GEORGE M PULLMAN EDUCATIONAL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE M PULLMAN EDUCATIONAL FOUNDATION (EIN 36-2216171)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2021-03-11
- IRS object ID
- 202110709349100806
- Schema version
- 2019v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-11T14:17:20-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 TRI-STATE INTERNATIONAL STE 300 | AddressLine1Txt |
| City | LINCOLNSHIRE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362216171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE M PULLMAN EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3124220444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST MONROE STREET NO 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBRA H MILLER | PersonNm |
| Person Title | BOARD PRESIDENT | PersonTitleTxt |
| Phone | 3124220444 | PhoneNum |
| Signature | 2021-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE R KRUPP | PreparerPersonNm |
| PTIN | P00105467 | PTIN |
| Phone | 8479410100 | PhoneNum |
| Preparation | 2021-03-05 | 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 | $28,394,199 | 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 | $219,604 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $972,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $972,360 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $972,360 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$992,885 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $292 | GrossSalesLessRetAndAllwncAmt |
| Gross Profit Rev And Expnss | $292 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $292 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $48,124 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $48,124 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $48,124 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $247,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,020,484 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,020,776 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $169,190 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $169,190 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $217,565 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $217,565 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $105,341 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $105,341 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,475 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,864 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,611 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,539 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,942 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,596 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $192,408 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $189,908 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,219 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25,295 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $71,355 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $71,355 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,821 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,821 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $19,073 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $19,073 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $185,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $185,112 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,073,135 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,933 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $842,459 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $714,368 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $714,368 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,787,503 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,933 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,556,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,540,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $797,551 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,020,776 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,594 | CashBOYAmt |
| Cash EOY | $50,112 | CashEOYAmt |
| Cash EOYFMV | $50,112 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $547,077 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $516,802 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $516,802 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,078,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,799,853 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,799,853 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,648 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,710 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,722 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,722 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,722 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,691,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,394,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,394,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $29,691,722 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,394,199 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,691,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,394,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,691,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,394,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,691,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,540,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $242,485 | OtherIncreasesAmt |
| Subtotal | $28,394,199 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,394,199 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LOSS ON INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | -$992,885 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$992,885 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$992,885 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$992,885 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,569,473 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,548,178 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,613,506 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,790,013 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056044 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,561,708 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,964,022 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055847 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,606,684 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,937,961 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059644 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,468,141 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,697,543 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051159 | DistributionYr5Rt |
| Total Distribution | 0.277670 | TotalDistributionRt |
| Average Distribution | 0.055534 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,870,747 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,547,774 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,976 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,555,750 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,556,827 | 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 | $7,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $10 | EsPenaltyAmt |
| Tax Due | $786 | TaxDueAmt |
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 | Yes (1) | 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 | WWW.PULLMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA KAUFMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124220444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST MONROE STREET NO 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA M KAUFMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | BOARD PRESIDENT | 3.00 | $0 | $0 | $0 |
| JOHN P HERGERT | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | VICE-PRESIDENT | 0.30 | $0 | $0 | $0 |
| MARC CHRISTMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | TREASURER | 0.30 | $0 | $0 | $0 |
| THE REV SAM A PORTARO JR | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | SECRETARY | 0.30 | $0 | $0 | $0 |
| JEFFERY A TRYKA | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| ROBERT W FIORETTI | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | ASSISTANT TREAS/SECRETARY | 0.30 | $0 | $0 | $0 |
| KIMBERLEY LOWDEN FREEDMAN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| GIANNA BERN | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| SUSAN TURK | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| ROBIN REDMOND | ||||||||
| 55 WEST MONROE STREET SUITE 3460 | CHICAGO | IL | 606035086 | EXECUTIVE DIRECTOR | 40.00 | $169,190 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LISA O'BANNER | ||||||||
| 55 W MONROE SUITE 3460 | CHICAGO | IL | 60603 | ADMINISTRATOR | 40.00 | $66,116 | $0 | $0 |
| ANNE STRETZ | ||||||||
| 55 W MONROE SUITE 3460 | CHICAGO | IL | 60603 | SCHOLARSHIP PROGRAM | 40.00 | $50,860 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 659754 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $189,908 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES MERIT-BASED, NEED-BASED SCHOLARSHIPS AND CONTINUING EDUCATIONAL SUPPORT TO OUTSTANDING GRADUATING HIGH SCHOOL SENIORS AS THEY PURSUE THEIR BACHELOR'S DEGREE. | Description1Txt |
| Expenses1 | $1,554,628 | Expenses1Amt |
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 | $28,224,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,295,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,295,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $424,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,870,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,393,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,556,827 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,556,827 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,976 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,548,851 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $63,480 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $280,894 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $344,374 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $344,374 | 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 | $63,480 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $280,894 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $280,894 | ExcessFromYear4Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-06-19 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,020,776 | CurrentYearAmt |
| Year1 | $1,427,409 | Year1Amt |
| Year2 | $1,439,501 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $3,887,686 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $867,660 | CurrentYearAmt |
| Year1 | $1,213,298 | Year1Amt |
| Year2 | $1,223,576 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $3,304,533 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,556,827 | CurrentYearAmt |
| Year1 | $1,583,737 | Year1Amt |
| Year2 | $1,629,525 | Year2Amt |
| Year3 | $1,575,027 | Year3Amt |
| Total | $6,345,116 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,556,827 | CurrentYearAmt |
| Year1 | $1,583,737 | Year1Amt |
| Year2 | $1,629,525 | Year2Amt |
| Year3 | $1,575,027 | Year3Amt |
| Total | $6,345,116 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $929,025 | CurrentYearAmt |
| Year1 | $951,606 | Year1Amt |
| Year2 | $959,667 | Year2Amt |
| Year3 | $932,134 | Year3Amt |
| Total | $3,772,432 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE INFORMATION AT THE ORGANIZATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 W MONROE STREET SUITE 3460 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124220444 | RecipientPhoneNum |
| Form And Info And Materials | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE INFORMATION AT THE ORGANIZATION'S WEBSITE @ WWW.PULLMANFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBEY ALEXANDRA | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| ABREGO ORLANDO | |||||||
| 55 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ACOSTA CELESTE | |||||||
| 56 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| ALI SOFIA | |||||||
| 57 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ANDERSON JOHN | |||||||
| 58 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $3,280 |
| ATUNNISE IFEOLUWA | |||||||
| 59 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| BAKER YASMEEN | |||||||
| 60 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| BANDUROVYCH LILIYA | |||||||
| 61 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| BANSAH DZIEDZOM | |||||||
| 63 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $8,600 |
| BARNES MEGAN | |||||||
| 64 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| BENITEZ HERNANDEZ ELIZABETH | |||||||
| 65 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| BLAIR AYANA | |||||||
| 66 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| BUCHANIEC CATHERINE | |||||||
| 67 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| CAMACHO MARIO | |||||||
| 68 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| CASTANEDA-DEIR ALEXCIANA | |||||||
| 69 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CERVANTES JAKELIN | |||||||
| 70 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CHANDLER JAVOHN | |||||||
| 71 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CHAUDHRY MUZAMMIL | |||||||
| 72 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CHEUNG KA WAI | |||||||
| 73 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CHIMA CHISOM | |||||||
| 74 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $2,500 |
| CHUKWUJIOKE-MADU EZENNA | |||||||
| 75 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CUNNINGHAM LANCE | |||||||
| 76 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| CURRAN RAFAEL | |||||||
| 77 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| CURTIS CHRISTINA N | |||||||
| 78 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| DICKEY SARAH | |||||||
| 81 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| DILLARD ZAKIYAH | |||||||
| 82 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $2,500 |
| EDWARDS DASHAUN | |||||||
| 84 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| ELDRIDGE JEANETTE | |||||||
| 85 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $2,500 |
| ELHOUMAIDI FARAH | |||||||
| 86 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ESCUTIA ALEXIS | |||||||
| 87 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| ESPINOZA HENRY | |||||||
| 88 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| EVARIZ DAISY | |||||||
| 89 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $2,500 |
| FOX MALCOLM | |||||||
| 90 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| GACEK ANDREW | |||||||
| 91 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| GILES ALLANNAH | |||||||
| 92 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| GO JANE | |||||||
| 93 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| GOLDSTON TIERRA | |||||||
| 94 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| GOONE MEREDITH | |||||||
| 95 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| HUCKO LAUREN | |||||||
| 96 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| HUNT ALBERT | |||||||
| 97 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| JAKUBIAK JULIA | |||||||
| 99 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| JOHNSON SAMUEL | |||||||
| 101 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| JONES TIRA | |||||||
| 102 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| JORDAN NIKKY | |||||||
| 103 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| KALESHI ALIJE | |||||||
| 104 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| KANG ANTHONY | |||||||
| 105 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| KIM HANNAH | |||||||
| 106 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| KUMAR DIVY | |||||||
| 107 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| LAGUNAS ANDRES | |||||||
| 108 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| LAM DIANA | |||||||
| 109 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| LAU CYRUS | |||||||
| 110 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| LOPEZ TANIA | |||||||
| 111 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| MACKLIN AUTUMN | |||||||
| 112 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| MANSOOR RIDA | |||||||
| 113 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| MARINO GABRIELLA | |||||||
| 114 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| MARTINEZ BARAHONA SELVYN | |||||||
| 115 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| MARTINEZ ADRIANA | |||||||
| 116 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| MORENO DANIEL | |||||||
| 118 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| MOY KASSIDY | |||||||
| 119 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| MUSSO GINA | |||||||
| 120 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| NGUYEN ALANPHONG | |||||||
| 121 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| NIEVES TIFFANY | |||||||
| 122 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| NWARACHE ALEXANDRIA | |||||||
| 123 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| OHIA CHIDINMA | |||||||
| 124 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $3,334 |
| PANTOJA JOCELYN | |||||||
| 125 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| PATEL JUHI | |||||||
| 126 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| PENDEV KOSTADIN | |||||||
| 127 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| PEREZ ERIKA | |||||||
| 128 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| PEREZNEGRON ABRIL | |||||||
| 129 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| PHAM HILARY | |||||||
| 130 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| PHUNG ALAN | |||||||
| 131 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| PINA YOCELYN | |||||||
| 132 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| RAMOS ALONDRA | |||||||
| 133 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| RASAKI TAOFEEQ | |||||||
| 134 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| RODRIGUEZ NATHANIEL | |||||||
| 136 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| ROJAS JUAN | |||||||
| 137 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| RUIZ KEYLA | |||||||
| 138 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| RUIZ RUBY | |||||||
| 139 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| RYBARSKA WERONIKA | |||||||
| 140 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| SCHELFHOUT AUSTIN | |||||||
| 141 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| SHAHID OMAR | |||||||
| 142 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| SHARIFF FATIMA | |||||||
| 143 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| SOSA JAIME | |||||||
| 144 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,223 |
| STEPHEN-PONS BEATRIZE | |||||||
| 145 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| STEPNEY JADE | |||||||
| 146 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| SZYMANSKI SEBASTIAN | |||||||
| 147 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| TELLEZ TEREY | |||||||
| 148 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| THOMAS LADORA | |||||||
| 149 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| THOMPSON SKYLER | |||||||
| 150 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| TORRES MAYRA | |||||||
| 151 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| TRYBA DANIEL | |||||||
| 152 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ULLOA JORGE | |||||||
| 153 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| UWAJEH KENECHUKWU | |||||||
| 154 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| VALENCIA ANDRES | |||||||
| 155 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| VILLALVA VIRIDIANA | |||||||
| 156 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| VINESAR DARIUS | |||||||
| 157 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $1,431 |
| VIRANI INARA | |||||||
| 158 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| WEIMERSKIRCH DANIELLE | |||||||
| 159 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| WILLIS TABITHA | |||||||
| 160 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $5,000 |
| ZHU IVY | |||||||
| 161 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $7,500 |
| ZUNIGA MELANIE | |||||||
| 162 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| ZUNIGA NOAH | |||||||
| 163 W MONROE - SUITE 3460 | CHICAGO | IL | 60603 | NONE | 1 | COLLEGE SCHOLARSHIPS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $714,368 | 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 | $972,360 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,124 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$992,885 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $292 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,599 | ExclusionAmt |
| Related Or Exempt Function Incm | $292 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,891 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | PROVIDED SCHOLARSHIPS FOR WORTHY STUDENTS |
| 7 | PROVIDED SCHOLARSHIPS FOR WORTHY STUDENTS |
| 8 | PROVIDED SCHOLARSHIPS FOR WORTHY STUDENTS |
| 9 | PROVIDED SCHOLARSHIPS FOR WORTHY STUDENTS |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RICHARD MCPHERSON | ||||||
| 1 | 2606 AUTUMNFIELD RD | MIDLOTHIAN | VA | 23113 | $10,000 | Yes (X) |
| GREGORY DUICK | ||||||
| 2 | 10212 E LAKEFRONT ST | WITCHITA | KS | 67206 | $15,000 | Yes (X) |
| MARCON FOUNDATION | ||||||
| 3 | 79 CHESTNUT STREET | RIDGEWOOD | NJ | 07450 | $25,000 | Yes (X) |
| SAM PORTARO | ||||||
| 4 | 55 W MONROE ST STE 3460 | CHICAGO | IL | 60603 | $5,200 | Yes (X) |
| LYNN BESSER | ||||||
| 5 | 3116 GREENWOOD AVE | HIGHLAND PARK | IL | 60035 | $30,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $26,539 | Amt |
| Net Investment Income | $11,942 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,596 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $27,799,853 | EOYBookValueAmt |
| EOYFMV | $27,799,853 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE INVESTMENT PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $17,710 | BookValueAmt |
| EOYFMV | $17,710 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,475 | LegalFeesAmt |
| Net Investment Income | $7,864 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,611 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $9,722 | BOYBookValueAmt |
| EOY Book Value | $9,722 | EOYBookValueAmt |
| EOYFMV | $9,722 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADMINSTRATIVE CONSULTING | $18,000 | $0 | $0 | $18,000 |
| ADVERTISING | $13,419 | $0 | $0 | $13,419 |
| COMPUTER CONSULTING | $9,240 | $0 | $0 | $9,240 |
| DEVELOPMENT & PUBLIC RELATIONS CONSULTANTS | $90,834 | $0 | $0 | $90,834 |
| DUES AND SUBSCRIPTIONS | $510 | $0 | $0 | $510 |
| FUNDRAISING EXPENSE | $15,246 | $0 | $0 | $15,246 |
| INSURANCE | $10,196 | $0 | $0 | $10,196 |
| IT EXPENSES | $1,488 | $0 | $0 | $1,488 |
| PAYROLL SERVICES | $1,049 | $0 | $0 | $1,049 |
| POSTAGE | $3,024 | $0 | $0 | $3,024 |
| PROGRAM EXPENSES | $9,871 | $0 | $0 | $9,871 |
| REPAIRS & MAINTENANCE | $3,426 | $0 | $0 | $3,426 |
| SUPPLIES | $3,549 | $0 | $0 | $3,549 |
| ONLINE PROCESSING FEES | $1,421 | $0 | $0 | $1,421 |
| TELEPHONE | $3,839 | $0 | $0 | $3,839 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $48,124 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48,124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,124 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $242,485 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JP MORGAN CHASE - CUSTODIAN FEES | $189,908 | $189,908 | $0 | $0 |
| DESIGN FEES | $2,500 | $0 | $0 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $7,742 | $0 | $0 | $0 |
| FOREIGN TAX PAID | $13,219 | $13,219 | $0 | $0 |
| PAYROLL TAXES | $25,295 | $0 | $0 | $25,295 |