CLEAR WATER CAPITAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CLEAR WATER CAPITAL FOUNDATION (EIN 46-1913926)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349102228
- 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
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:13:09-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 834639709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON PARGMAN & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 340 | AddressLine1Txt |
| City | GENOA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60135 | 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 | 461913926 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEARWATER CAPITAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEA | BusinessNameControlTxt |
| Phone | 8478418650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 WEST HIGGINS ROAD 1025 | AddressLine1Txt |
| City | HOFFMAN ESTATES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AL KRAUSE | PersonNm |
| Person Title | CFO/DIRECTOR | PersonTitleTxt |
| Phone | 8478418650 | PhoneNum |
| Signature | 2025-05-14 | 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 | MELISSA DAVIDSON | PreparerPersonNm |
| PTIN | P01598724 | PTIN |
| Phone | 8153798360 | 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 | $194,590 | 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 | $206,152 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $119 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $119 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,907 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,907 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,232 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,753 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $215,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,779 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $131 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $131 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,700 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,217 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,495 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,048 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,495 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $201,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,313 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,948 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,178 | CashBOYAmt |
| Cash EOY | $34,644 | CashEOYAmt |
| Cash EOYFMV | $34,644 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,153 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $138,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $159,946 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,946 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $184,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $194,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $194,590 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $181,946 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $194,590 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $194,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $184,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $194,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,313 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,331 | OtherIncreasesAmt |
| Subtotal | $194,590 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $194,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6 SH AAPL | D | 2024-01-09 | 2024-04-04 | $1,027 | $1,108 | -$81 | -$81 |
| 10 SH INTU | D | 2023-07-20 | 2024-04-04 | $6,299 | $4,918 | $1,381 | $1,381 |
| 20 SH MGK | D | 2024-03-05 | 2024-04-04 | $5,643 | $5,608 | $35 | $35 |
| 90 SH DBJP | D | 2023-11-21 | 2024-04-04 | $6,590 | $5,589 | $1,001 | $1,001 |
| 70 SH ICSH | P | 2022-11-21 | 2024-04-11 | $3,527 | $3,501 | $26 | $26 |
| 11 SH APPL | D | 2024-05-10 | 2024-08-12 | $2,393 | $2,008 | $385 | $385 |
| 100 SH SCHX | P | 2023-12-20 | 2024-08-12 | $6,283 | $3,838 | $2,445 | $2,445 |
| 70 SH DBJP | D | 2024-05-02 | 2024-08-12 | $4,661 | $5,167 | -$506 | -$506 |
| 40 SH SCHO | P | 2024-04-04 | 2024-08-13 | $1,947 | $1,922 | $25 | $25 |
| 24 SH ICSH | P | 2024-04-04 | 2024-04-11 | $1,209 | $1,209 | $0 | $0 |
| 51 SH SCHO | P | 2023-04-10 | 2024-08-13 | $2,482 | $2,484 | -$2 | -$2 |
| 1 SH AAPL | D | 2022-12-28 | 2024-04-04 | $171 | $127 | $44 | $44 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,753 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,240 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $27 | 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 | 0 | 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 | AL KRAUSE | IndividualWithBooksNm |
| Phone | 8478418650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 WEST HIGGINS ROAD SUITE 1025 | AddressLine1Txt |
| City | HOFFMAN ESTATES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60169 | 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 |
|---|---|---|---|---|---|---|---|---|
| AL KRAUSE | ||||||||
| 2800 W HIGGINS ROAD STE 1025 | HOFFMAN ESTATES | IL | 60169 | CFO/DIRECTOR | 0.50 | $0 | $0 | $0 |
| JOHN SLEETING | ||||||||
| 2800 W HIGGINS ROAD STE 1025 | HOFFMAN ESTATES | IL | 60169 | CEO/DIRECTOR | 0.50 | $0 | $0 | $0 |
| JOHN CHAPMAN | ||||||||
| 2800 W HIGGINS ROAD STE 1025 | HOFFMAN ESTATES | IL | 60169 | SEC./DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $152,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $205,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $205,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $202,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,115 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,115 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27 | TotalTaxAmt |
| Distributable Before Adj | $10,088 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,088 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,088 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $201,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $201,065 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,088 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,949 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,416 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $78,335 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $101,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,992 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $352,692 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $201,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,088 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $190,977 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $543,669 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $5,949 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $537,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,416 | ExcessFromYear4Amt |
| Excess From Year3 | $78,335 | ExcessFromYear3Amt |
| Excess From Year2 | $101,000 | ExcessFromYear2Amt |
| Excess From Year1 | $140,992 | ExcessFromYear1Amt |
| Excess From Current Year | $190,977 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN SLEETING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 WEST HIGGINS ROAD | AddressLine1Txt |
| City | HOFFMAN ESTATES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8478418650 | RecipientPhoneNum |
| Recipient Email Address | JOHN.SLEETING@CCPWEALTH.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST AND EXPLANATION OF REASON FOR REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| A GIVING HEART FOUNDATION | |||||||
| 25 E SUPERIOR ST APT 3005 | CHICAGO | IL | 60611 | N/A | NC | CHARITABLE GRANT/DONATION | $24,500 |
| ALLEN J LYNCH MEDAL OF HONOR VETERANS FOUNDATION | |||||||
| 40 PATRIOTS POINT RD | MOUNT PLEASANT | SC | 29464 | N/A | NC | CHARITABLE GRANT/DONATION | $3,800 |
| ANNA MILLER FOUNDATION | |||||||
| PO BOX 6988 | ROCKFORD | IL | 61125 | N/A | NC | CHARITABLE GRANT/DONATION | $3,250 |
| ARMENIAN ALL SAINTS APOSTOLIC CHURCH | |||||||
| 1701 GREENWOOD RD | GLENVIEW | IL | 60026 | N/A | NC | CHARITABLE GRANT/DONATION | $1,000 |
| BRIDGE YOUTH & FAMILY SERVICES | |||||||
| 721 S QUENTIN RD SUITE 103 | PALATINE | IL | 60067 | N/A | NC | CHARITABLE GRANT/DONATION | $27,500 |
| FELLOWSHIP HOUSING | |||||||
| 2500 W HIGGINS RD SUITE 360 | HOFFMAN ESTATES | IL | 60169 | N/A | NC | CHARITABLE GRANT/DONATIONS | $28,821 |
| FOLDS OF HONOR | |||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | N/A | NC | CHARITABLE GRANT/DONATION | $20,000 |
| LAVELLE LAW CHARITIES | |||||||
| 1933 N MEACHAM RD STE 600 | SCHAUMBURG | IL | 60173 | N/A | NC | CHARITABLE GRANT/DONATION | $4,000 |
| LOST SOULS | |||||||
| 6N320 CIRCLE AVE | MEDINAH | IL | 60157 | N/A | NC | CHARITABLE GRANT/DONATION | $250 |
| ORPHANETWORK | |||||||
| 2624 SOUTHERN BLVD SUITE 202 | VIRGINIA BEACH | VA | 23452 | N/A | NC | CHARITABLE GRANT/DONATION | $5,000 |
| WESTMINSTER CHRISTIAN SCHOOL | |||||||
| 2700 HIGHLAND AVE | ELGIN | IL | 60124 | N/A | NC | CHARITABLE GRANT/DONATION | $1,000 |
| WHAT'S MY NAME | |||||||
| 32 ARNOLD LANE | ROBBINSVILLE | NJ | 08691 | N/A | NC | CHARITABLE GRANT/DONATION | $511 |
| WRIGHT-WAY RESCUE | |||||||
| 5915 LINCOLN AVE | MORTON GROVE | IL | 60053 | N/A | NC | CHARITABLE GRANT/DONATION | $500 |
| EXCEL BEYOND 211 (EB211) | |||||||
| 1750 S ROSELLE RD | PALATINE | IL | 60067 | N/A | NC | CHARITABLE GRANT/DONATION | $3,000 |
| A BOY AND HIS DREAM | |||||||
| 2001 S CALUMET AVE SUITE 503 | CHICAGO | IL | 60616 | N/A | NC | CHARITABLE GRANT/DONATION | $1,000 |
| ADVOCATE CHARITABLE FOUNDATION | |||||||
| 2025 WINDSOR DRIVE | OAK BROOK | IL | 60523 | N/A | NC | CHARITABLE GRANT/DONATION | $1,000 |
| ARLINGTON HEIGHTS FRATERNAL ORDER OF POLICE | |||||||
| PO BOX 674 | ARLINGTON HEIGHTS | IL | 60006 | N/A | NC | CHARITABLE GRANT/DONATION | $500 |
| CURE JM | |||||||
| 19309 WINMEADE DR STE 204 | LEESBURG | VA | 20176 | N/A | NC | CHARITABLE GRANT/DONATION | $75 |
| FILL A HEART FOR KIDS | |||||||
| 400 ILLINOIS ROAD | LAKE FOREST | IL | 60045 | N/A | NC | CHARITABLE GRANT/DONATION | $5,000 |
| GRATITUDE GENERATION | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60515 | N/A | NC | CHARITABLE GRANT/DONATION | $111 |
| HEALING WARRIOR FOUNDATION | |||||||
| 200 SAND HILLS LANE | AUSTIN | TX | 78737 | N/A | NC | CHARITABLE GRANT/DONATION | $2,000 |
| HOPEFUL BEGINNINGS | |||||||
| 510 N PLUM GROVE RD | PALATINE | IL | 60067 | N/A | NC | CHARITABLE GRANT/DONATION | $2,500 |
| HUMANE SOCIETY | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | NC | CHARITABLE GRANT/DONATION | $200 |
| HUNTSMAN CANCER INSTITUTE | |||||||
| 500 HUNTSMAN WAY | SALT LAKE CITY | UT | 84108 | N/A | NC | CHARITABLE GRANT/DONATION | $52 |
| JENNIFER S FALLICK CANCER SUPPORT CENTER | |||||||
| 2028 ELM RD | HOMEWOOD | IL | 60430 | N/A | NC | CHARITABLE GRANT/DONATION | $1,000 |
| KLOVE | |||||||
| 5700 WEST OAKS BLVD | ROCKLIN | CA | 95765 | N/A | NC | CHARITABLE GRANT/DONATION | $200 |
| NEWHOUSE KC | |||||||
| PO BOX 240019 | KANSAS CITY | MO | 64124 | N/A | NC | CHARITABLE GRANT/DONATION | $2,750 |
| ORCHARD MINISTRY DEVELOPMENT | |||||||
| 1301 S GROVE AVE | BARRINGTONIL | IL | 60010 | N/A | NC | CHARITABLE GRANT/DONATION | $500 |
| REFUGE FOR WOMEN | |||||||
| 620 DAKOTA STREET | CRYSTAL LAKE | IL | 60012 | N/A | NC | CHARITABLE GRANT/DONATION | $2,500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | NC | CHARITABLE GRANT/DONATION | $8,000 |
| STILL I RUN | |||||||
| 3376 SAGECREST DRIVE | HUDSONVILLE | MI | 49426 | N/A | NC | CHARITABLE GRANT/DONATION | $50 |
| THE CANCER SUPPORT CENTER | |||||||
| 2028 ELM RD | HOMEWOOD | IL | 60430 | N/A | NC | CHARITABLE GRANT/DONATION | $1,000 |
| THE CRUCIBLE PROJECT | |||||||
| PO BOX 690894 | SAN ANTONIO | TX | 78269 | N/A | NC | CHARITABLE GRANT/DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,570 | 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 | $119 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,753 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$46,103 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,026 | ExclusionAmt |
| Related Or Exempt Function Incm | -$41,350 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$36,324 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | NET REALIZED GAIN ON INVESTMENTS SOLD | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CLEARWATER CAPITAL PARTNERS | |||||||
| 1 | 2800 WEST HIGGINS ROAD STE 1025 | HOFFMAN ESTATES | IL | 60169 | $89,289 | Yes (X) | |
| AL KRAUSE | |||||||
| 2 | 2800 WEST HIGGINS ROAD STE 1025 | HOFFMAN ESTATES | IL | 60169 | $5,000 | Yes (X) | |
| JOHN CHAPMAN | |||||||
| 3 | 2800 WEST HIGGINS ROAD STE 1025 | HOFFMAN ESTATES | IL | 60169 | $6,000 | Yes (X) | |
| JOHN SLEETING | |||||||
| 4 | 2800 WEST HIGGINS ROAD STE 1025 | HOFFMAN ESTATES | IL | 60169 | $11,000 | Yes (X) | |
| JEFF DEHAAN | |||||||
| 5 | 6515 SAVANNA LN | LAKEWOOD | IL | 60014 | $5,000 | Yes (X) | |
| GREG DAVIS | |||||||
| 6 | 316 S HARRISON COURT | PALATINE | IL | 60067 | $16,128 | Yes (X) | Yes (X) |
| TYLER BEACHLER | |||||||
| 7 | 555 W KINZIE ST APT 4105 | CHICAGO | IL | 60654 | $1,830 | Yes (X) | Yes (X) |
| CCF AUTO SHOW | |||||||
| 8 | 2800 WEST HIGGINS ROAD STE 1025 | HOFFMAN ESTATES | IL | 60169 | $66,216 | Yes (X) | |
| KEVIN CARANI | |||||||
| 9 | 511 SLEEPING BEAR TRAIL | GILBERTS | IL | 60136 | $5,689 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 6 | 15 SH OF MGK AND 70 SH OF DBJP AND 20 SH OF MGK | $16,128 | 2024-12-24 |
| 7 | 78 SH OF SCHX | $1,830 | 2024-12-23 |
| 9 | 10 AND 11 AND 6 SH OF AAPL | $5,689 | 2024-12-24 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $159,946 | EOYBookValueAmt |
| EOYFMV | $159,946 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $131 | LegalFeesAmt |
| Net Investment Income | $131 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANKING FEES | $222 | $0 | $0 | $0 |
| ANNUAL FILING FEES | $115 | $0 | $0 | $0 |
| CAR SHOW EXPENSES | $46,103 | $0 | $0 | $46,103 |
| BANK CC FEES | $2,392 | $0 | $0 | $2,392 |
| TAX FILING FEES | $5,290 | $0 | $0 | $0 |
| OFFICE EXPENSES | $95 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET GAINS (LOSSES) ON INVESTMENTS CARRIED AT MARKET VALUE | Desc |
| Amt | $11,331 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $0 | $0 | $0 | $0 |
| PROFESSIONAL FEES | $7,700 | $7,700 | $0 | $0 |