VANDERPOEL CONSERVATION FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VANDERPOEL CONSERVATION FOUNDATION (EIN 36-7193086)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-10
- IRS object ID
- 202021629349101817
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T13:07:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367193086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VANDERPOEL CONSERVATION FOUNDATION XXXXX6009 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VAND | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2020-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2020-03-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,235,421 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $211,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,042 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $255,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,374 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,902 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,504 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,398 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $778 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $613 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,413 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,036 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,036 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $63,731 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,655 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,257 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,206 | CashBOYAmt |
| Cash EOY | $9,973 | CashEOYAmt |
| Cash EOYFMV | $9,973 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,379 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $609,693 | CorporateStockBOYAmt |
| Corporate Stock EOY | $597,609 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $824,007 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $140,370 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $164,110 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $168,046 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,954 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,095 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,016 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $813,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,005,166 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,235,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $813,539 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,005,166 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $813,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,005,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $813,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,005,166 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $813,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,655 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,712 | OtherIncreasesAmt |
| Subtotal | $1,006,906 | SubtotalAmt |
| Other Decreases | $1,740 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,005,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 907.636 BROWN ADV JAPAN ALPHA OPP-IS | 2014-03-06 | 2019-01-10 | $5,889 | $9,076 | -$3,187 | -$3,187 | |
| . FHLMC | 2019-01-17 | $53 | $53 | $53 | |||
| 1873.837 PIMCO INVESTMENT GRADE CORPORATE BOND FUND | 2018-08-29 | 2019-02-07 | $18,982 | $18,935 | $47 | $47 | |
| 208. VANGUARD BD INDEX FD INC | 2018-06-06 | 2019-02-07 | $16,398 | $16,269 | $129 | $129 | |
| 253.495 MFS INTL INTRINSIC VALUE-R6 | 2011-10-26 | 2019-02-14 | $10,226 | $6,292 | $3,934 | $3,934 | |
| 122. ISHARES CORE MSCI EAFE ETF | 2018-01-23 | 2019-03-07 | $7,252 | $8,575 | -$1,323 | -$1,323 | |
| 355.621 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070 | 2018-12-19 | 2019-03-12 | $7,244 | $6,515 | $729 | $729 | |
| 6.606 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070 | 2018-12-19 | 2019-04-09 | $139 | $121 | $18 | $18 | |
| 229.866 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070 | 2015-01-13 | 2019-04-09 | $4,834 | $4,138 | $696 | $696 | |
| 491.456 DODGE & INTERNATIONAL STOCK FUND | 2010-02-22 | 2019-04-10 | $20,587 | $15,627 | $4,960 | $4,960 | |
| 455.873 FMI LARGE CAP FUND-INST | 2009-12-17 | 2019-04-10 | $8,835 | $6,397 | $2,438 | $2,438 | |
| 181.978 OAKMARK INTERNATIONAL-INST | 2013-07-30 | 2019-04-10 | $4,251 | $4,477 | -$226 | -$226 | |
| 577.593 HARTFORD CAPITAL APPREC-F | 2011-01-14 | 2019-04-10 | $20,591 | $18,949 | $1,642 | $1,642 | |
| 405.361 NEUBERGER BERMAN MULTI CAP | 2012-07-20 | 2019-04-10 | $7,410 | $4,232 | $3,178 | $3,178 | |
| 637.404 OAKMARK INTERNATIONAL-INST | 2013-07-30 | 2019-05-16 | $14,418 | $15,680 | -$1,262 | -$1,262 | |
| 311.493 DIAMOND HILL LONG/SHORT-Y | 2018-11-30 | 2019-06-17 | $8,205 | $8,255 | -$50 | -$50 | |
| 32. SPDR TR UNIT SER 1 | 2018-12-19 | 2019-06-20 | $9,467 | $8,188 | $1,279 | $1,279 | |
| 3. SPDR TR UNIT SER 1 | 2016-07-28 | 2019-06-20 | $888 | $648 | $240 | $240 | |
| 246.427 MFS INTL INTRINSIC VALUE-R6 | 2011-10-26 | 2019-08-23 | $10,483 | $6,031 | $4,452 | $4,452 | |
| 89. ISHARES TR BARCLAYS MBS BD FD | 2019-02-07 | 2019-09-24 | $9,626 | $9,354 | $272 | $272 | |
| 123. VANGUARD BD INDEX FD INC | 2019-03-07 | 2019-09-24 | $9,938 | $9,722 | $216 | $216 | |
| 404.531 EQUINOX IMP SYSTEM MACRO-I | 2016-02-03 | 2019-12-09 | $3,928 | $4,187 | -$259 | -$259 | |
| CAPITAL GAIN DIVIDENDS | $12,066 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,042 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,010,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,733 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $965,837 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046315 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,408 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $890,531 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05099 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,387 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $917,285 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05057 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $40,996 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $918,528 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044632 | DistributionYr5Rt |
| Total Distribution | 0.240051 | TotalDistributionRt |
| Average Distribution | 0.04801 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,040,673 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,963 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,449 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $433 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $433 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $596 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $596 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $163 | OverpaymentAmt |
| Applied To ES Tax | $163 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP Morgan Chase Bank NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL 1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | ||||||
| 10 S DEARBORN ST MC IL 1-0111 | CHICAGO | IL | 60603 | TRUSTEE | 2 | $17,902 |
| MARK R VANDERPOEL | ||||||
| 3003 W BALMORAL AVE | CHICAGO | IL | 606253903 | CO-TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $983,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,630 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,056,521 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,056,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,040,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $433 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $433 | TotalTaxAmt |
| Distributable Before Adj | $51,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $51,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $51,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $51,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $433 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,016 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,036 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,036 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,188 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CITIZENS FOR CONSERVATION INC | ||||||||
| 459 WEST HIGHWAY 22 | BARRINGTON | IL | 60010 | NONE | PC | GENERAL | $18,536 | |
| FRIENDS OF NACHUSA GRASSLANDS | ||||||||
| 8772 S LOWDEN DRIVE | FRANKLIN GROVE | IL | 61031 | NONE | PC | GENERAL | $5,000 | |
| CHICAGO ACADEMY OF SCIENCES | ||||||||
| 2430 N CANNON DRIVE | CHICAGO | IL | 60614 | NONE | PC | GENERAL | $5,000 | |
| NATURAL LAND INSTITUTE | ||||||||
| 320 S 3RD STREET | ROCKFORD | IL | 61104 | NONE | PC | GENERAL | $5,000 | |
| DUBUQUE COUNTY HISTORICAL SOCIETY | ||||||||
| 350 E 3RD ST | DUBUQUE | IA | 52001 | NONE | PC | GENERAL | $1,000 | |
| FRIENDS OF THE FOREST PRESERVES | ||||||||
| 411 S WELLS ST 300 | CHICAGO | IL | 60607 | NONE | PC | GENERAL | $2,000 | |
| TURTLE ISLAND RESTORATION NETWORK | ||||||||
| PO BOX 370 | FOREST KNOLLS | CA | 94933 | NONE | PC | GENERAL | $1,000 | |
| CALF PLUM CREEK RESTORATION | ||||||||
| 536 NORTH HARLEM AVE | RIVER FOREST | IL | 60305 | NONE | PC | GENERAL | $2,500 | |
| ISLAND CONSERVATION | ||||||||
| 2100 DELAWARE AVE SUITE 1 | SANTA CRUZ | CA | 95060 | NONE | PC | GENERAL | $1,000 | |
| AUSTIN PEAY STATE UNIVERSITY | ||||||||
| 601 COLLEGE STREET | CLARKSVILLE | TN | 37044 | NONE | PC | GENERAL | $2,000 | |
| PRESERVATION FOUNDATION OF THE | ||||||||
| 1899 WEST WINCHESTER ROAD | LIBERTYVILLE | IL | 60048 | NONE | PC | GENERAL | $2,000 | LAKE COUNTY FOREST PRESERVES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,036 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,344 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,386 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GAIL VANDERPOEL | ||||||
| 1 | 550 KONA PLACE | SHERIDAN | WY | 82801 | $100,000 | Yes (X) |
| JOHN W VANDERPOEL | ||||||
| 2 | 7583 ESTATE CIR | NIWOT | CO | 805037260 | $25,000 | Yes (X) |
| WILLIAM VANDERPOEL | ||||||
| 3 | 13079 WHISPER CANYON RD | CASTLE ROCK | CO | 801088179 | $25,000 | Yes (X) |
| JAMES R VANDERPOEL | ||||||
| 4 | 813 N MITCHELL AVE | ARLINGTON HEIGHTS | IL | 600045430 | $25,000 | Yes (X) |
| MARK R VANDERPOEL | ||||||
| 5 | 3003 W BALMORAL AVE | CHICAGO | IL | 606253903 | $25,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4812C0100 JPM CORE BOND FD - U | $47,097 | $49,205 |
| 92203J308 VANGUARD TOTAL INTL | $67,200 | $68,774 |
| 722005816 PIMCO INVESTMENT GRA | ||
| 921937827 VANGUARD SHORT-TERM | ||
| 54401E143 LORD ABBETT SHRT DUR | $19,869 | $20,204 |
| 83002G108 SIX CIRCLES ULTRA SH | $9,964 | $9,943 |
| 464287432 ISHARES 20+ YEAR TRE | $10,469 | $9,890 |
| 464287440 ISHARES 7-10 YEAR TR | $9,511 | $10,030 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 115233579 BROWN ADV JAPAN ALPH | ||
| 256206103 DODGE & COX INTL STO | ||
| 302933502 FMI LARGE CAP FUND-I | ||
| 464287465 ISHARES MSCI EAFE ET | $72,421 | $87,217 |
| 46434G822 ISHARES MSCI JAPAN E | $10,771 | $9,893 |
| 64122Q309 NEUBERGER BER MU/C O | $8,499 | $13,775 |
| 78462F103 SPDR S&P 500 ETF TRU | $183,347 | $342,459 |
| 413838723 OAKMARK INTERNATIONA | ||
| 41664T719 HARTFORD CAPITAL APP | ||
| 46432F842 ISHARES CORE MSCI EA | $44,630 | $47,560 |
| 48129C207 JPM GL RES ENH IDX F | $52,466 | $68,417 |
| 48129C603 JPM US L/C CORE PL F | $11,155 | $15,370 |
| 552746349 MFS INTL INTRINSIC V | $5,449 | $10,415 |
| 315911750 FIDELITY 500 INDEX F | $30,874 | $38,291 |
| 46641Q696 JPMORGAN BETABUILDER | $29,749 | $31,862 |
| 83002G306 SIX CIRCLES U.S. UNC | $89,016 | $97,521 |
| 83002G405 SIX CIRCLES INTERNAT | $50,016 | $51,043 |
| 46641Q712 JPMORGAN BETABUILDER | $9,216 | $10,184 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 12628J881 CRM LNG/SHRT OPPORT- | AT COST | $9,455 | $9,913 |
| 29446A710 EQUINOX IMP SYSTEM M | AT COST | $4,188 | $3,994 |
| 09257V508 BLACKSTONE ALT MULTI | AT COST | $29,524 | $29,287 |
| 25264S833 DIAMOND HILL LONG/SH | |||
| 09250J734 BLACKROCK EVNT DRVN | AT COST | $3,928 | $3,822 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 TRANSACTION POSTED IN 2020 | $1,729 |
| SALES ADJUSTMENT | $10 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATTORNEY GENERAL FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2018 TRANSACTION POSTED IN 2019 | Desc |
| Amt | $1,712 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - INCOME | $165 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $547 | $547 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $66 | $66 | $0 |