THE JOSEPH AND CATHERINE JOHNSON FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE JOSEPH AND CATHERINE JOHNSON FAMILY FOUNDATION (EIN 36-7228534)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-12
- IRS object ID
- 202341939349100004
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-12T06:44:41-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363864196 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Don Keplinger & Assoc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1943 N Coldspring | AddressLine1Txt |
| City | Arlington Heights | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | 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 | 367228534 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jos & Catherine JOHNSON FAMILY FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOS& | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 Fox Lake Drive | AddressLine1Txt |
| City | Godfrey | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rebecca A Steiner | PersonNm |
| Person Title | DirectorPresid | PersonTitleTxt |
| Phone | 6185509510 | PhoneNum |
| Signature | 2023-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Rebecca | PersonFirstNm |
| Person Last | Steiner | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donald Keplinger | PreparerPersonNm |
| PTIN | P00608714 | PTIN |
| Phone | 7199008895 | PhoneNum |
| Preparation | 2023-07-12 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | 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 | $4,664,532 | 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 | $65,084 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,084 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $65,084 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $153,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,104,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $153,241 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $218,325 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $218,325 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $65,084 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $4,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $4,500 | LegalFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,394 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $4,197 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,697 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,697 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $131,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $140,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,697 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $56,387 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $389,977 | CashBOYAmt |
| Cash EOY | $473,890 | CashEOYAmt |
| Cash EOYFMV | $473,890 | CashEOYFMVAmt |
| US Government Obligations BOY | $476,303 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $336,256 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $321,104 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,249,177 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,098,421 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,998,826 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $654,884 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $809,893 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $742,051 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $130,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $128,661 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,770,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,848,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,664,532 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,770,341 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,848,469 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,770,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,848,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,770,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,848,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,770,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,128 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,848,469 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,848,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UST INFL IDX 012501XXXMATURED | P | 2017-01-26 | 2022-01-18 | $61,238 | $53,910 | $7,328 | $7,328 |
| TEXAS A & M UNI 2479XXXMATURED | P | 2020-04-03 | 2022-05-15 | $50,000 | $50,347 | -$347 | -$347 |
| WILKES BARRE PA 3442XXXMATURED | P | 2017-07-17 | 2022-11-15 | $50,000 | $53,343 | -$3,343 | -$3,343 |
| LongTerm Schwab Eqty Acct 6239-5101 | P | 2022-12-14 | $1,007,257 | $718,122 | $289,135 | $289,135 | |
| ShrtTerm Schwab Eqty Acct 6239-5101 | P | 2022-12-29 | $935,792 | $1,075,324 | -$139,532 | -$139,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $153,241 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$139,532 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,612 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $2,612 | TaxDueAmt |
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 | false | ComplyWithPublicInspRqrInd |
| Individual With Books | Rebecca A Steiner | IndividualWithBooksNm |
| Phone | 6185509510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 Fox Lake Drive | AddressLine1Txt |
| City | Godfrey | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | 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 |
|---|---|---|---|---|---|---|---|---|
| Rebecca A Steiner | ||||||||
| 1230 Fox Lake Drive | Godfrey | IL | 62035 | DirectorPresident | 5.00 | $0 | $0 | $0 |
| Aspen Steiner | ||||||||
| 6128 Carlsbad Ave | Saint Louis | MO | 63116 | DirectorTreasurer | 1.00 | $0 | $0 | $0 |
| Dakota Steiner | ||||||||
| 3014 River Road | Johns Island | SC | 29455 | DirectorSecretary | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,707,658 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,867,611 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,867,611 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,794,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,612 | TotalTaxAmt |
| Distributable Before Adj | $237,118 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $237,118 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $237,118 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $131,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,118 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $131,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $131,500 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $105,618 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Diocese of Ikot Ekpene | |||||||
| 430 Bohland Avenue | Bellwood | IL | 60104 | None | PC | General & Unrestricted | $60,000 |
| St Peters Catholic Church | |||||||
| 1891 Kaneville Rd | Geneva | IL | 60134 | None | PC | General & Unrestricted | $3,000 |
| International Crane Foundation | |||||||
| E 11376 Shady Lane Rd POB 447 | Baraboo | WI | 53913 | None | PC | General & Unrestricted | $3,000 |
| Salesian Mission | |||||||
| 2 Le Feurres Lane | New Rochelle | NY | 108015710 | None | PC | General & Unrestricted | $1,000 |
| Leukemia and Lymphoma Society | |||||||
| 3 International Dr Ste 200 | Rye Brook | NY | 10573 | None | PC | General & Unrestricted | $10,000 |
| Audubon Center at Riverlands | |||||||
| 301 Riverlands Way | West Alton | MO | 63386 | None | PC | General & Unrestricted | $1,000 |
| Charity Water | |||||||
| 40 Worth St Suite 330 | New York | NY | 10013 | None | PC | General & Unrestricted | $2,500 |
| SC Coastal Conservation League | |||||||
| 131 Spring Street | Charleston | SC | 29403 | None | PC | General & Unrestricted | $2,000 |
| Crisis Food Center | |||||||
| 21 E 6th St | Alton | IL | 62002 | None | PC | General & Unrestricted | $2,000 |
| Culver Educational Foundation | |||||||
| 1300 Academy Road 148 | Culver | IN | 46511 | None | POF | General & Unrestricted | $2,000 |
| Doctors Without Borders | |||||||
| PO Box 5030 | Hagerstown | MD | 21741 | None | PC | General & Unrestricted | $500 |
| Fraternite Notre Dame | |||||||
| 502 N Central Ave | Chicago | IL | 60644 | None | PC | General & Unrestricted | $2,000 |
| Gulf Restoration Network | |||||||
| PO Box 2245 919 St Charles Ave | New Orleans | LA | 70130 | None | POF | General & Unrestricted | $2,000 |
| Madonna Renewal Center | |||||||
| 1209B South Walnut Ave | Freeport | IL | 61032 | None | PC | General & Unrestricted | $8,000 |
| Max McGraw Wildlife Foundation | |||||||
| PO Box 722 | Grenada | CA | 96038 | None | POF | General & Unrestricted | $2,000 |
| Mote Marine Aquarium | |||||||
| 1600 Ken Thompson Parkway | Sarasota | FL | 34236 | None | PC | General & Unrestricted | $1,000 |
| Native Fish Society | |||||||
| 813 7th St Suite 200A | Oregon City | OR | 97045 | None | PC | General & Unresticted | $2,000 |
| Sacred Heart S Missions Housg Corp | |||||||
| PO Box 30 | Walls | MS | 38680 | None | PC | General & Unrestricted | $1,000 |
| Share Our Strength | |||||||
| 1030 5th St NW Suite 1100W | Washington | DC | 20005 | None | General & Unrestricted | $2,000 | |
| Special Olympics | |||||||
| PO Box 599 | Normal | IL | 61761 | None | PC | General & Unrestricted | $2,000 |
| St Josephs Indian School | |||||||
| PO Box 776 | Chamberlain | SD | 57325 | None | PC | General & Unrestricted | $2,000 |
| The Coral Restoration Foundation | |||||||
| 89111 Overseas Hwy | Tavernier | FL | 33070 | None | POF | General & Unrestricted | $1,000 |
| The Organic Seed Alliance | |||||||
| PO box 722 | Port Townsend | WA | 98368 | None | PC | General & Unrestricted | $3,000 |
| Treehouse Wildlife Center | |||||||
| 23956 Green Acres Rd | Alton Dow | IL | 62002 | None | PC | General & Unrestricted | $2,000 |
| Trout Unlimited | |||||||
| OI Bix 98166 | Washington | DC | 20090 | None | PC | General & Unrestricted | $3,000 |
| Warrior Canine Connection | |||||||
| 14934 Schaeffer Road | Boyds | MD | 20841 | None | PC | General & Unrestricted | $3,000 |
| Water 1st International | |||||||
| 1904 3rd Ave Suite 1012 | Seattle | WA | 98101 | None | PC | General & Unrestricted | $2,000 |
| Wild Salmon Center | |||||||
| 721 NW 9th Ave Suite 300 | Portland | OR | 97209 | None | PC | General & Unrestricted | $3,500 |
| Yellowstone Forever | |||||||
| 222 E Main St Suite 301 | Bozeman | MT | 59715 | None | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,084 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $153,241 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $218,325 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $218,325 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 04 | Interest and Dividends from Public Securities |
| 08 | Capital Gains realized in the sale of Public Securities |
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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rebecca A Steiner | PersonNm |
| Short Explanation | Family Foundation offers no compensation | ShortExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Stmt 7 Prior Year Detail | $0 | $0 |
| Stmt 7A End of Year Detail | $809,893 | $742,051 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Stmt 6 Prior Year Detail | $0 | $0 |
| Stmt 6A End of Year Detail | $2,098,421 | $2,998,826 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB stk sales 12 29 22 pending | $59,465 | $59,465 |
| 82 sh Wells Fargo 798 sh Lululemon | $60,813 | $59,465 |
| 113 sh General Electic spinoff | $9,731 | $9,731 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Quarles & Brady | CategoryTxt |
| Legal Fees | $4,500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AT&T Telecommunications | $3,780 | $0 | $3,780 | $0 |
| Postage & Delivery | $108 | $0 | $108 | $0 |
| Supplies | $167 | $0 | $167 | $0 |
| Other Fees | $27 | $0 | $27 | $0 |
| IL Charitable Bureau cost | $115 | $0 | $115 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Premier Asset Mgmt Advisor | $0 | $24,401 | $0 | $0 |
| Commissions Schwab Equities | $0 | $29 | $0 | $0 |
| Premier Asset Mgmt Bond acct | $0 | $5,964 | $0 | $0 |