J S PALUCH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- J S PALUCH FOUNDATION (EIN 36-7106905)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-24
- IRS object ID
- 202041769349100424
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-24T16:54:19-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364027344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOWELL GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 675 N NORTH CT STE 450 | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600673607 | 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 | 367106905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY L RAFFERTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALU | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3708 RIVER RD STE 400 | AddressLine1Txt |
| City | FRANKLIN PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY L RAFFERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479690240 | PhoneNum |
| Signature | 2020-06-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA C BLAIR | PreparerPersonNm |
| PTIN | P00024115 | PTIN |
| Phone | 8479340300 | PhoneNum |
| Preparation | 2020-06-11 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,519,641 | 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 | $17,308 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $39,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,417 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,074 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $8,110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,110 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $223 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $223 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,030 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $637 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,955 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,955 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,615 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,019 | CashBOYAmt |
| Cash EOY | $11,886 | CashEOYAmt |
| Cash EOYFMV | $11,886 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,315 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,315 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,235,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,213,521 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,501,440 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,279,413 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,231,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,519,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,279,413 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,231,722 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,279,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,279,413 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,231,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,279,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,527 | OtherIncreasesAmt |
| Subtotal | $1,231,722 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,231,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED WM BLAIR | P | $72,230 | $58,698 | $13,532 | $13,532 |
| SEE ATTACHED WM BLAIR | P | $126,172 | $139,377 | -$13,205 | -$13,205 |
| WASH SALE ADJ | P | $1,090 | $1,090 | $1,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,417 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $13,532 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,956 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,194,213 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049656 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $100,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,001,950 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049966 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,466 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,700,204 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050268 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,656 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,758,579 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $92,749 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,725,347 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053757 | DistributionYr5Rt |
| Total Distribution | 0.248374 | TotalDistributionRt |
| Average Distribution | 0.049675 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,261,127 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,321 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $321 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,642 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,615 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $642 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $642 | SubtotalAmt |
| Tax Based On Investment Income | $642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,858 | OverpaymentAmt |
| Applied To ES Tax | $1,858 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARY L RAFFERTY | IndividualWithBooksNm |
| Phone | 6308330946 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3708 RIVER RD STE 400 | AddressLine1Txt |
| City | FRANKLIN PART | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (3 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 L RAFFERTY | ||||||||
| 323 E KENMORE | ELMHURST | IL | 60126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE PRECIN | ||||||||
| 641 S WILLIAMS | PALATINE | IL | 60067 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ROSE ANN BIERNAT | ||||||||
| 817 DERBYSHIRE | PROSPECT HEIGHTS | IL | 60070 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,257,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,295,560 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,295,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,261,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $642 | TotalTaxAmt |
| Distributable Before Adj | $112,414 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $112,414 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $112,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,615 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $109,615 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $109,615 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,756 | UndistributedIncomePYAmt |
| Qualifying Distributions | $109,615 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,756 | AppliedToYear1Amt |
| Applied To Current Year | $102,859 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $9,555 | UndistributedIncomeCYAmt |
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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES | |||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | NA | PUBLIC CHAR | GENERAL | $5,000 |
| CATHOLIC THEOLOGICAL UNION | |||||||
| 5401 S CORNELL AVE | CHICAGO | IL | 60615 | NONE | PUBLIC CHAR | GENERAL | $5,000 |
| DOMINICAN FRIARS | |||||||
| 1910 SOUTH ASHLAND AVE | CHICAGO | IL | 60608 | NA | PUBL CHARITY | GENERAL | $3,000 |
| JUST OF DUPAGE | |||||||
| P O BOX 1253 | WHEATON | IL | 60187 | NONE | PUBLIC CHTY | GENERAL | $10,000 |
| LUMEN CHRISTI INSTITUTE | |||||||
| 1220 E 58TH ST | CHICAGO | IL | 60637 | NA | PUBL CHARITY | GENERAL | $10,000 |
| MISERICORDIA | |||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60660 | NA | PUBL CHARITY | GENERAL | $15,000 |
| MARGARET'S VILLAGE | |||||||
| 7315 S YALE AVE | CHICAGO | IL | 60621 | PUBLIC CHARI | GENERAL | $10,000 | |
| MUNDELEIN SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | NA | PUBL CHARITY | GENERAL | $31,500 |
| RUSTIC FALLS NATURE CAMP | |||||||
| 5537 CRANBERRY RD | BURLINGTON | WI | 53105 | NA | PUBL CHARITY | GENERAL | $10,000 |
| SIERRA CLUB OF DUPAGE | |||||||
| 536 S LALONDE | LOMBARD | IL | 60148 | NA | PUBL CHARITY | GENERAL | $100 |
| THUMBUDDY SPECIAL | |||||||
| 1001 14TH ST NW | ROCHESTER | MN | 55901 | NA | PUBL CHARITY | GENERAL | $5,000 |
| THE YOUNG CENTER | |||||||
| 2245 S MICHIGAN AVE 301 | CHICAGO | IL | 60616 | NONE | PUBLIC CHAR | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,657 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,074 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $223 | Amt |
| Net Investment Income | $223 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAM BLAIR | $1,076,841 | $2,348,705 |
| WM BLAIR EFT | $136,680 | $152,735 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,110 | LegalFeesAmt |
| Net Investment Income | $8,110 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE | $3 | $3 | |
| FILING FEES | $15 | $15 | |
| SUPPLIES | $498 | $498 | |
| BROKER, SECURITY EXP | $71 | $71 | |
| BANK FEES | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DISALLOWED LOSS | $1,090 |
| DIVIDEND VARIANCE | $1,154 |
| VARIANCE CASH PRIOR YEAR | $1,517 |
| BASIS | $11,766 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2019 ESTIMATE | $2,500 |
| 2018 BAL DUE | $530 |