STRATEGY STUDIO / PUBLIC DATA EXPLORER

HICKEY FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HICKEY FAMILY FOUNDATION (EIN 46-1476598)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-01-31
IRS object ID
202310319349100501
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-01-31T08:14:58-06:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363793926PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RYAN & JURASKA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON BLVD ST 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461476598EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HICKEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHICKBusinessNameControlTxt
Phone3129220062PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON BLVD 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT HICKEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3129220062PhoneNum
Signature2023-01-31SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROBERTPersonFirstNm
Person LastHICKEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICOLAS J STOLLERPreparerPersonNm
PTINP01387666PTIN
Phone3129220062PhoneNum
Preparation2023-01-19PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,154,349FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$458,289DividendsRevAndExpnssAmt
Dividends Net Invst Incm$458,289DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,503NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$446,834GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73,503CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$531,792TotalRevAndExpnssAmt
Total Net Invst Incm$531,792TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,797CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,898CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,899CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,015AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,508AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,507AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,337TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,031OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$516OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$515OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,922TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,921TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$424,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$424,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$439,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,922TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$428,421TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$92,112ExcessRevenueOverExpensesAmt
Net Investment Income$527,870NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,314CashBOYAmt
Cash EOY$18,144CashEOYAmt
Cash EOYFMV$18,144CashEOYFMVAmt
Corporate Stock BOY$6,237,841CorporateStockBOYAmt
Corporate Stock EOY$6,097,946CorporateStockEOYAmt
Corporate Stock EOYFMV$6,097,946CorporateStockEOYFMVAmt
Other Assets BOY$38,036OtherAssetsBOYAmt
Other Assets EOY$38,259OtherAssetsEOYAmt
Other Assets EOYFMV$38,259OtherAssetsEOYFMVAmt
Total Assets BOY$6,288,191TotalAssetsBOYAmt
Total Assets EOY$6,154,349TotalAssetsEOYAmt
Total Assets EOYFMV$6,154,349TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,080AccountsPayableBOYAmt
Accounts Payable EOY$429AccountsPayableEOYAmt
Total Liabilities BOY$2,080TotalLiabilitiesBOYAmt
Total Liabilities EOY$429TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,286,111NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$6,153,920NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,286,111TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,153,920TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,288,191TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,154,349TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,286,111TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$92,112ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,378,223SubtotalAmt
Other Decreases$224,303OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,153,920TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
5000 SHS DNP SELECT INCOME FUND INC.D2012-12-212021-10-14$53,392$46,550$6,842$6,842
5000 SHS DNP SELECT INCOME FUND INC.D2012-12-212021-10-22$54,192$46,550$7,642$7,642
5000 SHS DNP SELECT INCOME FUND INC.D2012-12-212021-12-27$54,292$46,550$7,742$7,742
5000 SHS DNP SELECT INCOME FUND INC.D2012-12-212022-02-28$55,592$46,550$9,042$9,042
5000 SHS DNP SELECT INCOME FUND INC.D2012-12-212022-03-17$58,643$46,550$12,093$12,093
100 SHS DNP SELECT INCOME FUND INC.P2012-12-212022-09-02$1,134$931$203$203
15,000 SHS DNP SELECT INCOME FUND INC.P2012-12-212022-09-19$169,589$139,650$29,939$29,939
FieldValueIRS element (for citing)
Capital Gain Net Income$73,503CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,337InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,337SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$7,337TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,908EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,908TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$429TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT M HICKEYIndividualWithBooksNm
Phone3129220062PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON BLVD STE 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT M HICKEY
312 8TH AVENUE NORTH UNIT 301TIERRA VERDEFL33715PRESIDENT/DIRECTOR1.00$0$0$0
KONTANZE L HICKEY
312 8TH AVENUE NORTH UNIT 301TIERRA VERDEFL33715VICE PRESIDENT/DIRECTOR1.00$0$0$0
GREGORY R HICKEY
1530 N NORTH PARK AVENUECHICAGOIL60610SECRETARY/DIRECTOR1.00$3,797$0$0
DOUGLAS L HICKEY
PO BOX 540HOLUALOAHI96725TREASURER/DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,576,024AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$88,337AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,664,361TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,664,361AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,965CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,564,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$328,220MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$328,220MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,337TaxBasedOnInvestmentIncomeAmt
Total Tax$7,337TotalTaxAmt
Distributable Before Adj$320,883DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$320,883DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$320,883DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$428,421ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$428,421QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$320,883DistributableAsAdjustedAmt
Undistributed Income PY$57,095UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$428,421QualifyingDistributionsAmt
Applied To Year1$57,095AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$320,883AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,443RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$50,443TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$50,443ExcessDistriCyovToNextYrAmt
Excess From Current Year$50,443ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT M HICKEYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT HICKEY CO RYAN JURASKA LLPRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1141 W JACKSON BLVD STE 2250AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60604ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3129220062RecipientPhoneNum
Form And Info And MaterialsBUSINESS LETTER REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsBOARD DISCRETIONRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JOURNEY CARE FOUNDATION
2050 CLAIRE CTGLENVIEWIL60025NONEPUBLIC CHARITYUNRESTRICTED$5,000
THE CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NEWASHINGTONDC20064NONEPUBLIC CHARITYATHLETICS - BASEBALL$20,000
ST ELIZABETH CATHOLIC SCHOOL
50 EAST 41ST STCHICAGOIL60653NONEPUBLIC CHARITYUNRESTRICTED$10,000
GIVE KIDS THE WORLD
210 S BASS RDKISSIMMEEFL34746NONEPUBLIC CHARITYUNRESTRICTED$10,000
AMERICAN NUTRITION ASSOCIATION
211 WEST CHICAGO AVENUE SUITE 217HINSDALEIL60521NONEPUBLIC CHARITYUNRESTRICTED$5,000
FINCA
1201 15TH STREE NWWASHINGTONDC20005NONEPUBLIC CHARITYUNRESTRICTED$2,000
METROPOLITAN MINISTRIES
2301 N TAMPA STTAMPAFL33602NONEPUBLIC CHARITYUNRESTRICTED$2,000
CHICAGO HISTORY MUSEUM
1601 N CLARK STCHICAGOIL60614NONEPUBLIC CHARITYUNRESTRICTED$2,000
MISERICORDIA
6300 N RIDGE AVENUECHICAGOIL60660NONEPUBLIC CHARITYUNRESTRICTED$10,000
CATHOLIC CHARITIES
2050 BALLENGER AVE SUITE 400ALEXANDRIAVA22314NONEPUBLIC CHARITYUNRESTRICTED$15,000
JOHN HOPKINS ALL CHILDREN'S HOSPITAL
501 6TH AVENUE SOUTHST PETERSBURGFL33701NONEPUBLIC CHARITYUNRESTRICTED$10,000
MAKE-A-WISH SOUTHERN FLORIDA
1300 N WESTSHORE BLVD 100TAMPAFL33607NONEPUBLIC CHARITYUNRESTRICTED$5,000
CHICAGO BOTANIC GARDENS
1000 LAKE COOK RDGLENCOEIL60022NONEPUBLIC CHARITYUNRESTRICTED$2,000
OCEAN CONSERVANCY
1300 19TH STREET NW 8TH FLOORWASHINGTONDC20036NONEPUBLIC CHARITYUNRESTRICTED$2,000
HABITAT FOR HUMANITY
322 W LAMAR STREETAMERICUSGA31709NONEPUBLIC CHARITYUNRESTRICTED$2,000
OTHER CHARITABLE INSTITUTIONS (EACH LESS THAN 2000)
VARIOUSCHICAGOIL60604NONEPUBLIC CHARITYUNRESTRICTED$8,500
OXFAM AMERICA
226 CAUSEWAY STBOSTONMA02114NONEPUBLIC CHARITYUNRESTRICTED$2,000
GLOBAL GIVING FOUNDATION
1 THOMAS CIRCLE NW SUITE 800WASHINGTONDC20005NONEPUBLIC CHARITYGIVING FOR MADAGASCAR$5,000
DIRECT RELEIF
6100 WALLACE BECKNELL ROADSANTA BARBARACA93117NONEPUBLIC CHARITYUKRAINE RELIEF$5,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN560079847NONEPUBLIC CHARITYUNRESTRICTED$2,000
THE ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603NONEPUBLIC CHARITYUNRESTRICTED$2,500
GIVE DIRECTLY
PO BOX 3221 CHURCH STREET STATIONNEW YORKNY10008NONEPUBLIC CHARITYYEMEN RELIEF$10,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVECHICAGOIL60604NONEPUBLIC CHARITYUNRESTRICTED$5,000
CHICAGO ARCHITECTURE CENTER
111 E WACKER DRIVECHICAGOIL60601NONEPUBLIC CHARITYUNRESTRICTED$20,000
THE CATHOLIC UNIVERSITY OF AMERICA
620 MICHIGAN AVE NEWASHINGTONDC20064NONEPUBLIC CHARITYUNRESTRICTED$5,000
SHEDD AQUARIUM
1200 S DUSABLE LK SHORE DRCHICAGOIL60605NONEPUBLIC CHARITYUNRESTRICTED$2,000
LINCOLN PARK ZOO
2001 N CLARK STCHICAGOIL60614NONEPUBLIC CHARITYUNRESTRICTED$2,500
THE ALS ASSOCIATION
1300 WILSON BLVD SUITE 600ARLINGTONVA22209NONEPUBLIC CHARITYUNRESTRICTED$25,000
READING POWER
736 N WESTERN AVE 226LAKE FORESTIL60045NONEPUBLIC CHARITYUNRESTRICTED$5,000
BOYS HOPE GIRLS HOPE OF ILLINOIS
1100 LARAMIE AVEWILMETTEIL60091NONEPUBLIC CHARITYUNRESTRICTED$5,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BOULEVARDGLENVIEWIL600268022NONEPUBLIC CHARITYUNRESTRICTED$5,000
COOL EARTH
ONE HANSON PLACE 17DBROOKLYNNY11243NONEPUBLIC CHARITYUNRESTRICTED$10,000
GIVE DIRECTLY
PO BOX 3221 CHURCH STREET STATIONNEW YORKNY10008NONEPUBLIC CHARITYUNRESTRICTED$8,000
MALARIA CONSORTIUM
PO BOX 6334HERMITAGEPA161480923NONEPUBLIC CHARITYUNRESTRICTED$6,000
PRATHAM USA
9703 RICHMOND AVENUE SUITE 102HOUSTONTX77042NONEPUBLIC CHARITYUNRESTRICTED$5,000
AGAINST MALARIA FOUNDATION
310 W 20TH STREET SUITE 300KANSAS CITYMO64108NONEPUBLIC CHARITYUNRESTRICTED$100,000
SOLARAID
67 35TH STREETBROOKLYNNY11232NONEPUBLIC CHARITYSCHOOLS AND ENTREPRENEUR MODEL$30,000
SOLARAID
67 35TH STREETBROOKLYNNY11232NONEPUBLIC CHARITYMAYI WALAS PROGRAM$20,000
HOLUALOA FOUNDATION FOR ARTS & CULTURE
78-6670 MAMALAHOA HWYHOLUALOAHI96725NONEPUBLIC CHARITYUNRESTRICTED$5,000
HOPE SERVICES HAWAII
357 WAIANUENUE AVEHILOHI96720NONEPUBLIC CHARITYUNRESTRICTED$7,000
FAMILY PROGRAMS HAWAII
801 S KING STHONOLULUHI96813NONEPUBLIC CHARITYUNRESTRICTED$5,000
TAHIRIH JUSTICE CENTER
211 E LOMBARD ST SUITE 307BALTIMOREMD21202NONEPUBLIC CHARITYUNRESTRICTED$6,000
THE NIGHT MINISTRY
1735 N ASHLAND AVE SUITE 2000CHICAGOIL60622NONEPUBLIC CHARITYUNRESTRICTED$6,000
GLOBAL GIVING FOUNDATION
1 THOMAS CIRCLE NW SUITE 800WASHINGTONDC20005NONEPUBLIC CHARITYUKRAINE RELIEF$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$424,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$458,289ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,503ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$531,792ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$531,792TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$3,015Amt
Net Investment Income$1,508NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,507DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIES OWNED, AT FAIR VALUEStockNm
EOY Book Value$6,097,946EOYBookValueAmt
EOYFMV$6,097,946EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$38,036BOYBookValueAmt
EOY Book Value$38,259EOYBookValueAmt
EOYFMV$38,259EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIESDesc
Amt$224,303Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MISCELLANEOUS EXPENSES$836$418$418
BANK SERVICE FEES$195$98$97

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt
Amt$7,337Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt