THE MCNAMARA PURCELL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE MCNAMARA PURCELL FOUNDATION (EIN 36-7293187)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-18
- IRS object ID
- 202302919349100800
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-18T09:25:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 367293187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McNamara Purcell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS DYKSTRA | InCareOfNm |
| Business Name Control | MCNA | BusinessNameControlTxt |
| Phone | 8474051069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 West Monroe St STE 1200 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID PURCELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126282451 | PhoneNum |
| Signature | 2023-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | PURCELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONOR LEFEVOUR | PreparerPersonNm |
| PTIN | P01497330 | PTIN |
| Phone | 3123573950 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,291,746 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $125,190 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $478,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $478,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,376,977 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,303,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,376,977 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $91,821 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,072,321 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,855,310 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $14,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,050 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,548 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,548 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,958 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40,532 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,532 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $76,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,088 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,057,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,057,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,133,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,088 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,057,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $939,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,796,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $456,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $258,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $258,499 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,647,878 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,001,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,694,498 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $548,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,338,749 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,338,749 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,653,631 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,598,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,291,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,653,632 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,598,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,653,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,598,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,653,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,598,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,653,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $939,153 | ExcessRevenueOverExpensesAmt |
| Other Increases | $709,382 | OtherIncreasesAmt |
| Subtotal | $12,302,167 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,302,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FIDELITY #3732 - SEE ATTACHED | $546,431 | $378,236 | $168,195 | $168,195 |
| FIDELITY #3732 - SEE ATTACHED | $69,380 | $47,095 | $22,285 | $22,285 |
| FIDELITY #3732 - SEE ATTACHED | $2,688,077 | $1,501,580 | $1,186,497 | $1,186,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,376,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,967 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,967 | SubtotalAmt |
| Tax Based On Investment Income | $24,967 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,612 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $26,612 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,645 | OverpaymentAmt |
| Applied To ES Tax | $1,645 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS DYKSTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126282451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST MONROE STREET SUITE 1200 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| David P Purcell | ||||||||
| 227 West Monroe St STE 1200 | Chicago | IL | 60606 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Michael J Purcell | ||||||||
| 227 West Monroe St STE 1200 | Chicago | IL | 60606 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Paul M Purcell | ||||||||
| 227 West Monroe St STE 1200 | Chicago | IL | 60606 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Philip J Purcell | ||||||||
| 227 West Monroe St STE 1200 | Chicago | IL | 60606 | MANAGER | 1.0 | $0 | $0 | $0 |
| 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 | $20,779,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $483,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,262,439 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,262,439 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $318,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,943,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,047,175 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,047,175 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,967 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,967 | TotalTaxAmt |
| Distributable Before Adj | $1,022,208 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,022,208 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,022,208 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,057,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,057,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,022,208 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $645,917 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,057,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $645,917 | AppliedToYear1Amt |
| Applied To Current Year | $411,083 | 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 |
| Undistributed Income CY | $611,125 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP J PURCELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRAIN RESEARCH FOUNDATION | |||||||
| 111 W WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | UNRESTRICTED | $25,000 |
| CARL'S KIDS | |||||||
| 3212 WINFIELD DR | DURHAM | NE | 27707 | NONE | PC | UNRESTRICTED | $5,000 |
| CHICAGO CHAPTER OF THE SPINAL CORD SOCIETY | |||||||
| 12111 S HAROLD AVE | PALOS HEIGHTS | IL | 60463 | NONE | PC | UNRESTRICTED | $5,000 |
| CONNIE DWYER BREAST CANCER FOUNDATION | |||||||
| 111 CENTRAL AVENUE | NEWARK | NJ | 07102 | NONE | PC | UNRESTRICTED | $5,000 |
| CRISTO REY NETWORK | |||||||
| 14 EAST JACKSON BOULEVARD SUITE 12 | CHICAGO | IL | 60604 | NONE | PC | UNRESTRICTED | $50,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED | $5,000 |
| DECLAN DRUMM SULLIVAN MEMORIAL FOUNDATION | |||||||
| 3539 LONG GROVE ROAD | LONG GROVE | IL | 60047 | NONE | PC | UNRESTRICTED | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 1 BRIAR RIAD | GOLF | IL | 60029 | NONE | PC | UNRESTRICTED | $10,000 |
| MS RESEARCH CENTER OF NY - ANNUAL DINNER | |||||||
| 521 W 57TH ST | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $25,000 |
| MS SOCIETY ILLINOIS STATE CHAPTER - DINNER OF CHAM | |||||||
| 910 W VAN BUREN ST STE 4TH FLR | CHICAGO | IL | 60607 | NONE | PC | UNRESTRICTED | $15,000 |
| MULTIPLE MYELOMA - CHICAGO DINNER | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PC | UNRESTRICTED | $25,000 |
| PARK CITY MINERS BASKETBALL | |||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | NONE | PC | UNRESTRICTED | $10,000 |
| Texas Christian University - DEANS DISCR FUND | |||||||
| 2800 S UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | UNRESTRICTED | $75,000 |
| Texas Christian University - ATHLETICS EXC PLDG | |||||||
| DAN D ROGERS HALL | FORT WORTH | TX | 76109 | NONE | PC | UNRESTRICTED | $30,000 |
| WATERFORD SCHOOL GENERAL FUND | |||||||
| 1480 E 9400 S | SANDY | UT | 84093 | NONE | PC | UNRESTRICTED | $25,000 |
| CC CARES FOUNDATION SLC | |||||||
| 2400 COUNTRY CLUB DR | SALT LAKE CITY | UT | 84109 | PC | UNRESTRICTED | $1,000 | |
| USD GOLF PROJECT | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PC | UNRESTRICTED | $300,000 | |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DR | SNOWBIRD | UT | 84092 | PC | UNRESTRICTED | $15,000 | |
| Alotian Charitable | |||||||
| 101 Alotian Dr | Roland | AZ | 72135 | NONE | EOF | UNRESTRICTED | $20,000 |
| Alzheimer's Association | |||||||
| 225 N Michigan Ace Floor 17 | Chicago | IL | 60601 | NONE | PC | UNRESTRICTED | $5,000 |
| Navy Seal Foundation | |||||||
| 1619 D Street | Virginia Beach | VA | 23459 | NONE | PC | UNRESTRICTED | $25,000 |
| Texas Christian University - ATHL DIRDISC FUND | |||||||
| 2900 South University Drive | Fort Worth | TX | 76129 | NONE | PC | UNRESTRICTED | $25,000 |
| AMERICAN MELANOMA FOUNDATION - MEMORY OF HA BUZ | |||||||
| 8929 UNIVERSITY CENTER LANE STE 20 | SAN DIEGO | CA | 92122 | NONE | PC | UNRESTRICTED | $1,000 |
| FIRST TEE CHICAGO WAVELAND PROJECT | |||||||
| 3701 N RECREATION DR STE 2 | CHICAGO | IL | 60613 | NONE | PC | UNRESTRICTED | $25,000 |
| HIGH POINT UNIVERSITY 5-YR PLEDGE STRTED IN 2022 | |||||||
| ONE UNIVERSITY PARKWAY DRAWER 29 | HIGH POINT | NC | 27268 | NONE | PC | UNRESTRICTED | $10,000 |
| JUDGE MEMORIAL SCHOLARSHIP FND MEMORY OF MIKE RODM | |||||||
| 650 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84102 | PC | UNRESTRICTED | $1,000 | |
| JDRF TENNESSEE - PROMISE GALA TO FIND A CURE T1 DI | |||||||
| 05 Westpark Drive Suite 415 | Brentwood | TN | 37027 | NONE | PC | UNRESTRICTED | $1,000 |
| MARINE CORPS SCHOLARSHIP FOUNDATION | |||||||
| 909 N WASHINGTON STREET STE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | UNRESTRICTED | $10,000 |
| MSRCNY - MEMORY OF RIZWANA SADIQ | |||||||
| 302 W Rector St | San antonio | TX | 78216 | NONE | PC | UNRESTRICTED | $5,000 |
| MS RESEARCH CENTER OF NY - DR SADIQ STEM CELL PRJ | |||||||
| 521 W 57TH ST | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED | $20,000 |
| PEGGY NOTEBEART NATURE MUSEAUM BUTTERFLY BALL | |||||||
| 2430 N CANNON DR | CHICAGO | IL | 60614 | NONE | PC | UNRESTRICTED | $3,000 |
| UNIVERSITY OF NOTRE DAME - FRIENDS OF ND NIL EFFOR | |||||||
| 1100 Grace Hall | Notre Dame | IN | 46556 | NONE | PC | UNRESTRCITED | $250,000 |
| UNIVERISTY OF UTAH ORTHO SPINE EDUC AND RES FND | |||||||
| 50 NORTH MEDICAL DRIVE | SALT LAKE CITY | UT | 84132 | NONE | PC | UNRESTRICTED | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,057,000 | 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 | $478,333 | 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 | $1,376,977 | 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 | $1,855,310 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,855,310 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP J PURCELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 CHURCHILL ROAD | AddressLine1Txt |
| City | WINFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $125,190 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40533 SHS ISHARES SEL DIV ETF | $2,039,045 | $4,888,280 |
| 10000 SHS ISHARES TST MSCI ETF | $348,756 | $379,000 |
| 18067 SHS ISHARES SPDR S&P ETF | $2,470,351 | $7,215,307 |
| 44486 SHS SEL SECTOR SPDR | $0 | $0 |
| 26581 SHS VG INTL EQ INDEX FND | $1,111,756 | $2,463,396 |
| 38700 SHS WISDOMTREE JPN EQT | $0 | $0 |
| 24000 SHS INVESCO LTD | $482,934 | $431,760 |
| 11496 SHS CARDINAL H COM NPV | $260,879 | $384,350 |
| 11825 SHS TEVA PHARM IND ADS | $159,523 | $107,844 |
| SPDR SER TR S&P REGL BKG | $0 | $0 |
| 3000 ALPS ETF TR ALERIAN MLP | $91,706 | $114,210 |
| 12000 VIATRIS INC.COM | $162,980 | $133,560 |
| 1000 SLT SECTOR SPDR TR ENERGY | $47,095 | $87,470 |
| 39486 SLCT SEC SPDR TR FINAN | $543,713 | $1,350,421 |
| 5000 ISRS INC CORE MSCI EM MRK | $268,126 | $233,500 |
| 350000 ISRS INC MSCI JPN ETF | $2,014,477 | $1,905,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TRANSACTION COSTS | $547 | $547 |
| MANAGEMENT FEES | $39,985 | $39,985 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $91,821 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT IN AMITY VENTURE PARTNERS II | $350,000 |
| INVESTMENT IN BASTION FUNDING V LP | $359,382 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $10,000 | |
| FOREIGN TAXES PAID | $9,958 | $9,958 |
| ILLINOIS INC. TAX PY | $15 | |
| ILLINOIS INC. TAX PMT CY | $15 |