VANDERPOEL CONSERVATION FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VANDERPOEL CONSERVATION FOUNDATION (EIN 36-7193086)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202521279349102367
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T13:01:28-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | 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 | 367193086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANDERPOEL CONSERVATION FOUNDATION XXXXX6009 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VAND | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2025-03-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2025-03-29 | PreparationDt |
| 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 | $1,430,570 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,898 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $290,313 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,898 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $67,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,956 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,301 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,886 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,415 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $703 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,589 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,589 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,367 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,327 | CashBOYAmt |
| Cash EOY | $12,892 | CashEOYAmt |
| Cash EOYFMV | $12,892 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,672 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,213 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,213 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $604,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $567,566 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,092,716 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $243,687 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $248,019 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $240,585 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $63,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $68,844 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,164 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $961,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $911,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,430,570 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $961,857 | CapitalStockBOYAmt |
| Capital Stock EOY | $911,534 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $961,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $911,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $961,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $911,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $961,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,763 | OtherIncreasesAmt |
| Subtotal | $914,861 | SubtotalAmt |
| Other Decreases | $3,327 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $911,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1050.192 VANGUARD TTL BD MKT IDX-ADM | 2020-03-09 | 2024-01-24 | $10,019 | $12,203 | -$2,184 | -$2,184 | |
| 26. VANGUARD BD INDEX TOTAL BD MKT ETF | 2023-06-29 | 2024-01-24 | $1,884 | $1,884 | |||
| 13. VANGUARD BD INDEX TOTAL BD MKT ETF | 2022-08-10 | 2024-01-24 | $942 | $993 | -$51 | -$51 | |
| 244. VANGUARD TOTAL INTL BOND ETF | 2022-02-08 | 2024-01-24 | $11,858 | $13,049 | -$1,191 | -$1,191 | |
| 30. VANGUARD TOTAL INTL BOND ETF | 2023-06-29 | 2024-02-22 | $1,457 | $1,464 | -$7 | -$7 | |
| 502. VANGUARD TOTAL INTL BOND ETF | 2022-05-31 | 2024-02-22 | $24,383 | $25,527 | -$1,144 | -$1,144 | |
| 243. VANGUARD MORTGAGE-BACKED SEC | 2020-11-12 | 2024-02-22 | $10,940 | $13,131 | -$2,191 | -$2,191 | |
| 1. VANGUARD INT-TERM CORPORATE | 2023-12-06 | 2024-05-08 | $79 | $79 | |||
| 174. VANGUARD INT-TERM CORPORATE | 2023-12-06 | 2024-05-08 | $13,790 | $13,790 | |||
| 35.373 FIDELITY 500 INDEX FUND | 2024-02-22 | 2024-07-08 | $6,846 | $6,256 | $590 | $590 | |
| 128.278 FIDELITY 500 INDEX FUND | 2020-03-09 | 2024-07-08 | $24,826 | $12,261 | $12,565 | $12,565 | |
| 1073.73 SIX CIRCLES US UNCONSTR EQ | 2021-02-26 | 2024-07-08 | $18,758 | $14,925 | $3,833 | $3,833 | |
| 43.991 FIDELITY 500 INDEX FUND | 2020-03-09 | 2024-07-11 | $8,533 | $4,205 | $4,328 | $4,328 | |
| 19. JPMORGAN BETABUILDERS CANADA | 2018-08-14 | 2024-07-11 | $1,277 | $946 | $331 | $331 | |
| 2. JPMORGAN BETABUILDERS CANADA | 2018-08-14 | 2024-07-11 | $134 | $100 | $34 | $34 | |
| 1. JPMORGAN BETABUILDERS CANADA | 2018-08-14 | 2024-07-11 | $67 | $50 | $17 | $17 | |
| 84. JPMORGAN BETABUILDERS CANADA | 2018-08-14 | 2024-07-11 | $5,639 | $4,114 | $1,525 | $1,525 | |
| 117. JPMORGAN BETABUILDERS EUROPE ETF | 2024-02-22 | 2024-07-12 | $7,151 | $6,744 | $407 | $407 | |
| 56. JPMORGAN BETABUILDERS EUROPE ETF | 2023-01-20 | 2024-07-12 | $3,423 | $2,967 | $456 | $456 | |
| 70. JPMORGAN BETABUILDERS EUROPE ETF | 2023-01-20 | 2024-07-12 | $4,277 | $3,693 | $584 | $584 | |
| 34.283 FIDELITY 500 INDEX FUND | 2024-08-05 | 2024-10-02 | $6,819 | $6,179 | $640 | $640 | |
| 26. JPMORGAN BETABUILDERS CANADA | 2019-04-10 | 2024-10-02 | $1,882 | $1,273 | $609 | $609 | |
| 74. JPMORGAN BETABUILDERS DEVELO | 2021-02-08 | 2024-10-02 | $4,018 | $4,220 | -$202 | -$202 | |
| 100.857 SIX CIRCLES US UNCONSTR EQ | 2024-08-05 | 2024-10-02 | $1,825 | $1,647 | $178 | $178 | |
| 92.943 SIX CIRCLES US UNCONSTR EQ | 2021-02-26 | 2024-10-02 | $1,681 | $1,292 | $389 | $389 | |
| 653.293 AMERICAN BEACON AHL MGD-R5 | 2023-08-04 | 2024-10-16 | $6,468 | $6,546 | -$78 | -$78 | |
| 350.88 BLACKSTONE ALT MULTI-STRAT-Y | 2018-11-13 | 2024-10-16 | $3,898 | $3,760 | $138 | $138 | |
| 283.124 K2 ALTERNATIVE STRAT-R6 | 2024-10-02 | 2024-10-16 | $3,423 | $3,403 | $20 | $20 | |
| 430.432 NEUBERGER BERM LNG SHRT-INST | 2020-01-09 | 2024-10-16 | $7,967 | $6,472 | $1,495 | $1,495 | |
| 682.16 PIMCO UNCONSTRAINED BD FD INSTL CL* | 2021-07-29 | 2024-10-16 | $6,815 | $7,374 | -$559 | -$559 | |
| 60. ISHARES MISCI EAFE INDEX FUND | 2016-09-16 | 2024-11-25 | $4,677 | $3,450 | $1,227 | $1,227 | |
| 388. ISHARES BROAD USD HIGH YIELD | 2024-07-15 | 2024-11-25 | $14,498 | $14,219 | $279 | $279 | |
| 1. ISHARES BROAD USD HIGH YIELD | 2024-07-15 | 2024-11-25 | $37 | $37 | |||
| 248. JPMORGAN BETABUILDERS EUROPE ETF | 2023-01-20 | 2024-11-25 | $14,171 | $13,080 | $1,091 | $1,091 | |
| 106. JPMORGAN BETABUILDERS EUROPE ETF | 2023-01-20 | 2024-11-25 | $6,064 | $5,584 | $480 | $480 | |
| 23. JPMORGAN BETABUILDERS JAPAN ETF | 2021-08-27 | 2024-11-25 | $1,305 | $1,312 | -$7 | -$7 | |
| 69. JPMORGAN BETABUILDERS JAPAN ETF | 2021-08-27 | 2024-11-25 | $3,910 | $3,935 | -$25 | -$25 | |
| 95.119 SIX CIRCLES CREDIT OPPORT | 2024-07-17 | 2024-11-25 | $858 | $846 | $12 | $12 | |
| 1505.813 SIX CIRCLES CREDIT OPPORT | 2020-11-18 | 2024-11-25 | $13,582 | $14,021 | -$439 | -$439 | |
| 290. VANGUARD LONG-TERM TREASURY ETF | 2024-02-22 | 2024-11-25 | $16,902 | $16,796 | $106 | $106 | |
| 176. VANGUARD LONG-TERM TREASURY ETF | 2022-05-31 | 2024-11-25 | $10,258 | $12,588 | -$2,330 | -$2,330 | |
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,972 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,898 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $742 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $742 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $742 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $576 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $576 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $166 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase Bank NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL 1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JP Morgan Chase Bank NA | ||||||
| 10 S DEARBORN ST MC IL 1-0111 | CHICAGO | IL | 60603 | TRUSTEE | 2 | $24,301 |
| MARK R VANDERPOEL | ||||||
| 3003 W BALMORAL AVE | CHICAGO | IL | 606253903 | CO-TRUSTEE | 1 | $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 |
| 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 | $1,391,239 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,814 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,433,053 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,433,053 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,411,557 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,578 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,578 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $742 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $742 | TotalTaxAmt |
| Distributable Before Adj | $69,836 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,836 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,836 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,230 | 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 | $101,230 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,836 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $52,900 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $52,900 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,330 | 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 | $21,506 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SOUTHEASTERN GRASSLANDS INITIATIVE | ||||||||
| PO BOX 4718 | CLARKSVILLE | TN | 37044 | NONE | PC | GENERAL | $2,000 | |
| SEA TURTLE CONSERVANCY | ||||||||
| PO BOX 370 | FOREST KNOLLS | CA | 94933 | NONE | PC | GENERAL | $1,000 | |
| CITIZENS FOR CONSERVATION INC | ||||||||
| 459 WEST HIGHWAY 22 | BARRINGTON | IL | 60010 | NONE | PC | GENERAL | $25,000 | |
| FRIENDS OF NACHUSA GRASSLANDS | ||||||||
| 8772 S LOWDEN DRIVE | FRANKLIN GROVE | IL | 61031 | NONE | PC | GENERAL | $6,000 | |
| CHICAGO ACADEMY OF SCIENCES | ||||||||
| 2430 N CANNON DRIVE | CHICAGO | IL | 60614 | NONE | PC | GENERAL | $5,000 | |
| NATURAL LAND INSTITUTE | ||||||||
| 320 S 3RD STREET | ROCKFORD | IL | 61104 | NONE | PC | GENERAL | $41,800 | |
| THE NATIONAL MISSISSIPPI RIVER MUSEUM | ||||||||
| 350 E 3RD ST | DUBUQUE | IA | 52001 | NONE | PC | GENERAL | $2,000 | & AQUARIUM |
| ISLAND CONSERVATION | ||||||||
| 2100 DELAWARE AVE SUITE 1 | SANTA CRUZ | CA | 95060 | NONE | PC | GENERAL | $2,000 | |
| FRIENDS OF ILLINOIS NATURE PRESERVES | ||||||||
| 1625 FERNDALE AVENUE | NORTHBROOK | IL | 60062 | NONE | PC | GENERAL | $4,000 | |
| PRESERVATION FOUNDATION OF THE | ||||||||
| 1899 WEST WINCHESTER ROAD | LIBERTYVILLE | IL | 60048 | NONE | PC | GENERAL | $2,000 | LAKE COUNTY FOREST PRESERVES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,800 | 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 | $44,058 | 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 | $23,898 | 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 | $67,956 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,956 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 54401E143 LORD ABBETT SHRT DUR | $29,734 | $28,080 |
| 83002G702 SIX CIRCLES GLOBAL B | $63,072 | $56,382 |
| 83002G884 SIX CIRCLES CREDIT O | $56,024 | $57,041 |
| 921937603 VANGUARD TTL BD MKT | ||
| 92206C771 VANGUARD MORTGAGE-BA | $43,792 | $43,028 |
| 921937835 VANGUARD TOTAL BOND | ||
| 92203J407 VANGUARD TOTAL INTL | $27,681 | $27,959 |
| 92206C847 VANGUARD LONG-TERM T | ||
| 92206C870 VANGUARD INT-TERM CO | $27,716 | $28,095 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287465 ISHARES MSCI EAFE ET | $31,244 | $42,417 |
| 78462F103 SPDR S&P 500 ETF TRU | $128,729 | $468,864 |
| 315911750 FIDELITY 500 INDEX F | $89,485 | $165,473 |
| 83002G306 SIX CIRCLES US UNCON | $123,939 | $198,178 |
| 83002G405 SIX CIRCLES INTL UNC | $111,102 | $127,362 |
| 46641Q191 JPMORGAN BETABUILDER | ||
| 46641Q217 JPMORGAN BETABUILDER | $41,162 | $42,540 |
| 46641Q225 JPMORGAN BETABUILDER | $18,925 | $28,236 |
| 46641Q233 JPMORGAN BETABUILDER | $22,980 | $19,646 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $20,796 | $20,984 |
| 64128R608 NEUBERGER BERM LNG S | AT COST | $5,860 | $7,360 |
| 72201M487 PIMCO DYNAMIC BOND-I | |||
| 024525669 AMERICAN BEACON AHL | |||
| 72201U638 PIMCO MRTG OPP & BND | AT COST | $13,093 | $12,870 |
| 83002G876 SIX CIRCLES MULTI-ST | AT COST | $29,095 | $28,950 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $1,771 |
| RETURN OF CAPITAL ADJUSTMENT | $1,554 |
| MUTUAL FUND ADJUSTMENT | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATTORNEY GENERAL FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $1,759 |
| ROUNDING | $4 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $320 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $576 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $593 | $593 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $110 | $110 | $0 |