FULK FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FULK FAMILY FOUNDATION INC (EIN 47-0732237)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2022-05-27
- IRS object ID
- 202241479349100409
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2022-05-27T12:45:17-05:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1248 O STREET STE 1040 | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 685081461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470732237 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FULK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARCIA COFFMAN | InCareOfNm |
| Business Name Control | FULK | BusinessNameControlTxt |
| Phone | 3122362208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S Wacker Dr SUITE 2400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606064211 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA COFFMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3122362208 | PhoneNum |
| Signature | 2022-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARCIA | PersonFirstNm |
| Person Last | COFFMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON W BOMBECK | PreparerPersonNm |
| PTIN | P00393463 | PTIN |
| Phone | 4024737600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $182,261,060 | 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 | $101 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,003,413 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,003,413 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,125,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,775,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,125,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,918 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50,918 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,179,639 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,179,538 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,078,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $215,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $862,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $86,417 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,283 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $69,134 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,149 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,149 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $219,132 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,836 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $43,296 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $619 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $619 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $29,650 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,930 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,720 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,781 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $356 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,425 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,949 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,991 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $135,958 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,693,337 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $377,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,156,253 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,394,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,394,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,087,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $377,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,550,354 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,907,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,802,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,259,217 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,064,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,064,502 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $208,246,760 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $157,313,761 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $163,572,339 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,373,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,174,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,517,900 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,094 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,733 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $979 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $361 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $361 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,539,959 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,959,508 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,105,958 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $231,420,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $173,512,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $182,261,060 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $231,420,089 | RetainedEarningBOYAmt |
| Retained Earning EOY | $173,512,290 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $231,420,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $173,512,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $231,420,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $173,512,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $231,420,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,907,799 | ExcessRevenueOverExpensesAmt |
| Subtotal | $173,512,290 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $173,512,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BERKSHIRE HTWY | 2015-09-22 | 2020-09-28 | $11,775,287 | $7,199,016 | $4,576,271 | $4,576,271 |
| L/T GAIN - PARTNERSHIP | $519,590 | |||||
| S/T GAIN - PARTNERSHIP | $2,392 | |||||
| U.S TREASURY BILLS | $26,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,125,207 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $122,354 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122,354 | SubtotalAmt |
| Tax Based On Investment Income | $122,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $164,025 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $164,025 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $41,671 | OverpaymentAmt |
| Applied To ES Tax | $41,671 | 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 | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 |
| Org Report Or Register State | IA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FULKFF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA COFFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122362208 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WACKER DR SUITE 2400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606064211 | 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 | Yes (true) | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ALICE BRUNNER | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | VICE PRESIDENT | 6.0 | $150,000 | $0 | $0 |
| MARCIA COFFMAN | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | TREASURER/ADMINISTRATOR | 29.5 | $298,000 | $0 | $0 |
| N JANE MORRISON | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | PRESIDENT | 18.0 | $210,000 | $0 | $0 |
| LINDA KRONING | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | SECRETARY | 24.0 | $210,000 | $0 | $0 |
| RUSSELL BARTMES | ||||||||
| 150 S WACKER DRIVE STE 2400 | CHICAGO | IL | 60606 | VICE PRESIDENT | 24.5 | $210,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HAMILTON THIES & LORCH LLP | |||||
| 200 S WALKER DRIVE STE 3800 | CHICAGO | IL | 60606 | LEGAL SERVICES | $86,417 |
| FOUNDATION SOURCE | |||||
| 55 WALLS DR 302 | FAIRFIELD | CT | 06824 | ADMIN SUPPORT | $129,538 |
| CHARLES SCHWAB & CO INC | |||||
| 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | INVESTMENT MGMT | $67,148 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO DIRECT CHARITABLE ACTIVITIES | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $189,267,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,306,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,798,726 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $213,372,800 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $213,372,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,200,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $210,172,208 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,508,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,508,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122,354 | TotalTaxAmt |
| Distributable Before Adj | $10,386,256 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,386,256 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,386,256 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,550,354 | 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 | $66,550,354 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,550,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,386,256 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $770,843 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,130,823 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,377,660 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,446,873 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,707,161 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $174,433,360 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,550,354 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $10,386,256 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,164,098 | RemainingDistriFromCorpusAmt |
| Total Corpus | $230,597,458 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $770,843 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $229,826,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,130,823 | ExcessFromYear4Amt |
| Excess From Year3 | $39,377,660 | ExcessFromYear3Amt |
| Excess From Year2 | $50,446,873 | ExcessFromYear2Amt |
| Excess From Year1 | $68,707,140 | ExcessFromYear1Amt |
| Excess From Current Year | $56,164,119 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FULK FARMS INC | ContributingManagerNm |
| Contributing Manager | ROBERT W FULK IRREVOCABLE TRUST | ContributingManagerNm |
| Contributing Manager | ROBERT W FULK | ContributingManagerNm |
| Contributing Manager | WILMA B FULK | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (195 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHALKBEAT INC | ||||||||
| 1239 BROADWAY STE 703B | NEW YORK | NY | 100014360 | NONE | PC | GENERAL SUPPORT | $300,000 | |
| ERICKSON INSTITUTE | ||||||||
| 451 N LA SALLE DR | CHICAGO | IL | 606544510 | NONE | PC | Learning Academy | $1,500,000 | |
| INSPIRATION CORPORATION | ||||||||
| 4554 N BROADWAY ST STE 207 | CHICAGO | IL | 606405671 | NONE | PC | Homeless Support | $50,000 | |
| CHICAGO COALITION TO SAVE OUR MENTAL HEALTH CENTER | ||||||||
| 5760 W IRVING PARK RD | CHICAGO | IL | 606342623 | NONE | PC | Mental Health Prog | $250,000 | |
| LOYOLA UNIVERSITY OF CHICAGO | ||||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | NONE | PC | Housing Program | $350,000 | |
| FACING HISTORY AND OURSELVES INC | ||||||||
| PO BOX 470749 | BROOKLINE | MA | 02447 | NONE | PC | CPS Educators | $300,000 | |
| A BETTER CHICAGO | ||||||||
| 200 W MADISON ST FL 3 | CHICAGO | IL | 606063412 | NONE | PC | COVID 19 Relief | $500,000 | |
| AUDITORIUM THEATRE OF ROOSEVELT UNIVERSITY INC | ||||||||
| 50 E IDA B WELLS DR | CHICAGO | IL | 606051214 | NONE | PC | ABT Performance | $50,000 | |
| CHICAGO ARCHITECTURE FOUNDATION | ||||||||
| 111 E WACKER DR STE 1321 | CHICAGO | IL | 606014402 | NONE | PC | Education Initiative | $250,000 | |
| CHICAGO OPERA THEATER | ||||||||
| PO BOX 180120 | CHICAGO | IL | 606180533 | NONE | PC | General Support | $300,000 | |
| NIGHT MINISTRY | ||||||||
| 1735 N ASHLAND AVE SUITE 2000 | CHICAGO | IL | 60622 | NONE | PC | General Support | $300,000 | |
| A RED ORCHID THEATRE | ||||||||
| 1531 NORTH WELLS | CHICAGO | IL | 606107752 | NONE | PC | General Support | $25,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | Healthy Comm Fund | $810,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | HURRICANE Derecho | $100,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | Hurricane Laura | $250,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | West Wildfires | $250,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | Hurricane Sally | $250,000 | |
| FOOD BANK OF LINCOLN INC | ||||||||
| 4840 DORIS BAIR CIRCLE STE A | LINCOLN | NE | 68504 | NONE | PC | Hunger Campaign | $2,500,000 | |
| CHICAGO COMMUNITY FOUNDATION | ||||||||
| 225 N MICHIGAN AVE STE 2200 | CHICAGO | IL | 606017757 | NONE | PC | COVID 19 Relief | $500,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | NE Medical Center | $1,000,000 | |
| BRAVEN INCORPORATED | ||||||||
| 100 N LA SALLE ST STE 310 | CHICAGO | IL | 606022406 | NONE | PC | General Support | $500,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | SIM-NE TRUCK SUPPORT | $1,000,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | HEALTH SECURITY CHAIR | $1,000,000 | |
| ANTI-DEFAMATION LEAGUE - CHICAGO | ||||||||
| 120 SOUTH LASALLE | CHICAGO | IL | 60603 | NONE | PC | Anti-bias Training | $2,000,000 | |
| ADVANCE ILLINOIS NFP | ||||||||
| 303 E WACKER DR STE 1925 | CHICAGO | IL | 606010010 | NONE | PC | Support AND RESERVES | $500,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | TMW Center | $3,000,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 125045000 | NONE | PC | BPI Women's College | $500,000 | |
| CHICAGO SYMPHONY ORCHESTRA | ||||||||
| 220 S MICHIGAN AVENUE | CHICAGO | IL | 606042559 | NONE | PC | ENDOWMENTS | $3,000,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | Disaster Relief | $325,000 | |
| CHICAGO PUBLIC EDUCATION FUND | ||||||||
| 200 W ADAMS ST | CHICAGO | IL | 606065208 | NONE | PC | General Support | $500,000 | |
| CLEVELAND AVENUE FOUNDATION FOR EDUCATION | ||||||||
| 222 N CANAL ST THIRD FLOOR | CHICAGO | IL | 606061206 | NONE | PC | City Caf Program | $1,000,000 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 60601 | NONE | PC | General Support | $500,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | School Research | $3,000,000 | |
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | ||||||||
| 225 EAST CHICAGO AVENUE BOX 4 | CHICAGO | IL | 60611 | NONE | PC | MAGOON INSTITUTE | $2,500,000 | |
| WAUKEGAN PARK DISTRICT | ||||||||
| 1324 GOLF ROAD | WAUKEGAN | IL | 60087 | NONE | PC | Schematic Design | $250,000 | |
| ERICKSON INSTITUTE | ||||||||
| 451 N LA SALLE DR | CHICAGO | IL | 606544510 | NONE | PC | Learning Academy | $2,000,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2200 WEST HARRISON STREET | CHICAGO | IL | 60612 | NONE | PC | Disaster Relief | $325,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | NONE | PC | HEALTH INITIATIVES | $2,500,000 | |
| CITY OF CHICAGO | ||||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Chicago Cultural Ctr | $710,144 | |
| AMERICAN LEBANESE SYRIAN ASSOC CHAR INC | ||||||||
| 501 SAINT JUDE PL | MEMPHIS | TN | 381051905 | NONE | PC | Biomedical Sciences | $3,000,000 | |
| ADLER PLANETARIUM | ||||||||
| 1300 S LAKE SHORE DR | CHICAGO | IL | 606052403 | NONE | PC | Premier Sky Show | $1,000,000 | |
| NEBRASKA COMMUNITY FOUNDATION | ||||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | ENDOWMENT FOR YOUTH | $500,000 | |
| GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING | ||||||||
| 8 S MICHIGAN AVE STE 700 | CHICAGO | IL | 606033357 | NONE | PC | Scholars of Ill Prog | $1,000,000 | |
| ADVANCE ILLINOIS NFP | ||||||||
| 303 E WACKER DR STE 1925 | CHICAGO | IL | 606010010 | NONE | PC | Support AND RESERVES | $500,000 | |
| CITY OF CHICAGO | ||||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Chicago Cultural Ctr | $893,881 | |
| COLLEGE OF LAKE COUNTY FOUNDATION | ||||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301148 | NONE | PC | Urban Ag Facility | $1,000,000 | |
| CITY OF CHICAGO | ||||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Chicago Cultural Ctr | $862,477 | |
| CITY OF CHICAGO | ||||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Chicago Cultural CTR | $855,126 | |
| THE THRESHOLDS | ||||||||
| 4101 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | NONE | PC | General Support | $25,000 | |
| CITY OF CHICAGO | ||||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Chicago Cultural Ctr | $812,473 | |
| LINCOLN CHILDRENS ZOO | ||||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | Capital Campaign | $500,000 | |
| NEBRASKA COMMUNITY FOUNDATION | ||||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Youth ENDOWMENT | $500,000 | |
| NEBRASKA HUMANITIES COUNCIL | ||||||||
| 215 CENTENNIAL MALL S STE 330 | LINCOLN | NE | 685081836 | NONE | PC | Humanities Lecture | $25,000 | |
| NEBRASKA COMMUNITY FOUNDATION | ||||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | General Support | $100,000 | |
| LINCOLN CHILDRENS ZOO | ||||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | General Support | $100,000 | |
| MALONE COMMUNITY CENTER | ||||||||
| 2032 U ST | LINCOLN | NE | 685032955 | NONE | PC | Acts of Kindness prog | $10,000 | |
| CAMPBELL FOUNDATION | ||||||||
| 1400 S GERMANTOWN RD | GERMANTOWN | TN | 381382205 | NONE | PC | Cerebral Palsy Ctr | $50,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | EXCEL PROGRAM | $40,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | UNMC College Dentistry | $390,000 | |
| MALONE COMMUNITY CENTER | ||||||||
| 2032 U ST | LINCOLN | NE | 685032955 | NONE | PC | General Support | $50,000 | |
| LINCOLN COMMUNITY PLAYHOUSE INC | ||||||||
| 2500 S 56TH ST | LINCOLN | NE | 685063503 | NONE | PC | General Support | $100,000 | |
| NEBRASKA COMMUNITY FOUNDATION | ||||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | SCHOLARSHIPS | $25,000 | |
| NEBRASKA COMMUNITY FOUNDATION | ||||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Youth Engagement | $75,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | SIM-NE SUPPORT | $40,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | UNMC College Dentistry | $160,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381053678 | NONE | PC | Biomedical Library | $100,000 | |
| THE SALVATION ARMY - MEMPHIS & MID-SOUTH CHAPTER | ||||||||
| 696 JACKSON AVE | MEMPHIS | TN | 38105 | NONE | PC | Merrython Matching | $50,000 | |
| NEBRASKA CULTURAL ENDOWMENT | ||||||||
| 1004 FARNAM ST PLAZA LEVE | OMAHA | NE | 68102 | NONE | PC | Humanities ENDOWMENT | $350,000 | |
| NEBRASKA HUMANITIES COUNCIL | ||||||||
| 215 CENTENNIAL MALL S STE 330 | LINCOLN | NE | 685081836 | NONE | PC | Reading Program | $40,000 | |
| MATT TALBOT KITCHEN & OUTREACH INC | ||||||||
| PO BOX 80935 | LINCOLN | NE | 685010935 | NONE | PC | General Support | $150,000 | |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||||
| 1010 LINCOLN MALL STE 300 | LINCOLN | NE | 68508 | NONE | PC | INNOVATION STUDIO | $185,000 | |
| LINCOLN CHILDRENS ZOO | ||||||||
| 1222 S 27TH ST | LINCOLN | NE | 685021832 | NONE | PC | Capital IMPROVEMENTS | $500,000 | |
| NATIONAL ARBOR DAY FOUNDATION | ||||||||
| 211 N 12TH ST SUITE 501 | LINCOLN | NE | 68508 | NONE | PC | Apple House Proj | $500,000 | |
| NEBRASKA COMMUNITY FOUNDATION | ||||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Youth Programs | $70,000 | |
| NEBRASKA COMMUNITY FOUNDATION | ||||||||
| PO BOX 83107 | LINCOLN | NE | 685013107 | NONE | PC | Youth endowment | $500,000 | |
| CLINIC WITH A HEART INC | ||||||||
| 1701 S 17TH ST STE 4G | LINCOLN | NE | 685022641 | NONE | PC | Prescriptions for patients | $65,000 | |
| WYOMING HUMANITIES COUNCIL | ||||||||
| 1315 E LEWIS ST | LARAMIE | WY | 820723459 | NONE | PC | Native American Prgms | $200,000 | |
| FOOD BANK OF LINCOLN INC | ||||||||
| 4840 DORIS BAIR CIRCLE STE A | LINCOLN | NE | 68504 | NONE | PC | General Support | $125,000 | |
| NEWBERRY CONSORT NFP | ||||||||
| 6530 N GREENVIEW AVE | CHICAGO | IL | 606265008 | NONE | PC | General Support | $50,000 | |
| ANTI-DEFAMATION LEAGUE - CHICAGO | ||||||||
| 120 SOUTH LASALLE | CHICAGO | IL | 60603 | NONE | PC | General Support | $500,000 | |
| EXECUTIVE SERVICE CORPS OF CHICAGO | ||||||||
| 207 E OHIO ST 212 | CHICAGO | IL | 60611 | NONE | PC | General Support | $50,000 | |
| CHICAGO PUBLIC EDUCATION FUND | ||||||||
| 200 W ADAMS ST | CHICAGO | IL | 606065208 | NONE | PC | COVID 19 Relief | $250,000 | |
| SCHOOL OF AMERICAN MUSIC | ||||||||
| 14 MAPLE ST | THREE OAKS | MI | 491281131 | NONE | PC | endowment | $30,000 | |
| BETTER FUTURE FORWARD | ||||||||
| PO BOX 1063 | LAKE VIEW | MN | 55044 | NONE | PC | General Support | $150,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA - ILLINOIS | ||||||||
| 2200 E DEVON AVE STE 392 | CHICAGO | IL | 60018 | NONE | PC | General Support | $10,000 | |
| BOTTOM LINE INC | ||||||||
| 500 AMORY ST SUITE 3 | BOSTON | MA | 021302775 | NONE | PC | General Support | $25,000 | |
| INNER-CITY COMPUTER STARS FOUNDATION | ||||||||
| 415 N DEARBORN ST STE 300 | CHICAGO | IL | 606544698 | NONE | PC | General Support | $25,000 | |
| NATIONAL-LOUIS UNIVERSITY | ||||||||
| 1000 CAPITOL DR | WHEELING | IL | 600907201 | NONE | PC | AccelerateU Prgm | $500,000 | |
| PARTNERSHIP FOR COLLEGE COMPLETION | ||||||||
| 200 S MICHIGAN AVE STE 1410 | CHICAGO | IL | 606042468 | NONE | PC | reserve fund | $250,000 | |
| CITY COLLEGES OF CHICAGO FOUNDATION | ||||||||
| 180 N WABASH AVE STE 200 | CHICAGO | IL | 606013608 | NONE | PC | Chancellor Retention | $500,000 | |
| CHICAGO STATE FOUNDATION | ||||||||
| 9501 S KING DR STE 322 | CHICAGO | IL | 606281501 | NONE | PC | Cougar Futures Fund | $500,000 | |
| ALL CHICAGO MAKING HOMELESSNESS HISTORY | ||||||||
| 651 W WASHINGTON BLVD STE 504 | CHICAGO | IL | 606612125 | NONE | PC | Student Emergeny Fund | $500,000 | |
| ONEGOAL | ||||||||
| 180 N WABASH AVE STE 800 | CHICAGO | IL | 60601 | NONE | PC | Summer Bridge Portal | $500,000 | |
| BETTER FUTURE FORWARD | ||||||||
| PO BOX 1063 | LAKE VIEW | MN | 55044 | NONE | PC | General Support | $350,000 | |
| CHICAGO STATE FOUNDATION | ||||||||
| 9501 S KING DR STE 322 | CHICAGO | IL | 606281501 | NONE | PC | Cougar Futures Fund | $500,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 BRUNO ST | LOS ANGELES | CA | 900121815 | NONE | PC | General Support | $25,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | School Research | $100,000 | |
| SURGE INSTITUTE | ||||||||
| 935 W CHESTNUT ST STE 515 | CHICAGO | IL | 606425444 | NONE | PC | Chicago Fellowship Prg | $25,000 | |
| CITY COLLEGES OF CHICAGO FOUNDATION | ||||||||
| 180 N WABASH AVE STE 200 | CHICAGO | IL | 606013608 | NONE | PC | Chancellor Retention | $50,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA - ILLINOIS | ||||||||
| 2200 E DEVON AVE STE 392 | DES PLAINES | IL | 60018 | NONE | PC | General Support | $10,000 | |
| URBAN INITIATIVES INC | ||||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 606611035 | NONE | PC | General Support | $25,000 | |
| BETTER FUTURE FORWARD | ||||||||
| PO BOX 1063 | LAKEVILLE | MN | 55044 | NONE | PC | General Support | $75,000 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||
| 5950 GOLF COURSE RD | WASHINGTON | DC | 20002 | NONE | PC | Preventing Suicides | $250,000 | 840 FIRST STREET NE STE 400 |
| INDIANA STATE UNIVERSITY OFFICE OF THE CONTROLLER | ||||||||
| 1044 N FRANCISCO AVE | TERRE HAUTE | IN | 478091902 | NONE | PC | NAPDS Natl Conf | $13,000 | |
| MONTGOMERY COUNTY COMMUNITY FOUNDATION INC | ||||||||
| 756 N MILWAUKEE AVE | CRAWFORDSVILLE | IN | 479330334 | NONE | PC | PARK RENOVATION | $600,000 | |
| AMERICAN PLAYERS THEATRE OF WISCONSIN INC | ||||||||
| 3015 W DIVISION ST | SPRING GREEN | WI | 535888036 | NONE | PC | General Support | $150,000 | |
| HUMBOLDT PARK HEALTH | ||||||||
| PO BOX 57 | CHICAGO | IL | 606222743 | NONE | PC | COVID 19 Relief | $100,000 | |
| INTUIT THE CENTER FOR INTUITIVE AND OUTSIDE ART | ||||||||
| 500 EAST MADISON STREET | CHICAGO | IL | 606425939 | NONE | PC | Summer Youth Prgm | $10,000 | |
| THE NATIONAL MUSEUM OF PUERTO RICAN ARTS AND CULTU | ||||||||
| 1010 WEST 35TH SUITE 510 | CHICAGO | IL | 606222739 | NONE | PC | General Support | $100,000 | |
| RECIPE FOR CHANGE | ||||||||
| 2001 N CLARK ST | WINNETKA | IL | 60093 | NONE | PC | FOOD TRUCK & GO | $30,000 | |
| ABRAHAM LINCOLN PRESIDENTIAL LIBRARY FOUNDATION | ||||||||
| 12490 MARSHALL ST | SPRINGFIELD | IL | 627011010 | NONE | PC | LINCOLN PAPERS RESEARCH | $75,000 | |
| CHICAGO SURVIVORS INC | ||||||||
| PO BOX 352 | CHICAGO | IL | 606091401 | NONE | PC | General Support | $115,000 | |
| LINCOLN PARK ZOOLOGICAL SOCIETY | ||||||||
| 650 W LAKE ST STE 340 | CHICAGO | IL | 606144712 | NONE | PC | General Support | $50,000 | |
| ST JUDE HOUSE INC | ||||||||
| 7748 DELAWARE PL | CROWN POINT | IN | 463074856 | NONE | PC | CAPITAL IMPROVEMENTS | $150,000 | |
| WABASH COLLEGE | ||||||||
| 50 W FALL CREEK PARKWAY NORTH DR | CRAWFORDSVLLE | IN | 479330352 | NONE | PC | IMMERSION PROGRAM | $50,000 | |
| URBAN INITIATIVES INC | ||||||||
| 808 W PIKE ST | CHICAGO | IL | 606611035 | NONE | PC | General Support | $50,000 | |
| COMMUNITY HELP NETWORK | ||||||||
| 1417 COMMERCE AVE | MERRILLVILLE | IN | 464105635 | NONE | PC | General Support | $20,000 | |
| IVY TECH FOUNDATION INC | ||||||||
| 200 W MADISON ST 3RD F | INDIANAPOLIS | IN | 462085752 | NONE | PC | RENOVATE WELDING LAB | $1,000,000 | |
| MONTGOMERY COUNTY YOUTH SERVICES BUREAU INC | ||||||||
| 3691 WILLOWCREEK RD STE 200 | CRAWFORDSVLLE | IN | 479332321 | NONE | PC | Nourish Fund | $50,000 | |
| LATINAS WELDING GUILD INC | ||||||||
| 100 W RANDOLPH ST 5570 | INDIANAPOLIS | IN | 462011140 | NONE | PC | SCHOLARSHIPS | $6,000 | |
| ILLINOIS ARTS ALLIANCE | ||||||||
| PO BOX 96860 | CHICAGO | IL | 606063412 | NONE | PC | LATINX ART PROGRAMS | $25,000 | |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | ||||||||
| 4321 FIR ST | PORTAGE | IN | 463685000 | NONE | PC | Challenge Grant Pmt | $100,000 | |
| ILLINOIS JOINING FORCES FOUNDATION | ||||||||
| 411 S WELLS ST STE 800 | CHICAGO | IL | 606013218 | NONE | PC | General Support | $50,000 | |
| UNITED SERVICE ORGANIZATIONS INC | ||||||||
| 4840 GRASSELLI ST | WASHINGTON | DC | 20077 | NONE | PC | USO Pathfinder Prg | $50,000 | |
| ST CATHERINE HOSPITAL INC | ||||||||
| 4321 FIR ST | EAST CHICAGO | IN | 463123049 | NONE | PC | ROBOTIC SURGICAL SYSTEM | $470,000 | |
| FRIENDS OF THE CHICAGO RIVER | ||||||||
| 8446 VIRGINIA ST | CHICAGO | IL | 606073911 | NONE | PC | General Support | $10,000 | |
| CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF | ||||||||
| 800 E GRAND AVE | EAST CHICAGO | IN | 463123503 | NONE | PC | PPE Equipment | $20,000 | |
| ST CATHERINE HOSPITAL INC | ||||||||
| 50 W FALL CREEK PARKWAY NORTH DR | EAST CHICAGO | IN | 463123049 | NONE | PC | Stryker Wheel Chair | $125,000 | |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | ||||||||
| 1010 WEST 35TH SUITE 510 | MERRILLVILLE | IN | 464106233 | NONE | PC | Meal delivery Prog | $10,000 | |
| CHICAGO SHAKESPEARE THEATER | ||||||||
| PO BOX 14703 | CHICAGO | IL | 606115436 | NONE | PC | TEAM SHAKESPEAR PROG | $15,000 | |
| IVY TECH FOUNDATION INC | ||||||||
| 5235 SOUTH HARPER COURT | INDIANAPOLIS | IN | 462085752 | NONE | PC | Meal/Textbook Assist | $25,000 | |
| CHICAGO SURVIVORS INC | ||||||||
| 3605 W FILLMORE ST | CHICAGO | IL | 606091401 | NONE | PC | CANINE KINDNESS PROGRAM | $75,000 | |
| LINCOLN PARK CONSERVANCY | ||||||||
| 3610 W 26TH ST | CHICAGO | IL | 606148521 | NONE | PC | NORTH POND RESTORATION | $50,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 20 NORTH MICHIGAN AVE STE 102 | CHICAGO | IL | 60615 | NONE | PC | Prostate Cancer Research | $150,000 | |
| UCAN | ||||||||
| PO BOX 352 | CHICAGO | IL | 606244310 | NONE | PC | General Support | $50,000 | |
| LITTLE VILLAGE COMMUNITY FOUNDATION CORP | ||||||||
| 875 LAKE ST | CHICAGO | IL | 606233936 | NONE | PC | BUSINESS MIRCOGRANTS SUPPORT | $100,000 | |
| MILLENNIUM PARK INC | ||||||||
| ONE SOUTH DEARBORN | CHICAGO | IL | 60602 | NONE | PC | SPECIAL PROJECTS | $15,000 | |
| WABASH COLLEGE | ||||||||
| 157 W GRAND AVE | CRAWFORDSVLLE | IN | 479330352 | NONE | PC | IMMERSION PROGRAM | $50,000 | |
| UNITY TEMPLE RESTORATION FOUNDATION | ||||||||
| PO BOX 824 | OAK PARK | IL | 603011341 | NONE | PC | General Support | $25,000 | |
| MIDNIGHT CIRCUS IN THE PARKS | ||||||||
| 541 N FAIRBANKS COURT | CHICAGO | IL | 606032302 | NONE | PC | CANINE KINDNESS PROGRAM | $30,000 | |
| ANTI-CRUELTY SOCIETY | ||||||||
| 3691 WILLOWCREEK RD STE 200 | CHICAGO | IL | 606547105 | NONE | PC | CANINE KINDNESS PROGRAM | $30,000 | |
| NORTHWEST INDIANA CANCER KIDS INC | ||||||||
| 3145 N MERIDIAN STREET | SCHERERVILLE | IN | 463750824 | NONE | PC | General Support | $15,000 | |
| CHICAGO PARKS FOUNDATION | ||||||||
| 1005 MICHIGAN AVE | CHICAGO | IL | 606113319 | NONE | PC | Community Garden | $5,000 | |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | ||||||||
| 2407 W 111TH ST | PORTAGE | IN | 463685000 | NONE | PC | Playground Equip | $50,000 | |
| 21ST CENTURY CHARTER SCHOOL AT GARY INC | ||||||||
| 1987 W 111TH ST | INDIANAPOLIS | IN | 462084783 | NONE | PC | TEACHER DEVELOPMENT | $31,000 | |
| FAMILY ADVOCATES INC | ||||||||
| 1140 PROFESSIONAL COURT | LAPORTE | IN | 463503506 | NONE | PC | Capital campaign | $75,000 | |
| BEVERLY ART CENTER | ||||||||
| 1 COLLEGE ST | CHICAGO | IL | 606551309 | NONE | PC | Music Mondays Prog | $25,000 | |
| BEVERLY AREA PLANNING ASSOCIATION | ||||||||
| 225 VARICK STREET 7TH FLOOR | CHICAGO | IL | 606434247 | NONE | PC | Arts Alliance | $50,000 | |
| AMERICAN BATTLEFIELD TRUST | ||||||||
| 4840 GRASSELLI ST | HAGERSTOWN | MD | 21740 | NONE | PC | Slaughter Pen Farm | $25,000 | |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | ||||||||
| 3691 WILLOWCREEK RD STE 200 | WORCESTER | MA | 016102395 | NONE | PC | General Support | $50,000 | |
| NATIONAL AUDUBON SOCIETY INC | ||||||||
| 50 W FALL CREEK PARKWAY NORTH DR | NEW YORK | NY | 100144396 | NONE | PC | Bird Research | $25,000 | |
| CARMELITE SISTERS OF THE DIVINE HEART OF JESUS OF | ||||||||
| 128 N COUNTY ST | EAST CHICAGO | IN | 463123503 | NONE | PC | General Support | $50,000 | |
| BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC | ||||||||
| 884 W NIPPERSINK RD | PORTAGE | IN | 463685000 | NONE | PC | Summer Enrichment | $30,000 | |
| IVY TECH FOUNDATION INC | ||||||||
| PO BOX 363 | INDIANAPOLIS | IN | 462085752 | NONE | PC | Special Event Progs | $25,000 | |
| WAUKEGAN PUBLIC LIBRARY | ||||||||
| 1501 CHERRY ST | WAUKEGAN | IL | 60085 | NONE | PC | Adult Education | $50,000 | |
| ROUND LAKE CUSD 116 | ||||||||
| 5350 S PRAIRIE AVE | ROUND LAKE | IL | 60073 | NONE | PC | Mountaintop Prog | $100,000 | |
| FOX LAKE ROTARY CLUB FOUNDATION | ||||||||
| 1201 W HARRISON ST STE 300 | FOX LAKE | IL | 600200363 | NONE | PC | Holiday Benefit | $15,000 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| PO BOX 3464 | PHILADELPHIA | PA | 191021403 | NONE | PC | American Friends Prog | $100,000 | |
| CHICAGO YOUTH PROGRAMS INC | ||||||||
| 111 CAMPBELL HALL 300 N GOODWIN AVE | CHICAGO | IL | 606154709 | NONE | PC | General Support | $50,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 245 2ND ST NE | CHICAGO | IL | 60607 | NONE | PC | MEDICAL FUNDS | $915,000 | |
| INSTITUTE FOR ETHNOMEDICINE INC | ||||||||
| 433 CHESTNUT ST | JACKSON | WY | 830013464 | NONE | PC | SPECTROMETER | $477,550 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 19351 W WASHINGTON ST | URBANA | IL | 61801 | NONE | PC | Research Center | $350,000 | |
| FCNL EDUCATION FUND | ||||||||
| 111 CAMPBELL HALL 300 N GOODWIN AVE | WASHINGTON | DC | 200025761 | NONE | PC | General Support | $100,000 | |
| KENTUCKY NATURAL LANDS TRUST INC | ||||||||
| 541 N FAIRBANKS COURT STE 800 | BEREA | KY | 404031510 | NONE | PC | Land Trusts | $138,000 | |
| COLLEGE OF LAKE COUNTY FOUNDATION | ||||||||
| PO BOX 228 | GRAYSLAKE | IL | 600301148 | NONE | PC | Urban Ag Center | $100,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1899 W WINCHESTER RD | URBANA | IL | 61801 | NONE | PC | PPE Supplies | $200,000 | |
| NORTHWESTERN MEMORIAL HEALTHCARE-NORTHWESTERN MEMO | ||||||||
| 1324 GOLF ROAD | CHICAGO | IL | 60611 | NONE | PC | LFH Oncology | $50,000 | |
| INSTITUTE FOR THE ADVANCEMENT OF JOURNALISTIC CLAR | ||||||||
| 1000 LAKE COOK RD | PETROLIA | CA | 95558 | NONE | PC | General Support | $25,000 | |
| PRESERVATION FOUNDATION OF THE LAKECOUNTY FOREST P | ||||||||
| 6 E MAIN ST | LIBERTYVILLE | IL | 600485367 | NONE | PC | Photovoltaic System | $50,000 | |
| WAUKEGAN PARK DISTRICT | ||||||||
| 820 GREENWOOD AVE | WAUKEGAN | IL | 60087 | NONE | PC | Planting Trees | $115,000 | |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | ||||||||
| PO BOX 520 | GLENCOE | IL | 60022 | NONE | PC | Chicago Nature | $285,000 | |
| MANO A MANO FAMILY RESOURCE CENTER | ||||||||
| 1000 LAKE COOK RD | ROUND LAKE PK | IL | 600733602 | NONE | PC | General Support | $50,000 | |
| HISPANIC AMERICAN COMMUNITY EDUCATION AND SERVICES | ||||||||
| 1300 S LAKE SHORE DR | WAUKEGAN | IL | 600875034 | NONE | PC | General Support | $25,000 | |
| LAMBS FARM INC | ||||||||
| 117 E SCRANTON Ave | LIBERTYVILLE | IL | 600480520 | NONE | PC | General Support | $50,000 | |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GA | ||||||||
| PO BOX 3464 | GLENCOE | IL | 60022 | NONE | PC | General Support | $50,000 | |
| ADLER PLANETARIUM | ||||||||
| 65 W JACKSON BLVD | CHICAGO | IL | 606052403 | NONE | PC | General Support | $50,000 | |
| COMMUNITY CHURCH OF LAKE FOREST & LAKE BLUFF | ||||||||
| 410 GRAND AVE | LAKE BLUFF | IL | 600442570 | NONE | PC | Food Drive | $10,000 | |
| INSTITUTE FOR ETHNOMEDICINE INC | ||||||||
| PO BOX 278 | JACKSON | WY | 830013464 | NONE | PC | Orbital Spectrometer | $335,000 | |
| UNION LEAGUE BOYS & GIRLS CLUBS | ||||||||
| 433 CHESTNUT ST | CHICAGO | IL | 606043507 | NONE | PC | General Support | $50,000 | |
| WAUKEGAN TO COLLEGE NFP | ||||||||
| 25200 N SAINT MARYS RD | WAUKEGAN | IL | 600854227 | NONE | PC | General Support | $100,000 | |
| IMPACTING VETERANS LIVES INC | ||||||||
| 433 E GOLF RD | WADSWORTH | IL | 600830278 | NONE | PC | General Support | $50,000 | |
| KENTUCKY NATURAL LANDS TRUST INC | ||||||||
| 273 DEARBORN CT | BEREA | KY | 404031510 | NONE | PC | General Support | $50,000 | |
| STEVENSON CENTER FOR DEMOCRACY | ||||||||
| 1333 W DEVON AVE 260 | METTAWA | IL | 600489425 | NONE | PC | General Support | $10,000 | |
| LEMONS OF LOVE INC | ||||||||
| 102 HIGHWOOD AVE | DES PLAINES | IL | 600162233 | NONE | PC | General Support | $25,000 | |
| NORTHERN ILLINOIS FOOD BANK | ||||||||
| 350 N WAUKEGAN RD | GENEVA | IL | 601343587 | NONE | PC | Food Drive | $200,000 | |
| DEVICES 4 THE DISABLED | ||||||||
| 31979 N FISH LAKE RD | CHICAGO | IL | 606601329 | NONE | PC | General Support | $25,000 | |
| HIGHWOOD PUBLIC LIBRARY | ||||||||
| 18640 W ROUTE 120 | HIGHWOOD | IL | 60040 | NONE | PC | Capital Improvements | $327,000 | |
| LAKE FOREST OPEN LANDS ASSOCIATION | ||||||||
| PO BOX 449 | LAKE FOREST | IL | 600451620 | NONE | PC | CCL Program | $25,000 | |
| NICASA NFP | ||||||||
| 855 SKOKIE HWY STE D | ROUND LAKE | IL | 600739517 | NONE | PC | NICASA Endowment | $80,000 | |
| COMMUNITY YOUTH NETWORK INC | ||||||||
| 9935 S 76TH AVE UNIT H | GRAYSLAKE | IL | 60030 | NONE | PC | Resilient Youth Prg | $12,500 | |
| LAKE BLUFF OPEN LANDS ASSOCIATION | ||||||||
| 541 N FAIRBANKS COURT STE 800 | LAKE BLUFF | IL | 600440449 | NONE | PC | General Support | $14,950 | |
| NORTH CHICAGO COMMUNITY PARTNERS NFP | ||||||||
| 121 N LASALLE ROOM 700 | LAKE BLUFF | IL | 600441830 | NONE | PC | General Support | $75,000 | |
| PAWS ASSISTING WOUNDED WARRIORS INC | ||||||||
| 9935 S 76th AVE UNIT H | BRIDGEVIEW | IL | 604552453 | NONE | PC | General Support | $15,000 | |
| NORTHWESTERN MEMORIAL HEALTHCARE-NORTHWESTERN MEMO | ||||||||
| 541 N FAIRBANKS COURT STE 800 | CHICAGO | IL | 60611 | NONE | PC | Social Worker | $250,000 | |
| CITY OF CHICAGO | ||||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Building Restoration | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,394,101 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WAUKEGAN PARK DISTRICT | |||||||
| 1324 GOLF ROAD | WAUKEGAN | IL | 60087 | NONE | PC | RENOVATE LIBRARY | $750,000 |
| THE UNIVERSITY OF CHICAGO | |||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | PC | TMW Center | $2,800,000 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Building Restoration | $5,000,000 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Building Restoration | $3,615,900 |
| CITY OF CHICAGO | |||||||
| 121 N LASALLE ROOM 700 | CHICAGO | IL | 60602 | NONE | GOV | Building Restoration | $1,925,000 |
| WAUKEGAN PARK DISTRICT | |||||||
| 1324 GOLF ROAD | WAUKEGAN | IL | 60087 | NONE | PC | Renovate Library | $2,000,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1201 W HARRISON ST STE 300 | CHICAGO | IL | 60607 | NONE | PC | Women's Health | $750,000 |
| WAUKEGAN PARK DISTRICT | |||||||
| 1324 GOLF ROAD | WAUKEGAN | IL | 60087 | NONE | PC | RENOVATE LIBRARY | $2,000,000 |
| ERICKSON INSTITUTE | |||||||
| 451 N LA SALLE DR | CHICAGO | IL | 606544510 | NONE | PC | Learning Academy | $2,200,000 |
| ERICKSON INSTITUTE | |||||||
| 451 N LA SALLE DR | CHICAGO | IL | 606544510 | NONE | PC | Learning Academy | $300,000 |
| COLLEGE OF LAKE COUNTY FOUNDATION | |||||||
| 19351 W WASHINGTON ST | GRAYSLAKE | IL | 600301148 | NONE | PC | Urban Ag Center | $1,000,000 |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH ST SUITE 501 | LINCOLN | NE | 68508 | NONE | PC | APPLE HOUSE PROJ | $500,000 |
| ABRAHAM LINCOLN PRESIDENTIAL LIBRARY | |||||||
| 500 EAST MADISON STREET | SPRINGFIELD | IL | 627011010 | NONE | PC | LINCOLN PAPERS RESEARCH | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $22,915,900 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,003,413 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,125,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SYNGENTA SETTLEMENT | 41 | $279 |
| PARTNERSHIP INCOME | 41 | $50,639 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,179,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,179,538 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $40,640 | Amt |
| Net Investment Income | $20,320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,320 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COPIER | PropertyDesc |
| Acquired | 2017-02-21 | AcquiredDt |
| Cost Or Other Basis | $3,094 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,114 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $619 | CurrentYearExpenseAmt |
| Net Investment Income | $619 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $619 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY | $1,167,408 | $2,513,400 |
| AD MAKEPEACE CO. | $6,750 | $4,500 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $157,313,761 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $163,572,339 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COPIER | CategoryOrItemTxt |
| Cost Or Other Basis | $3,094 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,733 | AccumulatedDepreciationAmt |
| Book Value | $361 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $86,417 | LegalFeesAmt |
| Net Investment Income | $17,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $69,134 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADM HOLDINGS LLC | $6,391 | $6,391 | $4,500 |
| STONE ARCH CAPITAL II | $592,056 | $517,154 | $465,849 |
| CVE-KAUFFMAN | $1,769,716 | $1,275,379 | $2,438,365 |
| PHOENIX VENTURE | $21,593 | $20,990 | $20,990 |
| NEW VENTURE PARTNERS IV | $134,242 | $139,594 | $176,254 |
| NOTE RECEIVABLE | $15,961 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUBSCRIPTIONS | $2,900 | $580 | $2,320 |
| OFFICE EXPENSE | $6,468 | $1,294 | $5,174 |
| COMPUTER EXPENSE | $16,028 | $3,206 | $12,822 |
| INSURANCE | $6,702 | $1,340 | $5,362 |
| FOUNDATION SOURCE EXPENSE | $129,538 | $25,908 | $103,630 |
| POSTAGE | $2,514 | $503 | $2,011 |
| REPAIRS & MAINTENANCE | $2,628 | $526 | $2,102 |
| MISCELLANEOUS | $3,171 | $634 | $2,537 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SYNGENTA SETTLEMENT | $279 | $279 |
| Partnership Income | $50,639 | $50,639 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $67,149 | Amt |
| Net Investment Income | $67,149 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $160,000 | ||
| FOREIGN TAXES | $4,785 | $4,785 | $0 |
| PAYROLL TAXES | $54,120 | $10,824 | $43,296 |
| STATE TAXES | $227 | $227 |