ MARLEM | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $2,500 |
| KANG ANTHONY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| KIM HANNAH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| KUMAR DIVY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| KWAN LISA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| LOPEZ TANIA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| LOVE DIACOS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| MANSOOR RIDA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| MARINO ANGELINA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| MATTSON BRIANNA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| MINOR HAILL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| MIRANDA NATALIE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $3,750 |
| MORENO DANIEL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| MOY KASSIDY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| MURILLO SOLIS YAKELIN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| MUSSO GINA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| NIEVES ANGEL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| NIEVES LUIS | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,772 |
| NIZNIK CONNOR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| NUNEZ EDUARD | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| OGUNFOWOKAN YETUNDE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $250 |
| PANTOJA JOCELYN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| PAULDON MARIO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| PEREZ ANAHY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| PEREZ ERIKA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $3,334 |
| PEREZNEGRON ABRIL | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $2,500 |
| PHUNG ALAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| PINA YOCELYN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| PONCE KALEA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| RASAKI TAOFEEQ | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ROJAS JUAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| RUIZ KEYLA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| RUIZ RUBY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| RYBARSKA WERONIKA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $2,500 |
| SAMPSON MALIKA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| SANCHEZ ALEJANDRO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| SHAHID OMAR | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $6,733 |
| SHARIFF FATIMA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| SMAIL SARAH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| STEPNEY JADE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| SYED OSMAN | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| TARDI ORLANDO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| TELLEZ TEREY | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| THOMAS LADORA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| ULLOA JORGE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| UWAJEH KENECHUKWU | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| VALENCIA ANDRES | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $9,544 |
| VELINOVA GERI | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| VIRANI INARA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| WEIMERSKIRCH DANIELLE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| WHITE ALANA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| ZARAGOZA CLAUDIA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| ZHOU DAVID | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $3,411 |
| ZUNIGA MELANIE | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ZUNIGA NOAH | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $662,945 | 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 | $804,348 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $230 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,274,754 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,079,338 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,079,338 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICHARD MCPHERSON | ||||||
| 1 | 2606 AUTUMNFIELD RD | MIDLOTHIAN | VA | 23113 | $10,000 | Yes (X) |
| GREGORY DUICK | ||||||
| 2 | 10212 E LAKEFRONT ST | WITCHITA | KS | 67206 | $15,000 | Yes (X) |
| WILLIAM MCDONALD | ||||||
| 3 | 3750 N LAKE SHORE DR APT 9D | CHICAGO | IL | 60603 | $5,000 | Yes (X) |
| ESTATE OF JOSEPH PAUL VOGT | ||||||
| 4 | 5213 CENTRAL AVE | WESTERN SPRINGS | IL | 605581806 | $15,704 | Yes (X) |
| MARCON FOUNDATION INC | ||||||
| 5 | 55 W MONROE ST STE 3460 | CHICAGO | IL | 60603 | $50,000 | Yes (X) |
| DEBBIE COTTON | ||||||
| 6 | 55 W MONROE ST STE 3460 | CHICAGO | IL | 60603 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $26,025 | Amt |
| Net Investment Income | $11,711 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,314 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $28,515,392 | EOYBookValueAmt |
| EOYFMV | $28,515,392 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $78,866 | LegalFeesAmt |
| Net Investment Income | $35,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $43,376 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $9,722 | BOYBookValueAmt |
| EOY Book Value | $9,722 | EOYBookValueAmt |
| EOYFMV | $9,722 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $4,665,681 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINSTRATIVE CONSULTING | $21,000 | $0 | $0 | $21,000 |
| ADVERTISING | $7,029 | $0 | $0 | $7,029 |
| BOARD EXPENSES | $3,975 | $0 | $0 | $3,975 |
| TECHNOLOGY | $14,269 | $0 | $0 | $14,269 |
| PUBLIC RELATIONS CONSULTANTS | $64,458 | $0 | $0 | $64,458 |
| FUNDRAISING EXPENSE | $45,212 | $0 | $0 | $45,212 |
| INSURANCE | $18,277 | $0 | $0 | $18,277 |
| MISCELLENEOUS | $2,084 | $0 | $0 | $2,084 |
| OFFICE | $6,878 | $0 | $0 | $6,878 |
| REPAIRS & MAINTENANCE | $3,609 | $0 | $0 | $3,609 |
| TELEPHONE | $5,392 | $0 | $0 | $5,392 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $230 | $230 | $230 |
| MISCELLANEOUS INCOME | $6 | $6 | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $225,846 | $225,846 | $0 | $0 |
| DESIGN FEES | $7,450 | $0 | $0 | $7,450 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $36,401 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $11,346 | $11,346 | $0 | $0 |
| PAYROLL TAXES | $16,124 | $0 | $0 | $16,124 |