BILL NYGREN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BILL NYGREN FOUNDATION (EIN 36-3987600)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202121329349102967
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T16:12:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 SOUTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 363987600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILL NYGREN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 3126210619 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DRIVE NO 4600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606064319 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM C NYGREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3126210619 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | NYGREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORAH A CYGAN | PreparerPersonNm |
| PTIN | P01057399 | PTIN |
| Phone | 3123573950 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $19,169,489 | 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 | $856,240 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $56,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $899,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $908,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,075 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,698 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,698 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $896,670 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $896,670 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $911,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $896,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,982 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $66,356 | CashBOYAmt |
| Cash EOY | $6,344 | CashEOYAmt |
| Cash EOYFMV | $6,344 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,774 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,774 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $10,891,248 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,899,999 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,110,371 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,962,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,959,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,169,489 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,364,230 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,364,230 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,597,856 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,594,887 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,962,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,959,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,962,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,959,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,962,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,959,117 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,959,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1294.666 SHS OAKMARK FUND | P | 2018-12-13 | 2020-02-24 | $100,000 | $102,007 | -$2,007 | -$2,007 |
| 1349.399 SHS OAKMARK SELECT FUND | P | 2019-12-13 | 2020-09-01 | $54,313 | $57,430 | -$3,117 | -$3,117 |
| 769.885 SHS OAKMARK FUND | P | 2019-12-13 | 2020-09-01 | $58,519 | $60,659 | -$2,140 | -$2,140 |
| 4480.572 SHS OAKMARK FUND | P | 2019-12-13 | 2020-09-01 | $340,568 | $353,024 | -$12,456 | -$12,456 |
| 254.364 SHS OAKMARK FUND | P | 2020-12-11 | 2020-12-28 | $22,626 | $22,588 | $38 | $38 |
| 120.251 SHS OAKMARK SELECT FUND | P | 2007-07-25 | 2020-09-01 | $4,840 | $4,314 | $526 | $526 |
| 439.449 SHS OAKMARK SELECT FUND | P | 2015-12-18 | 2020-09-01 | $17,688 | $17,415 | $273 | $273 |
| 1476.031 SHS OAKMARK SELECT FUND | P | 2014-12-19 | 2020-09-01 | $59,410 | $59,793 | -$383 | -$383 |
| 90.807 SHS OAKMARK SELECT FUND | P | 2016-11-29 | 2020-09-01 | $3,655 | $3,778 | -$123 | -$123 |
| 671.58 SHS OAKMARK SELECT FUND | P | 2017-12-15 | 2020-09-01 | $27,031 | $31,437 | -$4,406 | -$4,406 |
| 3305.899 SHS OAKMARK SELECT FUND | P | 2017-12-15 | 2020-09-01 | $133,062 | $154,749 | -$21,687 | -$21,687 |
| 12.008 SHS OAKMARK FUND | P | 2008-12-22 | 2020-09-01 | $913 | $305 | $608 | $608 |
| 869.863 SHS OAKMARK FUND | P | 2007-12-17 | 2020-12-28 | $77,374 | $36,021 | $41,353 | $41,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,521 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,430 | OverpaymentAmt |
| Applied To ES Tax | $1,430 | 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 | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 3122396143 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 S WACKER DR SUITE 2600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM C NYGREN | ||||||||
| 111 S WACKER DR SUITE 4600 | CHICAGO | IL | 606064319 | PRESIDENT & DIRECTOR | 0.25 | $0 | $0 | $0 |
| THOMAS WIN MURRAY | ||||||||
| 111 S WACKER DR SUITE 4600 | CHICAGO | IL | 606064319 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| KEVIN GRANT | ||||||||
| 111 S WACKER DR SUITE 4600 | CHICAGO | IL | 606064319 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM C NYGREN | ||||||||
| 111 S WACKER DR SUITE 4600 | CHICAGO | IL | 606064319 | TREASURER | 0.00 | $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 | $15,412,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,511,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,511,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,279,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $763,960 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $763,960 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $570 | TotalTaxAmt |
| Distributable Before Adj | $763,390 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $763,390 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $763,390 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $896,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $896,670 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $896,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $763,390 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,039 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $896,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,039 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $763,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $106,241 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,241 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $106,241 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM C NYGREN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 DAY FUND INC (BARSTOOL FUND) | ||||||||||
| 1314 RUGBY ROAD | CHARLOTTESVILLE | VA | 22903 | NONE | UNRESTRICTED | $100,000 | ||||
| ABSOLUTE HOUSE | ||||||||||
| 7835 HARVARD AVE | CLEVELAND | OH | 44105 | NONE | UNRESTRICTED | $5,000 | ||||
| ADVOCATE CHARITABLE FOUNDATION | ||||||||||
| 3075 HIGHLAND PARKWAY SUITE 600 | DOWNERS GROVE | IL | 60515 | NONE | UNRESTRICTED | $10,000 | ||||
| AT GIVES BACK | ||||||||||
| 7720 BAYMEADOWS RD | JACKSONVILLE | FL | 32246 | NONE | UNRESTRICTED | $5,000 | ||||
| BIG BROTHERS BIG SISTERS OF BERRIEN & CASS | ||||||||||
| 205 BROADWAY SUITE B | NILES | MI | 49120 | NONE | UNRESTRICTED | $10,000 | ||||
| BIG BROTHERS BIG SISTERS OF METROPOLITAN CHICAGO | ||||||||||
| 560 WEST LAKE ST | CHICAGO | IL | 60661 | NONE | UNRESTRICTED | $50,000 | ||||
| CHICAGO PUBLIC LIBRARY FOUNDATION | ||||||||||
| 20 NORTH MICHIGAN AVE SUITE 520 | CHICAGO | IL | 60602 | NONE | UNRESTRICTED | $20,000 | ||||
| DANIEL MURPHY SCHOLARSHIP FUND | ||||||||||
| 309 W WASHINGTON SUITE 1250 | CHICAGO | IL | 60606 | NONE | UNRESTRICTED | $10,000 | ||||
| DAWN FARMS TREATMENT CENTER | ||||||||||
| 6633 STONY CREEK ROAD | YPSILANTI | MI | 48197 | NONE | UNRESTRICTED | $5,000 | ||||
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60680 | NONE | UNRESTRICTED | $50,000 | ||||
| GREEN CITY MARKET | ||||||||||
| 2613 WEST LAWRENCE | CHICAGO | IL | 60625 | NONE | UNRESTRICTED | $1,000 | ||||
| GROWTH WORKS INC | ||||||||||
| 271 SOUTH MAIN STREET | PLYMOUTH | MI | 48170 | NONE | UNRESTRICTED | $5,000 | ||||
| HARBORD COUNTY MISSION | ||||||||||
| 9600 RED ARROW HIGHWAY | BRIDGMAN | MI | 49106 | NONE | UNRESTRICTED | $50,000 | ||||
| IMERMAN ANGELS | ||||||||||
| 205 W RANDOLPH ST 19TH FLOOR | CHICAGO | IL | 60606 | NONE | UNRESTRICTED | $3,000 | ||||
| KIDS OFF THE BLOCK | ||||||||||
| 11623 SOUTH MICHIGAN AVE | CHICAGO | IL | 60628 | NONE | UNRESTRICTED | $3,500 | ||||
| MERCY HOME FOR BOYS & GIRLS | ||||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | UNRESTRICTED | $50,000 | ||||
| NAPA VALLEY COMMUNITY DISASTER RELIEF FUND | ||||||||||
| 3299 CLAREMONT WAY | NAPA | CA | 94558 | NONE | UNRESTRICTED | $10,000 | ||||
| ONE HOPE UNITED | ||||||||||
| 333 SOUTH WABASH AVE | CHICAGO | IL | 60604 | NONE | UNRESTRICTED | $10,000 | ||||
| OUR LADY OF TEPEYAC HIGH SCHOOL | ||||||||||
| 2228 SOUTH WHIPPLE ST | CHICAGO | IL | 60623 | NONE | UNRESTRICTED | $5,000 | ||||
| PINE CAY PROJECT | ||||||||||
| PO BOX 298 | LIMA | OH | 45802 | NONE | UNRESTRICTED | $30,000 | ||||
| ROYAL SOCIETY PROTECTION OF BIRDS | ||||||||||
| NONE | UNRESTRICTED | $53,750 | POTTON ROAD SANDY | BEDFORDSHIRE | UK | SG19 2DL | ||||
| SPRINGBOARD FOUNDATION | ||||||||||
| 222 W ADAMS STREET | CHICAGO | IL | 60606 | NONE | UNRESTRICTED | $10,000 | ||||
| THE AVENUE FAMILY NETWORK | ||||||||||
| PO BOX 8789 | BENTON HARBORD | MI | 49023 | NONE | UNRESTRICTED | $10,000 | ||||
| THE BOYS & GIRLS CLUBS OF BENTON HARBOR | ||||||||||
| 600 NATE WELLS SR DRIVE | BENTON HARBOR | MI | 49022 | NONE | UNRESTRICTED | $75,000 | ||||
| THE JOSSELYN CENTER | ||||||||||
| 405 CENTRAL AVE | NORTHFIELD | IL | 60093 | NONE | UNRESTRICTED | $10,000 | ||||
| UNITED WAY OF METROPOLITAN CHICAGO | ||||||||||
| 231196 MOMENTUM PLACE | CHICAGO | IL | 60689 | NONE | UNRESTRICTED | $200,000 | ||||
| UNITED WAY OF SOUTHWEST MICHIGAN | ||||||||||
| 2015 LAKEVIEW AVENUE | ST JOSEPH | MI | 49085 | NONE | UNRESTRICTED | $75,000 | ||||
| UNIVERSITY OF WISCONSIN HAWK CENTER | ||||||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | UNRESTRICTED | $25,000 | ||||
| WORLD VISION | ||||||||||
| PO BOX 70399 | TACOMA | WA | 98481 | NONE | UNRESTRICTED | $420 | ||||
| YOUTH GUIDANCE | ||||||||||
| 1 NORTH LASALLE ST SUITE 900 | CHICAGO | IL | 60602 | NONE | UNRESTRICTED | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $896,670 | 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 | $56,075 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,521 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,554 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,554 | 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 | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NYGREN 2015 FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DRIVE SUITE 4600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $856,240 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 21273.045 SHS OAKMARK SELECT FUND | NoncashPropertyDesc |
| Fair Market Value | $856,240 | FairMarketValueAmt |
| Received | 2020-09-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,350 | Amt |
| Net Investment Income | $6,350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 150,194.736 SHS OAKMARK SELECT FUND | AT COST | $4,139,242 | $7,209,347 |
| 74,800.220 SHS OAKMARK FUND | AT COST | $2,218,849 | $6,737,256 |
| 107,578.492 SHS OAKMARK SELECT FUND | AT COST | $4,541,908 | $5,163,768 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $20 | $20 | $0 |
| ILLINOIS ANNUAL REPORT | $15 | $15 | $0 |
| SOS ANNUAL REPORT | $10 | $10 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | U.S. TAXES | CategoryTxt |
| Amt | $8,698 | Amt |
| Net Investment Income | $8,698 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |