GIES FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GIES FOUNDATION (EIN 20-1685394)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202201329349102825
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T13:39:59-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 628 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477040628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201685394 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Gies Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN E UDELHOFEN | InCareOfNm |
| Business Name Control | GIES | BusinessNameControlTxt |
| Phone | 3122770159 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 West 22nd St Suite 300 | AddressLine1Txt |
| City | Oak Brook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY GIES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122770156 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | GIES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sidney I Dill | PreparerPersonNm |
| PTIN | P01262937 | PTIN |
| Phone | 8124286500 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,265,274 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,285 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,000 | GrossSalesPriceAmt |
| Total Rev And Expnss | $41,823 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,285 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,050 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,050 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,509 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,211 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,298 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $311 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,458 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $429 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,415 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,982,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,982,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,167,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,142,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,125,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,763 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,163,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,293,907 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,293,907 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $250,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $527,866 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $522,129 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $686,276 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $251,877 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $251,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $285,091 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,193,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,067,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,265,274 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $571,983 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $571,983 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,621,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,495,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,193,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,067,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,193,118 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,067,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,193,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,125,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,067,935 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,067,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $250,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $250,000 | CostOrOtherBasisAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $442 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $442 | SubtotalAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,398 | OverpaymentAmt |
| Applied To ES Tax | $4,398 | 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 | JOHN E UDELHOFEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122770156 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WEST 22ND ST SUITE 300 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LARRY W GIES | ||||||||
| 600 West 22nd St Suite 300 | Oak Brook | IL | 60523 | DIRECTOR/PRESIDENT | 1.0 | $0 | $0 | $0 |
| BETH G GIES | ||||||||
| 600 West 22nd St Suite 300 | Oak Brook | IL | 60523 | DIRECTOR/SECRETARY | 4.0 | $0 | $0 | $0 |
| BRIAN F RICHARDS | ||||||||
| 525 WEST MONROE STREET SUITE 1600 | CHICAGO | IL | 60661 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4643 LINDELL BLVD APT 1112 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $120,000 | CompensationAmt |
| Employee Benefits | $26,050 | EmployeeBenefitsAmt |
| 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 | $973,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,373,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,346,348 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,346,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,195 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,296,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $442 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $442 | TotalTaxAmt |
| Distributable Before Adj | $164,366 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,366 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,366 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,142,712 | 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 | $2,142,712 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $866,612 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,175,203 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $677,515 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $512,238 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,255,617 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,487,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,142,712 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $164,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,978,346 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,465,531 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $866,612 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,598,919 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,175,203 | ExcessFromYear4Amt |
| Excess From Year3 | $677,515 | ExcessFromYear3Amt |
| Excess From Year2 | $512,238 | ExcessFromYear2Amt |
| Excess From Year1 | $1,255,617 | ExcessFromYear1Amt |
| Excess From Current Year | $1,978,346 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LARRY W GIES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HUNTINGTON'S DISEASE SOCIETY | ||||||||
| 1930 FAIRFAX ROAD | ST CHARLES | IL | 60174 | NONE | PC | TO IMPROVE THE LIVES OF EVERYONE AFFECTD BY HUNTINGTON'S DISEASE THROUGH COMMUNITY SERVICES, EDUCATION, ADVOCACY AND RESEARCH. | $208,250 | |
| CHICAGO JESUIT ACADEMY | ||||||||
| 212 SOUTH FRANCISCO AVENUE | CHICAGO | IL | 60612 | NONE | PC | TO OFFER CHILDREN WITH EDUCATIONAL AND ECONOMIC NEEDS ACCESS TO A CATHOLIC, COLLEGE PREPARATTORY MIDDLE SCHOOL EDUCATION IN THE JESUIT TRADITION. | $750,300 | |
| GLENWOOD SCHOOL FOR BOYS | ||||||||
| 500 W 187TH STREET | GLENWOOD | IL | 60425 | NONE | PC | TO PROVIDE A SUPPORTIVE LEARNING COMMUNITY FOR STUDENTS AND THEIR FAMILIES WHO HAVE BEEN IMPACTED BY POVERTY, VIOLENCE, INADEQUATE EDUCATIONAL SYSTEMS OR LACK OF RESOURCES. | $20,000 | |
| ROYAL FAMILY KIDS CAMP | ||||||||
| 3000 W MACARTHUR BLVD SUITE 412 | SANTA ANA | CA | 92704 | NONE | PC | TO SUPPORT CAMPS AND CLUBS FOR CHILDREN IN THE FOSTER CARE SYSTEM. | $1,500 | |
| TEACH FOR AMERICA | ||||||||
| 315 W 36TH STREET 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO ENLIST, DEVELOP AND MOBILIZE OUR NATION'S MOST PROMISING FUTURE LEADERS TO GROW AND STRENGTHEN THE MOVEMENT FOR EDUCATIONAL EQUITY AND EXCELLENCE. | $25,000 | |
| ACCELERATE INSTITUTE | ||||||||
| 328 SOUTH JEFFERSON STREET | CHICAGO | IL | 60611 | NONE | PC | TO CREATE TRANSFORMATIONAL SCHOOL LEADERS TO ENSURE THAT CHILDREN GROWING UP IN POVERTY HAVE ACCESS TO GREAT SCHOOLS. | $75,000 | SUITE 570 |
| GENEVA COMMUNITY UNIT SCHOOL DISTRICT | ||||||||
| 227 N 4TH STREET | GENEVA | IL | 60134 | NONE | PC | TO HELP STUDENTS BECOME SELF-DIRECTED LIFELONG LEARNERS, EFFECTIVE COMMUNICATORS, COMPLEX, CREATIVE, AND ADAPTIVE THINKERS AND COLLABORATIVE AND PRODUCTIVE CITIZENS. | $20,300 | |
| SARCOIDOSIS FOUNDATION | ||||||||
| 1820 W WEBSTER AVENUE | CHICAGO | IL | 60614 | NONE | PC | TO IMPROVE CARE FOR SARCOIDOSIS PATIENTS AND TO FIND A CURE FOR THE DISEASE | $75,000 | SUITE 304 |
| MISERICORDIA WOMEN'S LEAGUE | ||||||||
| PO BOX 454 | WESTERN SPRINGS | IL | 60558 | none | PC | TO RAISE FUNDS FOR AND PROVIDE SERVICE TO MISERICORDIA HEART OF MERCY CENTER. | $5,000 | |
| CULVER ACADEMIES | ||||||||
| 1300 ACADEMY ROAD | Culver | IN | 46511 | NONE | PC | TO DEVELOP AND NURTURE THE WHOLE INDIVIDUAL THROUGH INTEGRATED PROGRAMS THAT EMPHASIZE THE CULTIVATION OF CHARACTER. | $125,000 | Culver Road |
| BEYOND SPORTS FOUNDATION | ||||||||
| 1350 OLD SKOKIE RD 205 | HIGHLAND PARK | IL | 60035 | NONE | PC | TO EMPOWER CHICAGOLAND STUDENT-ATHLETES TO SUCCEED IN LIFE. | $5,000 | |
| THOMAS JEFFERSON UNIVERSITY | ||||||||
| 4201 HENRY AVE | PHILADELPHIA | PA | 19144 | NONE | PC | TO CHALLENGE AND NUTURE STUDENTS ACADEMICALLY AND PERSONALLY AS THEY PREPARE TO LEAD LIVES OF LEADERSHIP AND SERVICE | $383,617 | |
| BY THE HAND CLUB FOR KIDS | ||||||||
| PO BOX 10043 | CHICAGO | IL | 60610 | NONE | PC | TO HELP CHILDREN WHO LIVE IN UNDER-RESOURCED NEIGHBORHOODS HAVE ABUNDANT LIFE | $26,000 | |
| HOLY TRINITY HIGH SCHOOL | ||||||||
| 1443 WEST DIVISION STREET | CHICAGO | IL | 60642 | NONE | PC | TO CHALLENGE AND NUTURE STUDENTS ACADEMICALLY, SPIRITUALLY, AND PERSONALLY, AS THEY PREPARE TO LEAD LIVES OF LEADERSHIP AND SERVICE | $57,330 | |
| LINK SCHOLARS UNLIMITED | ||||||||
| 2221 SOUTH STATE STREET | CHICAGO | IL | 60616 | NONE | PC | TO SUPPORT LOW-INCOME, ACADEMICALLY STRUGGLING YOUNG LEARNERS BY PROVIDING RIGOROUS LITERACY INSTRUCTION AND ENRICHMENT PROGRAMS TO HELP STUDENTS ACHIEVE MEASURABLE SUCCESS - AND TO INSPIRE LIFE-LONG LEARNING | $20,000 | |
| CAL'S ALL-STAR ANGELS | ||||||||
| 2422 W MAIN STREET | ST CHARLES | IL | 60175 | NONE | PC | TO PROVIDE FINANCIAL ASSISTANCE TO PEDIATRIC CANCER PATIENTS AND THEIR FAMILIES. | $5,000 | UNIT B |
| BIG SHOULDERS FUND | ||||||||
| 212 W VAN BUREN STREET | CHICAGO | IL | 60607 | NONE | PC | TO PROVIDE A QUALITY, VALUES-BASED EDUCATION FOR CHICAGO'S CHILDREN, THEREBY CONTRIBUTING TO STRONGER COMMUNITIES AND PREPARING STUDENTS FOR LIFE-LONG SUCCESS. | $10,000 | |
| CASA KANE COUNTY | ||||||||
| 100 S 3RD STREET | GENEVA | IL | 60134 | NONE | PC | TO ADVOCATE FOR THE BEST INTERESTS OF CHILDREN IN ABUSE, NEGLECT AND PRIVATE GUARDIANSHIP CASES WITHIN THE JUVENILE COURT SYSTEM. | $15,000 | STE 460 |
| MIDWESTERN CHRISTIAN ACADEMY | ||||||||
| 3465 N CICERO AVE | CHICAGO | IL | 60641 | NONE | PC | TO PROVIDE A CHRIST-FOCUSED, BIBLICALLY-CENTERED EDUCATION TO MEET THE NEEDS OF FAMILIES WHO SHARE THE BELIEF THAT GOD IS THE CREATOR AND SUSTAINER OF THE UNIVERSE AND HAS PROVIDED US WITHT HE MEANS TO "TRAIN UP CHILDREN IN THE NUTURE AND ADMONITION OF THE LORD." | $150,000 | |
| MERIT SCHOOL OF MUSIC | ||||||||
| 38 SOUTH PEORIA STREET | CHICAGO | IL | 60607 | NONE | PC | TO TRANSFORM THE LIVES OF CHICAGO-AREA YOUTH THROUGH REMOVING BARRIERS TO HIGH-QUALITY MUSIC EDUCATION. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,982,297 | 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 | $41,823 | 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 | $0 | 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 | $41,823 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,823 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,180 | Amt |
| Disbursements Charitable Prps | $3,180 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP | $250,000 | $322,840 |
| GECC | $250,000 | $341,307 |
| BOND PREMIUM | $22,129 | $22,129 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB | AT COST | $247,812 | $281,596 |
| PIMCO | AT COST | $4,087 | $3,495 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CORPORATION FEES | $15 | $15 |
| OFFICE SUPPLIES AND TRAVEL | $414 | $414 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME(LOSS) FROM PASSTHROUGH ENTITIES | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $3,211 | $3,211 | |
| PAYROLL PROCESSING FEE | $1,298 | $1,298 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $311 | $311 | |
| PAYROLL TAXES | $9,458 | $9,458 | |
| FEDERAL TAX PAYMENTS | $20,772 |