J EDWARD MAHONEY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- J EDWARD MAHONEY FOUNDATION (EIN 36-7192604)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-16
- IRS object ID
- 202132289349100923
- 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 Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-16T15:55:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362893231 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roche Scholz Roche & Walsh Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9480 Enterprise Dr Ste 2 | AddressLine1Txt |
| City | Mokena | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60448 | 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 | 367192604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Edward Mahoney Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEDW | BusinessNameControlTxt |
| Phone | 6303367448 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14445 Spring Creek RD | AddressLine1Txt |
| City | Homer Glen | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60491 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael Hughes | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6303367448 | PhoneNum |
| Signature | 2021-07-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Michael | PersonFirstNm |
| Person Last | Hughes | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Gerard V Wojtczak | PreparerPersonNm |
| PTIN | P00161549 | PTIN |
| Phone | 7083263939 | 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 | $6,872,445 | 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 | $374,545 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,026 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,026 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,828 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $522,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,330,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $522,331 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41,843 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,843 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $966,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $592,028 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $41,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,566 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,566 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,838 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $228 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $213 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,806 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,238 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,238 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $846,777 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $501,291 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,773 | CashBOYAmt |
| Cash EOY | $18,083 | CashEOYAmt |
| Cash EOYFMV | $18,083 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $184,815 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $202,499 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $202,499 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $961,673 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,871,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,651,863 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,056,636 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,244,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,091,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,872,445 | 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 | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,244,897 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,091,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,244,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,091,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,244,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,091,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,244,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $846,777 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,091,674 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,091,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS #8917 - ST Covered | P | 2020-01-01 | 2020-12-31 | $1,873,477 | $1,825,000 | $48,477 | $48,477 |
| UBS AG Car AOS Ulta | P | 2020-05-22 | 2020-08-27 | $53,250 | $50,000 | $3,250 | $3,250 |
| UBS #8917 - LT Covered | P | 2019-01-01 | 2020-12-31 | $250,000 | $250,000 | $0 | $0 |
| UBS #7472 - ST Covered | P | 2020-01-01 | 2020-12-31 | $182,326 | $194,009 | -$11,683 | -$11,683 |
| UBS #7472 - LT Covered | P | 2019-01-01 | 2020-12-31 | $971,279 | $488,992 | $482,287 | $482,287 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $522,331 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,968 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,968 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $3,028 | OverpaymentAmt |
| Applied To ES Tax | $3,028 | 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 | jemfound@comcast.net | WebsiteAddressTxt |
| Individual With Books | Jennifer L Green | IndividualWithBooksNm |
| Phone | 7083017932 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14445 Spring Creek Rd | AddressLine1Txt |
| City | Homer Glen | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60491 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Mary Ann Mahoney | ||||||||
| 51 Woodview Lane | Lemont | IL | 60439 | Trustee | 0.00 | $0 | $0 | $0 |
| Rosemary Duke | ||||||||
| 234 Gulfview | Islamorada | FL | 33036 | Trustee | 0.00 | $0 | $0 | $0 |
| Margaret A Schwartz | ||||||||
| 182 Bayview | Islamorada | FL | 33036 | Trustee | 0.00 | $0 | $0 | $0 |
| Michael D Hughes | ||||||||
| 19815 Governors Hwy 11 | Flossmoor | IL | 60422 | Trustee | 0.10 | $2,000 | $0 | $0 |
| Daniel L Hughes | ||||||||
| 270 Randy Lane | Myers Beach | FL | 33931 | Trustee | 0.00 | $0 | $0 | $0 |
| Julianne Geijer | ||||||||
| 22828 Sun River Point | Frankfort | IL | 60423 | Trustee | 0.10 | $2,000 | $0 | $0 |
| Jennifer L Green | ||||||||
| 14445 Spring Creek Road | Homer Glen | IL | 60491 | Executive Director | 20.00 | $34,500 | $0 | $0 |
| Nicole M Rumpf | ||||||||
| 169 Galway | Lemont | IL | 60439 | Trustee | 0.10 | $2,000 | $0 | $0 |
| John J Gonczy | ||||||||
| 10029 Keeler Ave | Oak Lawn | IL | 60453 | Trustee | 0.10 | $1,000 | $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 | $4,712,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,879,249 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,879,249 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,806,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,968 | TotalTaxAmt |
| Distributable Before Adj | $233,335 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $233,335 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $233,335 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,253 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,253 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $233,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $72,596 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $144,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $121,323 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $177,533 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,007 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $547,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,253 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $206,082 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $206,082 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $341,377 | 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 | $341,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,514 | ExcessFromYear4Amt |
| Excess From Year3 | $121,323 | ExcessFromYear3Amt |
| Excess From Year2 | $177,533 | ExcessFromYear2Amt |
| Excess From Year1 | $32,007 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Cornerstone Academy | ||||||
| 1111 N Wells Street | Chicago | IL | 60610 | Public | Education | $20,000 |
| Joliet Area Community Hospice | ||||||
| 250 Water Stone Circle | Joliet | IL | 60431 | Public | Medical | $50,000 |
| TLC Animal Shelter | ||||||
| 13016 W 151st Street | Homer Glen | IL | 60491 | Public | Animal Welfare | $76,500 |
| Stray Haven | ||||||
| 57365 Morton Street | Marathon | FL | 33050 | Public | Animal Welfare | $14,000 |
| Ready Set Ride | ||||||
| 13056 Essington Road | Plainfield | IL | 60544 | Public | Animal Welfare | $16,738 |
| University of Chicago | ||||||
| 5841 S Maryland | Chicago | IL | 60637 | Public | Cancer Research - Prior Year Contribution Refunded due to Discontinuation of Research Program | -$150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,238 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,026 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,828 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41,843 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $522,331 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $564,174 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $592,028 | 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 | 8 | LineNumberTxt |
| Relationship Statement | Gain on Sale of Investments | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Mary Ann Mahoney CRUT | |||||||
| 1 | 19815 Governors Highway Suite 11 | Flossmoor | IL | 60422 | $361,055 | Yes (X) | |
| Mary Ann Mahoney CRUT | |||||||
| 2 | 19815 Governors Highway Suite 11 | Flossmoor | IL | 60422 | $13,489 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly Traded Securities - FMV over previously recorded remainder interest | NoncashPropertyDesc |
| Fair Market Value | $1,233,195 | FairMarketValueAmt |
| Received | 2020-04-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,620 | Amt |
| Net Investment Income | $2,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS Financial Services | StockNm |
| EOY Book Value | $3,871,092 | EOYBookValueAmt |
| EOYFMV | $6,651,863 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Remainder Interest | Desc |
| BOY Book Value | $2,056,636 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Telephone | $1,326 | $0 | $0 |
| Office Supplies | $480 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS Investments | Desc |
| Revenue And Expenses Per Books | $41,843 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $41,843 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,843 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $43,838 | Amt |
| Net Investment Income | $43,838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Illinois Charity Bureau Fee | $15 | $0 | $15 |
| Federal Excise Tax | $213 | $213 | $0 |