THE MCNAMARA PURCELL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE MCNAMARA PURCELL FOUNDATION (EIN 36-7293187)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-02
- IRS object ID
- 202042469349100319
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-02T20:44:40-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 South Wacker Drive Suite 2600 | 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 | 367293187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The McNamara Purcell Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS DYKSTRA | InCareOfNm |
| Business Name Control | MCNA | BusinessNameControlTxt |
| Phone | 8474051069 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 Churchill Road | AddressLine1Txt |
| City | Winfield | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL M PURCELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2020-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Evan Brizius | PreparerPersonNm |
| PTIN | P01782905 | PTIN |
| Phone | 3123573950 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.15.218.48 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 15886920201205000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-04-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6FD91A246D1E29C35FA98151D51758734CC5E7ED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A42FFEBBEAF3CC38902E2DCD1058C93F25B1811E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,274,835 | 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 | $103,334 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $496,246 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $496,246 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,267 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,275 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,275 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $608,572 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $505,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,325 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,325 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,338 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,338 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,779 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $999,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $999,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,019,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,779 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $999,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$410,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $395,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $407,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $407,290 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,357,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,915,036 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,277,099 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $590,446 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,252,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,822,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,274,835 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,252,934 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,822,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,252,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,822,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,252,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,822,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,252,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$410,707 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,842,227 | SubtotalAmt |
| Other Decreases | $19,901 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,822,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALLERGAN PLC COM USD0.0001 | 2017-11-27 | 2019-10-17 | $199,995 | $199,632 | $363 | $363 |
| FROM K-1 | $9,904 | $9,904 | $9,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,267 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $855,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,287,987 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044354 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $800,075 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,057,203 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044308 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $818,861 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,313,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050196 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $555,385 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,498,522 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033663 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $655,702 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,986,535 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043753 | DistributionYr5Rt |
| Total Distribution | 0.216274 | TotalDistributionRt |
| Average Distribution | 0.043255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,267,415 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $919,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,855 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $924,777 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $999,500 | 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 | $4,855 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,855 | SubtotalAmt |
| Tax Based On Investment Income | $4,855 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,986 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,986 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,131 | OverpaymentAmt |
| Applied To ES Tax | $13,131 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS DYKSTRA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3126282451 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 CHURCHILL ROAD | AddressLine1Txt |
| City | WINFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| David P Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Michael J Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Paul M Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | TRUSTEE | 0.0 | $0 | $0 | $0 |
| Philip J Purcell | ||||||||
| 27 W 332 Churchill Road | Winfield | IL | 60190 | MANAGER | 0.0 | $0 | $0 | $0 |
| 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 | $21,184,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $406,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,591,284 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,591,284 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $323,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,267,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,063,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,063,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,855 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,855 | TotalTaxAmt |
| Distributable Before Adj | $1,058,516 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,058,516 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,058,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $999,500 | 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 | $999,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,855 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $994,645 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,058,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $924,519 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $999,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $924,519 | AppliedToYear1Amt |
| Applied To Current Year | $74,981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $983,535 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP J PURCELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 CHURCHILL ROAD | AddressLine1Txt |
| City | WINFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHED STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $999,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $999,500 | 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 | $496,246 | 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 | $10,267 | 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 | $506,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $506,513 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 Person | PHILIP J PURCELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 W 332 CHURCHILL ROAD | AddressLine1Txt |
| City | WINFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60190 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $103,334 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1165 SHS ALLERGAN PLC SHS(AGN) | $0 | $0 |
| 40533 SHS ISHARES SEL DIV ETF | $2,039,045 | $4,282,717 |
| 10000 SHS ISHARES TST MSCI ETF | $348,707 | $448,700 |
| 18067 SHS ISHARES SPDR S&P ETF | $2,282,371 | $5,815,045 |
| 44486 SHS SEL SECTOR SPDR | $618,420 | $1,369,279 |
| 26581 SHS VG INTL EQ INDEX FND | $1,000,473 | $2,152,795 |
| 38700 SHS WISDOMTREE JPN EQT | $1,426,873 | $2,081,286 |
| 24000 SHS INVESCO LTD | $482,934 | $431,520 |
| 11496 SHS CARDINAL H COM NPV | $611,609 | $581,468 |
| 2645 SHS DAVITA INC COM | $145,131 | $198,454 |
| 11825 SHS TEVA PHARM IND ADS | $159,523 | $115,885 |
| 1799410 FIMM MM PRIME RES CL | $1,799,950 | $1,799,950 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $19,901 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $116 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $116 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | -$1,275 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$1,275 | NetInvestmentIncomeAmt |