TIF FOUNDATION FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TIF FOUNDATION FUND (EIN 35-2275342)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202531289349102048
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T13:02:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 | 352275342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIF FOUNDATION FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIFF | BusinessNameControlTxt |
| Phone | 4043706147 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 250 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 300310250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT MICHAEL F IVERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4043706147 | PhoneNum |
| Signature | 2025-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | DAVID P WITT | PreparerPersonNm |
| PTIN | P00987194 | PTIN |
| Phone | 8472345000 | PhoneNum |
| Preparation | 2025-05-05 | 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 | $9,339,831 | 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 |
| Interest On Sav Rev And Expnss | $92 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $92 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $200,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $411,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $868,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $411,794 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $612,042 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $612,042 | 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 |
| Legal Fees Rev And Expnss | $231 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $231 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,955 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,955 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,727 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,727 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,648 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,648 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $289 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $447,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $164,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $569,192 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,046 | CashBOYAmt |
| Cash EOY | $29,372 | CashEOYAmt |
| Cash EOYFMV | $29,372 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $225,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $137,492 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $137,492 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,500 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,500 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $5,789,162 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,031,973 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,170,467 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,037,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,201,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,339,831 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,037,145 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,201,337 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,037,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,201,337 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,037,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,201,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,037,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $164,192 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,201,337 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,201,337 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EMERGING | P | 2020-04-24 | 2024-01-04 | $14,958 | $12,777 | $2,181 | $2,181 |
| VANGUARD DEV MKT INDX-ADM | P | 2019-02-15 | 2024-01-04 | $39,737 | $34,064 | $5,673 | $5,673 |
| VANGUARD INSTL INDEX FD SH BEN INT | P | 2018-12-07 | 2024-01-04 | $296,626 | $184,680 | $111,946 | $111,946 |
| VANGUARD INSTL INDEX FD SH BEN INT | P | 2018-12-07 | 2024-10-30 | $299,500 | $150,688 | $148,812 | $148,812 |
| VANGUARD INSTL INDEX FD SH BEN INT | P | 2018-12-07 | 2024-11-20 | $150,605 | $74,379 | $76,226 | $76,226 |
| CAPITAL GAINS DIVIDENDS | P | $66,956 | $66,956 | $66,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $411,794 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,912 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,912 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,653 | 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 | $4,653 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,259 | TaxDueAmt |
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 |
| Individual With Books | ROBERT MICHAEL F IVERSON | IndividualWithBooksNm |
| Phone | 4043706147 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 250 | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30030 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT MICHAEL F IVERSON | ||||||||
| P O BOX 250 | DECATUR | GA | 30030 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY M AUSTIN-KEEVIL | ||||||||
| 20 CHARLESTON ROAD | HINSDALE | IL | 60521 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RENE IVERSON | ||||||||
| P O BOX 250 | DECATUR | GA | 30030 | DIRECTOR | 1.00 | $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 | $8,860,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,141,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,141,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,004,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $450,221 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $450,221 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,912 | TotalTaxAmt |
| Distributable Before Adj | $442,309 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $442,309 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $442,309 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $442,309 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $376,687 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $376,687 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,313 | 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 | $413,996 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVE 7TH FL | NEW YORK | NY | 10001 | NONE | 501(C)(3) | OPERATING FUNDS | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 100 TRI STATE INTERNATIONAL 125 | LINCOLNSHIRE | IL | 60069 | NONE | 501(C)(3) | OPERATING FUNDS | $20,000 |
| BLAZEMAN FOUNDATION FOR ALS | |||||||
| 18 MAPLE AVENUE | BARRINGTON | RI | 02806 | NONE | 501(C)(3) | OPERATING FUNDS | $5,000 |
| BOYS TOWN | |||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | 501(C)(3) | OPERATING FUNDS | $14,000 |
| CAMP SUNSHINE GEORGIA | |||||||
| 1850 CLAIRMONT ROAD | DECATUR | GA | 30033 | NONE | 501(C)(3) | OPERATING FUNDS | $17,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN RD SUITE 101 | GLEN ROCK | NJ | 07452 | NONE | 501(C)(3) | OPERATING FUNDS | $3,000 |
| CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION | |||||||
| NORTHEAST EXPY | ATLANTA | GA | 30341 | NONE | 501(C)(3) | OPERATING FUNDS | $34,500 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| 101 VISITOR CENTER DR | WILLIAMSBURG | VA | 23185 | NONE | 501(C)(3) | OPERATING FUNDS | $30,000 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | 501(C)(3) | OPERATING FUNDS | $30,000 |
| FURMAN UNIVERSITY | |||||||
| 3300 POINSETT HIGHWAY | GREENVILLE | SC | 29613 | NONE | 501(C)(3) | OPERATING FUNDS | $6,000 |
| GLAUCOMA RESEARCH FOUNDATION | |||||||
| 251 POST STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | NONE | 501(C)(3) | OPERATING FUNDS | $8,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | 501(C)(3) | OPERATING FUNDS | $5,000 |
| HIGHLANDS BIOLOGICAL STATION FOUNDATION | |||||||
| 265 N 6TH ST | HIGHLANDS | NC | 28741 | NONE | 501(C)(3) | OPERATING FUND | $8,000 |
| HOME FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NONE | 501(C)(3) | OPERATING FUNDS | $7,000 |
| LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | 501(C)(3) | OPERATING INCOME | $30,000 |
| MIDWEST FOOD BANK | |||||||
| 700 ERIE AVE | MORTON | IL | 61550 | NONE | 501(C)(3) | OPERATING FUNDS | $7,000 |
| THE NATURE CONSERVANCY | |||||||
| 400 N MICHIGAN AVE SUITE 1100 | CHICAGO | IL | 60611 | NONE | 501(C)(3) | OPERATING FUNDS | $12,500 |
| NEW AMERICAN PATHWAYS | |||||||
| 2300 HENDERSON MILL RD NE SUITE 200 | ATLANTA | GA | 30345 | NONE | 501(C)(3) | OPERATING FUNDS | $8,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE | STILLWATER | OK | 74074 | NONE | 501(C)(3) | OPERATING FUNDS | $4,000 |
| OPERATION SUPPORT OUR TROOPS | |||||||
| 1807 S WASHINGTON ST | NAPERVILLE | IL | 60565 | NONE | 501(C)(3) | OPERATING FUNDS | $12,000 |
| PAWS OF CHICAGO | |||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | 501(C)(3) | OPERATING FUNDS | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | NONE | 501(C)(3) | OPERATING FUNDS | $13,000 |
| SALVATION ARMY | |||||||
| 850 S GREEN BAY RD | WAUKEGAN | IL | 60085 | NONE | 501(C)(3) | OPERATING FUNDS | $15,000 |
| SHRINERS | |||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | NONE | 501(C)(3) | OPERATING FUNDS | $9,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | OPERATING FUNDS | $25,000 |
| THE ANTI-CRUELTY SOCIETY | |||||||
| 165 W GRAND AVE | CHICAGO | IL | 60654 | NONE | 501(C)(3) | OPERATING FUNDS | $5,000 |
| THE CONSERVATION FUND | |||||||
| 1655 N FORT MYER DR SUITE 1300 | ARLINGTON | VA | 22209 | NONE | 501(C)(3) | OPERATING FUNDS | $23,000 |
| UNITED METHODIST COMMITTEE ON RELIEF | |||||||
| 500 S COLUMBIA DRIVE | DECATUR | GA | 30030 | NONE | 501(C)(3) | OPERATING FUNDS | $4,000 |
| UNIVERSITY OF GEORGIA | |||||||
| 220 SOUTH JACKSON STREET | ATHENS | GA | 30602 | NONE | 501(C)(3) | OPERATING FUNDS | $8,000 |
| UNIVERSITY OF TAMPA | |||||||
| 401 W KENNEDY BLVD | TAMPA | FL | 33606 | NONE | 501(C)(3) | OPERATING FUNDS | $4,000 |
| WILLIAMS COLLEGE | |||||||
| 880 MAIN STREET | WILLIAMSTOWN | MA | 01267 | NONE | 501(C)(3) | OPERATING FUNDS | $8,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | 501(C)(3) | OPERATING FUNDS | $2,500 |
| GUIDE DOG FOUNDATION FOR THE BLIND | |||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | 501(C)(3) | OPERATING FUNDS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,153 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $411,794 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $612,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $612,042 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $9,955 | Amt |
| Net Investment Income | $9,955 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 136,542 SHARES VANGUARD SHORT-TERM INVESTMENT GRADE FUND | AT COST | $1,425,261 | $1,407,747 |
| 11,056 VANGUARD INSTITUTIONAL INDEX FUND LARGE CAP | AT COST | $2,662,852 | $5,294,526 |
| 8,850 VANGUARD MID-CAP INDEX FUND MID CAP | AT COST | $396,933 | $639,066 |
| 4,736 VANGUARD SMALL-CAP INDEX FUND SMALL CAP | AT COST | $350,000 | $545,413 |
| 34,664 VANGUARD DEVELOPED MARKETS INDEX FUND INTERNATIONAL DEVELOPED ALL CAP | AT COST | $449,597 | $532,445 |
| 4,389 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND INTERNATIONAL DEVEL | AT COST | $111,191 | $123,712 |
| 3,677 ISHARES CORE MSCI EMERGING MARKETS ETF | AT COST | $155,569 | $192,013 |
| 5,426 VANGUARD INTERMEDIATE-TERM CORPORATE BOND | AT COST | $480,570 | $435,545 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $231 | LegalFeesAmt |
| Net Investment Income | $231 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS REGISTRATION FEES | $15 | $15 | $0 |
| SUPPLIES | $274 | $274 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY | CategoryTxt |
| Amt | $29,727 | Amt |
| Net Investment Income | $29,727 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,648 | Amt |
| Net Investment Income | $2,648 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |