FULK FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FULK FAMILY FOUNDATION INC (EIN 47-0732237)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2023-03-21
- IRS object ID
- 202320809349100102
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-21T07:19:14-05:00 | ReturnTs |
| Tax Period End | 2022-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET STE 1040 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | 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 | 470732237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCIA COFFMAN | InCareOfNm |
| Business Name Control | FULK | BusinessNameControlTxt |
| Phone | 3122362208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S Wacker Dr SUITE 2400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606064211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA COFFMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3122362208 | PhoneNum |
| Signature | 2022-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCIA | PersonFirstNm |
| Person Last | COFFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON W BOMBECK | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4024737600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $114,170,246 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,568,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,568,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,576,449 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $928,452 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,576,449 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $891,768 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $42,633 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42,633 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,187,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,187,231 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $891,768 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,083,885 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $216,777 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $867,108 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $47,740 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,548 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $38,192 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,060 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,247 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $110,030 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,723 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $44,307 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $361 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $361 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $59,155 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,831 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,324 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,430 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,720 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $166,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,334 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $133,334 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,569,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $361,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,161,045 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,514,077 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,514,077 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,083,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $361,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,675,122 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,896,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,825,920 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $891,768 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,064,502 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,393,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,393,249 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $157,313,761 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $79,341,250 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $80,200,311 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,174,158 | CorporateStockBOYAmt |
| Corporate Stock EOY | $785,022 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,803,600 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,094 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $3,094 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $361 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,959,508 | OtherAssetsBOYAmt |
| Other Assets EOY | $988,334 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,773,086 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $173,512,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,507,856 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $114,170,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $173,512,290 | RetainedEarningBOYAmt |
| Retained Earning EOY | $111,507,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $173,512,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,507,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $173,512,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $111,507,856 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $173,512,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,896,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $891,768 | OtherIncreasesAmt |
| Subtotal | $111,507,856 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $111,507,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE HTWY | 2015-09-22 | 2022-01-04 | $928,452 | $389,136 | $539,316 | $539,316 |
| L/T GAIN - PARTNERSHIP | $884,285 | |||||
| S/T GAIN - PARTNERSHIP | $3,750 | |||||
| U.S. TREASURY BILLS | $149,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,576,449 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,080 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67,080 | SubtotalAmt |
| Tax Based On Investment Income | $67,080 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $76,671 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $101,671 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,591 | OverpaymentAmt |
| Applied To ES Tax | $34,591 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FULKFF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA COFFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122362208 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WACKER DR SUITE 2400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606064211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALICE BRUNNER | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | VICE PRESIDENT | 5.5 | $150,000 | $0 | $0 |
| MARCIA COFFMAN | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | TREASURER/ADMINISTRATOR | 27.5 | $303,885 | $0 | $0 |
| N JANE MORRISON | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | PRESIDENT | 21.0 | $210,000 | $0 | $0 |
| LINDA KRONING | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | SECRETARY | 20.0 | $210,000 | $0 | $0 |
| RUSSELL BARTMES | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | VICE PRESIDENT | 26.0 | $210,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FORVIS LLP | |||||
| 1248 O STREET STE 1040 | LINCOLN | NE | 68508 | ACCOUNTING SERVICES | $50,120 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DR 302 | FAIRFIELD | CT | 06824 | ADMIN SUPPORT | $129,700 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,338,237 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,944,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,964,767 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $147,247,148 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $147,247,148 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,208,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $145,038,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,251,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,251,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,080 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,080 | TotalTaxAmt |
| Distributable Before Adj | $7,184,842 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $891,768 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,076,610 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,076,610 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,675,122 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $67,675,122 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,076,610 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,130,823 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $39,377,660 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,446,873 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,707,161 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,164,098 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $229,826,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,675,122 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,076,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,598,512 | RemainingDistriFromCorpusAmt |
| Total Corpus | $289,425,127 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,130,823 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $274,294,304 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,377,660 | ExcessFromYear4Amt |
| Excess From Year3 | $50,446,873 | ExcessFromYear3Amt |
| Excess From Year2 | $68,707,140 | ExcessFromYear2Amt |
| Excess From Year1 | $56,164,119 | ExcessFromYear1Amt |
| Excess From Current Year | $59,598,512 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FULK FARMS INC | ContributingManagerNm |
| Contributing Manager | ROBERT W FULK IRREVOCABLE TRUST | ContributingManagerNm |
| Contributing Manager | ROBERT W FULK | ContributingManagerNm |
| Contributing Manager | WILMA B FULK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 21ST CENTURY CHARTER SCHOOL AT GARY INC | |||||||
| 556 WASHINGTON ST | GARY | IN | 464021915 | NONE | PC | PEER TUTOR PROGRAM | $50,000 |
| A BETTER CHICAGO | |||||||
| 200 W MADISON ST 3RD FLOOR | CHICAGO | IL | 606063412 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION | |||||||
| 944 CLOCK TOWER DR STE B | SPRINGFIELD | IL | 627046022 | NONE | PC | ABRAHAM LINCOLN PROJECT | $75,000 |
| ADLER PLANETARIUM | |||||||
| 1300 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | NONE | PC | DIGITIZATION - AUDIO VISUAL MATERIALS | $60,000 |
| ADLER PLANETARIUM | |||||||
| 1300 S DUSABLE LAKESHORE | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $50,000 |
| ALBANY PARK THEATER PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 60625 | NONE | PC | PORT OF ENTRY | $25,000 |
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| 2451 CRYSTAL DRIVE STE 900 | ARLINGTON | VA | 22202 | NONE | PC | CAMP PLANET D | $50,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 191021403 | NONE | PC | GENERAL SUPPORT | $100,000 |
| AMERICAN FRIENDS SERVICE COMMITTEE | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 191021403 | NONE | PC | FELLOWSHIP PROGRAM | $200,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | HURRICANE IDA RELIEF | $500,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | DISASTER RELIEF | $250,000 |
| ANTI-CRUELTY SOCIETY | |||||||
| 157 W GRAND AVE | CHICAGO | IL | 606547105 | NONE | PC | CANINES FOR KINDNESS | $35,000 |
| ART IMPACT PROJECT NFP | |||||||
| 794 OAKWOOD AVE | LAKE FOREST | IL | 600451805 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 125045000 | NONE | PC | BPI WOMEN'S COLLEGE | $750,000 |
| BEVERLY AREA ARTS ALLIANCE | |||||||
| 10122 S WOOD ST | CHICAGO | IL | 606432014 | NONE | PC | GENERAL SUPPORT | $50,000 |
| BEVERLY ART CENTER | |||||||
| 2407 W 111TH ST | CHICAGO | IL | 606551309 | NONE | PC | GENERAL SUPPORT | $30,000 |
| BOTTOM LINE INC | |||||||
| 500 AMORY ST SUITE 3 | BOSTON | MA | 021302775 | NONE | PC | GENERAL SUPPORT | $15,000 |
| BOXING OUT NEGATIVITY INC | |||||||
| 4059 W 21ST ST | CHICAGO | IL | 606232809 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | CAPITAL CAMPAIGN | $1,000,000 |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | RENOVATION | $100,000 |
| BROWNVILLE FINE ARTS ASSOCIATION | |||||||
| PO BOX 4 | BROWNVILLE | NE | 683210004 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CALUMET COLLEGE | |||||||
| 2400 NEW YORK AVE | WHITING | IN | 463942146 | NONE | PC | FOOD PANTRY | $50,268 |
| CAMPBELL FOUNDATION | |||||||
| 1400 S GERMANTOWN RD | GERMANTOWN | TN | 381382205 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CENTERPOINTE INC | |||||||
| 2633 P ST | LINCOLN | NE | 685033528 | NONE | PC | HEALTHY MINDS & BODIES | $250,000 |
| CENTERPOINTE INC | |||||||
| 2633 P ST | LINCOLN | NE | 685033528 | NONE | PC | HEALTHY MINDS & BODIES | $250,000 |
| CENTERPOINTE INC | |||||||
| 2633 P ST | LINCOLN | NE | 685033528 | NONE | PC | HEALTHY MINDS & BODIES | $500,000 |
| CHALKBEAT INC | |||||||
| 450 7TH AVE 32ND FL | NEW YORK | NY | 10123 | NONE | PC | GENERAL SUPPORT | $250,000 |
| CHICAGO COALITION TO SAVE OUR MENTAL HEALTH CENTER | |||||||
| 5760 W IRVING PARK RD | CHICAGO | IL | 606342623 | NONE | PC | PROGRAM EXPANSION | $250,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CHICAGO PUBLIC EDUCATION FUND | |||||||
| 200 W ADAMS ST STE 1175 | CHICAGO | IL | 606065241 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| CHICAGO SHAKESPEARE THEATER | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 606115436 | NONE | PC | TEAM SHAKESPEARE | $20,000 |
| CHICAGO SURVIVORS INC | |||||||
| 1010 W 35TH ST | CHICAGO | IL | 606091401 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CHICAGO YOUTH BOXING CLUB INC | |||||||
| 2300 S MILLARD AVE | CHICAGO | IL | 606233109 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHILDRENS FIRST FUND THE CHICAGO PUBLIC SCHOOL FOU | |||||||
| 42 W MADISON ST | CHICAGO | IL | 606024309 | NONE | PC | SKYLINE CURRICULUM | $100,000 |
| CITY COLLEGES OF CHICAGO FOUNDATION | |||||||
| 180 N WABASH AVE STE 200 | CHICAGO | IL | 606013608 | NONE | PC | CCC STEP PROGRAM | $500,000 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $1,097,457 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $1,171,052 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $1,572,563 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $1,207,810 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $653,602 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $590,085 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $533,571 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $449,177 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $1,021,992 |
| COLLEGE OF LAKE COUNTY FOUNDATION | |||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301148 | NONE | PC | CDL PROG SCHOLARSHIPS | $110,000 |
| COLLEGE OF LAKE COUNTY FOUNDATION | |||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301148 | NONE | PC | URBAN AG FACILITY | $1,000,000 |
| COMMUNITY CONSOLIDATED SCHOOL DISTRICT 21 | |||||||
| 999 W DUNDEE RD | WHEELING | IL | 60090 | NONE | PC | HEALTH CLINIC | $1,000,000 |
| CROSSROADS YOUNG MENS CHRISTIAN ASSOCIATION INC | |||||||
| 100 W BURRELL DR | CROWN POINT | IN | 463079040 | NONE | PC | HAMMOND WOODMAR YMCA | $250,000 |
| DEBATE IT FORWARD | |||||||
| 321 WILLOUGHBY WAY W | MINNETONKA | MN | 553055377 | NONE | PC | GENERAL SUPPORT | $25,000 |
| DESIGN MUSEUM OF CHICAGO | |||||||
| 78 E WASHINGTON ST | CHICAGO | IL | 606024801 | NONE | PC | GENERAL SUPPORT | $20,000 |
| DESIGNS FOR DIGNITY | |||||||
| 445 N WELLS ST STE 402 | CHICAGO | IL | 606544534 | NONE | PC | GENERAL SUPPORT | $10,000 |
| DIGESTIVE HEALTH FOUNDATION | |||||||
| 676 N ST CLAIR ST 14TH FL | CHICAGO | IL | 606112951 | NONE | PC | PROGRAM SUPPORT | $1,000,000 |
| ENLACE CHICAGO | |||||||
| 2756 S HARDING AVE | CHICAGO | IL | 606234407 | NONE | PC | GENERAL SUPPORT | $250,000 |
| ERIE ELEMENTARY CHARTER SCHOOL | |||||||
| 1405 N WASHTENAW AVE | CHICAGO | IL | 606221632 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ERIKSON INSTITUTE | |||||||
| 451 N LA SALLE DR | CHICAGO | IL | 606544510 | NONE | PC | EDUCATION PROGRAMS | $300,000 |
| ERIKSON INSTITUTE | |||||||
| 451 N LA SALLE DR | CHICAGO | IL | 606544510 | NONE | PC | EDUCATION PROGRAMS | $2,200,000 |
| EXECUTIVE SERVICE CORPS OF CHICAGO | |||||||
| 207 E OHIO ST 212 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $80,000 |
| FAMILY ADVOCATES INC | |||||||
| 1005 MICHIGAN AVE | LAPORTE | IN | 463503506 | NONE | PC | CAPITAL CAMPAIGN | $100,000 |
| FCNL EDUCATION FUND | |||||||
| 245 2ND ST NE | WASHINGTON | DC | 200025761 | NONE | PC | EDUCATION PROGRAMS | $250,000 |
| FOOD BANK OF LINCOLN INC | |||||||
| 4840 DORIS BAIR CIRCLE STE A | LINCOLN | NE | 68504 | NONE | PC | GENERAL SUPPORT | $150,000 |
| FOX LAKE ROTARY CLUB FOUNDATION | |||||||
| PO BOX 363 | FOX LAKE | IL | 600200363 | NONE | PC | KIDS HOLIDAY PARTY | $15,000 |
| FOX LAKE ROTARY CLUB FOUNDATION | |||||||
| PO BOX 363 | FOX LAKE | IL | 600200363 | NONE | PC | KIDS HOLIDAY PARTY | $20,000 |
| GILDAS CLUB CHICAGO | |||||||
| 537 N WELLS ST | CHICAGO | IL | 606547113 | NONE | PC | GENERAL SUPPORT | $500,000 |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | |||||||
| 49 WEST 45TH STREET SIXTH FLOOR | NEW YORK | NY | 100364603 | NONE | PC | TEACHER SYMPOSIUM | $75,000 |
| GIRLS IN THE GAME NFP | |||||||
| DOUGLAS PARK CULTURAL CENTER FIELD | CHICAGO | IL | 60623 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GRANT PARK ORCHESTRAL ASSOCIATION | |||||||
| 205 E RANDOLPH ST | CHICAGO | IL | 606016530 | NONE | PC | ENDOWMENT FUND | $1,000,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 606323920 | NONE | PC | GENERAL SUPPORT | $15,000 |
| HIGHWOOD PUBLIC LIBRARY | |||||||
| 102 HIGHWOOD AVE | HIGHWOOD | IL | 60040 | NONE | PC | CONSTRUCTION PROJECT | $300,000 |
| HOLY CROSS COLLEGE INC | |||||||
| 54515 STATE RD 933 NORTH | NOTRE DAME | IN | 46556 | NONE | PC | EDUCATION PROGRAMS | $50,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 BRUNO ST | LOS ANGELES | CA | 900121815 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HOPE CHICAGO INC | |||||||
| 303 E WACKER DR STE 2109 | CHICAGO | IL | 606015312 | NONE | PC | HOPE CHICAGO PROGRAM | $1,000,000 |
| HOPE CHICAGO INC | |||||||
| 303 E WACKER DR STE 2109 | CHICAGO | IL | 606015312 | NONE | PC | HOPE CHICAGO PROGRAM | $1,000,000 |
| HOSPICE OF THE CALUMET AREA INC | |||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 463214032 | NONE | PC | GENERAL SUPPORT | $10,000 |
| HUMBOLDT PARK HEALTH | |||||||
| 1044 N FRANCISCO AVE | CHICAGO | IL | 606222743 | NONE | PC | GENERAL SUPPORT | $100,000 |
| ILLINOIS ACTION FOR CHILDREN | |||||||
| 4753 N BROADWAY ST STE 1200 | CHICAGO | IL | 606404982 | NONE | PC | GENERAL SUPPORT | $500,000 |
| IMPACTING VETERANS LIVES INC | |||||||
| 2323 GREEN BAY RD STE B | NORTH CHICAGO | IL | 600643062 | NONE | PC | GENERAL SUPPORT | $50,000 |
| INDEPENDENCE CENTER INC | |||||||
| 2025 WASHINGTON ST | WAUKEGAN | IL | 600855131 | NONE | PC | GENERAL SUPPORT | $500,000 |
| INNER-CITY COMPUTER STARS FOUNDATION | |||||||
| 415 N DEARBORN ST STE 300 | CHICAGO | IL | 606544698 | NONE | PC | TRAINING EXPANSION | $15,000 |
| INSTITUTE FOR THE ADVANCEMENT OF JOURNALISTIC CLAR | |||||||
| PO BOX 228 | PETROLIA | CA | 95558 | NONE | PC | GENERAL SUPPORT | $50,000 |
| INTUIT THE CENTER FOR INTUITIVE AND OUTSIDE ART | |||||||
| OUTSIDER ART 756 N MILWAUKEE AVE | CHICAGO | IL | 60642 | NONE | PC | SUMMER YOUTH PROGRAM | $10,000 |
| IVY TECH FOUNDATION INC | |||||||
| 50 W FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462085752 | NONE | PC | EDUCATION ASSISTANCE | $50,000 |
| IVY TECH FOUNDATION INC | |||||||
| 50 W FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 462085752 | NONE | PC | PROGRAM EXPANSION | $50,000 |
| KENTUCKY NATURAL LANDS TRUST INC | |||||||
| 433 CHESTNUT ST | BEREA | KY | 404031510 | NONE | PC | HENDERSON ACQUISITION | $437,500 |
| KIDS FIRST CHICAGO FOR EDUCATION | |||||||
| 21 S CLARK ST STE 4301 | CHICAGO | IL | 606032022 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| LAKE BLUFF OPEN LANDS ASSOCIATION | |||||||
| PO BOX 449 | LAKE BLUFF | IL | 600440449 | NONE | PC | GENERAL SUPPORT | $14,500 |
| LAKE FOREST-LAKE BLUFF SENIOR CITIZENS FOUNDATION | |||||||
| 100 E OLD MILL ROAD | LAKE BLUFF | IL | 60044 | NONE | PC | HALL IMPROVEMENTS | $53,000 |
| LAMBS FARM INC | |||||||
| PO BOX 520 | LIBERTYVILLE | IL | 600480520 | NONE | PC | GENERAL SUPPORT | $40,000 |
| LAUREUS SPORT FOR GOOD FOUNDATION OF AMERICA | |||||||
| 645 FIFTH AVENUE NO 5TH FL | NEW YORK | NY | 100225944 | NONE | PC | GENERAL SUPPORT | $10,000 |
| LEMONS OF LOVE INC | |||||||
| 433 E GOLF RD | DES PLAINES | IL | 600162233 | NONE | PC | GENERAL SUPPORT | $25,000 |
| LIGHTHOUSE | |||||||
| 2601 N ST | LINCOLN | NE | 685101334 | NONE | PC | GENERAL SUPPORT | $115,000 |
| LINCOLN CHILDRENS ZOO | |||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | CAPITAL ITEMS | $500,000 |
| LINCOLN COMMUNITY PLAYHOUSE INC | |||||||
| 2500 S 56TH ST | LINCOLN | NE | 685063503 | NONE | PC | BOOKS | $10,000 |
| LINCOLN PARK CONSERVANCY | |||||||
| PO BOX 14703 | CHICAGO | IL | 60614 | NONE | PC | PARK IMPROVEMENTS | $350,000 |
| LINCOLN PARK VILLAGE INC | |||||||
| 2502 N CLARK ST | CHICAGO | IL | 606141850 | NONE | PC | GENERAL SUPPORT | $200,000 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACKER DR STE 860 | CHICAGO | IL | 606062899 | NONE | PC | MILLENNIUM PARK CONCERT | $2,500,000 |
| MALONE COMMUNITY CENTER | |||||||
| 2032 U ST | LINCOLN | NE | 685032955 | NONE | PC | GENERAL SUPPORT | $50,000 |
| MALONE COMMUNITY CENTER | |||||||
| 2032 U ST | LINCOLN | NE | 685032955 | NONE | PC | NEW BUILDING | $500,000 |
| MANO A MANO FAMILY RESOURCE CENTER | |||||||
| 6 E MAIN ST | ROUND LAKE PK | IL | 600733602 | NONE | PC | GENERAL SUPPORT | $40,000 |
| MATT TALBOT KITCHEN & OUTREACH INC | |||||||
| PO BOX 80935 | LINCOLN | NE | 685010935 | NONE | PC | GENERAL SUPPORT | $150,000 |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | |||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 464106233 | NONE | PC | GENERAL SUPPORT | $10,000 |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | |||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 464106233 | NONE | PC | GENERAL SUPPORT | $9,000 |
| MICHAEL REESE HEALTH TRUST | |||||||
| 150 N WACKER DR STE 2320 | CHICAGO | IL | 606061608 | NONE | PC | GENERAL SUPPORT | $900,000 |
| MIDNIGHT CIRCUS IN THE PARKS | |||||||
| 1 S DEARBORN ST | CHICAGO | IL | 606032302 | NONE | PC | 2022 PARKS TOUR | $30,000 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | GENERAL SUPPORT | $602,500 |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | |||||||
| PO BOX 334 | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | LIBRARY IMPROVEMENTS | $50,000 |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH ST SUITE 501 | LINCOLN | NE | 68508 | NONE | PC | APPLE HOUSE PROJECT | $500,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 100144396 | NONE | PC | CALUMET PROJECT | $50,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | GENERAL SUPPORT | $175,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | YOUTH FUND | $2,000,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | DENTAL PROJECT | $100,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | DENTAL PROJECT | $150,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | GRANT MATCH | $250,000 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | YOUTH ENGAGEMENT FUND | $50,000 |
| NEBRASKA HUMANITIES COUNCIL | |||||||
| 215 CENTENNIAL MALL S STE 330 | LINCOLN | NE | 685081836 | NONE | PC | GOVERNOR'S LECTURE | $25,000 |
| NEBRASKA HUMANITIES COUNCIL | |||||||
| 215 CENTENNIAL MALL S STE 330 | LINCOLN | NE | 685081836 | NONE | PC | PRIME TIME SUPPORT | $40,000 |
| NEWBERRY CONSORT NFP | |||||||
| 6530 N GREENVIEW AVE | CHICAGO | IL | 606265008 | NONE | PC | GENERAL SUPPORT | $350,000 |
| NICASA NFP | |||||||
| 31979 N FISH LAKE RD | ROUND LAKE | IL | 600739517 | NONE | PC | BLOCK BY BLOCK PROGRAM | $50,000 |
| NICASA NFP | |||||||
| 31979 N FISH LAKE RD | ROUND LAKE | IL | 600739517 | NONE | PC | GENERAL SUPPORT | $50,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 601343587 | NONE | PC | CENTER IMPROVEMENTS | $500,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||||
| 273 DEARBORN CT | GENEVA | IL | 601343587 | NONE | PC | DISTRIBUTION FACILITY | $500,000 |
| NORTHERN ILLINOIS RECOVERY COMMUNITY ORGANIZATION | |||||||
| 202 S GENESEE ST | WAUKEGAN | IL | 600856543 | NONE | PC | BLOCK BY BLOCK PROGRAM | $50,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST THIRD FLOOR | EVANSTON | IL | 60208 | NONE | PC | VENTURE EQUITY CLASS | $250,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST THIRD FLOOR | EVANSTON | IL | 60208 | NONE | PC | IVDRS AND SUDORS | $230,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 1201 DAVIS ST THIRD FLOOR | EVANSTON | IL | 60208 | NONE | PC | IVDRS AND SUDORS | $275,000 |
| ONEGOAL | |||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 60601 | NONE | PC | EDUCATIONAL PROGRAM | $500,000 |
| PARTNERSHIP FOR COLLEGE COMPLETION | |||||||
| 200 S MICHIGAN AVE STE 1410 | CHICAGO | IL | 606042468 | NONE | PC | GENERAL SUPPORT | $500,000 |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 17 N STATE STREET | CHICAGO | IL | 606023315 | NONE | PC | GENERAL SUPPORT | $100,000 |
| PRESERVATION FOUNDATION OF THE LAKECOUNTY FOREST P | |||||||
| 1899 W WINCHESTER RD | LIBERTYVILLE | IL | 600485367 | NONE | PC | EDUCATION CENTER | $2,000,000 |
| PRESERVATION FOUNDATION OF THE LAKECOUNTY FOREST P | |||||||
| 1899 W WINCHESTER RD | LIBERTYVILLE | IL | 600485367 | NONE | PC | EDUCATION CENTER | $200,000 |
| RECIPE FOR CHANGE | |||||||
| PO BOX 57 | WINNETKA | IL | 60093 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ROUND LAKE CUSD 116 | |||||||
| 884 W NIPPERSINK RD | ROUND LAKE | IL | 60073 | NONE | PC | MOUNTAIN TOP PROGRAM | $75,000 |
| SCHOOL OF AMERICAN MUSIC | |||||||
| 14 MAPLE ST | THREE OAKS | MI | 491281131 | NONE | PC | FUTURE FUND | $25,000 |
| SOUTHERN ILLINOIS UNIVERSITY FOUNDATION | |||||||
| 1235 DOUGLAS DR | CARBONDALE | IL | 629012591 | NONE | PC | GENERAL SUPPORT | $65,000 |
| SOUTHERN ILLINOIS UNIVERSITY FOUNDATION | |||||||
| 1235 DOUGLAS DR | CARBONDALE | IL | 629012591 | NONE | PC | SCHOLARSHIP FUND | $1,000,000 |
| ST CATHERINE HOSPITAL INC | |||||||
| 10010 DONALD S POWERS DR | MUNSTER | IN | 463214054 | NONE | PC | SURGICAL SYSTEM | $470,000 |
| ST CATHERINE HOSPITAL INC | |||||||
| 10010 DONALD S POWERS DR | MUNSTER | IN | 463214054 | NONE | PC | CYBERKNIFE S7 | $1,500,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381053678 | NONE | PC | BIOMEDICAL LIBRARY | $100,000 |
| ST JUDE HOUSE INC | |||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 463074856 | NONE | PC | SECURITY | $105,000 |
| ST JUDE HOUSE INC | |||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 463074856 | NONE | PC | MOBILE ADVOCACY PROGRAM | $391,768 |
| ST JUDE HOUSE INC | |||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 463074856 | NONE | PC | GENERAL SUPPORT | $8,232 |
| SURGE INSTITUTE | |||||||
| 2045 W GRAND AVE STE B PMB 63441 | CHICAGO | IL | 60612 | NONE | PC | FELLOWSHIP PROGRAM | $15,000 |
| TABITHA INC | |||||||
| 4720 RANDOLPH ST | LINCOLN | NE | 685103741 | NONE | PC | GENERAL SUPPORT | $45,000 |
| TABITHA INC | |||||||
| 4720 RANDOLPH ST | LINCOLN | NE | 685103741 | NONE | PC | BUILDING CAMPAIGN | $5,000,000 |
| THE BLOC | |||||||
| 1345 N KARLOV AVE | CHICAGO | IL | 606511958 | NONE | PC | GENERAL SUPPORT | $10,000 |
| THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU | |||||||
| 3015 W DIVISION ST | CHICAGO | IL | 606222739 | NONE | PC | BUILDING CONSTRUCTION | $125,000 |
| THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU | |||||||
| 3015 W DIVISION ST | CHICAGO | IL | 606222739 | NONE | PC | ORCHESTRA EXPENSES | $80,000 |
| THE SALVATION ARMY - MEMPHIS & MID-SOUTH CHAPTER | |||||||
| 696 JACKSON AVE | MEMPHIS | TN | 38105 | NONE | PC | RED KETTLE MATCH | $50,000 |
| UNION LEAGUE BOYS & GIRLS CLUBS | |||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 606043507 | NONE | PC | GENERAL SUPPORT | $40,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | TMW CENTER | $2,800,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | ENDOWMENT FUND | $2,000,000 |
| UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | ENDOWMENT FUND | $1,000,000 |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| PO BOX 734500 | CHICAGO | IL | 60673 | NONE | PC | IWERC FUND | $1,000,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | NE INNOVATION STUDIO | $200,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | UNMC FUND | $655,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | |||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | PROJECT COSTS | $75,000 |
| URBAN INITIATIVES INC | |||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 606611035 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WAUKEGAN PARK DISTRICT | |||||||
| 1324 GOLF ROAD | WAUKEGAN | IL | 60087 | NONE | PC | LIBRARY RENOVATION | $4,750,000 |
| WAUKEGAN TO COLLEGE NFP | |||||||
| 410 GRAND AVE | WAUKEGAN | IL | 600854227 | NONE | PC | GENERAL SUPPORT | $75,000 |
| WILLIAM PENN HOUSE | |||||||
| 515 E CAPITOL ST SE | WASHINGTON | DC | 200031142 | NONE | PC | EDUCATIONAL PROGRAM | $250,000 |
| WORKING BIKES | |||||||
| 2434 S WESTERN AVE | CHICAGO | IL | 606084723 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,514,077 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $0 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | CHICAGO CULTURAL CTR | $0 |
| NEBRASKA COMMUNITY FOUNDATION | |||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | FUND FOR CHILDREN AND YOUTH | $0 |
| BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | BUILDING RENOVATION | $0 |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 125045000 | NONE | PC | BPI WOMEN'S COLLEGE PARTNERSHIP | $0 |
| BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA | |||||||
| 3691 WILLOWCREEK RD STE 200 | PORTAGE | IN | 463685000 | NONE | PC | CAPITAL CAMPAIGN | $0 |
| CALUMET COLLEGE OF ST JOSEPH | |||||||
| 2400 NEW YORK AVE | WHITING | IN | 463942146 | NONE | PC | FOOD PANTRY | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,943,589 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,568,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,576,449 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $42,633 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,187,231 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,187,231 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $50,120 | Amt |
| Net Investment Income | $25,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,060 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COPIER | PropertyDesc |
| Acquired | 2017-02-21 | AcquiredDt |
| Cost Or Other Basis | $3,094 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,733 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $361 | CurrentYearExpenseAmt |
| Net Investment Income | $361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $361 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $778,272 | $1,803,600 |
| AD MAKEPEACE CO. | $6,750 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $79,341,250 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $80,200,311 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COPIER | CategoryOrItemTxt |
| Cost Or Other Basis | $3,094 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,094 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $47,740 | LegalFeesAmt |
| Net Investment Income | $9,548 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,192 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADM HOLDINGS LLC | $6,391 | $6,391 | $0 |
| STONE ARCH CAPITAL II | $517,154 | $340,467 | $236,211 |
| CVE-KAUFFMAN | $1,275,379 | $479,790 | $1,338,528 |
| PHOENIX VENTURE | $20,990 | $22,278 | $22,278 |
| NEW VENTURE PARTNERS IV | $139,594 | $139,408 | $176,069 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTIONS | $1,730 | $346 | $1,384 |
| OFFICE EXPENSE | $7,639 | $1,528 | $6,111 |
| COMPUTER EXPENSE | $15,570 | $3,114 | $12,456 |
| INSURANCE | $7,494 | $1,499 | $5,995 |
| FOUNDATION SOURCE EXPENSE | $129,700 | $25,940 | $103,760 |
| POSTAGE | $1,767 | $353 | $1,414 |
| REPAIRS & MAINTENANCE | $2,763 | $553 | $2,210 |
| MISCELLANEOUS | $5 | $1 | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Income | Desc |
| Revenue And Expenses Per Books | $42,633 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $42,633 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED FUNDS FROM GRANT RECIPIENT | Desc |
| Amt | $891,768 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $44,247 | Amt |
| Net Investment Income | $44,247 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $47,000 | ||
| FOREIGN TAXES | $7,643 | $7,643 | |
| PAYROLL TAXES | $55,384 | $11,077 | $44,307 |
| STATE TAXES | $3 | $3 |