HERMAN & KATHERINE PETERS FOUNDATION CORP: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HERMAN & KATHERINE PETERS FOUNDATION CORP (EIN 36-4180010)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202111309349102451
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T03:35:07-00:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Offices of Debra A Buettner PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Executive Court Suite 3 | AddressLine1Txt |
| City | South Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364180010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Herman & Katherine Peters Foundation Corp | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Scot A Leonard | InCareOfNm |
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 8479093130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1058 Inverness Drive | AddressLine1Txt |
| City | Antioch | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Scot A Leonard | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8479093130 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Scot | PersonFirstNm |
| Person Last | Leonard | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Debra A Buettner | PreparerPersonNm |
| PTIN | P00537063 | PTIN |
| Phone | 8478429550 | PhoneNum |
| Preparation | 2021-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,218,058 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $848 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $848 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $193,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $193,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$60,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,486,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $150 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $134,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,910 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $94,559 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $94,559 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,100 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,000 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,320 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,320 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $62,051 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,051 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,274 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,234 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $535 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $231,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,946 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $144,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $531,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,946 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $444,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$397,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,964 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $481,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $554,185 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $554,185 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,029,853 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,559,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,663,873 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,382 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $4,382 | InvstLandAccumDepreciationAmt |
| Total Assets BOY | $5,511,479 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,113,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,218,058 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,511,479 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,113,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,511,479 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,113,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,511,479 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,113,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,511,479 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$397,491 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,113,988 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,113,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,213.0670 PGIM Jennison Fund PHSZX | P | 2014-07-15 | 2020-01-24 | $110,144 | $101,971 | $8,173 | $8,173 |
| 1,675.3460 Invesco European Growth Fund AEDYX | P | 2017-05-08 | 2020-03-09 | $54,784 | $64,098 | -$9,314 | -$9,314 |
| 1,287.0000 Hexcel Corp HXL | P | 2014-03-14 | 2020-03-09 | $72,078 | $52,771 | $19,307 | $19,307 |
| 341.0000 Disney Walt Co DIS | P | 2014-03-14 | 2020-03-10 | $35,872 | $27,851 | $8,021 | $8,021 |
| 854.0000 Amphenol Corp APH | P | 2019-04-25 | 2020-03-17 | $59,384 | $86,615 | -$27,231 | -$27,231 |
| 1,937.0000 Blackstone Group Inc BX | P | 2019-11-22 | 2020-03-17 | $73,225 | $99,069 | -$25,844 | -$25,844 |
| 736.0000 Carrier Global Corp CAR | P | 2014-03-14 | 2020-04-13 | $10,120 | $14,187 | -$4,067 | -$4,067 |
| 368.0000 Otis Worldwide Corp OTIS | P | 2014-03-14 | 2020-04-13 | $15,366 | $21,272 | -$5,906 | -$5,906 |
| 638.0000 Automatic Data Proc ADP | P | 2015-11-06 | 2020-05-20 | $86,303 | $56,447 | $29,856 | $29,856 |
| 697.0000 Chubb Ltd CB | P | 2014-03-14 | 2020-07-08 | $88,809 | $74,570 | $14,239 | $14,239 |
| 275.0000 Lockheed Martin Corp LMT | P | 2016-10-28 | 2020-07-14 | $97,070 | $69,591 | $27,479 | $27,479 |
| 1,353.0000 Raytheon Technologies RTX | P | 2014-03-14 | 2020-07-14 | $81,639 | $85,897 | -$4,258 | -$4,258 |
| 200.0000 Janus Henderson Growth and Income Fund JGINX | P | 2018-11-29 | 2020-02-14 | $12,534 | $11,520 | $1,014 | $1,014 |
| 180.0000 Principal Midcap Fund PCBIX | P | 2017-10-31 | 2020-02-14 | $6,032 | $4,937 | $1,095 | $1,095 |
| 350.0000 Lazard Global Infrastructure Port Inst GLIFX | P | 2015-04-07 | 2020-02-14 | $5,828 | $5,247 | $581 | $581 |
| 1,075.7580 Hartford Balanced Income Fund HBLIX | P | 2014-07-15 | 2020-02-14 | $16,427 | $14,792 | $1,635 | $1,635 |
| 221.769 MFS International Value Fund MINIX | P | 2014-07-15 | 2020-02-14 | $10,789 | $8,192 | $2,597 | $2,597 |
| 280.0000 Invesco Oppenheimer Global Opp Fund OGIYX | P | 2017-06-22 | 2020-02-14 | $17,842 | $16,638 | $1,204 | $1,204 |
| 600.0000 Matthews Asia Dividend Fund MAPIX | P | 2015-04-21 | 2020-02-14 | $10,314 | $10,391 | -$77 | -$77 |
| 364.9140 Nuveen Santa Barbara Dividend Growth Fund NSBRX | P | 2016-06-27 | 2020-02-14 | $16,932 | $12,101 | $4,831 | $4,831 |
| 1,035.6700 Touchstone Sands Capital Select Growth CFSIX | P | 2014-07-15 | 2020-02-14 | $14,986 | $19,207 | -$4,221 | -$4,221 |
| 1,200.0000 AB Discovery Growth Fund CHCYX | P | 2014-05-28 | 2020-02-14 | $15,156 | $11,571 | $3,585 | $3,585 |
| 800.0000 Blackrock Global Allocation Fund MALOX | P | 2014-07-15 | 2020-02-14 | $15,888 | $17,768 | -$1,880 | -$1,880 |
| 6,410.2220 Matthews Asia Dividend Fund MAPIX | P | 2015-04-21 | 2020-03-09 | $98,012 | $110,899 | -$12,887 | -$12,887 |
| 779.4110 MFS International Value Fund MINIX | P | 2014-07-15 | 2020-03-12 | $29,462 | $28,446 | $1,016 | $1,016 |
| 1,445.3450 Janus Henderson Growth and Income Fund JGINX | P | 2018-11-29 | 2020-03-17 | $67,122 | $78,078 | -$10,956 | -$10,956 |
| 87.1310 Janus Henderson Growth and Income Fund JGINX | P | 2018-11-29 | 2020-03-18 | $37,807 | $49,529 | -$11,722 | -$11,722 |
| 1,505.5720 Janus Henderson Growth and Income Fund JGINX | P | 2018-11-29 | 2020-04-06 | $72,990 | $91,448 | -$18,458 | -$18,458 |
| 59.0000 Apple Inc AAPL | P | 2018-02-08 | 2020-02-05 | $18,947 | $9,441 | $9,506 | $9,506 |
| 23.0000 Paccar Inc PCAR | P | 2018-03-01 | 2020-02-05 | $1,793 | $1,609 | $184 | $184 |
| 36.0000 Paccar Inc PCAR | P | 2018-03-01 | 2020-02-06 | $2,793 | $2,519 | $274 | $274 |
| 34.0000 Paccar Inc PCAR | P | 2018-03-01 | 2020-02-07 | $2,574 | $2,379 | $195 | $195 |
| 57.0000 Paccar Inc PCAR | P | 2018-03-01 | 2020-02-10 | $4,285 | $3,989 | $296 | $296 |
| 63.0000 Paccar Inc PCAR | P | 2018-03-01 | 2020-02-11 | $4,766 | $4,332 | $434 | $434 |
| 53.0000 Paccar Inc PCAR | P | 2018-03-01 | 2020-02-12 | $4,058 | $3,463 | $595 | $595 |
| 28.0000 Paccar Inc PCAR | P | 2018-03-01 | 2020-02-13 | $2,112 | $1,874 | $238 | $238 |
| 155.0000 Paccar Inc PCAR | P | 2018-03-01 | 2020-02-14 | $11,533 | $10,498 | $1,035 | $1,035 |
| 1,143.0000 Carnival Corp CCL | P | 2015-12-21 | 2020-03-13 | $19,501 | $60,268 | -$40,767 | -$40,767 |
| 178.0000 Carnival Corp CCL | P | 2015-12-21 | 2020-03-16 | $2,765 | $10,096 | -$7,331 | -$7,331 |
| 223.0000 Delta Air Lines DAL | P | 2019-04-02 | 2020-04-27 | $4,989 | $12,429 | -$7,440 | -$7,440 |
| 61.0000 Kinder Morgan Inc KMI | P | 2015-12-21 | 2020-04-27 | $919 | $865 | $54 | $54 |
| 738.0000 Delta Air Lines DAL | P | 2019-04-02 | 2020-04-28 | $17,187 | $42,350 | -$25,163 | -$25,163 |
| 289.0000 Kinder Morgan Inc KMI | P | 2015-12-21 | 2020-04-28 | $4,397 | $4,100 | $297 | $297 |
| 578.0000 Kinder Morgan Inc KMI | P | 2015-12-21 | 2020-04-29 | $9,096 | $8,632 | $464 | $464 |
| 469.0000 Kinder Morgan Inc KMI | P | 2015-12-21 | 2020-04-30 | $7,171 | $9,493 | -$2,322 | -$2,322 |
| 103.0000 Apple Inc AAPL | P | 2018-02-08 | 2020-07-23 | $39,485 | $16,481 | $23,004 | $23,004 |
| 243.0000 Apple Inc AAPL | P | 2018-02-08 | 2020-09-02 | $32,959 | $10,320 | $22,639 | $22,639 |
| 259.0000 Fastenal Company FAST | P | 2018-11-13 | 2020-09-02 | $12,864 | $7,137 | $5,727 | $5,727 |
| 89.0000 Fastenal Company FAST | P | 2018-11-13 | 2020-09-03 | $4,207 | $2,486 | $1,721 | $1,721 |
| 138.0000 Fastenal Company FAST | P | 2018-11-13 | 2020-09-04 | $6,390 | $3,854 | $2,536 | $2,536 |
| 123.0000 Fastenal Company FAST | P | 2018-11-13 | 2020-09-08 | $5,429 | $3,446 | $1,983 | $1,983 |
| 738.0000 Wells Fargo Co New Del WFC | P | 2015-12-21 | 2020-09-30 | $17,340 | $37,981 | -$20,641 | -$20,641 |
| 533.0000 Wells Fargo Co New Del WFC | P | 2015-12-21 | 2020-10-01 | $12,441 | $29,153 | -$16,712 | -$16,712 |
| cash lieu fr sh Viatris Inc VTRS | P | 2015-12-21 | 2020-11-19 | $4 | $4 | $4 | |
| 191.0000 Viatris Inc VTRS | P | 2015-12-21 | 2020-12-14 | $3,328 | $2,612 | $716 | $716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$60,662 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$53,075 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,612 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,612 | SubtotalAmt |
| Tax Based On Investment Income | $1,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,080 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,080 | OriginalReturnTaxPaidAmt |
| Overpayment | $468 | OverpaymentAmt |
| Applied To ES Tax | $468 | 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 | false | 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 | Law Offices of Debra A Buettner PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8478429550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Executive Court Suite 3 | AddressLine1Txt |
| City | South Barrington | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | 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 |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | See statement attached | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1058 Inverness Drive | AddressLine1Txt |
| City | Antioch | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $94,559 | CompensationAmt |
| Employee Benefit Program | $34,100 | EmployeeBenefitProgramAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | No directly attributable expenses incurred in connection with grants made to other 501(c)(3) organizations listed in Part XV hereof. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $716,084 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,565,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,282,045 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,282,045 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,172,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $358,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $358,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,612 | TotalTaxAmt |
| Distributable Before Adj | $357,029 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $357,029 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $357,029 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $444,693 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $444,693 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $444,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,029 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $185,395 | UndistributedIncomePYAmt |
| Qualifying Distributions | $444,693 | QualifyingDistributionsAmt |
| Applied To Year1 | $185,395 | AppliedToYear1Amt |
| Applied To Current Year | $259,298 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $97,731 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Scot A Leonard | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1058 Inverness Drive | AddressLine1Txt |
| City | Antioch | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8479093130 | RecipientPhoneNum |
| Form And Info And Materials | See statement attached | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | See statement attached | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Scholarships - see statement attached | |||||||
| various | various | IL | 60002 | none | NC | Education | $48,750 |
| Grants - see statement attached | |||||||
| various | various | IL | 60002 | none | PC | Charitable | $251,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $848 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193,912 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$60,662 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $134,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,248 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | No column e income reported | RelationshipStatementTxt |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | None | Desc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See Fiduciary account attached | StockNm |
| EOY Book Value | $4,559,803 | EOYBookValueAmt |
| EOYFMV | $7,663,873 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Modem | $209 | $209 |
| Computer | $4,173 | $4,173 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Law Offices of Debra A. Buettner, PC | CategoryTxt |
| Legal Fees | $13,320 | LegalFeesAmt |
| Net Investment Income | $13,320 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Postage Expense | $2 | $2 | |
| IL Charity Bureau | $15 | $15 | |
| IL Secretary of State | $150 | $150 | |
| Officer Health Insurance | $16,650 | $16,650 | |
| Office Expense | $208 | $208 | |
| Miscellaneous expenses | $160 | $160 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other miscellaneous income | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Merrill Lynch Program Fees | $61,774 | $61,774 |
| ADR Depository fees | $277 | $277 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Employer Payroll Taxes | $7,234 | $7,234 | |
| Foreign Taxes Paid | $628 | $628 | |
| 2019 Form 990PF - Net Investment Tax paid | $332 | $332 | |
| 2020 Form 990PF - Estimated tax payments made | $2,080 | $2,080 |