HICKEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HICKEY FAMILY FOUNDATION (EIN 46-1476598)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-01-11
- IRS object ID
- 202110119349100101
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-11T07:42:37-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363793926 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN & JURASKA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD ST 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461476598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HICKEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HICK | BusinessNameControlTxt |
| Phone | 3129220062 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD NO 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT HICKEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3129220062 | PhoneNum |
| Signature | 2021-01-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLAS J STOLLER | PreparerPersonNm |
| PTIN | P01387666 | PTIN |
| Phone | 3129220062 | PhoneNum |
| Preparation | 2021-01-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,868,237 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $443,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $443,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,271 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,271 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $465,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $465,836 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,989 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,494 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,495 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,437 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,970 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $369,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $369,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $372,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $85,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $462,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $273,903 | CashBOYAmt |
| Cash EOY | $63,940 | CashEOYAmt |
| Cash EOYFMV | $63,940 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,083,748 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,762,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,762,128 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $35,804 | OtherAssetsBOYAmt |
| Other Assets EOY | $42,169 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $42,169 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,393,455 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,868,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,868,237 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,578 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,578 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,387,877 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,868,237 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,387,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,868,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,393,455 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,868,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,387,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $85,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,473,645 | SubtotalAmt |
| Other Decreases | $1,605,408 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,868,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .633754 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2020-01-22 | $8 | $11 | -$3 | -$3 |
| 5000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2020-07-10 | $54,991 | $46,550 | $8,441 | $8,441 |
| 4000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2020-07-29 | $44,032 | $37,240 | $6,792 | $6,792 |
| 8000 SHS DNP SELECT INCOME FUND INC. | D | 2012-12-21 | 2020-09-28 | $81,521 | $74,480 | $7,041 | $7,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,271 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $262,440 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,475,886 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040526 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $274,288 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,961,027 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046014 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $283,033 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,752,636 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049201 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,312 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,120,703 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035017 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $216,521 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,136,650 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042152 | DistributionYr5Rt |
| Total Distribution | 0.212910 | TotalDistributionRt |
| Average Distribution | 0.042582 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,561,031 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $279,382 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,629 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $284,011 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $372,470 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,456 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,456 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,827 | OverpaymentAmt |
| Applied To ES Tax | $4,827 | 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 | ROBERT M HICKEY | IndividualWithBooksNm |
| Phone | 3129220062 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD STE 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT M HICKEY | ||||||||
| 312 8TH AVENUE NORTH UNIT 301 | TIERRA VERDE | FL | 33715 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KONTANZE L HICKEY | ||||||||
| 312 8TH AVENUE NORTH UNIT 301 | TIERRA VERDE | FL | 33715 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| GREGORY R HICKEY | ||||||||
| 1530 N NORTH PARK AVENUE | CHICAGO | IL | 60610 | SECRETARY/DIRECTOR | 1.00 | $2,989 | $0 | $0 |
| DOUGLAS L HICKEY | ||||||||
| PO BOX 540 | HOLUALOA | HI | 96725 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,537,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,864 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,660,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,660,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,561,031 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $328,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $328,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,629 | TotalTaxAmt |
| Distributable Before Adj | $323,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $323,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $323,423 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $372,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $372,470 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,629 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $367,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $323,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $227,678 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $372,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $227,678 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,792 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $178,631 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT M HICKEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT HICKEY CO RYAN JURASKA LLP | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 W JACKSON BLVD STE 2250 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3129220062 | RecipientPhoneNum |
| Form And Info And Materials | BUSINESS LETTER REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | BOARD DISCRETION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JOURNEYCARE | |||||||
| 5 SOUTH 710 PAULINA STREET | CHICAGO | IL | 60612 | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| THE CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | PUBLIC CHARITY | ATHLETICS - BASEBALL | $20,000 | |
| ST ELIZABETH CATHOLIC SCHOOL | |||||||
| 50 EAST 41ST ST | CHICAGO | IL | 60653 | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| CATHOLIC CHARITIES | |||||||
| 721 N LASALLE DRIVE | CHICAGO | IL | 60654 | PUBLIC CHARITY | UNRESTRICTED | $12,500 | |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE 2ND FL | NEW YORK | NY | 10001 | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| HABITAT FOR HUMANITY | |||||||
| 285 PEACHTREE CENTER AVE NE SUITE | ATLANTA | GA | 30303 | PUBLIC CHARITY | UNRESTRICTED | $2,000 | 2700 |
| FINCA | |||||||
| 1201 15TH STREE NW | WASHINGTON | DC | 20005 | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |
| READING POWER | |||||||
| 736 N WESTERN AVE 226 | LAKE FOREST | IL | 60045 | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| JOHN HOPKINS ALL CHILDREN'S HOSPITAL | |||||||
| 501 6TH AVENUE SOUTH | KISSIMMEE | FL | 33701 | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| GIVE KIDS THE WORLD | |||||||
| 210 S BASS RD | WASHINGTON | DC | 34746 | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| AMERICAN NURSES ASSOCIATION FOUNDATION | |||||||
| PO BOX 504342 | SAINT LOUIS | MO | 631504342 | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| SMILE TRAIN | |||||||
| 633 THIRD AVENUE 9TH FL | NEW YORK | NY | 10017 | PUBLIC CHARITY | UNRESTRICTED | $2,500 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | PUERTO RICO EARTHQUAKES RELIEF | $5,000 | |
| OTHER CHARITABLE INSTITUTIONS (EACH LESS THAN 2000) | |||||||
| VARIOUS | CHICAGO | IL | 60604 | PUBLIC CHARITY | UNRESTRICTED | $18,000 | |
| GLOBAL GIVING | |||||||
| 1110 VERMONT AVE NW SUITE 550 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | AUSTRALIAN WILDFIRES RELIEF | $5,000 | |
| MAKE-A-WISH FOUNDATION | |||||||
| 324 N DALE MABRY HWY 203 | TAMPA | FL | 33609 | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| CHICAGO SHAKESPEARE THEATRE | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | PUBLIC CHARITY | UNRESTRICTED | $3,000 | |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVENE | CHICAGO | IL | 60603 | PUBLIC CHARITY | UNRESTRICTED | $3,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | CORONA VIRUS RESPONSE | $25,000 | |
| GIVEDIRECTLY | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PUBLIC CHARITY | COVID-19 U.S. RESPONSE | $65,000 | |
| GIVEDIRECTLY | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PUBLIC CHARITY | COVID-19 CHICAGO RESPONSE | $20,000 | |
| DIRECT RELIEF | |||||||
| 6100 WALLACE BECKNELL RD | SANTA BARBARA | CA | 93117 | PUBLIC CHARITY | LATIN AMERICA-COVID 19 RELIEF | $10,000 | |
| GIVEDIRECTLY | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PUBLIC CHARITY | COVID-19 AFRICAN RESPONSE | $10,000 | |
| COOL EARTH | |||||||
| 1116 BEVERLEY RD | BROOKLYN | NY | 11218 | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| CHICAGO ARCHITECTURE CENTER | |||||||
| 111 E WACKER DRIVE | CHICAGO | IL | 60601 | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| LINCOLN PARK ZOO | |||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | PUBLIC CHARITY | UNRESTRICTED | $2,000 | |
| MALARIA CONSORTIUM | |||||||
| 8024 UPPER LAKE DRIVE | RALEIGH | NC | 27615 | PUBLIC CHARITY | SEASONAL MALARIA CHEMO PROVENTION | $9,000 | |
| AGAINST MALARIA FOUNDATION | |||||||
| 310 W 20TH STREET SUITE 300 | KANSAS CITY | MO | 64108 | PUBLIC CHARITY | UNRESTRICTED | $9,000 | |
| GIVEDIRECTLY | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PUBLIC CHARITY | UNRESTRICTED | $6,000 | |
| PRATHAM USA | |||||||
| 9703 RICHMOND AVENUE SUITE 102 | HOUSTON | TX | 77042 | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| HOLUALOA FOUNDATION FOR ARTS & CULTURE | |||||||
| 78-6670 MAMALAHOA HWY | HOLUALOA | HI | 96725 | PUBLIC CHARITY | UNRESTRICTED | $4,000 | |
| HOPE SERVICES HAWAII | |||||||
| 357 WAIANUENUE AVENUE | HILO | HI | 96720 | PUBLIC CHARITY | UNRESTRICTED | $7,000 | |
| FAMILY PROGRAMS HAWAII | |||||||
| 801 S KING STREET | HONOLULU | HI | 96813 | PUBLIC CHARITY | UNRESTRICTED | $4,000 | |
| TAHIRIH JUSTICE CENTER | |||||||
| 6400 ARLINGTON BLVD STE 400 | FALLS CHURCH | VA | 22042 | PUBLIC CHARITY | UNRESTRICTED | $8,000 | |
| THE NIGHT MINISTRY | |||||||
| 11735 N ASHLAND AVE STE 2000 | CHICAGO | IL | 60622 | PUBLIC CHARITY | UNRESTRICTED | $6,000 | |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVENUE | CHICAGO | IL | 60660 | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $369,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $443,565 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,271 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $465,836 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $465,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,875 | Amt |
| Net Investment Income | $1,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,437 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES OWNED, AT FAIR VALUE | StockNm |
| EOY Book Value | $5,762,128 | EOYBookValueAmt |
| EOYFMV | $5,762,128 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $35,804 | $37,305 | $37,305 |
| TAX REFUND RECEIVABLE | $4,864 | $4,864 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $1,605,408 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $76 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $4,628 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |