THOMAS P AND PATRICIA A ODONNELL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS P AND PATRICIA A ODONNELL FAMILY FOUNDATION (EIN 36-4334239)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-02-10
- IRS object ID
- 202320419349100722
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-10T15:24:54-06:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363618670 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MADDEN JIGANTI MOORE & SINARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE ST SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364334239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS P AND PATRICIA A O'DONNELL | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION C/O MADDEN JIGANTI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 3123464101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE STREET 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA A O'DONNELL | PersonNm |
| Person Title | TREASURER, DIRECTOR | PersonTitleTxt |
| Phone | 3123464101 | PhoneNum |
| Signature | 2023-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | ODONNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE L BRONKE | PreparerPersonNm |
| PTIN | P00046176 | PTIN |
| Phone | 3123464101 | PhoneNum |
| Preparation | 2023-02-09 | 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 | $1,122,439 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,554 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,613,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,554 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,577 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,498 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,498 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $316,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,498 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$277,958 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$6 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $22,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,302 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,302 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $776,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $698,910 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,150,648 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,052,537 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $737 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,600 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,600 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,498,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,220,550 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,122,439 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,498,508 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,220,550 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,498,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,220,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,498,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,220,550 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,498,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$277,958 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,220,550 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,220,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 38 SHS AMERICAN TOWER CORP | P | 2021-06-10 | 2021-10-26 | $10,926 | $10,245 | $681 | $681 |
| 34 SHS META PLATFORMS INC | P | 2021-10-26 | 2021-06-10 | $10,964 | $11,268 | -$304 | -$304 |
| 20 SHS JACOBS ENGR GROUP | P | $2,604 | $2,700 | -$96 | -$96 | ||
| 3 SHS ACCENTURE PLC | P | $930 | $926 | $4 | $4 | ||
| 7 SHS ADOBE SYS INC | P | $2,807 | $3,358 | -$551 | -$551 | ||
| 19 SHS ALCON AG | P | $1,408 | $1,399 | $9 | $9 | ||
| 2 SHS ALPHABET INC | P | 2022-05-13 | 2022-06-27 | $4,765 | $4,636 | $129 | $129 |
| 140 SHS AMAZON COM INC | P | $16,390 | $21,339 | -$4,949 | -$4,949 | ||
| 20 SHS ANALOG DEVICES INC | P | 2022-06-27 | $3,022 | $3,230 | -$208 | -$208 | |
| 35 SHS ARCH CAPITAL GROUP | P | $1,603 | $1,527 | $76 | $76 | ||
| 8 SHS BECTON DICKINSON & CO | P | $2,056 | $2,027 | $29 | $29 | ||
| 6 SHS BERKSHIRE HATHAWAY INC CL B | P | $1,925 | $1,817 | $108 | $108 | ||
| 128 SHS BLACK KNIGHT INC | P | $8,444 | $9,303 | -$859 | -$859 | ||
| 33 SHS BROODFIELD ASSET MGMT INC | P | $1,694 | $1,724 | -$30 | -$30 | ||
| 10 SHS COPART INC | P | $1,165 | $1,239 | -$74 | -$74 | ||
| 4 SHS DANAHER CORP | P | $1,109 | $1,048 | $61 | $61 | ||
| 7 SHS DOLLAR TREE INC | P | 2022-02-25 | 2022-06-27 | $1,102 | $982 | $120 | $120 |
| 15.8 SHS EMBECTA CORPORATION | P | $512 | $449 | $63 | $63 | ||
| 9 SHS FISERV INC | P | 2022-02-25 | 2022-06-27 | $844 | $888 | -$44 | -$44 |
| 55 SHS ISHARES CORE SP 500 ETF | P | $21,446 | $21,624 | -$178 | -$178 | ||
| 19 SHS LIBERTY BROADBAND CORP | P | $2,352 | $2,987 | -$635 | -$635 | ||
| 28 SHS LINDE PLC | P | 2021-06-10 | 2022-01-11 | $9,347 | $8,168 | $1,179 | $1,179 |
| 4 SHS LOWES COS INC | P | 2022-02-25 | 2022-06-27 | $732 | $865 | -$133 | -$133 |
| 10 SHS MARSH & MCLENNAN COS INC | P | $1,578 | $1,467 | $111 | $111 | ||
| 2237.83 SHS MFB NORTHERN FDS EMERGING MARKETS | P | 2022-06-27 | $30,479 | $35,781 | -$5,302 | -$5,302 | |
| 507.10 SHS MFB NORTHERN FDS GLOBAL REAL ESTATE | P | 2021-08-12 | 2022-07-26 | $4,990 | $5,964 | -$974 | -$974 |
| 1937.30 SHS MFB NORTHERN FUNDS FIXED INCOME | P | 2022-06-27 | $17,649 | $19,181 | -$1,532 | -$1,532 | |
| 16922.67 SHS MRF NORTHERN HIGH YIELD FIXED INCOME | P | 2022-06-27 | $97,136 | $113,074 | -$15,938 | -$15,938 | |
| 2531.79 SHS MFB NORTHERN MULTI MANAGER GLOBAL | P | 2022-06-27 | $30,078 | $31,594 | -$1,516 | -$1,516 | |
| 3436.83 SHS MFB NORTHERN ACTIVE INTERNATIONAL EQUITY | P | 2022-06-27 | $34,849 | $42,610 | -$7,761 | -$7,761 | |
| 120 SHS MFC FLEXSHARES TR IBOXX | P | 2022-03-10 | 2022-07-26 | $3,001 | $3,165 | -$164 | -$164 |
| 125 SHS MFC ISHARES TR CORE S&P SMALL CAP ETF | P | 2022-06-27 | 2022-07-26 | $12,170 | $11,848 | $322 | $322 |
| 295 SHS MFC ISHARES TR 1-5 YR INVT | P | 2022-06-27 | 2022-07-26 | $15,000 | $14,871 | $129 | $129 |
| 3164.56 SHS MFO PIMCO FDS PAC INV MGMT SER HIGH YIELD | P | 2022-06-27 | 2022-07-26 | $25,000 | $24,462 | $538 | $538 |
| 659.98 SHS MFO VANGUARD INFLATION PROTECTED SEC FD | P | 2022-06-27 | $17,080 | $18,388 | -$1,308 | -$1,308 | |
| 35 SHS NIKE INC | P | $3,941 | $4,379 | -$438 | -$438 | ||
| 619.70 SHS NORTHERN FUNDS SM CAP CORE FD | P | 2022-06-27 | $15,114 | $17,233 | -$2,119 | -$2,119 | |
| 64 SHS NOVARTIS AG | P | $5,507 | $5,778 | -$271 | -$271 | ||
| 148 SHS PACCAR INC | P | $12,830 | $13,233 | -$403 | -$403 | ||
| 44 SHS PARKER-HANNIFIN CORP | P | $11,287 | $13,660 | -$2,373 | -$2,373 | ||
| 93 SHS PPG IND INC | P | 2022-03-01 | $11,679 | $16,367 | -$4,688 | -$4,688 | |
| 68 SHS PROGRESSIVE CORP | P | $7,376 | $6,570 | $806 | $806 | ||
| 10 SHS TE CONNECTIVITY LTD | P | $1,273 | $1,402 | -$129 | -$129 | ||
| 21 SHS TJX COS INC | P | $1,273 | $1,382 | -$109 | -$109 | ||
| 44 SHS US BANCORP | P | $2,201 | $2,574 | -$373 | -$373 | ||
| 1295 SHS VANGUARD FTSE DEVELOPED MARKETS | P | $51,864 | $53,746 | -$1,882 | -$1,882 | ||
| 4 SHS VISA INC | P | 2022-02-25 | 2022-06-27 | $823 | $879 | -$56 | -$56 |
| 108 JACOBS ENG | P | 2021-06-10 | 2022-06-27 | $13,648 | $15,264 | -$1,616 | -$1,616 |
| 35 SHS ACCENTURE PLC | P | 2021-06-10 | 2022-06-27 | $10,462 | $9,951 | $511 | $511 |
| 12 ADOBE SYS INC | P | 2021-06-10 | 2022-06-27 | $4,665 | $6,357 | -$1,692 | -$1,692 |
| 163 SHS ALCON AG COM | P | 2021-06-10 | 2022-06-27 | $11,266 | $11,449 | -$183 | -$183 |
| 8 SHS ALPHABET INC CAP STK | P | 2021-06-10 | 2022-06-27 | $19,058 | $20,108 | -$1,050 | -$1,050 |
| 88 SHS ANALOG DEVICES INC | P | $13,384 | $8,549 | $4,835 | $4,835 | ||
| 308 SHS ARCH CAPITAL GROUP | P | 2022-06-27 | $13,805 | $12,118 | $1,687 | $1,687 | |
| 72 SHS BECTON DICKINSON & CO | P | 2022-06-27 | $18,048 | $17,226 | $822 | $822 | |
| 50 SHS BERKSHIRE HATHAWAY INC | P | 2021-06-10 | 2022-06-27 | $14,012 | $14,384 | -$372 | -$372 |
| 289 SHS BROOKFIELD ASSET MGMT INC | P | 2021-06-10 | 2022-06-27 | $13,306 | $14,401 | -$1,095 | -$1,095 |
| 85 SHS COPART INC | P | 2021-06-10 | 2022-06-27 | $9,572 | $10,501 | -$929 | -$929 |
| 38 SHS DANAHER CORP | P | 2021-06-10 | 2022-06-27 | $9,821 | $9,345 | $476 | $476 |
| 130 SHS DOLLAR TREE INC | P | $20,447 | $12,269 | $8,178 | $8,178 | ||
| 168 SHS FISERV INC | P | $15,818 | $16,605 | -$787 | -$787 | ||
| 106 SHS LIBERTY BROADBAND CORP | P | 2021-06-10 | 2022-06-27 | $12,226 | $17,152 | -$4,926 | -$4,926 |
| 93 SHS LOWES COS INC | P | $17,194 | $12,149 | $5,045 | $5,045 | ||
| 90 SHS MARSH & MCLENNAN | P | 2021-06-21 | 2022-06-27 | $14,300 | $12,529 | $1,771 | $1,771 |
| 4472.32 SHS MFB NORTHER FDS ACTIVE EMERGING MARKETS | P | $65,699 | $89,398 | -$23,699 | -$23,699 | ||
| 806.65 SHS MFB NORTHERN FDS GLOBAL REAL ESTATE IND | P | $8,006 | $9,044 | -$1,038 | -$1,038 | ||
| 13216.47 SHS MFB NORTHERN FUNDS FIXED INCOME | P | $121,593 | $139,144 | -$17,551 | -$17,551 | ||
| 14095.73 SHS MFB NORTHERN HIGH YIELD FIXED INCOME FUND | P | $80,994 | $82,892 | -$1,898 | -$1,898 | ||
| 2475.20 SHS MRB NORTHERN MULTI MANAGER GLOBAL LISTED INFRASTRUCTURE | P | $29,536 | $28,692 | $844 | $844 | ||
| 20949.46 SHS MFB NORTHERN ACTIVE INTERNATIONAL EQUITY | P | $224,393 | $189,275 | $35,118 | $35,118 | ||
| 805 SHS MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | P | 2021-02-18 | $36,498 | $28,781 | $7,717 | $7,717 | |
| 1016 MFC ISHARES TRUST CORE US AGGREGATE BD ETF | P | 2021-01-21 | $105,934 | $119,149 | -$13,215 | -$13,215 | |
| 1364.42 SHS NORTHERN FUNDS SM CAP CORE FD | P | $34,417 | $28,439 | $5,978 | $5,978 | ||
| 140 NOVARTIS AG | P | 2021-06-10 | 2022-06-27 | $11,909 | $13,105 | -$1,196 | -$1,196 |
| 77 SHS PACCAR INC | P | 2021-06-10 | 2022-06-27 | $6,524 | $7,088 | -$564 | -$564 |
| 113 SHS PROGRESSIVE CORP | P | 2021-06-10 | 2022-06-27 | $13,100 | $10,792 | $2,308 | $2,308 |
| 87 SHS TE CONNECTIVITY LTD | P | 2021-06-10 | 2022-06-27 | $10,390 | $11,883 | -$1,493 | -$1,493 |
| 191 TJX COS INC | P | 2021-06-10 | 2022-06-27 | $11,599 | $12,403 | -$804 | -$804 |
| 240 US BANCORP | P | 2021-06-10 | 2022-06-27 | $11,442 | $14,186 | -$2,744 | -$2,744 |
| 66 SHS VISA INC | P | $13,572 | $12,779 | $793 | $793 | ||
| 735 SHS MFC FLEXSHARES TR MONRNINGSTAR GLOBAL | P | 2022-07-26 | $28,742 | $28,258 | $484 | $484 | |
| CAPITAL GAINS DIVIDENDS | P | $45,880 | $45,880 | $45,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | 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 | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,238 | OverpaymentAmt |
| Applied To ES Tax | $3,238 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA A O'DONNELL | IndividualWithBooksNm |
| Phone | 9549380397 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 BROOKVIEW COURT | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA A O'DONNELL | ||||||||
| 60 BROOKVIEW COURT | HINSDALE | IL | 60521 | TREASURER, DIRECTOR | 0.00 | $0 | $0 | $0 |
| THOMAS P O'DONNELL III | ||||||||
| 8052 N STATE ROAD 59 | MILTON | WI | 53563 | SECRETARY, DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHLEEN O'DONNELL | ||||||||
| 5455 N SHERIDAN ROAD UNIT 3601/2602 | CHICAGO | IL | 60640 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOSEPH C O'DONNELL | ||||||||
| PO BOX 688 | BAILEYS HARBOR | WI | 54202 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| EILEEN T LEEDY | ||||||||
| 918 ALAMEDA STREET | ORLANDO | FL | 32804 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY LEE CULLIGAN | ||||||||
| 8835 BLUE MOUNTAIN DR | GOLDEN | CO | 80403 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,483,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,568,162 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,568,162 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,544,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,232 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,232 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $362 | TotalTaxAmt |
| Distributable Before Adj | $76,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $295,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $22,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,452 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $90,754 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $212,447 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $410,859 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,870 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $218,130 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $628,989 | 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 | $628,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $22,206 | ExcessFromYear4Amt |
| Excess From Year3 | $85,452 | ExcessFromYear3Amt |
| Excess From Year2 | $90,754 | ExcessFromYear2Amt |
| Excess From Year1 | $212,447 | ExcessFromYear1Amt |
| Excess From Current Year | $218,130 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA A O'DONNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ACCELLERATED CURE PROJECT | |||||
| 460 TOTTEN POND RD SUITE 140 | WALTHAM | MA | 02451 | CHARITABLE PURPOSE | $7,000 |
| ACTION CENTER | |||||
| 7890 SHERMAN STREET | DENVER | CO | 80203 | CHARITABLE PURPOSE | $2,500 |
| ADULT LITERACY LEAGUE | |||||
| 35 W MICHIGAN ST SUITE 100 | ORLANDO | FL | 32806 | CHARITABLE PURPOSE | $5,000 |
| ALZHEIMERS & DEMENTIA RESOURCE CENTER | |||||
| 715 DOUGLASS AVE SUITE 53 | ALTAMONTE SPRINGS | FL | 32714 | CHARITABLE PURPOSE | $5,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | CHARITABLE PURPOSE | $5,000 |
| ANGELIC ORGANICS LEARNING CENTER | |||||
| 1547 ROCKTON RD | CALEDONIA | IL | 61011 | CHARITABLE PURPOSE | $4,000 |
| ARRUPE COLLEGE SJ | |||||
| 1010 N HOOKER STREET | CHICAGO | IL | 60642 | CHARITABLE PURPOSE | $5,000 |
| AUDUBON CENTER FOR BIRDS OF PREY | |||||
| 1101 AUDUBON WAY | MAITLAND | FL | 32751 | CHARITABLE PURPOSE | $2,500 |
| BACH FESTIVAL SOCIETY OF WINTER PARK | |||||
| 1000 HOLT AVE 2763 | WINTER PARK | FL | 32789 | CHARITABLE PURPOSE | $7,500 |
| BETHANY CHRISTIAN SERVICES OF WISCONSIN | |||||
| N14 W233755 STONE RIDGE 265 | WAUKESHA | WI | 53188 | CHARITABLE PURPOSE | $8,000 |
| BR RYALL YMCABILLY O'DONNELL BASKETBALL CAMP | |||||
| 1 DIEKE WAY | GLEN ELLYN | IL | 60137 | CHARITABLE PURPOSE | $12,000 |
| BRIDGE COMMUNITIES | |||||
| 505 CRESCENT BLVD | GLEN ELLYN | IL | 60137 | CHARITABLE PURPOSE | $5,000 |
| BROTHERS OF ST CHARLES LWANGA | |||||
| 6235 N KENMORE AVE | CHICAGO | IL | 60660 | CHARITABLE PURPOSE | $8,000 |
| CAMP ONE STEP | |||||
| 213 W INSTITUTE PLACE SUITE 140 | CHICAGO | IL | 60610 | CHARITABLE PURPOSE | $8,000 |
| CATHOLIC CHARITIES PAULSEN HOPE HOUSE | |||||
| 3130 FINLEY FD | DOWNERS GROVE | IL | 60515 | CHARITABLE PURPOSE | $5,000 |
| CENTER FOR ADVANCING DOMESTIC PEACE | |||||
| 813 S WESTERN AVE | CHICAGO | IL | 60612 | CHARITABLE PURPOSE | $3,000 |
| CHICAGO POLICE MEMORIAL FOUNDATION | |||||
| 10339 S PULASKI | CHICAGO | IL | 60655 | CHARITABLE PURPOSE | $25,000 |
| COME BACK YOGA | |||||
| PO BOX 27621 | DENVER | CO | 80277 | CHARITABLE PURPOSE | $2,500 |
| COMMUNITY FOUNDATION BOULDER COUNTY | |||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | CHARITABLE PURPOSE | $10,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||
| 1215 S 45TH ST | MILWAUKEE | WI | 53214 | CHARITABLE PURPOSE | $5,000 |
| DAVE'S HOUSE | |||||
| PO BOX 1466 | WINDERMERE | FL | 34786 | CHARITABLE PURPOSE | $7,500 |
| FARM SHARE INC | |||||
| 14125 SW 320TH ST | HOMESTEAD | FL | 33033 | CHARITABLE PURPOSE | $5,000 |
| FLORIDA NATIVE PLANT SOCIETY | |||||
| PO BOX 278 | MELBOURNE | FL | 32902 | CHARITABLE PURPOSE | $2,500 |
| FOOD BANK OF THE ROCKIES | |||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | CHARITABLE PURPOSE | $5,000 |
| HELP FOR DOOR COUNTY | |||||
| 219 GREEN BAY ROAD | STURGEON BAY | WI | 54235 | CHARITABLE PURPOSE | $4,500 |
| HINSDALE HOSPITAL FOUNDATION | |||||
| 120 N OAK ST | HINSDALE | IL | 60521 | CHARITABLE PURPOSE | $5,000 |
| HORIZON HIGH SCHOOL OF MADISON INC | |||||
| PO BOX 45045 | MADISON | WI | 53744 | CHARITABLE PURPOSE | $10,000 |
| MEDIA LITERACY NOW | |||||
| 15 MAIN ST 102 | WATERTOWN | MA | 02472 | CHARITABLE PURPOSE | $5,000 |
| MERCY HOME | |||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | CHARITABLE PURPOSE | $2,000 |
| MILWAUKEE RESCUE MISSION | |||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | CHARITABLE PURPOSE | $8,000 |
| NATIONAL MS SOCIETY | |||||
| 525 W MONROE STREET | CHICAGO | IL | 60611 | CHARITABLE PURPOSE | $4,500 |
| NATIONAL SAFE HAVEN ALLIANCE | |||||
| PO BOX 12631 | GLENDALE | AZ | 85318 | CHARITABLE PURPOSE | $8,000 |
| ND PARISH FOOD PANTRY | |||||
| 64 NORFOLK | CLARENDON HILLS | IL | 60514 | CHARITABLE PURPOSE | $5,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||
| 237 DEARBORN COURT | BATAVIA | IL | 60134 | CHARITABLE PURPOSE | $5,000 |
| NURSE-FAMILY PARTNERSHIP | |||||
| 1900 GRAND ST SUITE 400 | DENVER | CO | 80203 | CHARITABLE PURPOSE | $10,000 |
| ONE HEART FOR WOMEN & CHILDREN | |||||
| 2040 N RIO GRANDE AVE | ORLANDO | FL | 32804 | CHARITABLE PURPOSE | $5,000 |
| PRECIOUS BLOOD MINISTRY OF RECONCILIATION | |||||
| PO BOX 09379 | CHICAGO | IL | 60609 | CHARITABLE PURPOSE | $5,000 |
| PROMEDICA FOUNDATION | |||||
| 444 N SUMMIT ST | TOLEDO | OH | 43604 | CHARITABLE PURPOSE | $2,000 |
| RED CLOUD SCHOOL | |||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | CHARITABLE PURPOSE | $10,000 |
| SACRED HEART CHURCH | |||||
| 40 E HIGHWAY 18 | PINE RIDGE | SD | 57770 | CHARITABLE PURPOSE | $5,000 |
| SCHOLARSHIP AMERICA | |||||
| 7900 INTERNATIONAL DR | MINNEAPOLIS | MN | 554252561 | CHARITABLE PURPOSE | $7,000 |
| SECOND WIND FUND | |||||
| 899 LOGAN ST SUITE 208 | DENVER | CO | 80203 | CHARITABLE PURPOSE | $5,000 |
| SEED SAVERS EXCHANGE SEEDSAVERSORG | |||||
| 3094 NORTH WINN RD | DECORAH | IA | 52101 | CHARITABLE PURPOSE | $5,000 |
| SEVEN GENERATIONS AHEAD | |||||
| 1049 LAKE ST SUITE 200 | OAK PARK | IL | 60301 | CHARITABLE PURPOSE | $4,000 |
| SUNSHINE HOUSE | |||||
| 55 YEW ST | STURGEON BAY | WI | 54235 | CHARITABLE PURPOSE | $4,500 |
| THE ELEPHANT SANCTUARY | |||||
| PO BOX 393 | HOHENWALD | TN | 38462 | CHARITABLE PURPOSE | $2,500 |
| THE XERCES SOCIETY | |||||
| PO BOX 97387 | WASHINGTON | DC | 200907387 | CHARITABLE PURPOSE | $1,000 |
| TREES WATER & PEOPLE | |||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 85024 | CHARITABLE PURPOSE | $5,000 |
| TRINITY UNTD METH CHURCH COMM MEALS | |||||
| 273 MEETING STREET | CHARLESTON | SC | 29401 | CHARITABLE PURPOSE | $2,000 |
| WHY HUNGER | |||||
| 505 8TH ST SUITE 2100 | NEW YORK | NY | 10018 | CHARITABLE PURPOSE | $7,500 |
| XAVIER UNIVERSITY | |||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | CHARITABLE PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $43,554 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,437 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,117 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,117 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THESE ITEMS OF INCOME ARE A DIRECT RESULT OF THE FOUNDATION DIRECTORS |
| 4 | INVESTMENT OF THE FOUNDATION ASSETS IN A PRUDENT MANNER, WHICH IS |
| 8 | CONSISTENT WITH THEIR FIDUCIARY DUTY TO THE FOUNDATION |
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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REGULATIONS SECTION 53.4942(A)-3(D)(2), THE THOMAS P. AND PATRICIA A. FAMILY FOUNDATION ELECTS TO APPLY UNDISTRIBUTED INCOME FROM 2008, $19,455, AGAINST QUALIFYING DISTRIBUTIONS MADE IN 2010. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS AND ETFS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,150,648 | BookValueAmt |
| EOYFMV | $1,052,537 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MADDEN, JIGANTI, MOORE & SINARS | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $737 | BOYBookValueAmt |
| EOY Book Value | $3,600 | EOYBookValueAmt |
| EOYFMV | $3,600 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $11,311 | $11,311 | $0 |
| MISCELLANEOUS EXPENSES | $842 | $842 | $0 |
| FILING FEE | $10 | $10 | $0 |
| RECLASSIFICATION OF 2020 INCOME | $335 | $335 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $3,577 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |