EDWIN F SCHILD CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EDWIN F SCHILD CHARITABLE FOUNDATION (EIN 36-6121671)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-05-31
- IRS object ID
- 202231519349100768
- Schema version
- 2020v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-31T15:45:52-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366121671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edwin F Schild Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Sandra E Schild | InCareOfNm |
| Business Name Control | EDWI | BusinessNameControlTxt |
| Phone | 8473813354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4118 | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600114118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA E SCHILD | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8473813354 | PhoneNum |
| Signature | 2022-05-31 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | SCHILD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $628,385 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,676 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,849 | GrossSalesPriceAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$5,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,387 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,109 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,109 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$54,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,278 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,824 | CashBOYAmt |
| Cash EOY | $18,830 | CashEOYAmt |
| Cash EOYFMV | $18,830 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $462,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $396,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $609,555 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $470,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $415,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $628,385 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $470,021 | RetainedEarningBOYAmt |
| Retained Earning EOY | $415,624 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $470,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $415,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $470,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $415,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $470,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$54,398 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $415,624 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $415,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,676 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $129 | SubtotalAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $188 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $188 | TotalPaymentsAndCreditsAmt |
| Overpayment | $59 | OverpaymentAmt |
| Applied To ES Tax | $59 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wayne L Schild | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8473813354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 Brinker Road | AddressLine1Txt |
| City | Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| WAYNE L SCHILD | ||||||
| PO Box 4118 | Barrington | IL | 600114118 | President | 0.200 | $0 |
| SANDRA E SCHILD | ||||||
| PO Box 4118 | Barrington | IL | 600114118 | Treasurer | 1.000 | $0 |
| KEVIN LANE | ||||||
| 222 N LaSalle St Ste 2600 | Chicago | IL | 60601 | Secretary | 0.000 | $0 |
| MARLENE BILGER | ||||||
| 998 Kestrel Ct | Grand Junction | CO | 81505 | VP | 0.000 | $0 |
| DEANNE KIMBEL | ||||||
| 3104 Ridgewood Dr | Wausau | WI | 54401 | VP | 0.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $572,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $590,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $590,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $581,905 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,095 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,095 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129 | TotalTaxAmt |
| Distributable Before Adj | $28,966 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,966 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,966 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,000 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,966 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,451 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,485 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,033 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,575 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,980 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $69,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,000 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,034 | RemainingDistriFromCorpusAmt |
| Total Corpus | $84,558 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,451 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $78,107 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,485 | ExcessFromYear4Amt |
| Excess From Year3 | $14,033 | ExcessFromYear3Amt |
| Excess From Year2 | $17,575 | ExcessFromYear2Amt |
| Excess From Year1 | $19,980 | ExcessFromYear1Amt |
| Excess From Current Year | $15,034 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 |
|---|---|---|---|---|---|---|
| American Heart Association | ||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | PC | Program support | $2,000 |
| Arthritis Foundation | ||||||
| 1355 Peachtree St Ste 600 | Atlanta | GA | 30309 | PC | Program support | $2,000 |
| Barrington United Methodist Church | ||||||
| 98 Algonquin Rd | Barrington | IL | 60010 | PC | Building Fund | $2,000 |
| Citizens for Conservation | ||||||
| 459 West Highway 22 | Barrington | IL | 60010 | PC | Program support | $500 |
| Colorado Ovarian Cancer Alliance | ||||||
| 1777 S Bellaire St Ste 170 | Denver | CO | 80222 | PC | Program support | $1,000 |
| First Presbyterian Church | ||||||
| 390 271/2 Road | Grand Junction | CO | 81506 | PC | Operational support | $2,500 |
| First Presbyterian Church | ||||||
| 406 Grant Street | Wausau | WI | 54403 | PC | Operational Support | $5,000 |
| Hope West | ||||||
| 3900 N 12th Street | Grand Junction | CO | 81506 | PC | Hospice support | $500 |
| Lutheran Life Communities Foundation | ||||||
| 3150 Salt Creek Lane | Arlington Heights | IL | 60005 | PC | Benevolent care | $2,000 |
| Mayo Clinic | ||||||
| 200 First Street SW | Rochester | MN | 55905 | PC | Cancer and Dementia research | $4,000 |
| Never Forgotten Honor Flight | ||||||
| 225780 Rib Mountain Dr Ste 234 | Wausau | WI | 54401 | PC | Program Support | $1,000 |
| Opportunity Development Centers | ||||||
| 1191 Huntington Avenue | Wisconsin Rapids | WI | 54494 | PC | Endowment | $1,500 |
| Presbyterian Church of Barrington | ||||||
| 6 Brinker Road | Barrington | IL | 60010 | PC | Memorial Garden | $2,000 |
| Rush University Medical Center | ||||||
| 1201 W Harrison Street Ste 300 | Chicago | IL | 60607 | PC | Alzheimers research | $10,000 |
| University of Illinois Foundation | ||||||
| 1305 W Green Street | Urbana | IL | 61801 | PC | Glaucoma research | $2,000 |
| Advocate Charitable Foundation | ||||||
| 3075 Highland Parkway | Downers Grove | IL | 60515 | PC | Cardiac care Good Shepherd Hospital | $5,000 |
| Community Hospital Foundation | ||||||
| 2351 G Road | Grand Junction | CO | 81505 | PC | Capital campaign | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,385 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,676 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Theft recovery | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$5,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$5,289 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| Publicly traded sec | $198,373 | $221,525 | -$23,152 |
| CG Ditributions | $2,476 | $2,476 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Cohen Steers Preferred | $120,171 | $117,820 |
| Blackstone Group | $48,480 | $141,450 |
| First TST Nasdaq Clean | $38,886 | $46,266 |
| ALPS Clean Energy ETF | $34,828 | $66,618 |
| Nextera Energy Partners | $37,524 | $51,030 |
| Weyerhauser | $54,327 | $56,415 |
| Lockheed Martin | $15,085 | $16,666 |
| SPDR DJ REIT | $47,493 | $113,290 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Theft recovery | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CIBC | CategoryTxt |
| Amt | $5,109 | Amt |
| Net Investment Income | $5,109 | NetInvestmentIncomeAmt |