STRATEGY STUDIO / PUBLIC DATA EXPLORER

CORNERSTONE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CORNERSTONE FAMILY FOUNDATION (EIN 20-2070517)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-03-03
IRS object ID
202010639349100501
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-03-03T09:18:27-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363480013PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MATHIESON MOYSKI AUSTIN & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1211 S WHEATON AVE STE 400AddressLine1Txt
CityWHEATONCityNm
State AbbreviationILStateAbbreviationCd
ZIP601875251ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202070517EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CORNERSTONE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCORNBusinessNameControlTxt
Phone6304069194PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1612 S BEVERLYAddressLine1Txt
CityWHEATONCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRENDA BRADLEYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6304069194PhoneNum
Signature2020-02-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN EISENMENGERPreparerPersonNm
PTINP00396724PTIN
Phone6306531616PhoneNum
Preparation2020-03-03PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$484,258FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,761ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$125InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$125InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$125InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,206DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,206DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,206DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,118NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$59,179GrossSalesPriceAmt
Other Income Rev And Expnss$54OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$54OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$17,028TotalRevAndExpnssAmt
Total Net Invst Incm$14,331TotalNetInvstIncmAmt
Total Adj Net Incm$14,385TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$350AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$350AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$79OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$916TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,706TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$350TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$350TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,462ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,462ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,168TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$350TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,812TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,140ExcessRevenueOverExpensesAmt
Net Investment Income$13,981NetInvestmentIncomeAmt
Adjusted Net Income$14,385AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,795CashBOYAmt
Cash EOY$3,469CashEOYAmt
Cash EOYFMV$3,469CashEOYFMVAmt
Sav And Temp Cash Invst BOY$48,662SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,085SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,085SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$322,718OtherInvestmentsBOYAmt
Other Investments EOY$324,481OtherInvestmentsEOYAmt
Other Investments EOYFMV$430,704OtherInvestmentsEOYFMVAmt
Total Assets BOY$383,175TotalAssetsBOYAmt
Total Assets EOY$378,035TotalAssetsEOYAmt
Total Assets EOYFMV$484,258TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$383,175NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$378,035NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$383,175TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$378,035TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$383,175TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$378,035TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$383,175TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,140ExcessRevenueOverExpensesAmt
Subtotal$378,035SubtotalAmt
Tot Net Ast Or Fund Balances EOY$378,035TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CISCO SYSTEMSP2016-01-202019-01-18$8,992$4,537$4,455$4,455
GENERAL ELECTRICP2018-01-172019-01-18$20,858$40,124-$19,266-$19,266
MERCK & CO.P2006-01-042019-01-18$227$99$128$128
PFIZER INC.P2006-01-042019-01-18$8,481$4,870$3,611$3,611
VERIZON COMMUNICATIONSP2006-01-042019-01-18$1,311$714$597$597
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,475CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,506AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$433,560NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.031151DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,605AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$295,429NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.022357DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$278,915NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.018644DistributionYr3Rt
Adjusted Qlfy Distri Yr4$4,725AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$252,034NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.018747DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,700AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$220,455NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.021320DistributionYr5Rt
Total Distribution0.112219TotalDistributionRt
Average Distribution0.022444AverageDistributionRt
Net Vl Noncharitable Assets$450,814NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,118AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$140NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,258AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,812QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$140InvestmentIncomeExciseTaxAmt
Subtotal$140SubtotalAmt
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Tax Due$140TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRENDA BRADLEYIndividualWithBooksNm
Phone6304069194PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1612 S BEVERLYAddressLine1Txt
CityWHEATONCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM BRADLEY
612 S BEVERLYWHEATONIL60187DIRECTOR000.00$0$0$0
BRENDA BRADLEY
612 S BEVERLYWHEATONIL60187DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$400,673AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,006AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$457,679TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$457,679AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,865CashDeemedCharitableAmt
Net Vl Noncharitable Assets$450,814NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,541MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,541MinimumInvestmentReturnAmt
Tax Based On Investment Income$140TaxBasedOnInvestmentIncomeAmt
Total Tax$140TotalTaxAmt
Distributable Before Adj$22,401DistributableBeforeAdjAmt
Distributable Before Ded$22,401DistributableBeforeDedAmt
Distributable As Adjusted$22,401DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,812ExpensesAndContributionsAmt
Qualifying Distributions$20,812QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$140PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,672AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,401DistributableAsAdjustedAmt
Undistributed Income PY$20,462UndistributedIncomePYAmt
Qualifying Distributions$20,812QualifyingDistributionsAmt
Applied To Year1$20,462AppliedToYear1Amt
Applied To Current Year$350AppliedToCurrentYearAmt
Undistributed Income CY$22,051UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LIFE GIVING WATER INTERNATIONAL
154 TEMPLE ROADWALTHAMMA024527809NONEPUBLIC CHARIGENERAL SUPPORT$2,000
VICTORY SPORTSSPORTS MINISTRIES I
1125 WHEATON OAKS CTWHEATONIL60187NONEPUBLIC CHARIGENERAL SUPPORT$1,000
THE EVANGELICAL ALLIANCE MISSION
PO BOX 969WHEATONIL60187NONEPUBLIC CHARIGENERAL SUPPORT$1,000
YOUTH WITH A MISSION
PO BOX 3000GARDEN VALLEYTX75771NONEPUBLIC CHARIGENERAL SUPPORT$600
OC INTERNATIONAL
PO BOX 36900COLORADO SPRINGSCO80936NONEPUBLIC CHARIGENERAL SUPPORT$1,600
ZION EVANGELICAL MINISTRIES OF AFRI
PO BOX 727ZIONIL60099NONEPUBLIC CHARIGENERAL SUPPORT$1,200
ALLIANCE DEFENSE FUND
15333 N PIMA ROAD STESCOTTSDALEAZ852602769NONEPUBLIC CHARIGENERAL SUPPORT$5,000
WILLOW CREEK COMMUNITY CHURCH
67 ALGONQUIN ROADSOUTH BARRINGTONIL60010NONEPUBLIC CHARIGENERAL SUPPORT$2,000
COWBOYS WITH A MISSION
PO BOX 490MEETEETSEWY82433NONEPUBLIC CHARIGENERAL SUPPORT$562
RIPON BAPTIST CHRUCH
635 W OSHKOSH STREETRIPONWI54971NONEPUBLIC CHARIGENERAL SUPPORT$3,000
PEOPLE'S RESOURCE CENTER
201 S NAPERVILLE ROADWHEATONIL60187NONEPUBLIC CHARIGENERAL SUPPORT$2,000
WORLD VISION
PO BOX 9716FEDERLA WAYWA98063NONEPUBLIC CHARIGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,462TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$125ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,206ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,118RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Related Or Exempt Function Incm$54RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,331ExclusionAmt
Related Or Exempt Function Incm-$1,064RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,267TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME TO BE DISTRIBUTED TO CHARITIES
4INVESTMENT INCOME TO BE DISTRIBUTED TO CHARITIES
8INVESTMENT INCOME TO BE DISTRIBUTED TO CHARITIES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$700Amt
Net Investment Income$350NetInvestmentIncomeAmt
Disbursements Charitable Prps$350DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
MERCK & CO,2009-01PURCHASE2019-01$1,666$682$984
MERCK & CO.,2010-01PURCHASE2019-01$13,253$6,504$6,749
VERIZON COMMUNICATIONS2007-01PURCHASE2019-01$2,452$1,642$810
VERIZON COMMUNICATIONS2010-01PURCHASE2019-01$1,939$1,125$814

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$324,481BookValueAmt
EOYFMV$430,704EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
$11

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$54RevenueAndExpensesPerBooksAmt
Adjusted Net Income$54AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$79Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
IL CHARITY BUREAU FUND$15
SECRETARY OF STATE FILING$10
EXCISE TAX$891