J S PALUCH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- J S PALUCH FOUNDATION (EIN 36-7106905)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349103060
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:22:34-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300171654 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTERS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 S WYNSTONE PARK DRIVE SUITE 100 | AddressLine1Txt |
| City | NORTH BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367106905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY L RAFFERTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALU | BusinessNameControlTxt |
| Phone | 8479690240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3708 RIVER RD STE 400 | AddressLine1Txt |
| City | FRANKLIN PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY L RAFFERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479690240 | PhoneNum |
| Signature | 2022-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | RAFFERTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORA GILE | PreparerPersonNm |
| PTIN | P00509190 | PTIN |
| Phone | 8473826002 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,482,306 | 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 |
| Dividends Rev And Expnss | $38,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $281,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $281,549 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $320,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $320,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $49 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,899 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $253,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,109 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,899 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $317,554 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,267 | CashBOYAmt |
| Cash EOY | $57,301 | CashEOYAmt |
| Cash EOYFMV | $57,301 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,661 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,640 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,118,259 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,119,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,410,365 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,128,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,191,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,482,306 | 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 | $1,128,187 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,191,531 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,128,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,191,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,128,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,191,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,128,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,191,531 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,191,531 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE | P | 2013-03-05 | 2021-05-11 | $12,431 | $1,546 | $10,885 | $10,885 |
| APPLE | P | 2013-03-05 | 2021-12-28 | $102,736 | $8,891 | $93,845 | $93,845 |
| APPLE | P | 2013-03-05 | 2021-01-27 | $7,068 | $773 | $6,295 | $6,295 |
| GOLDMAN SACHS GROUP | P | 2008-11-20 | 2021-05-10 | $5,487 | $753 | $4,734 | $4,734 |
| HP INC | P | 2010-10-15 | 2021-05-10 | $5,210 | $3,055 | $2,155 | $2,155 |
| INTUIT INC | P | 2001-10-24 | 2021-12-28 | $16,043 | $521 | $15,522 | $15,522 |
| MICRON TECHNOLOGY INC | P | 2005-11-09 | 2021-12-28 | $50,282 | $7,700 | $42,582 | $42,582 |
| MICROSOFT CORP | P | 2010-10-20 | 2021-12-28 | $101,597 | $7,658 | $93,939 | $93,939 |
| SYLVAMO CORP | P | 2006-12-14 | 2021-10-05 | $7 | $5 | $2 | $2 |
| SYLVAMO CORP | P | 2009-12-02 | 2021-10-05 | $16 | $10 | $6 | $6 |
| UNION PAC CORP | P | 2005-11-11 | 2021-12-28 | $12,348 | $895 | $11,453 | $11,453 |
| VIATRIS INC | P | 2003-11-12 | 2021-12-28 | $843 | $867 | -$24 | -$24 |
| VIATRIS INC | P | 2006-11-13 | 2021-12-28 | $842 | $696 | $146 | $146 |
| VMWARE INC | P | 2021-04-03 | 2021-11-04 | $3 | $1 | $2 | $2 |
| VMWARE INC | P | 2006-05-11 | 2021-11-04 | $6 | $3 | $3 | $3 |
| VMWARE INC | P | 2016-09-22 | 2021-11-04 | $7 | $3 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $281,549 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,414 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,414 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,414 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,714 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,614 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,200 | OverpaymentAmt |
| Applied To ES Tax | $1,200 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MARY L RAFFERTY | IndividualWithBooksNm |
| Phone | 6308330946 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3708 RIVER RD STE 400 | AddressLine1Txt |
| City | FRANKLIN PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60131 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARY L RAFFERTY | ||||||||
| 323 E KENMORE | ELMHURST | IL | 60126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE PRECIN | ||||||||
| 641 S WILLIAMS | PALATINE | IL | 60067 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ROSE ANN BIERNAT | ||||||||
| 817 DERBYSHIRE | PROSPECT HEIGHTS | IL | 60070 | TRUSTEE | 0.25 | $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 | $3,320,179 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,352 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,367,531 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,367,531 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,317,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,414 | TotalTaxAmt |
| Distributable Before Adj | $161,437 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,437 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $253,015 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $56,965 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $56,965 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,965 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $253,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $56,965 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,613 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $91,578 | 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 | $91,578 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $56,965 | ExcessFromYear1Amt |
| Excess From Current Year | $34,613 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ELDERWERKS | |||||||
| 251 E NORTHWEST HIGHWAY | PALATINE | IL | 60067 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| FRIENDSHIP HOUSE | |||||||
| 800 N E MADISON AVE | PEORIA | IL | 61603 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| HONOR FLIGHT | |||||||
| 9701 W HIGGINS RD SUITE 310 | ROSEMONT | IL | 60018 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| JOURNEY THE WAY HOME | |||||||
| 1140 E NORTHWEST HIGHWAY | PALATINE | IL | 60074 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| MADONNA MISSION | |||||||
| 1706 W MORSE AVE | CHICAGO | IL | 60626 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| MISERICORDIA | |||||||
| 6300 NORTH RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| MUNDELEIN SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | NONE | PUBLIC CHARITY | GENERAL | $32,000 |
| MORNING STAR MISSION | |||||||
| 350 E WASHINGTON ST | JOLIET | IL | 60433 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 101 NORTH WACKER DR 17TH FLOOR | CHICAGO | IL | 60606 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| SHRINERS CHILDRENS HOSPITAL | |||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| ST JUDE | |||||||
| 4722 N SHERIDAN RD | PEORIA | IL | 61614 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,904 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $281,549 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $320,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,453 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 FEES | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $2,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAM BLAIR | $990,645 | $3,229,285 |
| WM BLAIR EFT | $128,945 | $181,080 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $15 |
| BROKER, SECURITY EXP | $49 | $49 | $0 |
| BANK FEES | $195 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2021 ESTIMATED TAX PAYMENT | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |