THE MCNAMARA PURCELL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MCNAMARA PURCELL FOUNDATION (EIN 36-7293187)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349106419
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:14:25-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 60606 | 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 | 367293187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McNamara Purcell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS DYKSTRA | InCareOfNm |
| Business Name Control | MCNA | BusinessNameControlTxt |
| Phone | 8474051069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 Churchill Road | AddressLine1Txt |
| City | Winfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL PURCELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3126282451 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | PURCELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONOR LEFEVOUR | PreparerPersonNm |
| PTIN | P01497330 | PTIN |
| Phone | 3123573950 | 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 | 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 | $24,333,753 | 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 | $118,883 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $482,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $482,352 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $121,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,202 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,860 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,220 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $728,297 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $602,334 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $11,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,316 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $170 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $170 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,501 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,486 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,515,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,515,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,526,501 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,486 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,515,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$798,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $595,848 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,610,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $456,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $456,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,296,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,647,878 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,328,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $548,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $548,804 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,406,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,653,631 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,333,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,406,907 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,653,632 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,406,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,653,632 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,406,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,653,632 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,406,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$798,204 | ExcessRevenueOverExpensesAmt |
| Other Increases | $178,694 | OtherIncreasesAmt |
| Subtotal | $10,787,397 | SubtotalAmt |
| Other Decreases | $133,208 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,654,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FROM K-1 | $120,586 | $0 | $120,586 | $120,586 |
| DISPOSITION OF CONTINENTAL PARTNERS LP | $616 | $0 | $616 | $616 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,202 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,282 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,282 | SubtotalAmt |
| Tax Based On Investment Income | $8,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,894 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,894 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,612 | OverpaymentAmt |
| Applied To ES Tax | $11,612 | 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 |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS DYKSTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126282451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 CHURCHILL ROAD | AddressLine1Txt |
| City | WINFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| David P Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Michael J Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Paul M Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Philip J Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | MANAGER | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,714,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,803,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,518,175 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,518,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $352,773 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,165,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,158,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,158,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,282 | TotalTaxAmt |
| Distributable Before Adj | $1,149,988 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,149,988 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,149,988 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,515,000 | 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 | $1,515,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,149,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,010,929 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,515,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,010,929 | AppliedToYear1Amt |
| Applied To Current Year | $504,071 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $645,917 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP J PURCELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| 1150 17th STREET NW | WASHINGTON DC | DC | 20036 | NONE | PC | UNRESTRICTED | $50,000 |
| BRAIN RESEARCH FOUNDATION | |||||||
| 111 W WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | UNRESTRICTED | $35,000 |
| CARL'S KIDS | |||||||
| 3212 WINFIELD DR | DURHAM | NE | 27707 | NONE | PC | UNRESTRICTED | $5,000 |
| CHICAGO BLACKHAWKS FOUNDATION | |||||||
| 1901 W MADISON ST | CHICAGO | IL | 60612 | NONE | PC | UNRESTRICTED | $8,500 |
| CHICAGO CHAPTER OF THE SPINAL CORD SOCIETY | |||||||
| 12111 S HAROLD AVE | PALOS HEIGHTS | IL | 60463 | NONE | UNRESTRICTED | $5,000 | |
| CHILDREN'S HOME AID | |||||||
| 125 S WACKER DR | CHICAGO | IL | 60606 | NONE | PC | UNRESTRICTED | $10,000 |
| CONNIE DWYER BREAST CANCER FOUNDATION | |||||||
| 111 CENTRAL AVENUE | NEWARK | NJ | 07102 | NONE | EOF | UNRESTRICTED | $5,000 |
| CRISTO REY NETWORK | |||||||
| 14 EAST JACKSON BOULEVARD SUITE 12 | CHICAGO | IL | 60604 | NONE | PC | UNRESTRICTED | $50,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED | $5,000 |
| DECLAN DRUMM SULLIVAN MEMORIAL FOUNDATION | |||||||
| 3539 LONG GROVE ROAD | LONG GROVE | IL | 60047 | NONE | PC | UNRESTRICTED | $5,000 |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 1 BRIAR RIAD | GOLF | IL | 60029 | NONE | PC | UNRESTRICTED | $25,000 |
| JUNIOR ACHIEVEMENT OF CHICAGO | |||||||
| 651 W WASHINGTON BLVD 404 | CHICAGO | IL | 60661 | NONE | POF | UNRESTRICTED | $10,000 |
| LURIE CHILDREN'S - FOUNDERS BOARD PRO AM | |||||||
| 225 E CHICAGO AVE | CHICAGO | ID | 60611 | NONE | EOF | UNRESTRICTED | $35,000 |
| MS RESEARCH CENTER OF NY | |||||||
| 521 W 57TH ST | NEW YORK | NY | 10019 | NONE | PF | UNRESTRICTED | $25,000 |
| MS SOCIETY ILLINOIS STATE CHAPTER | |||||||
| 910 W VAN BUREN ST STE 4TH FLR | CHICAGO | IL | 60607 | NONE | PC | UNRESTRICTED | $15,000 |
| MULTIPLE MYELOMA | |||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | NONE | POF | UNRESTRICTED | $25,000 |
| PARK CITY MINERS BASKETBALL | |||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | NONE | EOF | UNRESTRICTED | $10,000 |
| PAUL PURCELL KIDS WIN ANNUAL GRANT | |||||||
| 777 E WASHINGTON AVE | MILWAUKEE | WI | 53202 | NONE | PC | UNRESTRICTED | $5,000 |
| SAINTS FAITH HOPE & CHARITY | |||||||
| 180 RIDGE AVE | WINNETKA | IL | 60093 | NONE | PC | UNRESTRICTED | $10,000 |
| Texas Christian University | |||||||
| 2800 S UNIVERSITY DRIVE | FORT WORTH | TX | 76129 | NONE | PC | UNRESTRICTED | $75,000 |
| Texas Christian University | |||||||
| DAN D ROGERS HALL | FORT WORTH | TX | 76109 | NONE | PC | UNRESTRICTED | $75,000 |
| WATERFORD SCHOOL GENERAL FUND | |||||||
| 1480 E 9400 S | SANDY | UT | 84093 | NONE | EOF | UNRESTRICTED | $25,000 |
| INTERMOUNTAIN FOUNDATION PARK CITY HOSPITAL | |||||||
| 900 ROUND VALLEY DR | PARK CITY | UT | 84060 | NONE | PC | UNRESTRICTED | $100,000 |
| ARCH BISHOP JOHN CARROLL HS | |||||||
| 211 MATSONFORD RD | RADNOR | PA | 19087 | EOF | UNRESTRICTED | $1,000 | |
| CATHOLIC CHARITIES ARCHDIOS OF DC | |||||||
| 3211 SACRED HEART WAY | WASHINGTON | DC | 20010 | EOF | UNRESTRICTED | $10,000 | |
| CC CARES FOUNDATION SLC | |||||||
| 2400 COUNTRY CLUB DR | SALT LAKE CITY | UT | 84109 | PF | UNRESTRICTED | $500 | |
| GARY PLAYER FOUNDATION | |||||||
| 45 STONEHENGE ROAD | RIDGEFIELD | CT | 06877 | PF | UNRESTRICTED | $10,000 | |
| USD GOLF PROJECT | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PF | UNRESTRICTED | $600,000 | |
| WASATCH ADAPTIVE SPORTS | |||||||
| 9385 S SNOWBIRD CENTER DR | SNOWBIRD | UT | 84092 | EOF | UNRESTRICTED | $25,000 | |
| Alotian Charitable | |||||||
| 101 Alotian Dr | Roland | AZ | 72135 | NONE | PC | UNRESTRICTED | $20,000 |
| Alzheimer's Association | |||||||
| 225 N Michigan Ace Floor 17 | Chicago | IL | 60601 | NONE | PC | UNRESTRICTED | $5,000 |
| Cristo Rey St Martin College Prep | |||||||
| 3106 Belvidere Road | Waukegan | IL | 60085 | NONE | PC | UNRESTRICTED | $5,000 |
| Dementia Society of America | |||||||
| Post Office Box 600 | Doylestown | PA | 18901 | NONE | PC | UNRESTRICTED | $5,000 |
| Hope for Families Center | |||||||
| 56 Erford Road | Camp Hill | PA | 17011 | NONE | PC | UNRESTRICTED | $5,000 |
| Intermountain Healthcare Foundation | |||||||
| 36 S State St 8th floor | Salt Lake City | UT | 84111 | NONE | PC | UNRESTRICTED | $100,000 |
| James F Andrews Scholarship Fund | |||||||
| 33 E Woodstock St | Crystal Lake | IL | 60014 | NONE | PC | UNRESTRICTED | $2,500 |
| Navy Seal Foundation | |||||||
| 1619 D Street | Virginia Beach | VA | 23459 | NONE | PC | UNRESTRICTED | $25,000 |
| Pulmonary Fibrosis Foundation | |||||||
| 230 E Ohio St | Chicago | IL | 60611 | NONE | PC | UNRESTRICTED | $2,500 |
| St Peter's University | |||||||
| 2641 John F Kennedy Blvd | Jersey City | NJ | 07306 | NONE | PC | UNRESTRICTED | $5,000 |
| Texas Christian University | |||||||
| 2900 South University Drive | Fort Worth | TX | 76129 | NONE | PC | UNRESTRICTED | $75,000 |
| United Way of Metro Chicago | |||||||
| 333 S Wabash Ave 30th Floor | Chicago | IL | 60604 | NONE | PC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,515,000 | TotalGrantOrContriPdDurYrAmt |
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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotals Incm Producing Acty | SubtotalsIncmProducingActyGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHILIP J PURCELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 CHURCHILL ROAD | AddressLine1Txt |
| City | WINFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $118,883 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1165 SHS ALLERGAN PLC SHS(AGN) | $0 | |
| 40533 SHS ISHARES SEL DIV ETF | $2,039,045 | $4,968,940 |
| 10000 SHS ISHARES TST MSCI ETF | $348,707 | $488,500 |
| 18067 SHS ISHARES SPDR S&P ETF | $2,470,351 | $8,961,070 |
| 44486 SHS SEL SECTOR SPDR | $618,420 | $1,737,178 |
| 26581 SHS VG INTL EQ INDEX FND | $1,111,756 | $3,070,457 |
| 38700 SHS WISDOMTREE JPN EQT | $1,426,873 | $2,420,298 |
| 24000 SHS INVESCO LTD | $482,934 | $552,480 |
| 11496 SHS CARDINAL H COM NPV | $611,609 | $591,929 |
| 2645 SHS DAVITA INC COM | $0 | $0 |
| 11825 SHS TEVA PHARM IND ADS | $159,523 | $94,718 |
| 1799410 FIMM MM PRIME RES CL | $0 | $0 |
| SPDR SER TR S&P REGL BKG | $27,505 | $70,850 |
| 3000 ALPS ETF TR ALERIAN MLP | $93,986 | $98,220 |
| 12000 VIATRIS INC.COM | $162,980 | $162,380 |
| 2000 SLT SECTOR SPDR TR ENERGY | $94,189 | $111,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCES FROM PASS-THROUGHS | Desc |
| Amt | $133,208 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $170 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $170 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT INCOME | $7,080 | |
| OTHER INCOME | -$1,220 | -$1,220 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DIFFERENCES | Desc |
| Amt | $178,694 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAXES | $5,015 | |
| FOREIGN TAXES PAID | $6,316 | $6,316 |