TIF FOUNDATION FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TIF FOUNDATION FUND (EIN 35-2275342)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-01
- IRS object ID
- 202321219349103417
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-01T16:13:15-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352275342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIF FOUNDATION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIFF | BusinessNameControlTxt |
| Phone | 4043706147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 250 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300310250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MICHAEL F IVERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4043706147 | PhoneNum |
| Signature | 2023-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | MICHAEL F IVERSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | L ROBERT PASQUESI | PreparerPersonNm |
| PTIN | P00008831 | PTIN |
| Phone | 8472345000 | PhoneNum |
| Preparation | 2023-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $7,349,842 | 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 | $151,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,184 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $323,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $584,235 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $323,224 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $474,408 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $474,408 | 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 | $206 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $206 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,835 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,178 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,178 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,200 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,419 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $436,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $436,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,419 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $436,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $434,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,470 | CashBOYAmt |
| Cash EOY | $16,618 | CashEOYAmt |
| Cash EOYFMV | $16,618 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $189,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $189,610 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,014,358 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,002,389 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,143,614 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,209,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,208,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,349,842 | 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 | $6,209,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,208,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,209,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,208,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,209,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,208,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,209,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,208,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,208,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100,000 SHS HSBC HOLDINGS PLC 4% 30 MAR 2022 | P | 2018-03-28 | 2022-03-30 | $100,000 | $100,000 | $0 | $0 |
| 332 SHS ISHARES CORE MSCI EMERGING | P | 2020-04-24 | 2022-02-17 | $20,000 | $14,046 | $5,954 | $5,954 |
| 330 SHS ISHARES TR S&P 500 INDEX FD | P | 2018-09-12 | 2022-02-17 | $146,168 | $96,003 | $50,165 | $50,165 |
| 700 SHS ISHARES S&P 100 ETF | P | 2007-10-28 | 2022-02-17 | $142,334 | $28,200 | $114,134 | $114,134 |
| 72 SHS ISHARES TR S&P 500 INDEX FD | P | 2008-10-28 | 2022-02-17 | $31,891 | $7,645 | $24,246 | $24,246 |
| 175 SHS S&P 500 DEPOSITARY RECEIPT TR UNIT SER 1 | P | 2008-10-27 | 2022-02-17 | $77,171 | $15,117 | $62,054 | $62,054 |
| CAPITAL GAINS DIVIDENDS | P | $66,671 | $66,671 | $66,671 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $323,224 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,046 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,046 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,046 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,767 | 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 | $5,767 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $279 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 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 | ROBERT MICHAEL F IVERSON | IndividualWithBooksNm |
| Phone | 4043706147 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 250 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30030 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT MICHAEL F IVERSON | ||||||||
| P O BOX 250 | DECATUR | GA | 30030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY M AUSTIN-KEEVIL | ||||||||
| 20 CHARLESTON ROAD | HINSDALE | IL | 60521 | DIRECTOR | 1.00 | $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 | $7,695,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $460,497 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,155,922 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,155,922 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,033,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,679 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,679 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,046 | TotalTaxAmt |
| Distributable Before Adj | $395,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $395,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $395,633 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $436,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $436,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $395,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $431,176 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $436,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $431,176 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,824 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $390,809 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVE 7TH FL | NEW YORK | NY | 10001 | NONE | 501(C)(3) | OPERATING FUNDS | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 100 TRI STATE INTERNATIONAL 125 | LINCOLNSHIRE | IL | 60069 | NONE | 501(C)(3) | OPERATING FUNDS | $22,000 |
| ANIMAL WELFARE LEAGUE | |||||||
| 10305 SW HWY | CHICAGO RIDGE | IL | 60415 | NONE | 501(C)(3) | OPERATING FUNDS | $1,000 |
| ATLANTA CENTER FOR SELF SUFFICIENCY | |||||||
| 100 EDGEWOOD AVE NE 700 | ATLANTA | GA | 30312 | NONE | 501(C)(3) | OPERATING FUNDS | $1,000 |
| BLAZEMAN FOUNDATION FOR ALS | |||||||
| 18 MAPLE AVENUE | BARRINGTON | RI | 02806 | NONE | 501(C)(3) | OPERATING FUNDS | $5,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | 501(C)(3) | OPERATING FUNDS | $13,000 |
| CAMP SUNSHINE GEORGIA | |||||||
| 1850 CLAIRMONT ROAD | DECATUR | GA | 30033 | NONE | 501(C)(3) | OPERATING FUNDS | $15,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | 501(C)(3) | OPERATING FUNDS | $3,000 |
| CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| NORTHEAST EXPY | ATLANTA | GA | 30341 | NONE | 501(C)(3) | OPERATING FUNDS | $35,000 |
| CHILDRENS MEMORIAL FOUNDATION | |||||||
| 759 W BELDEN AVE | CHICAGO | IL | 60614 | NONE | 501(C)(3) | OPERATING FUNDS | $30,000 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| 101 VISITOR CENTER DR | WILLIAMSBURG | VA | 23185 | NONE | 501(C)(3) | OPERATING FUNDS | $50,000 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | 501(C)(3) | OPERATING FUNDS | $23,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | NONE | 501(C)(3) | OPERATING FUNDS | $7,000 |
| GLAUCOMA RESEARCH FOUNDATION | |||||||
| 251 POST STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) | OPERATING FUNDS | $8,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | 501(C)(3) | OPERATING FUNDS | $5,000 |
| HOME FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | 501(C)(3) | OPERATING FUNDS | $6,000 |
| LITTLE CREEK FARM CONSERVANCY | |||||||
| 2057 LAWRENCEVILLE HWY | DECATUR | GA | 30033 | NONE | 501(C)(3) | OPERATING FUNDS | $6,000 |
| MIDWEST FOOD BANK | |||||||
| 700 ERIE AVE | MORTON | IL | 61550 | NONE | 501(C)(3) | OPERATING FUNDS | $5,000 |
| NEW AMERICAN PATHWAYS | |||||||
| 2300 HENDERSON MILL RD NE SUITE 200 | ATLANTA | GA | 30345 | NONE | 501(C)(3) | OPERATING FUNDS | $16,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE | STILLWATER | OK | 74074 | NONE | 501(C)(3) | OPERATING FUNDS | $4,000 |
| OPERATION SUPPORT OUR TROOPS | |||||||
| 1807 S WASHINGTON ST | NAPERVILLE | IL | 60565 | NONE | 501(C)(3) | OPERATING FUNDS | $12,000 |
| PAWS OF CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | 501(C)(3) | OPERATING FUNDS | $13,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | NONE | 501(C)(3) | OPERATING FUNDS | $13,000 |
| SALVATION ARMY | |||||||
| 850 S GREEN BAY RD | WAUKEGAN | IL | 60085 | NONE | 501(C)(3) | OPERATING FUNDS | $20,000 |
| SHRINERS | |||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | NONE | 501(C)(3) | OPERATING FUNDS | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | OPERATING FUNDS | $25,000 |
| THE ANTI-CRUELTY SOCIETY | |||||||
| 165 W GRAND AVE | CHICAGO | IL | 60654 | NONE | 501(C)(3) | OPERATING FUNDS | $6,000 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | NONE | 501(C)(3) | OPERATING FUNDS | $20,000 |
| UNITED METHODIST COMMITTEE ON RELIEF | |||||||
| 500 S COLUMBIA DRIVE | DECATUR | GA | 30030 | NONE | 501(C)(3) | OPERATING FUNDS | $4,000 |
| UNIVERSITY OF GEORGIA | |||||||
| 220 SOUTH JACKSON STREET | ATHENS | GA | 30602 | NONE | 501(C)(3) | OPERATING FUNDS | $8,000 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | 501(C)(3) | OPERATING FUNDS | $4,000 |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | 501(C)(3) | OPERATING FUNDS | $20,000 |
| NATURE CONSERVANCY | |||||||
| 400 N MICHIGAN AVE SUITE 1100 | CHICAGO | IL | 60611 | NONE | 501(C)(3) | OPERATING FUNDS | $5,000 |
| GREAT BARRIER REEF FOUNDATION USA | |||||||
| 1209 G STREET NE | WASHINGTON | DC | 20002 | NONE | 501(C)(3) | OPERATING FUNDS | $5,000 |
| FOLLETT EDUCATIONAL FOUNDATION | |||||||
| 1340 RIDGEVIEW DRIVE | MCHENRY | IL | 60050 | NONE | 501(C)(3) | OPERATING FUNDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $436,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,184 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $323,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $474,408 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $474,408 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,835 | Amt |
| Net Investment Income | $9,835 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 100,000 CHUBB INA HOLDINGS INC 2.7% 13 MAR 2023 | AT COST | $97,786 | $99,610 |
| 100,000 SCHUMBERGER INVESTMENT SA 3.65% 01 DEC 2023 | AT COST | $100,964 | $98,763 |
| 60,960 SHARES VANGUARD SHORT-TERM INVESTMENT GRADE FUND | AT COST | $656,904 | $606,549 |
| 12,757 VANGUARD INSTITUTIONAL INDEX FUND LARGE CAP | AT COST | $3,072,599 | $4,102,965 |
| 8,850 VANGUARD MID-CAP INDEX FUND MID CAP | AT COST | $396,933 | $493,571 |
| 4,736 VANGUARD SMALL-CAP INDEX FUND SMALL CAP | AT COST | $350,000 | $416,495 |
| 40,761 VANGUARD DEVELOPED MARKETS INDEX FUND INTERNATIONAL DEVELOPED ALL CAP | AT COST | $528,665 | $551,083 |
| 9,867 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND INTERNATIONAL DEVEL | AT COST | $250,000 | $251,115 |
| 5,868 ISHARES CORE MSCI EMERGING MARKETS ETF | AT COST | $248,267 | $274,036 |
| 3,218 VANGUARD INTERMEDIATE-TERM CORPORATE BOND | AT COST | $300,271 | $249,427 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $206 | LegalFeesAmt |
| Net Investment Income | $206 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $15 | $15 | $0 |
| INVESTMENT FEES | $26,185 | $26,185 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,178 | Amt |
| Net Investment Income | $3,178 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |