JOHN MARSHALL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MARSHALL FAMILY FOUNDATION (EIN 26-6107463)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202521279349100027
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T11:59:44-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300967341 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL LAW OFFICES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTERVILLE RD SUITE 204W | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028860213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266107463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Marshall Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2245958520 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 Willow Wood Dr | AddressLine1Txt |
| City | Palatine | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE PERKINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2245958520 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE PERKINS | PreparerPersonNm |
| PTIN | P02445298 | PTIN |
| Phone | 4017328070 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,396,734 | 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 | $80,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,106 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,106 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $222,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,817 | 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 |
| Taxes Rev And Expnss | $3,622 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,517 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $276,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $276,585 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $280,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $276,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,847 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $3,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,260 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $28,154 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,893 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $28,173 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,955,766 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,813,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,048,245 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $98,291 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $317,056 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,003,767 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,943,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,396,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,003,767 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,943,516 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,003,767 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,943,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,003,767 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,943,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,003,767 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $2,947,847 | SubtotalAmt |
| Other Decreases | $4,331 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,943,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CALL NVDA | P | 2024-09-13 | 2024-09-16 | $6,683 | $6,683 | $6,683 | |
| PANDORA MEDIA | P | 2024-09-06 | 2024-09-06 | $152 | $152 | $152 | |
| APPLE | P | 2014-02-26 | 2024-12-24 | $48,666 | $44,496 | $44,496 | $4,170 |
| CHIPOTLE | P | 2015-12-22 | 2024-12-05 | $4,756 | $3,949 | $3,949 | $807 |
| CONSTELLATION ENERGY | P | 2012-11-08 | 2024-09-30 | $773 | $689 | $689 | $84 |
| EAGLE PHARM | P | 2018-01-30 | 2024-08-08 | $2,075 | -$28,696 | -$28,696 | $30,771 |
| GE VERNOVA | P | 2019-03-07 | 2024-04-05 | $91 | $56 | $56 | $35 |
| GOGO INC | P | 2013-07-08 | 2024-08-08 | $14,870 | -$14,494 | -$14,494 | $29,364 |
| GOLDMAN SACH | P | 2017-01-17 | 2024-11-25 | $23,192 | $12,518 | $12,518 | $10,674 |
| LL FLOORING | P | 2015-04-29 | 2024-09-30 | $33 | -$52,175 | -$52,175 | $52,208 |
| MICROSOFT | P | 2012-12-10 | 2024-12-05 | $10,992 | $10,317 | $10,317 | $675 |
| NATURA & CO | P | 2013-10-01 | 2024-09-04 | $2,774 | -$25,223 | -$25,223 | $27,997 |
| NVIDA | P | 2019-01-02 | 2024-12-27 | $186,139 | $179,556 | $179,556 | $6,583 |
| PELOTON | P | 2019-12-27 | 2024-08-08 | $5,042 | -$39,803 | -$39,803 | $44,845 |
| PHILIP MORRIS | P | 2020-09-30 | 2024-10-30 | $7,909 | $3,021 | $3,021 | $4,888 |
| SIRIUSXM | P | 2014-10-24 | 2024-11-26 | $1,172 | -$5,156 | -$5,156 | $6,328 |
| SOFI TECH | P | 2022-01-26 | 2024-11-22 | $3,797 | $494 | $494 | $3,303 |
| TEVA PHARM | P | 2020-11-06 | 2024-05-14 | $16,000 | $6,794 | $6,794 | $9,206 |
| AMERICAN ELEC | P | 2002-01-24 | 2024-10-17 | $19,430 | $17,638 | $17,638 | $1,792 |
| DUKE ENERGY | P | 2002-01-24 | 2024-10-17 | $2,998 | $2,680 | $2,680 | $318 |
| JPMORGAN CHASE | P | 2010-11-03 | 2024-10-30 | $1,345 | $1,165 | $1,165 | $180 |
| NEXTERA ENERGY | P | 1984-03-07 | 2024-10-17 | $12,129 | $11,980 | $11,980 | $149 |
| OLLAMANI SAB | P | 1980-02-01 | 2024-08-08 | $870 | -$515 | -$515 | $1,385 |
| XCEL ENERGY | P | 2002-01-24 | 2024-09-30 | $6,517 | $5,980 | $5,980 | $537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,106 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,034 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,034 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,728 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,728 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $694 | OverpaymentAmt |
| Applied To ES Tax | $694 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE PERKINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2245958520 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 N HADDOW AVE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA MARSHALL | ||||||||
| 429 WILLOW WOOD DR | PALATINE | IL | 60074 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DENISE PERKINS | ||||||||
| 710 N HADDOW AVE | ARLINGTON HEIGHTS | IL | 60004 | TRUSTEE | 2.00 | $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 | $10,036,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,101 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,039,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,039,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,889,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $494,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $494,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,034 | TotalTaxAmt |
| Distributable Before Adj | $491,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $491,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $491,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $276,585 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $276,585 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $491,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $271,503 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $276,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $271,503 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,082 | 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 | $486,348 | 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 (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||
| 3322 WEST END AVE SUITE 900 | NASHVILLE | TN | 37203 | UNRESTRICTED | $1,000 | |
| NCH FOUNDATION | ||||||
| 3040 W Salt Creek Lane | ARLINGTON HEIGHTS | IL | 60005 | UNRESTRICTED | $10,000 | |
| LITTLE SISTERS OF THE POOR | ||||||
| 80 W NORTHWEST HWY | PALATINE | IL | 600673580 | UNRESTRICTED | $2,000 | |
| MUNDELEIN SEMINARY | ||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 600601174 | UNRESTRICTED | $2,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 1305 W GREEN | URBANA | IL | 61801 | UNRESTRICTED | $2,000 | |
| MISERICORDIA HOME | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $5,000 | |
| ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | ||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 606112991 | UNRESTRICTED | $2,000 | |
| FOUNDATION FOR OPTHALMOLOGICAL CARE FROM THE UNITED STATES | ||||||
| 338 RIDGE RD | BARRINGTON | IL | 60010 | UNRESTRICTED | $2,000 | |
| AID FOR WOMEN | ||||||
| 8 S MICHIGAN AVE SUITE 1418 | CHICAGO | IL | 60603 | UNRESTRICTED | $2,000 | |
| COVENANT HOUSE | ||||||
| 461 EIGHTH AVE | NEW YORK | NY | 10001 | UNRESTRICTED | $2,000 | |
| SHRINERS CHILDREN'S | ||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | UNRESTRICTED | $2,000 | |
| JOURNEY'S THE ROAD HOME | ||||||
| 1140 E NORTHWEST HWY | PALATINE | IL | 60074 | UNRESTRICTED | $3,000 | |
| DAV | ||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | UNRESTRICTED | $1,000 | |
| MERCY HOME FOR BOYS AND GIRLS | ||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | UNRESTRICTED | $4,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||
| 777 6TH ST NW SUITE 700 | WASHINGTON | DC | 200013723 | UNRESTRICTED | $2,000 | |
| ST LABRE INDIAN SCHOOL | ||||||
| 112 ST LABRE WAY CAMPUS DR | ASHLAND | MT | 59003 | UNRESTRICTED | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | UNRESTRICTED | $2,000 | |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||
| 541 N FAIRBANKS CT SUITE 800 | CHICAGO | IL | 60611 | UNRESTRICTED | $10,000 | |
| OPERATION SMILE | ||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | UNRESTRICTED | $1,000 | |
| YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION | ||||||
| PO BOX 80807 | BILLINGS | MT | 591080807 | UNRESTRICTED | $1,000 | |
| Cal Farley's Boys Ranch | ||||||
| 60 SW 1TH AVE | AMARILLO | TX | 791013228 | UNRESTRICTED | $1,000 | |
| CATHOLIC MEDICAL MISSION - CMMB | ||||||
| 100 WALL ST FLOOR 9 | NEW YORK | NY | 10005 | UNRESTRICTED | $2,000 | |
| LUPUS FOUNDATION OF AMERICA | ||||||
| 2121 K STREET SUITE 200 | WASHINGTON | DC | 20037 | UNRESTRICTED | $1,000 | |
| WOUNDED WARRRIOR PROJECT | ||||||
| 4899 BELFORT RD SUITE 300 | JACKSONVILLE | FL | 32256 | UNRESTRICTED | $2,000 | |
| SOCIETY OF ST VINCENT DEPAUL | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $3,000 | |
| SARAH'S CIRCLE | ||||||
| 4838 N SHERIDAN | CHICAGO | IL | 60640 | UNRESTRICTED | $1,000 | |
| FILL A HEART 4 KIDS | ||||||
| 1 MARKET SQUARE | LAKE FOREST | IL | 60045 | UNRESTRICTED | $1,500 | |
| LAKE COUNTY HAVEN | ||||||
| PO BOX 127 | LIBERTYVILLE | IL | 60048 | UNRESTRICTED | $1,500 | |
| ST VINCENT DEPAUL | ||||||
| 66 PROGRESS PARKWAY | MARYLAND HEIGHTS | MO | 630433706 | UNRESTRICTED | $2,500 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||
| 273 DEARBORN CT | GENEVA | IL | 60134 | UNRESTRICTED | $2,500 | |
| PADS Lake County | ||||||
| 1800 GRAND AVE | WAUKEGAN | IL | 60085 | UNRESTRICTED | $2,500 | |
| ST JOSEPH INDIAN SCHOOL | ||||||
| PO BOX 326 | CHAMBERLAIN | SD | 57326 | UNRESTRICTED | $1,000 | |
| SISTERS OF NOTRE DAME DE NAMUR | ||||||
| 701 E COLUMBIA AVE | CINCINNATI | OH | 45215 | UNRESTRICTED | $2,000 | |
| CATHOLIC CHARITIES | ||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | UNRESTRICTED | $2,000 | |
| CLEARBROOK | ||||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | UNRESTRICTED | $2,000 | |
| MISERICORDIA FOUNDATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $2,000 | |
| MISERICORDIA HOME | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $100 | |
| Madonna Mission | ||||||
| 1706 W MORSE AVE | CHICAGO | IL | 60657 | UNRESTRICTED | $2,500 | |
| THE NIGHT MINISTRY | ||||||
| 1735 NASHLAND AVE SUITE 2000 | CHICAGO | IL | 60622 | UNRESTRICTED | $2,000 | |
| THE CRADLE | ||||||
| 2049 RIDGE AVE | EVANSTON | IL | 60201 | UNRESTRICTED | $2,000 | |
| WINGS PROGRAMS INC | ||||||
| PO BOX 95615 | PALATINE | IL | 60095 | UNRESTRICTED | $2,000 | |
| SHELTER INC | ||||||
| 1616 ARLINGTON HEIGHTS RD | ARLINGTON HEIGHTS | IL | 60004 | UNRESTRICTED | $2,000 | |
| GOOD SHEPHERD MANOR | ||||||
| 4129 N STATE ROUTE 1-17 PO BOX 260 | MOMENCE | IL | 60954 | UNRESTRICTED | $1,000 | |
| GOOD SHEPHERD MANOR | ||||||
| 4129 N STATE ROUTE 1-17 PO BOX 260 | MOMENCE | IL | 60954 | UNRESTRICTED | $1,500 | |
| ISBA | ||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | UNRESTRICTED | $2,000 | |
| THE WELL OF MERCY | ||||||
| 6339 N FAIRFIELD AVE | CHICAGO | IL | 60659 | UNRESTRICTED | $2,000 | |
| LIFE LEGAL DEFENSE FOUNDATION | ||||||
| PO BOX 2105 | NAPA | CA | 94558 | UNRESTRICTED | $2,000 | |
| STUDENTS FOR LIFE OF AMERICA | ||||||
| 1000 WINCHESTER ST SUITE 301 | FREDERICKSBURG | VA | 22401 | UNRESTRICTED | $1,000 | |
| SWIM ACROSS AMERICA | ||||||
| 8508 PARK RD389 | CHARLOTTE | NC | 28210 | UNRESTRICTED | $2,000 | |
| NATIONAL KIDNEY ASSOCIATION | ||||||
| 215 W ILLINOIS ST SUITE 1C | CHICAGO | IL | 60654 | UNRESTRICTED | $500 | |
| MISERICORDIA FOUNDATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $500 | |
| MISSION OF OUR LADY OF THE ANGELS | ||||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | UNRESTRICTED | $2,000 | |
| MISERICORDIA FAMILY ASSOCIATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $5,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 WEST ANN LURIE PLACE | CHICAGO | IL | 606323920 | UNRESTRICTED | $1,000 | |
| LEUKEMIA & LYMPHOMA | ||||||
| 3 INTERNATIONAL DR SUITE 200 | RYE BROOK | NY | 10573 | UNRESTRICTED | $1,000 | |
| LITTLE SISTERS OF THE POOR | ||||||
| 80 W NORTHWEST HWY | PALATINE | IL | 600673580 | UNRESTRICTED | $1,000 | |
| ANN & ROBERT LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | ||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 606112991 | UNRESTRICTED | $1,000 | |
| MPN RESEARCH FOUNDATION | ||||||
| PO BOX 2690 | CAROL STREAM | IL | 601322690 | UNRESTRICTED | $9,000 | |
| EB RESEARCH PARTNERSHIP | ||||||
| 132 E 43RD ST SUITE 432 | NEW YORK | NY | 10017 | UNRESTRICTED | $1,000 | |
| SARCOMA FOUNDATION OF AMERICA | ||||||
| 9899 MAIN ST SUITE 204 | DAMASCUS | MD | 20872 | UNRESTRICTED | $2,000 | |
| JACK'S BASKET | ||||||
| 1170 RED FOCX RD | ARDEN HILLS | MN | 55112 | UNRESTRICTED | $1,000 | |
| MISERICORDIA FOUNDATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $100 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| PO BOX 97372 | WASHINGTON | DC | 200907372 | UNRESTRICTED | $1,500 | |
| MUNDELEIN SEMINARY | ||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 600601174 | UNRESTRICTED | $2,000 | |
| LITTLE SISTERS OF THE POOR | ||||||
| 80 W NORTHWEST HWY | PALATINE | IL | 600673580 | UNRESTRICTED | $1,000 | |
| ARCHDIOCESE OF CHICAGO ANNUAL CATHOLIC APPEAL | ||||||
| 835 N RUSH ST | CHICAGO | IL | 606112030 | UNRESTRICTED | $1,500 | |
| AVENUES TO INDEPENDENCE | ||||||
| 515 BUSSE HWY | PARK RIDGE | IL | 60068 | UNRESTRICTED | $2,000 | |
| CATHOLIC CHARITIES | ||||||
| 721 N LASALLE ST | CHICAGO | IL | 60054 | UNRESTRICTED | $5,000 | |
| AND THEN THERE WERE NONE | ||||||
| PO BOX 2571 | ROUND ROCK | TX | 786802571 | UNRESTRICTED | $1,000 | |
| SLSF | ||||||
| 3000 W CENTRAL RD SUITE 205 | ROLLING MEADOWS | IL | 60008 | UNRESTRICTED | $2,000 | |
| SALVATION ARMY | ||||||
| 5040 N PULASKI RD | CHICAGO | IL | 606302788 | UNRESTRICTED | $2,000 | |
| HERSEY INSTRUMENTAL | ||||||
| 1900 E THOMAS ST | ARLINGTON HEIGHTS | IL | 60004 | UNRESTRICTED | $2,000 | |
| NEWMAN CATHOLIC STUDENT CENTER | ||||||
| 104 E JEFFERSON ST | IOWA CITY | IA | 52245 | UNRESTRICTED | $2,000 | |
| ILLINI 4000 | ||||||
| PO BOX 2431 | CHAMPAIGN | IL | 61825 | UNRESTRICTED | $1,000 | |
| HAITIAN COMM ORG | ||||||
| PO BOX 5465 | EVANSTON | IL | 60204 | UNRESTRICTED | $1,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| PO BOX 97075 | WASHINGTON | DC | 200907075 | UNRESTRICTED | $1,000 | |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | UNRESTRICTED | $2,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||
| 1305 W GREEN | URBANA | IL | 61801 | UNRESTRICTED | $2,000 | |
| AID FOR WOMEN | ||||||
| 8 S MICHIGAN AVE SUITE 1418 | CHICAGO | IL | 60603 | UNRESTRICTED | $1,000 | |
| MERCY SHIPS | ||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | UNRESTRICTED | $1,000 | |
| SHELTER INC | ||||||
| 1616 ARLINGTON HEIGHTS RD | ARLINGTON HEIGHTS | IL | 60004 | UNRESTRICTED | $2,000 | |
| SISTERS OF MARY WORLD VILLAGES FOR CHILDREN | ||||||
| 4200 PARLIAMENT PLACE SUITE 230 | LANHAM | MD | 20706 | UNRESTRICTED | $2,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 024457226 | UNRESTRICTED | $2,000 | |
| MILL CITY CHURCH OF MINNEAPOLIS | ||||||
| 685 13TH AVE | MINNEAPOLIS | MN | 55413 | UNRESTRICTED | $1,000 | |
| STATUE OF LIBERTY-ELLIS ISLAND FOUNDATION | ||||||
| 17 BATTERY PLACE SUITE 324 | NEW YORK | NY | 100043507 | UNRESTRICTED | $500 | |
| LUSTGARTEN PANCREATIC CANCER RESEARCH | ||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11556 | UNRESTRICTED | $3,000 | |
| SOS CHILDREN'S VILLAGES | ||||||
| 1620 I STREET NW SUITE 220 | WASHINGTON | DC | 20006 | UNRESTRICTED | $2,000 | |
| GIGI'S PLAYHOUSE | ||||||
| 2350 W HIGGINS RD | HOFFMAN ESTATES | IL | 60169 | UNRESTRICTED | $4,000 | |
| Madonna Mission | ||||||
| 1706 W MORSE AVE | CHICAGO | IL | 60657 | UNRESTRICTED | $4,000 | |
| BETH EMET THE FREE SYNAGOGUE | ||||||
| 1224 DEMPSTER ST | EVANSTON | IL | 60202 | UNRESTRICTED | $2,000 | |
| Daily Bread Soup Kitchen | ||||||
| PO BOX 648 | CHAMPAIGN | IL | 618240648 | UNRESTRICTED | $2,000 | |
| AMERICAN CANCER ASSOCIATION | ||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | UNRESTRICTED | $100 | |
| CLEARBROOK | ||||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | UNRESTRICTED | $1,000 | |
| AMERICAN RED CROSS | ||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | UNRESTRICTED | $1,000 | |
| TUNNEL TO TOWERS | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | UNRESTRICTED | $1,000 | |
| NAMI | ||||||
| 4301 WILSON BLVD | ARLINGTON | VA | 22203 | UNRESTRICTED | $1,000 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| PO BOX 5036 | BOONE | IA | 509500036 | UNRESTRICTED | $500 | |
| LEMONS OF LOVE | ||||||
| 406 W CENTRAL RD | MT PROSPECT | IL | 60056 | UNRESTRICTED | $2,000 | |
| LITTLE CITY FOUNDATION | ||||||
| 1760 W ALGONQUIN RD | PALATINE | IL | 60067 | UNRESTRICTED | $1,000 | |
| NSSEO FOUNDATION | ||||||
| 799 W KENSINGTON RD | MOUNT PROSPECT | IL | 60056 | UNRESTRICTED | $2,000 | |
| ST GALL PARISH & ST SIMON CHAPEL | ||||||
| 5511 S SAWYER AVE | CHICAGO | IL | 60629 | UNRESTRICTED | $2,000 | |
| RISE AGAINST HUNGER | ||||||
| 4801 GLENWOOD AVE SUITE 200 | RALEIGH | NC | 27612 | UNRESTRICTED | $2,000 | |
| RONALD MCDONALD HOUSE | ||||||
| 110N CARPENTER ST | CHICAGO | IL | 60607 | UNRESTRICTED | $2,500 | |
| PUPPIES BEHIND BARS | ||||||
| 263 W 38TH ST 4TH FLOOR | NEW YORK | NY | 10018 | UNRESTRICTED | $2,500 | |
| SARAH'S CIRCLE | ||||||
| 4838 N SHERIDAN | CHICAGO | IL | 60640 | UNRESTRICTED | $2,500 | |
| SPECIAL OLYMPICS | ||||||
| 2600 VIRGINIA AVE NW 11TH FLOOR | WASHINGTON | DC | 20037 | UNRESTRICTED | $3,000 | |
| NATIONAL FOREST FOUNDATION | ||||||
| FORT MISSION ROAD BUILDING 27 SUITE | MISSOULA | MT | 59804 | UNRESTRICTED | $2,500 | 3 |
| NEEDY FAMILY FOUNDATION | ||||||
| 721 S QUENTIN RD | PALATINE | IL | 60067 | UNRESTRICTED | $3,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 4550 MONTGOMERY AVE SUITE 1100N | BETHESDA | MD | 20814 | UNRESTRICTED | $1,000 | |
| ST JUDES CHILDRENS RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | UNRESTRICTED | $750 | |
| CATHOLIC CHARITIES | ||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | UNRESTRICTED | $750 | |
| FOUNDATION FOR OPTHALMOLOGICAL CARE FROM THE UNITED STATES | ||||||
| 338 RIDGE RD | BARRINGTON | IL | 60010 | UNRESTRICTED | $750 | |
| ST JOHNS CATHOLIC CHAPEL | ||||||
| 604 E ARMORY AVE | CHAMPAIGN | IL | 61820 | UNRESTRICTED | $750 | |
| Rebecca's Homestead | ||||||
| 11 BEEMER CHURCH RD | WANTAGE | NJ | 07461 | UNRESTRICTED | $750 | |
| ST RAYMOND CHURCH | ||||||
| 301 S I-OKA | MOUNT PROSPECT | IL | 60056 | UNRESTRICTED | $500 | |
| BARTH SYNDROME | ||||||
| 2005 PALMER AVE 1033 | LARCHMONT | NY | 10538 | UNRESTRICTED | $500 | |
| THE REFUGE CENTER | ||||||
| 201 W KENYON RD SUITE 4D | CHAMPAIGN | IL | 61820 | UNRESTRICTED | $500 | |
| AMERICAN SOCIETY FOR THE DEAF | ||||||
| PO BOX 23 | WOODBINE | MD | 21797 | UNRESTRICTED | $500 | |
| L'CHAIM CHAVERUT CLUBHOUSE NORTHSHORE | ||||||
| PO BOX 170602 | GLENDALE | WI | 53217 | UNRESTRICTED | $500 | |
| TEAM JOSEPH | ||||||
| 5745 W MAPLE RD SUITE 204 | WEST BLOOMFIELD TOWNSH | MI | 48322 | UNRESTRICTED | $250 | |
| ADVOCATE CHARITABLE FOUNDATION | ||||||
| 2025 WINDSOR DR | OAK BROOK | IL | 60523 | UNRESTRICTED | $1,000 | |
| CHARITY NAVIGATOR | ||||||
| PO BOX 6002 | BELLMAWR | NJ | 080996002 | UNRESTRICTED | $1,000 | |
| AARP FOUNDATION | ||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | UNRESTRICTED | $1,000 | |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 802214488 | UNRESTRICTED | $2,000 | |
| CHICAGO COALITION TO END HOMELESSNESS | ||||||
| 70 E LAKE ST SUITE 720 | CHICAGO | IL | 60601 | UNRESTRICTED | $1,000 | |
| READING IS FUNDAMENTAL | ||||||
| 750 FIRST ST NE SUITE 920 | WASHINGTON | DC | 20002 | UNRESTRICTED | $1,000 | |
| SHORE COMMUNITY SERVICES | ||||||
| 8350 LARAMIE AVE | SKOKIE | IL | 60077 | UNRESTRICTED | $1,000 | |
| MOTHERS TRUST FOUNDATION | ||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | UNRESTRICTED | $2,000 | |
| South County HEalth | ||||||
| 100 KENYON AVE | WAKEFIELD | RI | 02879 | UNRESTRICTED | $5,000 | |
| MONSIGNOR CLARKE SCHOOL | ||||||
| 5074 TOWER HILL RD | WAKEFIELD | RI | 02879 | UNRESTRICTED | $5,000 | |
| ST FRANCIS OF ASSISI PARISH | ||||||
| 128 HIGH STREET | SOUTH KINGSTOWN | RI | 02879 | UNRESTRICTED | $1,500 | |
| CHRIST THE KING PARISH | ||||||
| 180 OLD NORTH RD | KINGSTON | RI | 02881 | UNRESTRICTED | $1,500 | |
| LOAVES AND FISHES | ||||||
| 1871 HIGH GROVE LANE | NAPERVILLE | IL | 60540 | UNRESTRICTED | $1,000 | |
| HORIZONS FOR THE BLIND | ||||||
| 125 ERICK ST A103 | CRYSTAL LAKE | IL | 600144404 | UNRESTRICTED | $1,000 | |
| FEED THE HUNGRY | ||||||
| 530 E IRELAND RD | SOUTH BEND | IN | 46614 | UNRESTRICTED | $1,000 | |
| MISERICORDIA FOUNDATION | ||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | UNRESTRICTED | $10,000 | |
| ST THERESA PARISH | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $3,500 | |
| OASIS FOR ORPHANS | ||||||
| PO BOX 1144 | WHEATON | IL | 60187 | UNRESTRICTED | $2,500 | |
| ST THERESA CHURCH | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $5,000 | |
| ST THERESA CHURCH | ||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | UNRESTRICTED | $285 | |
| GOOD SHEPHERD MANOR | ||||||
| 4129 N STATE ROUTE 1-17 PO BOX 260 | MOMENCE | IL | 60954 | UNRESTRICTED | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $276,585 | 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 | $80,711 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,106 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $222,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,817 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALCOA | $8,274 | $12,581 |
| ALIBABA GROUP HOLDING LTD ADR | $210,776 | $133,544 |
| ALPHABET | $44,583 | $95,220 |
| AMAZON | $129,220 | $329,085 |
| AMERICAN ELECTRIC POWER CO INC | $6,701 | $92,230 |
| APPLE INC | $65,817 | $901,512 |
| AT&T INC | $7,810 | $56,925 |
| BAXTER | $40,117 | $29,160 |
| BOEING CO | $60,268 | $75,225 |
| CARNIVAL CORP | $68,784 | $99,680 |
| CHIPOTLE MEXICAN GRILL INC CLASS A | $106,674 | $703,701 |
| COMCAST CORP CLASS A | $1,986 | $22,518 |
| CONSTELLATION ENERGY | $9,271 | $73,824 |
| DUKE ENERGY CORP | $6,372 | $53,870 |
| ENBRIDGE INC COM | $5,146 | $33,944 |
| EXELON CORP | $22,715 | $37,640 |
| FIRST SOLAR INC | $33,018 | $96,932 |
| FIRSTENERGY CORP | $766 | $39,780 |
| GE HEALTHCARE | $6,239 | $9,773 |
| GOLDMAN SACHS GROUP INC | $172,866 | $460,959 |
| GRUPO TELEVISA SAB | $10,092 | $2,659 |
| HERTZ GLOBAL HLDGS | $137,899 | $18,300 |
| HOWMET AEROSPACE INC | $18,724 | $109,370 |
| INTERNATIONAL PAPER | $27,475 | $40,365 |
| JABIL INC | $22,616 | $215,850 |
| JPMORGAN CHASE & CO | $11,667 | $93,487 |
| KEYCORP | $48,788 | $77,130 |
| KOHLS CORP | $36,792 | $8,424 |
| LYFT INC | $70,089 | $19,995 |
| MICRON TECHNOLOGY INC | $66,441 | $168,320 |
| MICROSOFT CORP | $60,097 | $937,838 |
| NEXTERA ENERGY INC | $2,040 | $146,965 |
| NUTRIEN LTD | $34,882 | $15,663 |
| NVIDIA CORP | $95,679 | $3,737,962 |
| PAYPAL HLDGS INC. | $283,208 | $170,700 |
| PFIZER INC | $149,497 | $112,753 |
| PHILIP MORRIS INTERNATIONAL INC | $36,472 | $58,370 |
| REVVITY INC | $26,627 | $111,610 |
| SALESFORCE.COM INC | $62,625 | $334,330 |
| SIRIUS XM HOLDINGS INC | $36,158 | $6,840 |
| SOFI TECH | $23,122 | $26,950 |
| TEVA PHARMACEUTICAL INDUSTRIES LTD ADR | $50,634 | $121,220 |
| TRANSOCEAN LTD | $125,149 | $30,000 |
| UBER TECHNOLOGIES INC | $31,580 | $90,480 |
| VEEVA SYSTEMS INC | $24,906 | $210,250 |
| WAL MART STORES INC | $68,457 | $271,050 |
| WARNER BROS DISC | $2,382 | $6,384 |
| WORKDAY INC | $57,081 | $167,720 |
| XCEL ENERGY INC | $5,370 | $67,520 |
| CROWDSTRIKE | $79,942 | $119,756 |
| GE AEROSPACE | $17,287 | $62,546 |
| GE VERNOVA | $4,398 | $30,590 |
| TAIWAN SEMICONDUCTOR | $77,493 | $98,745 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $28,893 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $28,173 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES RUSSELL 2000 | FMV | $36,163 | $38,668 |
| SPDR S&P 500 | FMV | $62,128 | $278,388 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING/BASIS ADJUSTMENT | $2,331 |
| 2023 GRANT CLEARED IN 2024 | $2,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS FILING FEE | $15 | $15 | $0 |
| CHECK FEE | $15 | $15 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 GRANT NOT CLEARED | Desc |
| Amt | $1,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX | $2,833 | $3,728 | $0 |
| FOREIGN TAX | $789 | $789 | $0 |