GRIMES FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GRIMES FAMILY FOUNDATION (EIN 36-7166131)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-13
- IRS object ID
- 202001349349101005
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-13T09:56:33-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Law Office of Mary Pat Flaherty | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 Hillgrove Ave Ste 220 | AddressLine1Txt |
| City | Western Springs | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60558 | 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 | 367166131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIMES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID N GRIMES | InCareOfNm |
| Business Name Control | GRIM | BusinessNameControlTxt |
| Phone | 7085791178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 N PARK ROAD | AddressLine1Txt |
| City | LA GRANGE PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID N GRIMES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7085791178 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Pat Flaherty | PreparerPersonNm |
| Phone | 7087843300 | PhoneNum |
| Preparation | 2020-05-13 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.50.16.107 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-13 | IPDt |
| IP Tm | 14:41:19 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CCD3D4FF081A7F93D66F1AF212749497479B7043 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CCD3D4FF081A7F93D66F1AF212749497479B7043 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,348,811 | 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 | $106,021 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,067 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,067 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $180,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,014 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,067 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $11,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,855 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $11,855 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,855 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,855 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,855 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,855 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $123,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $212 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,299 | CashBOYAmt |
| Cash EOY | $101,973 | CashEOYAmt |
| Cash EOYFMV | $101,973 | CashEOYFMVAmt |
| Corporate Stock BOY | $442,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $513,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,074,094 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $205,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $161,793 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $172,744 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $721,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $777,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,348,811 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $721,718 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,348,811 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $721,718 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,348,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $721,718 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,348,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $721,718 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $123,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $503,913 | OtherIncreasesAmt |
| Subtotal | $1,348,811 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,348,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25 Alphabet Inc | P | 2017-02-03 | 2019-07-23 | $28,400 | $20,586 | $7,814 | $7,814 |
| 25 Alphabet Inc. | P | 2009-08-10 | 2019-07-23 | $28,418 | $5,695 | $22,723 | $22,723 |
| 1806.358 Berwyn Income Fund | P | 2017-07-13 | 2019-04-02 | $23,465 | $25,000 | -$1,535 | -$1,535 |
| 250BWX Techologies | P | 2017-05-08 | 2019-04-17 | $12,857 | $12,456 | $401 | $401 |
| 100 BWX Technologies | P | 2017-07-26 | 2019-04-17 | $5,143 | $5,273 | -$130 | -$130 |
| 25 IDEXX Laboratories | P | 2013-05-10 | 2019-09-04 | $7,208 | $1,090 | $6,118 | $6,118 |
| 75 Ultimate Software Group | P | 2017-07-13 | 2019-04-08 | $24,762 | $16,161 | $8,601 | $8,601 |
| 3188.776 Vanguard Short Term Tax Exempt | P | 2018-05-04 | 2019-09-04 | $50,574 | $50,000 | $574 | $574 |
| 100 Veeva Sys Cl A | P | 2017-09-06 | 2019-04-30 | $14,015 | $5,826 | $8,189 | $8,189 |
| 50 Veeva Sys Cl A | P | 2017-03-13 | 2019-09-04 | $7,815 | $2,323 | $5,492 | $5,492 |
| 722.543 Wm Blair Sm Cap | P | 2013-02-15 | 2019-09-04 | $10,867 | $10,000 | $867 | $867 |
| 693.001 Wm Blair Sm Cap | P | 2013-04-16 | 2019-09-04 | $10,423 | $10,000 | $423 | $423 |
| 653.168 Wm Blair Sm Cap | P | 2013-05-10 | 2019-09-04 | $9,824 | $10,000 | -$176 | -$176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,947 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $935,048 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.044917 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $42,139 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $890,641 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.047313 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,802 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $839,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.054580 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $917,187 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.034617 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $834,403 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.043984 | DistributionYr5Rt |
| Total Distribution | 000000.225411 | TotalDistributionRt |
| Average Distribution | 000000.045082 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,132,548 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $51,058 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $622 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $51,680 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,243 | SubtotalAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $45 | EsPenaltyAmt |
| Tax Due | $1,288 | TaxDueAmt |
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 | false | ComplyWithPublicInspRqrInd |
| Individual With Books | DAVID N GRIMES | IndividualWithBooksNm |
| Phone | 7085791178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 N PARK ROAD | AddressLine1Txt |
| City | LA GRANGE PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David N Grimes | ||||||
| 607 N Park Rd | La Grange Park | IL | 60526 | Director/ Pres. | 001.00 | $0 |
| Jeffrey S Grimes | ||||||
| 5902 Timber Trails Blvd | Western Springs | IL | 60558 | Director/ Treas. | 001.00 | $0 |
| Mark S Grimes | ||||||
| 4727 Franklin Ave | Western Springs | IL | 60558 | Director | 001.00 | $0 |
| Brian D Grimes | ||||||
| 536 Jefferson St | Hinsdale | IL | 60521 | Director | 001.00 | $0 |
| Stephen P Grimes | ||||||
| 3937 Franklin Ave | Western Springs | IL | 60558 | Director | 001.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Distributions to public charities. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,063,997 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,149,795 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,149,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,132,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,243 | TotalTaxAmt |
| Distributable Before Adj | $55,384 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,384 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,384 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $45,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,384 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,500 | UndistributedIncomePYAmt |
| Qualifying Distributions | $45,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,500 | AppliedToYear1Amt |
| Applied To Current Year | $500 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $54,884 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David N Grimes | ContributingManagerNm |
| Contributing Manager | Carol Grimes | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Aging Care Connections | |||||||
| 111 W Harris Ave | La Grange | IL | 60525 | None | PC | General purpose | $320 |
| Benet Academy | |||||||
| 2200 Maple Ave | Lisle | IL | 60532 | None | PC | General purpose | $13,430 |
| Cristo Rey Jesuit High School | |||||||
| 1852 W 22nd Pl | Chicago | IL | 60608 | None | PC | General purpose | $500 |
| Evans Scholar Foundation | |||||||
| One Briar Road | Golf | IL | 60029 | None | PC | General purpose | $3,500 |
| Give Me A Chance Foundation | |||||||
| 1717 North Naper Blvd | Naperville | IL | 60563 | None | PC | General purpose | $750 |
| Legacy Guild | |||||||
| 72 S La Grange Rd Ste 9 | La Grange | IL | 60525 | None | PC | General purpose | $1,500 |
| Mercyhurst University | |||||||
| 501 E 38th St | Erie | PA | 16546 | None | PC | General purpose | $1,500 |
| Pillars Community Health | |||||||
| 333 N La Grange Rd | La Grange Park | IL | 60526 | None | PC | General purpose | $250 |
| St Francis Xavier | |||||||
| 124 N Spring Ave | La Grange | IL | 60525 | None | PC | General purpose | $6,000 |
| St Francis Xavier Music Ministry | |||||||
| 124 N Spring Ave | La Grange | IL | 60525 | None | PC | General purpose | $1,250 |
| Vocel | |||||||
| 5317 W Chicago Ave | Chicago | IL | 60651 | None | PC | General purpose | $250 |
| Yorkshire Terrier National Rescue | |||||||
| 1065 Lewis Rd | Shapmansboro | TN | 37035 | None | PC | General purpose | $750 |
| Sts Peter and Paul School | |||||||
| 201 E Franklin Ave | Naperville | IL | 60540 | None | PC | General purpose | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $74,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,014 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Carol Grimes | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 N Park Road | AddressLine1Txt |
| City | La Grange Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $106,021 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 200 sh. Ecolab common stock | $37,018 | 2019-12-04 |
| 1 | 150 sh. Mastercard common stock | $43,301 | 2019-12-04 |
| 1 | 150 sh. McCormick Co. | $25,702 | 2019-12-04 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150 shares of Accenture | $14,419 | $31,586 |
| 150 shares of Adobe | $11,394 | $49,472 |
| 400 shares of Ametek | $16,804 | $39,896 |
| 100 shares of Apple | $2,165 | $29,365 |
| 300 shares of Copart | $19,672 | $27,282 |
| 100 shares of Costco | $4,930 | $29,392 |
| 250 shares of Danaher | $21,731 | $38,370 |
| 200 shares of Disney | $28,092 | $28,926 |
| 225 shares of Dolby Laboratories | $16,150 | $15,480 |
| 200 shares of Ecolab | $7,410 | $38,598 |
| 350 shares of EOG Resources | $32,907 | $29,316 |
| 350 shares of Fortive | $22,433 | $26,737 |
| 200 shares of Guidewire Software | $9,285 | $21,954 |
| 100 shares of Guidewire Software | $9,495 | $10,977 |
| 175 shares of IDEXX Laboratories | $7,628 | $45,698 |
| 325 shares of Intercontinental Exchange | $21,632 | $30,079 |
| 200 shares of JP Morgan Chase | $9,600 | $27,880 |
| 150 shares of Mastercard | $11,392 | $44,789 |
| 200 shares of Mastercard | $15,188 | $59,718 |
| 150 shares of McCormick Co. | $6,977 | $25,460 |
| 500 shares of Microsoft | $27,932 | $78,850 |
| 175 shares of Paypal | $15,689 | $18,930 |
| 125 shares of Paypal | $12,612 | $13,521 |
| 650 shares of Pure Storage | $13,823 | $11,122 |
| 850 shares of Pure Storage | $16,947 | $14,543 |
| 300 shares of Starbucks | $17,391 | $26,376 |
| 200 shares of Stryker | $32,632 | $41,988 |
| 250 shares of Union Pacific | $17,127 | $45,198 |
| 200 shares of Veeva Systems | $9,291 | $28,132 |
| 250 shares of Verisk Analytics | $16,346 | $37,335 |
| 200 shares of Visa | $2,766 | $37,580 |
| 225 shares of Wabtec | $20,019 | $17,505 |
| 75 shares of Workday | $7,543 | $12,334 |
| 300 shares of Zoetis | $14,130 | $39,705 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1806 shares Berwyn Income Fund | $25,000 | ||
| 1715 shares Dodge Cox International Stock Fund | $75,000 | $75,000 | $74,787 |
| 1344 shares William Blair Small Mid Cap Growth Fund | $25,000 | $25,000 | $36,277 |
| 2069 shares William Blair Emerging Markets Small Cap Fund | $30,000 | ||
| 2000 shares SPDR Portfolio Short Term Corporate Bond Fund | $61,793 | $61,680 | |
| 3189 shares Vanguard Short Term Tax Exempt Admiral | $50,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Investment advisory fees | $11,840 | $11,840 | $11,840 |
| Illinois Secretary of State filing fee | $15 | $15 | $15 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain | Desc |
| Amt | $503,913 | Amt |