CALEEL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CALEEL FOUNDATION INC (EIN 83-0796134)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-01
- IRS object ID
- 202501829349101100
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-01T15:21:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | 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 | 830796134 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CALEEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALE | BusinessNameControlTxt |
| Phone | 6304600094 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 NATOMA DRIVE | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE SARKIS CALEEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6304600094 | PhoneNum |
| Signature | 2025-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T WOJCIK | PreparerPersonNm |
| PTIN | P01331805 | PTIN |
| Phone | 6309541400 | 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 | $2,365,454 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,475 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $609,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,842 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $48,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $48,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,250 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $629 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $629 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76,838 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $227,967 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $152,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $413,217 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $152,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $260,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$321,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,457 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $378,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $378,603 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,776,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,344,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,881,510 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $302,150 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,341 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $105,341 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,149,729 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,828,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,365,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,149,729 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,828,359 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,149,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,828,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,149,729 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,828,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,149,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$321,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,828,359 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,828,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WILLIAM BLAIR - VARIOUS S-T | P | 2024-01-01 | 2024-12-31 | $433,531 | $413,477 | $20,054 | $20,054 |
| TD AMERITRADE - VARIOUS S-T | P | 2024-01-01 | 2024-12-31 | $106,499 | $103,145 | $3,354 | $3,354 |
| TD AMERITRADE - VARIOUS L-T | P | 2024-01-01 | 2024-12-31 | $69,261 | $38,292 | $30,969 | $30,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,377 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GEORGE SARKIS CALEEL | IndividualWithBooksNm |
| Phone | 6304600094 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 716 SOUTH STOUGH ST | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE SARKIS CALEEL | ||||||||
| 716 SOUTH STOUGHT ST | HINSDALE | IL | 60521 | PRESIDENT | 2.00 | $66,000 | $0 | $0 |
| REBECCA CALEEL | ||||||||
| 2 NATOMA DRIVE | OAK BROOK | IL | 60523 | SECRETARY/TREASURER | 2.00 | $30,000 | $0 | $0 |
| TAMER CALEEL | ||||||||
| 865 E 22ND ST UNIT B504 | LOMBARD | IL | 60148 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,733,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $711,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,444,688 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,444,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,670 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,408,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,401 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $120,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,401 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $260,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $260,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $54,791 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $110,048 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,508 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $250,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $260,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,099 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $390,446 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $390,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $54,791 | ExcessFromYear3Amt |
| Excess From Year2 | $110,048 | ExcessFromYear2Amt |
| Excess From Year1 | $85,508 | ExcessFromYear1Amt |
| Excess From Current Year | $140,099 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSISTANCE LEAGUE CHICAGOLAND WEST | ||||||
| 120 E OGDEN AVE STE 100 | HINSDALE | IL | 60521 | PC | FUND OPERATIONS OF THE ORGANIZATION | $7,500 |
| DANCERS AGAINST CANCER | ||||||
| 10792 LOS VAQUEROS CIR | LOS ALAMITOS | CA | 90720 | PC | FUND OPERATIONS OF THE ORGANIZATION | $250 |
| EVANS SCHOLARS FOUNDATION | ||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | FUND OPERATIONS OF THE ORGANIZATION | $90,000 |
| GRAND CANYON UNIVERSITY | ||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | PC | FUND OPERATIONS OF THE ORGANIZATION | $2,500 |
| HINSDALE MIDDLE SCHOOL | ||||||
| 100 S GARFIELD AVE | HINSDALE | IL | 60521 | PC | FUND OPERATIONS OF THE ORGANIZATION | $100 |
| HINSDALE UNITED METHODIST CHURCH | ||||||
| 945 S GARFIELD ST | HINSDALE | IL | 60521 | PC | FUND OPERATIONS OF THE ORGANIZATION | $250 |
| ICON MINISTRIES | ||||||
| PO BOX 47056 | CHICAGO | IL | 60647 | PC | FUND OPERATIONS OF THE ORGANIZATION | $25,000 |
| MADISON SCHOOL | ||||||
| 611 S MADISON ST | HINSDALE | IL | 60521 | PC | FUND OPERATIONS OF THE ORGANIZATION | $400 |
| MARILLAC ST VINCENT FAMILY SERVICES | ||||||
| 212 S FRANCISCO AVE | CHICAGO | IL | 60612 | PC | FUND OPERATIONS OF THE ORGANIZATION | $500 |
| MARIST HIGH SCHOOL | ||||||
| 4200 W 115TH ST | CHICAGO | IL | 60655 | PC | FUND OPERATIONS OF THE ORGANIZATION | $12,000 |
| SAINT MICHAEL MISSIONARY BAPTIST CHURCH | ||||||
| 4106 W MONROE ST | CHICAGO | IL | 60624 | PC | FUND OPERATIONS OF THE ORGANIZATION | $10,000 |
| SPECIAL OLYMPICS | ||||||
| 2600 VIRGINIA AVE NW 11TH FLOOR | WASHINGTON | DC | 20037 | PC | FUND OPERATIONS OF THE ORGANIZATION | $22,500 |
| ST DOROTHY'S CHURCH | ||||||
| 450 E 78TH STREET | CHICAGO | IL | 60619 | PC | FUND OPERATIONS OF THE ORGANIZATION | $1,000 |
| ST JOSEPHINE BAKHITA CHURCH | ||||||
| 2132 E 72ND ST | CHICAGO | IL | 60649 | PC | FUND OPERATIONS OF THE ORGANIZATION | $2,000 |
| THE SAFE FOUNDATION | ||||||
| 255 AVENUE W | BROOKLYN | NY | 11223 | PC | FUND OPERATIONS OF THE ORGANIZATION | $250 |
| WATER MISSION | ||||||
| 1150 MOLLY GREENE WAY BLDG 1605 | N CHARLESTON | SC | 29405 | PC | FUND OPERATIONS OF THE ORGANIZATION | $1,000 |
| WESTERN GOLF ASSOCIATION | ||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | FUND OPERATIONS OF THE ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,250 | 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 | $1,475 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,995 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,847 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,847 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $42,500 | Amt |
| Net Investment Income | $21,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TD AMERITRADE | $702,352 | $1,165,145 |
| WILLIAM BLAIR | $642,063 | $716,365 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $105,341 | BookValueAmt |
| EOYFMV | $105,341 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,000 | LegalFeesAmt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $67,309 | $67,309 | $0 |
| KINZIE CO-INVEST FUND LP | $9,529 | $9,529 | $0 |