HERMAN & KATHERINE PETERS FOUNDATION CORP: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN & KATHERINE PETERS FOUNDATION CORP (EIN 36-4180010)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-16
- IRS object ID
- 202221069349100007
- Schema version
- 2021v4.0
- 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
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-16T08:09:44-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364180010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMAN & KATHERINE PETERS FOUNDATION CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SCOT A LEONARD | InCareOfNm |
| Business Name Control | HERM | BusinessNameControlTxt |
| Foreign Phone | 8479093130 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1058 INVERNESS DRIVE | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600022707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scot A Leonard | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2022-04-16 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scot Leonard | PreparerPersonNm |
| PTIN | P02370743 | PTIN |
| Phone | 8479093130 | PhoneNum |
| Preparation | 2022-04-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $9,251,186 | 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 |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $205,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $205,332 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $453,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,432,859 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $453,950 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $250 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $250 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $659,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $659,548 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $104,109 | 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 | $104,019 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $34,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,909 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,909 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,161 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,161 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,879 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,234 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $337 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,016 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $256,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $155,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $333,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $333,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $589,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $488,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $69,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $566,262 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $554,185 | CashBOYAmt |
| Cash EOY | $237,807 | CashEOYAmt |
| Cash EOYFMV | $237,807 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $4,559,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,945,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,013,379 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Invst Land Cost Or Other Basis | $4,382 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $4,382 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | -$1 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,113,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,183,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,251,186 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,113,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,183,691 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,113,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,183,691 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,113,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,183,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,113,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $69,703 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,183,691 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,183,691 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1591.41 AB DISCOVERY GROWTH | P | 2014-07-15 | 2021-10-15 | $27,000 | $15,437 | $11,563 | $11,563 |
| 71 AIR PRODUCTS & CHEM | P | 2020-02-07 | 2021-01-13 | $20,459 | $17,762 | $2,697 | $2,697 |
| 521 ALIBABA GROUP HOLDING LT | P | 2021-01-13 | 2021-07-19 | $108,606 | $131,633 | -$23,027 | -$23,027 |
| 336 ALTRIA GROUP INC | P | 2017-01-01 | 2021-01-13 | $13,758 | $21,803 | -$8,045 | -$8,045 |
| 216 BERKSHIRE HATHAWAY INC | P | 2016-09-23 | 2021-02-17 | $54,117 | $33,027 | $21,090 | $21,090 |
| 646.851 BLACKROCK GLOBAL | P | 2014-10-10 | 2021-10-02 | $43,815 | $26,706 | $17,109 | $17,109 |
| 154 CHEVRON CORP | P | 2016-05-10 | 2021-11-13 | $14,348 | $13,959 | $389 | $389 |
| 135 CINN FINCL CRP OHIO | P | 2016-06-13 | 2021-01-13 | $12,465 | $8,411 | $4,054 | $4,054 |
| 368 CISCO SYSTEMS INC | P | 2015-12-21 | 2021-01-13 | $16,777 | $9,763 | $7,014 | $7,014 |
| 607 COCA COLA | P | 2016-10-04 | 2021-04-06 | $32,019 | $24,963 | $7,056 | $7,056 |
| 850 COMCAST CORP | P | 2016-07-23 | 2021-05-17 | $45,834 | $30,568 | $15,266 | $15,266 |
| 75 COSTCO WHOLESALE | P | 2014-03-14 | 2021-07-19 | $31,005 | $8,600 | $22,405 | $22,405 |
| 130 CROWN CASTLE REIT INC | P | 2017-08-23 | 2021-01-13 | $19,804 | $13,166 | $6,638 | $6,638 |
| 423 DANAHER CORP | P | 2020-01-23 | 2021-07-19 | $6,523 | $3,743 | $2,780 | $2,780 |
| 128 DIAGEO PLC SPSD | P | 2016-07-03 | 2021-01-13 | $20,518 | $14,378 | $6,140 | $6,140 |
| 238 DOMINION ENERGY INC | P | 2016-06-13 | 2021-01-13 | $17,223 | $16,474 | $749 | $749 |
| 86 ECOLAB INC | P | 2014-11-07 | 2021-07-19 | $18,009 | $9,671 | $8,338 | $8,338 |
| 336 FASTENAL COMPANY | P | 2019-11-15 | 2021-01-13 | $17,149 | $9,570 | $7,579 | $7,579 |
| 287 FRANKLIN RES INC | P | 2018-11-30 | 2021-01-13 | $7,535 | $9,631 | -$2,096 | -$2,096 |
| 4164.68 HARTFORD BALANCED INCOME | P | 2015-02-10 | 2021-11-14 | $69,000 | $56,123 | $12,877 | $12,877 |
| 42 HONEYWELL INTL INC | P | 2014-04-24 | 2021-07-19 | $9,252 | $3,726 | $5,526 | $5,526 |
| 416 INTEL CORP | P | 2015-12-21 | 2021-01-13 | $23,830 | $14,165 | $9,665 | $9,665 |
| 2 INTUITIVE SURGICAL INC | P | 2014-03-14 | 2021-07-19 | $1,863 | $286 | $1,577 | $1,577 |
| 536.1 INVESCO GLOBAL | P | 2017-06-22 | 2021-10-19 | $43,000 | $31,855 | $11,145 | $11,145 |
| 5599.73 LAZARD GLBL LSTD | P | 2015-11-10 | 2021-11-10 | $91,000 | $79,191 | $11,809 | $11,809 |
| 167 LOWE'S COMPANIES INC | P | 2015-12-21 | 2021-01-13 | $28,599 | $12,502 | $16,097 | $16,097 |
| 260 MERCK AND CO INC | P | 2016-01-08 | 2021-01-13 | $21,439 | $13,395 | $8,044 | $8,044 |
| 346.448 MFS INTL INTRINSIC | P | 2014-09-12 | 2021-11-12 | $20,000 | $12,493 | $7,507 | $7,507 |
| 2287.90 MFS TECHNOLOGY FUND | P | 2018-01-29 | 2021-01-27 | $159,192 | $73,979 | $85,213 | $85,213 |
| 192 MICROSOFT CORP | P | 2016-08-11 | 2021-05-02 | $50,324 | $11,373 | $38,951 | $38,951 |
| 128 NESTLE | P | 2018-11-29 | 2021-01-13 | $14,474 | $10,951 | $3,523 | $3,523 |
| 216 NINTENDO LTD | P | 2020-09-02 | 2021-01-13 | $17,092 | $15,112 | $1,980 | $1,980 |
| 101 NORFOLK SOUTHERN CORP | P | 2016-06-13 | 2021-01-13 | $25,555 | $8,612 | $16,943 | $16,943 |
| 189.143 NUVEEN DIVIDEND | P | 2016-06-27 | 2021-12-01 | $10,000 | $6,272 | $3,728 | $3,728 |
| 54.1 ORGANON AND CO | P | 2016-04-30 | 2021-07-19 | $1,574 | $1,475 | $99 | $99 |
| 171 PAYCHEX INC | P | 2015-12-21 | 2021-01-13 | $15,373 | $8,972 | $6,401 | $6,401 |
| 456 PFIZER INC | P | 2015-12-21 | 2021-01-13 | $16,758 | $13,971 | $2,787 | $2,787 |
| 154 PHILIP MORRIS INTL INC | P | 2017-02-21 | 2021-01-13 | $12,456 | $16,162 | -$3,706 | -$3,706 |
| 632.204 PRINCIPAL MIDCAP FUND | P | 2017-10-31 | 2021-10-17 | $27,000 | $17,348 | $9,652 | $9,652 |
| 314 SPDR S&P KENSHO NEW | P | 2019-07-10 | 2021-07-19 | $19,043 | $10,594 | $8,449 | $8,449 |
| 36 TAKE TWO INTER SOFTWARE | P | 2020-07-14 | 2021-07-19 | $6,071 | $5,437 | $634 | $634 |
| 119 TARGET CORP | P | 2017-05-10 | 2021-01-13 | $23,616 | $6,737 | $16,879 | $16,879 |
| 175 TEXAS INSTRUMENTS | P | 2018-12-02 | 2021-01-13 | $30,007 | $17,067 | $12,940 | $12,940 |
| 1496.71 TOUCHSTONE SANDS CAP | P | 2014-10-12 | 2021-11-01 | $33,000 | $27,885 | $5,115 | $5,115 |
| 138 UNITED PARCEL SVC | P | 2018-01-13 | 2021-01-13 | $22,456 | $18,386 | $4,070 | $4,070 |
| 300 VERIZON COMMUNICATIONS | P | 2016-05-10 | 2021-01-13 | $17,095 | $14,340 | $2,755 | $2,755 |
| 109 ZOETIS INC | P | 2018-07-31 | 2021-07-19 | $21,534 | $9,427 | $12,107 | $12,107 |
| 253 APPLE INC | P | 2018-02-08 | 2021-01-13 | $33,075 | $10,121 | $22,954 | $22,954 |
| 166 JOHNSON AND JOHNSON | P | 2018-07-31 | 2021-01-31 | $26,217 | $21,988 | $4,229 | $4,229 |
| 292.505 NUVEEN SANTA BARBARA | P | 2016-06-27 | 2021-09-02 | $16,000 | $9,699 | $6,301 | $6,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $453,950 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,871 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,871 | SubtotalAmt |
| Tax Based On Investment Income | $7,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,612 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,612 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $6,259 | OriginalReturnTaxPaidAmt |
| Tax Due | $6,259 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Individual With Books | Scot A Leonard | IndividualWithBooksNm |
| Phone | 8479093130 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1058 INVERNESS DRIVE | AddressLine1Txt |
| City | ANTIOCH | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600022707 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Scot A Leonard | ||||||||
| 1058 Inverness Drive | Antioch | IL | 60002 | President | 25.00 | $104,109 | $34,200 | $0 |
| George Carroll | ||||||||
| 16 E Olive Street | Arlington Heights | IL | 60004 | Vice-President | 0.01 | $0 | $0 | $0 |
| Jeanine Holtsford | ||||||||
| N845 Emily Dickinson Lane | Saint Charles | IL | 60175 | Vice-President-Secretary | 0.01 | $0 | $0 | $0 |
| James Devine | ||||||||
| 1314 S Mitchell Street | Arlington Heights | IL | 60005 | Vice-President-Treasurer | 0.01 | $0 | $0 | $0 |
| Cyndy Hass | ||||||||
| 1188 Rodgers Lane | Lake Zurich | IL | 60047 | Director | 0.01 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | No directly attributable expense incurred in connection with grants made to other 501c3 organizations listed in Part XV hereof. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,480,884 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,023 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,767,907 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,767,907 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,636,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $431,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $431,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,871 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $7,871 | TotalTaxAmt |
| Distributable Before Adj | $423,948 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,948 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $488,269 | 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 | $488,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $97,731 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $488,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $97,731 | AppliedToYear1Amt |
| Applied To Current Year | $390,628 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,320 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|---|
| c o Scot Leonard | |||||||||
| 1058 Inverness Drive | c/o Peters Foundation | Antioch | IL | 60002 | 8479093130 | sleonard@petersfoundation.org | The Peters Foundation provides funds to underserved children for the purpose of education and assistance and grants to other 501c3 organizations. | None | Limited by the Board of Directors as to amount purpose and availability of assistance. |
| c o Scot Leonard | |||||||||
| 1058 Inverness Drive | c/o Peters Foundation | Antioch | IL | 60002 | 8479093130 | sleonard@petersfoundation.org | Scholarships of a total of $10,000 to $20,000 over a four-year period for tuition and administered at the determination of the selection committee after a Phase 1 and II application process. | 04 01 2023 | High school seniors only apply who will attend colleges located in Illinois Wisconsin Michigan Arizona or Colorado and major in environment conservation and forestry or education at a Christian based college. |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A SAFE PLACE | ||||||||
| 2710 17TH STREET | ZION | IL | 60099 | No Relationship | PC | DOMESTIC VIOLENCE AND HUMAN TRAFFICKING | $2,500 | |
| ALIGHT FORMERLY ARC | ||||||||
| 1325 QUINCY STREET NE | MINNEAPOLIS | MN | 55413 | No Relationship | PC | HUMANITARIAN AID AND DISASTER RELIEF | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 1730 E STREET NW | WASHINGTON | DC | 20006 | No Relationship | PC | HUMANITARIAN AID AND DISASTER RELIEF | $10,000 | |
| BENET ACADEMY | ||||||||
| 2200 MAPLE AVENUE | LISLE | IL | 60532 | No Relationship | PC | EDUCATIONAL SUPPORT | $7,500 | |
| BRIDGES NFP | ||||||||
| 1N648 FISHER LANE | WINFIELD | IL | 60190 | No Relationship | PC | EDUCATION AND SUPPORT OF PEOPLE IN NEED | $5,000 | |
| CASA CENTRAL | ||||||||
| 1343 N CALIFORNIA AVENUE | CHICAGO | IL | 60622 | No Relationship | PC | CHILDREN AND YOUTH SUPPORT | $1,000 | |
| CHICAGO COALITION FOR THE HOMELESS | ||||||||
| 70 E LAKE STREET | CHICAGO | IL | 60601 | No Relationship | PC | CARE TO THE HOMELESS | $10,000 | |
| CHILDREN'S HOME AND AID | ||||||||
| 200 W MOONROE STREET | CHICAGO | IL | 60606 | No Relationship | PC | ASSISTANCE TO CHILDREN IN NEED | $2,500 | |
| CHILDREN'S ONCOLOGY SERVICES | ||||||||
| 213 W INSTITUTE PLACE | CHICAGO | IL | 60610 | No Relationship | PC | SUPPORT TO CHILDREN IN NEED WITH CANCER | $10,000 | |
| COMPASSION INTERNATIONAL | ||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | No Relationship | PC | SUPPORT TO CHILDREN IN POVERTY | $2,500 | |
| CONVOY OF HOPE | ||||||||
| 1 CONVOY DRIVE | SPRINGFIELD | MO | 65802 | No Relationship | PC | HUMANITARIAN RELIEF AND AID | $1,000 | |
| DUNES LEARNING CENTER | ||||||||
| 700 HOWE ROAD | PORTER | IN | 46304 | No Relationship | PC | ENVIRONMENTAL EDUCATION OF CHILDREN IN NEED | $2,500 | |
| FAMILY FORWARD | ||||||||
| 302 N DUNTON AVENUE | ARLINGTON HEIGHTS | IL | 60004 | No Relationship | PC | SUPPORT OF CHILDREN IN NEED | $1,000 | |
| FEED MY STARVING CHILDREN | ||||||||
| 401 93RD AVENUE NW | COON RAPIDS | MN | 55433 | No Relationship | PC | SUPPORT OF CHILDREN IN NEED | $2,500 | |
| FEED THE CHILDREN | ||||||||
| 333 N MERIDIAN AVENUE | OKLAHOMA CITY | OK | 73107 | No Relationship | PC | SUPPORT TO CHILDREN IN NEED | $20,000 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | No Relationship | PC | SUPPORT OF CHILDREN IN NEED | $10,000 | |
| FOX VALLEY FOOD FOR HEALTH | ||||||||
| BOX 532 | GENEVA | IL | 60134 | No Relationship | PC | EDUCATION TO CHILDREN AND SUPPORT OF NUTRITION | $30,000 | |
| GIGI'S PLAYHOUSE | ||||||||
| 2350 W HIGGINS ROAD | HOFFFMAN ESTATES | IL | 60169 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $27,500 | |
| GLENWOOD ACADEMY | ||||||||
| 500 WEST 187TH STREET | GLENWOOD | IL | 60425 | No Relationship | PC | EDUCATIONAL GRANT TO CHILDREN IN NEED | $10,000 | |
| GLOBAL ACTION | ||||||||
| PO BOX 117 | WHEATON | IL | 60187 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $2,500 | |
| GUMBO LIMBO NATURE CENTER | ||||||||
| 1801N OCEAN BLVD | BOCA RATON | FL | 33432 | No Relationship | PC | EDUCATIONAL GRANT TO CHILDREN IN NEED | $1,000 | |
| HOLY FAMILY MINISTRIES | ||||||||
| 3225 ARNOLD LANE | NORTHBROOK | IL | 60062 | No Relationship | PC | EDUCATIONAL CONTRIBUTION TO CHILDREN IN NEED | $1,000 | |
| KINSHIP UNITED | ||||||||
| 5105 TOLLVIEW DRIVE | ROLLING MEADOWS | IL | 60008 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $2,500 | |
| LA CASA NORTE | ||||||||
| 3533 WEST NORTH AVENUE | CHICAGO | IL | 60647 | No Relationship | PC | CONRTIBUTIONS TO CHILDREN IN NEED | $1,000 | |
| LITTLE CITY FOUNDATION | ||||||||
| 1760 W ALGONQUIN ROAD | PALATINE | IL | 60067 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $5,000 | |
| NORTHWEST COMMUNITY HOSPITAL FOUNDA | ||||||||
| 800 WEST CENTTRAL ROAD | ARLINGTON HEIGHTS | IL | 60005 | No Relationship | PC | MEDICAL CONTRIBUTION FOR CHILDREN IN NEED | $20,000 | |
| NEW MOMS | ||||||||
| 5317 WEST CHICAGO AVENUE | CHICAGO | IL | 60651 | No Relationship | PC | CONTRIBUTIONS TO CHILDREN IN NEED | $1,000 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $10,000 | |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||||
| 541 N FAIRBANKS COURT | CHICAGO | IL | 60611 | No Relationship | PC | MEDICAL CONTRIBUTION TO CHILDREN IN NEED | $1,000 | |
| PACIFIC GARDEN MISSION | ||||||||
| 1458 S CANAL STREET | CHICAGO | IL | 60607 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $1,000 | |
| SALVATION ARMY USA | ||||||||
| 5040 N PULASKI ROAD | CHICAGO | IL | 60630 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $10,000 | |
| SANDOWAY DISCOVERY CENTER | ||||||||
| 142 S OCEAN BLVD | DELRAY BEACH | FL | 33483 | No Relationship | PC | EDUCATIONAL CONTRIBUTION TO CHLDREN IN NEED | $1,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| 7900 INTERNATIONAL DRIVE | MINNEAPOLIS | MN | 55425 | No Relationship | PC | EDUCATIONAL CONTRIBUTION TO CHILDREN IN NEED | $5,000 | |
| THE SHELTER | ||||||||
| 1616 N ARLINGTON HEIGHTS ROAD | ARLINGTON HEIGHTS | IL | 60004 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $1,000 | |
| SILVER BIRCH RANCH | ||||||||
| N6120 SAWYER LAKE ROAD | WHITE LAKE | WI | 54491 | No Relationship | PC | EDUCATIONAL CONTRIBUTION TO CHILDREN IN NEED | $15,000 | |
| THE BRIDGE YOUTH SERVICES | ||||||||
| 721 S QUENTIN ROAD | PALATINE | IL | 60067 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $2,500 | |
| THE HARBOUR | ||||||||
| 1440 RENAISSANCE DRIVE | PARK RIDGE | IL | 60068 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $1,000 | |
| THE NIGHT MINISTRY | ||||||||
| 1735 N ASHLAND AVENUE | CHICAGO | IL | 60622 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $2,500 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5901 S ELLIS AVENUE | CHICAGO | IL | 60637 | No Relationship | PC | MEDICAL CONTRIBUTION TO CHILDEN IN NEED | $40,000 | |
| WORLD VISION | ||||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 98001 | No Relationship | PC | CONTRIBUTION TO CHILDREN IN NEED | $5,000 | |
| SCHOLARSHIP TO STUDENT ALMGREN | ||||||||
| COLRADO SCHOOL OF MINES | GOLDEN | CO | 80401 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 1500 ILLINOIS STREET |
| SCHOLARSHIP TO STUDENT BESHOURI | ||||||||
| UNIVERSITY OF MICHIGAN | ANN ARBOR | MI | 48109 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 500 SOUTH STATE STREET |
| SCHOLARSHIP TO STUDENT BOEHM | ||||||||
| LAWRENCE UNIVERSITY | APPLETON | WI | 54911 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 711 EAST JOHN STREET |
| SCHOLARSHIP TO STUDENT CRIST | ||||||||
| UNIVERSIITY OF WISCONSIN AT MIL | MILWAUKEE | WI | 53201 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | PO BOX 413 |
| SCHOLARHSIP TO STUDENT DOORACK | ||||||||
| COLORADO STATE UNIVERSITY | FORT COLLINS | CO | 80521 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 711 OVAL DRIVE |
| SCHOLARSHIP TO STUDENT GRECH | ||||||||
| UNIVERSITY OF MICHIGAN | DEARBORN | MI | 48128 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 4901 EVERGREEN ROAD |
| SCHOLARSHIP TO STUDENT HENDIN | ||||||||
| SIENA HEIGHTS UNIVERSITY | ADRIAN | MI | 49221 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 1247 E SIENA HEIGHTS ROAD |
| SCHOLARSHIP TO STUDENT HIDALGO | ||||||||
| HOPE COLLEGE | HOLLAND | MI | 49423 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 141 E 12TH STREET |
| SCHOLARSHIP TO STUDENT HUELSBECK | ||||||||
| UNIVERSITY OF WISCONSIN | MILWAUKEE | WI | 53201 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 2442 E KENWOOD BLVD |
| SCHOLARSHIP TO STUDENT JOHNSON | ||||||||
| COLORADO STATE UNIVERSITY | FORT COLLINS | CO | 80523 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 711 OVAL DRIVE |
| SCHOLARSHIP TO STUDENT LIBRIZZI | ||||||||
| UNIVERSITY OF COLORADO | BOULDER | CO | 80309 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 3100 MARINE STREET |
| SCHOLARSHIP TO STUDENT MAGANA | ||||||||
| UNIVERSITY OF ILLINOIS | URBANA | IL | 61801 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 901 W ILLINOIS STREET |
| SCHOLARSHIP TO STUDENT MILLER | ||||||||
| ARIZONA STATE UNIVERSITY | TEMPE | AZ | 85281 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 1151 S FOREST BLVD |
| SCHOLARSHIP TO STUDENT MODER | ||||||||
| UNIVERSITY OF WISCONSIN | STEVENS POINT | WI | 54481 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $5,000 | 2100 MAIN STREET |
| SCHOLARSHIP TO STUDETN O'SULLIVAN | ||||||||
| REGIS UNIVERSITY | DENVER | CO | 80221 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 3333 REGIS BLVD |
| SCHOLARSHIP TO STUDENT SCHAEFER | ||||||||
| COLRADO STATE UNIVERSITY | FORT COLLINS | CO | 80523 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 7111 OVAL DRIVE |
| SCHOLARSHIP TO STUDENT SERVAIS | ||||||||
| UNIVERSITY OF WISCONSIN | MADISON | WI | 53715 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 702 W JOHNSON STREET |
| SCHOLARSHIP TO STUDENT STARK | ||||||||
| SOUTHERN ILLINOIS UNIVERSITY | CARBONDALE | IL | 62901 | No Relationship | PC | EDUCATIONAL SCHOLARSHIP | $2,500 | 1263 LINCOLN DRIVE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $333,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $205,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $250 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $453,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $659,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $659,548 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities & Mutual Funds -2211 | $1,798,225 | $1,692,778 |
| Equities & Mutual Funds -2163 | $1,294,585 | $5,822,842 |
| Equities & Mutual Funds -2166 | $1,853,074 | $1,497,759 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Modem | $0 | $209 | $0 | $0 |
| Computer | $0 | $4,173 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Law Offices of Debra Buettner PC | CategoryTxt |
| Legal Fees | $13,909 | LegalFeesAmt |
| Net Investment Income | $13,909 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding error | Desc |
| BOY Book Value | -$1 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Postage $28 IL Charity Bureau $10 Officer Health Expense $18016 Office & Meeting Expense: $299 | Desc |
| Revenue And Expenses Per Books | $18,353 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,016 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rewards used for expenses | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Financial Management Fees-Merrill Lynch | CategoryTxt |
| Amt | $75,161 | Amt |
| Net Investment Income | $75,161 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Employer Payroll Tax Pd $7234 Foreign Tax Pd $1123 2020 Net Invest Tax $1612 2021 Est Tax Pd$1144 | CategoryTxt |
| Amt | $11,113 | Amt |
| Net Investment Income | $3,879 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,234 | DisbursementsCharitablePrpsAmt |