GIES FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GIES FOUNDATION (EIN 20-1685394)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202341319349101139
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T08:42:49-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | P O Box 628 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477040628 | 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 | 201685394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gies Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN E UDELHOFEN | InCareOfNm |
| Business Name Control | GIES | BusinessNameControlTxt |
| Phone | 3122770159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 West 22nd St Suite 300 | AddressLine1Txt |
| City | Oak Brook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY GIES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122770156 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | GIES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sidney I Dill | PreparerPersonNm |
| PTIN | P01262937 | PTIN |
| Phone | 8124286500 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $856,614 | 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 | $25,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,867 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $283,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,133 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,000 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,050 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,050 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,225 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,445 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $323 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,122 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $606 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $163,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,448 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,113,905 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,113,905 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,277,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,448 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,274,033 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,219,052 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,552 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,293,907 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $341,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $341,700 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $522,129 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $253,495 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $250,883 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $251,899 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $253,688 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $264,031 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,067,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $848,883 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $856,614 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $571,983 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $571,983 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,495,952 | RetainedEarningBOYAmt |
| Retained Earning EOY | $276,900 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,067,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $848,883 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,067,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $848,883 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,067,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,219,052 | ExcessRevenueOverExpensesAmt |
| Subtotal | $848,883 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $848,883 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $283,133 | GrossSalesPriceAmt |
| Cost Or Other Basis | $250,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $33,133 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $33,133 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,133 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $758 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $758 | SubtotalAmt |
| Tax Based On Investment Income | $758 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,398 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,398 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,640 | OverpaymentAmt |
| Applied To ES Tax | $1,137 | AppliedToESTaxAmt |
| Refund | $2,503 | RefundAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN E UDELHOFEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122770156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WEST 22ND ST SUITE 300 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LARRY W GIES | ||||||||
| 600 West 22nd St Suite 300 | Oak Brook | IL | 60523 | DIRECTOR/PRESIDENT | 1.0 | $0 | $0 | $0 |
| BETH G GIES | ||||||||
| 600 West 22nd St Suite 300 | Oak Brook | IL | 60523 | DIRECTOR/SECRETARY | 4.0 | $0 | $0 | $0 |
| BRIAN F RICHARDS | ||||||||
| 525 WEST MONROE STREET SUITE 1600 | CHICAGO | IL | 60661 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 AUDEN DRIVE | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $120,000 | CompensationAmt |
| Employee Benefits | $26,050 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $846,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $800,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,646,568 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,646,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,621,869 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $758 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $758 | TotalTaxAmt |
| Distributable Before Adj | $80,335 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $80,335 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $80,335 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,274,033 | 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 | $1,274,033 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,175,203 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $677,515 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $512,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,255,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,978,346 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,598,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,274,033 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $80,335 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,193,698 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,792,617 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,175,203 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,617,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $677,515 | ExcessFromYear4Amt |
| Excess From Year3 | $512,238 | ExcessFromYear3Amt |
| Excess From Year2 | $1,255,617 | ExcessFromYear2Amt |
| Excess From Year1 | $1,978,346 | ExcessFromYear1Amt |
| Excess From Current Year | $1,193,698 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY W GIES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HUNTINGTON'S DISEASE SOCIETY | ||||||||
| 1930 FAIRFAX ROAD | ST CHARLES | IL | 60174 | NONE | PC | TO IMPROVE THE LIVES OF EVERYONE AFFECTED BY HUNTINGTON'S DISEASE THROUGH COMMUNITY SERVICES, EDUCATION, ADVOCACY AND RESEARCH. | $214,500 | |
| CHICAGO JESUIT ACADEMY | ||||||||
| 212 SOUTH FRANCISCO AVENUE | CHICAGO | IL | 60612 | NONE | PC | TO OFFER CHILDREN WITH EDUCATIONAL AND ECONOMIC NEEDS ACCESS TO A CATHOLIC, COLLEGE PREPARATTORY MIDDLE SCHOOL EDUCATION IN THE JESUIT TRADITION. | $171,205 | |
| GLENWOOD SCHOOL FOR BOYS | ||||||||
| 500 W 187TH STREET | GLENWOOD | IL | 60425 | NONE | PC | TO PROVIDE A SUPPORTIVE LEARNING COMMUNITY FOR STUDENTS AND THEIR FAMILIES WHO HAVE BEEN IMPACTED BY POVERTY, VIOLENCE, INADEQUATE EDUCATIONAL SYSTEMS OR LACK OF RESOURCES. | $31,300 | |
| ROYAL FAMILY KIDS CAMP | ||||||||
| 3000 W MACARTHUR BLVD SUITE 412 | SANTA ANA | CA | 92704 | NONE | PC | TO SUPPORT CAMPS AND CLUBS FOR CHILDREN IN THE FOSTER CARE SYSTEM. | $15,000 | |
| TEACH FOR AMERICA | ||||||||
| 315 W 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO ENLIST, DEVELOP AND MOBILIZE OUR NATION'S MOST PROMISING FUTURE LEADERS TO GROW AND STRENGTHEN THE MOVEMENT FOR EDUCATIONAL EQUITY AND EXCELLENCE. | $25,000 | |
| ACCELERATE INSTITUTE | ||||||||
| 328 SOUTH JEFFERSON STREET | CHICAGO | IL | 60611 | NONE | PC | TO CREATE TRANSFORMATIONAL SCHOOL LEADERS TO ENSURE THAT CHILDREN GROWING UP IN POVERTY HAVE ACCESS TO GREAT SCHOOLS. | $200,000 | SUITE 570 |
| GENEVA COMMUNITY UNIT SCHOOL DISTRICT | ||||||||
| 227 N 4TH STREET | GENEVA | IL | 60134 | NONE | GOV | TO HELP STUDENTS BECOME SELF-DIRECTED LIFELONG LEARNERS, EFFECTIVE COMMUNICATORS, COMPLEX, CREATIVE, AND ADAPTIVE THINKERS AND COLLABORATIVE AND PRODUCTIVE CITIZENS. | $20,300 | |
| MISERICORDIA WOMEN'S LEAGUE | ||||||||
| PO BOX 454 | WESTERN SPRINGS | IL | 60558 | none | PC | TO RAISE FUNDS FOR AND PROVIDE SERVICE TO MISERICORDIA HEART OF MERCY CENTER. | $10,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | PC | TO CHALLENGE AND NUTURE STUDENTS ACADEMICALLY AND PERSONALLY AS THEY PREPARE TO LEAD LIVES OF LEADERSHIP AND SERVICE | $250,000 | |
| BY THE HAND CLUB FOR KIDS | ||||||||
| PO BOX 10043 | CHICAGO | IL | 60610 | NONE | PC | TO HELP CHILDREN WHO LIVE IN UNDER-RESOURCED NEIGHBORHOODS HAVE ABUNDANT LIVES | $51,600 | |
| LINK SCHOLARS UNLIMITED | ||||||||
| 2221 SOUTH STATE STREET | CHICAGO | IL | 60616 | NONE | PC | TO SUPPORT LOW-INCOME, ACADEMICALLY STRUGGLING YOUNG LEARNERS BY PROVIDING RIGOROUS LITERACY INSTRUCTION AND ENRICHMENT PROGRAMS TO HELP STUDENTS ACHIEVE MEASURABLE SUCCESS - AND TO INSPIRE LIFE-LONG LEARNING | $20,000 | |
| CULVER ACADEMIES | ||||||||
| 1300 ACADEMY ROAD | Culver | IN | 46511 | NONE | PC | TO DEVELOP AND NURTURE THE WHOLE INDIVIDUAL THROUGH INTEGRATED PROGRAMS THAT EMPHASIZE THE CULTIVATION OF CHARACTER. | $100,000 | Culver Road |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IN | 60607 | NONE | PC | TO TRANSFORM THE LIVES OF CHICAGO-AREA YOUTH THROUGH REMOVING BARRIERS TO HIGH-QUALITY MUSIC EDUCATION. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,113,905 | TotalGrantOrContriPdDurYrAmt |
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 | $25,296 | 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 | $33,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,429 | 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 | $3,250 | Amt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP | $250,000 | $250,883 |
| GECC | $0 | $0 |
| BOND PREMIUM | $3,495 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO | AT COST | $4,191 | $3,492 |
| EXXON MOBIL | AT COST | $30,439 | $44,120 |
| IDEX CORPORATION | AT COST | $43,138 | $81,592 |
| KINDER MORGAN | $10,094 | $7,919 | |
| NUTRIEN LTD | $66,928 | $49,660 | |
| MOSIAC COMPANY | $86,518 | $74,579 | |
| TRANSOCEAN LTD | $10,695 | $912 | |
| VANGUARD S&P 500 ETF | $1,685 | $1,757 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CORPORATION FEES | $15 | $15 |
| OFFICE SUPPLIES AND TRAVEL | $591 | $591 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME(LOSS) FROM PASSTHROUGH ENTITIES | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,125 | $3,125 | |
| PAYROLL PROCESSING FEE | $1,100 | $1,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $323 | $323 | |
| PAYROLL TAXES | $9,122 | $9,122 |