WILLIAM R AND MARY ANNE LITGEN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM R AND MARY ANNE LITGEN FAMILY FOUNDATION (EIN 36-7056853)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-06
- IRS object ID
- 201931269349100618
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-06T09:45:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362518261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLERO & CALLEROLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 N MILWAUKEE AVE | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 607143124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367056853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM R AND MARY ANNE LITGEN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8479245600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 N PINE AVE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R LITGEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479245600 | PhoneNum |
| Signature | 2019-05-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES J DIAMICO | PreparerPersonNm |
| PTIN | P00024768 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2019-04-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.165.102.149 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-06 | IPDt |
| IP Tm | 09:45:14 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1666182363C1A56DC1E96AB819555320BE04A668 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1666182363C1A56DC1E96AB819555320BE04A668 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $744,165 | 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 | $243,861 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $307,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $307,342 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$844 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | -$844 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $570,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $327,315 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | -$844 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,895 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,096 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,096 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,978 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,969 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,192 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,192 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $228,161 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,969 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,192 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $342,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $319,346 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,905 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,140 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $64 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $68,653 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,358 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,742 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $411,225 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $596,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $636,283 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $535,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $680,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $744,165 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $535,847 | RetainedEarningBOYAmt |
| Retained Earning EOY | $680,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $535,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $680,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $535,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $680,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $535,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $342,171 | ExcessRevenueOverExpensesAmt |
| Subtotal | $878,018 | SubtotalAmt |
| Other Decreases | $197,093 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $680,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 285 SHRS LOCKHEED MARTIN CORP | D | 2013-04-10 | 2018-04-20 | $100,598 | $27,396 | $73,202 | $73,202 |
| 1,000 SHRS APPLE INC | D | 2007-10-23 | 2018-09-13 | $219,732 | $26,562 | $193,170 | $193,170 |
| 100 SHRS MCKESSON CORP | P | 2017-01-17 | 2018-06-15 | $15,049 | $14,884 | $165 | $165 |
| 132 SHRS SEL SEC INDUSTRIAL SPDR | P | 2012-06-06 | 2018-06-15 | $9,859 | $4,961 | $4,898 | $4,898 |
| 300 SHRS EXXON MOBIL CORP | D | 2001-11-15 | 2018-09-13 | $24,629 | $11,157 | $13,472 | $13,472 |
| 200 SHRS PRUDENTIAL FINANCIAL | P | 2004-08-26 | 2018-06-15 | $19,600 | $9,162 | $10,438 | $10,438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $307,342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,030 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $701,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.091292 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,175 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $657,088 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.149409 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,717 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $739,592 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.137531 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $154,162 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $827,966 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.186194 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $79,835 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $808,568 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.098736 | DistributionYr5Rt |
| Total Distribution | 0.663162 | TotalDistributionRt |
| Average Distribution | 0.132632 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $744,462 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,739 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $220,192 | 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 | $3,193 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,193 | SubtotalAmt |
| Tax Based On Investment Income | $3,193 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $564 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $564 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,629 | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM R LITGEN | IndividualWithBooksNm |
| Phone | 8479245600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 N PINE AVE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R LITGEN | ||||||||
| 2405 N PINE AVE | ARLINGTON HEIGHTS | IL | 60004 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| MARY ANNE LITGEN | ||||||||
| 2405 N PINE AVE | ARLINGTON HEIGHTS | IL | 60004 | TRUSTEE | 000.00 | $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 | $720,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,022 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $59 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $755,799 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $755,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $744,462 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,223 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,223 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,193 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,193 | TotalTaxAmt |
| Distributable Before Adj | $34,030 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,030 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,030 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,192 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $220,192 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,193 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $216,999 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,030 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $40,196 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $113,146 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,005 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,533 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $313,106 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,192 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,030 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $186,162 | RemainingDistriFromCorpusAmt |
| Total Corpus | $499,268 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,196 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $459,072 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $113,146 | ExcessFromYear4Amt |
| Excess From Year3 | $65,005 | ExcessFromYear3Amt |
| Excess From Year2 | $65,533 | ExcessFromYear2Amt |
| Excess From Year1 | $29,226 | ExcessFromYear1Amt |
| Excess From Current Year | $186,162 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AID FOR WOMEN | |||||||
| 1150 RIVER RD | DES PLAINES | IL | 60016 | NONE | PRIVATE | SOCIAL SERVICES | $5,000 |
| ANNUAL CATHOLIC APPEAL | |||||||
| 835 NORTH RUSH ST | CHICAGO | IL | 60611 | NONE | PRIVATE | RELIGIOUS | $5,000 |
| CATHOLIC CHARITIES OF LAKE COUNTY | |||||||
| 671 S LEWIS | WAUKEGAN | IL | 60085 | NONE | PRIVATE | SOCIAL SERVICES | $1,000 |
| CATHOLIC CAMPAIGN FOR HUMAN DEVELOP | |||||||
| 3211 FOURTH ST NE | WASHINGTON | DC | 20017 | NONE | PRIVATE | RELIGIOUS | $1,000 |
| COVE ALLIANCE | |||||||
| PO BOX 1051 | LIBERTYVILLE | IL | 60048 | NONE | PRIVATE | SOCIAL SERVICES | $1,500 |
| FRANCISCAN OUTREACH | |||||||
| 1645 W LEMOYNE ST | CHICAGO | IL | 60622 | NONE | PRIVATE | RELIGIOUS | $3,000 |
| IMMACULATA ALUM ASSOC | |||||||
| 6130 N HIAWATHA AVE | CHICAGO | IL | 60646 | NONE | PRIVATE | EDUCATIONAL | $500 |
| INFANT INC | |||||||
| 1108 OAK ST | WINETKA | IL | 60093 | NONE | PRIVATE | SOCIAL SERVICES | $3,000 |
| JOSE MORALES SCHOLARSHIP FUND | |||||||
| 4700 ROYAL MELBOURNE DR | LONG GROVE | IL | 60047 | NONE | PRIVATE | EDUCATIONAL | $2,000 |
| KAIROS PRISON MINISTRY | |||||||
| 2121 N KENNICOT DR | ARLINGTON HTS | IL | 60004 | NONE | PRIVATE | RELIGIOUS | $1,000 |
| LAKE COUNTY SPONSORS | |||||||
| PO BOX 726 | LIBERTYVILLE | IL | 60048 | NONE | PRIVATE | SOCIAL SERVICES | $2,000 |
| MADONNA MISSION | |||||||
| 7110 N SHERIDAN RD | CHICAGO | IL | 60626 | NONE | PRIVATE | RELIGIOUS | $1,000 |
| MISSION OF OUR LADY OF THE ANGELS | |||||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | NONE | PRIVATE | RELIGIOUS | $1,000 |
| NOTRE DAME CLUB OF CHICAGO | |||||||
| 224 S MICHIGAN AVE 380 | CHICAGO | IL | 60604 | NONE | PRIVATE | EDUCATIONAL | $500 |
| SALVATION ARMY | |||||||
| 5040 N PULASKI | CHICAGO | IL | 60630 | NONE | PRIVATE | NON-SPECIFIC | $3,000 |
| STANDING TALL FOUNDATION | |||||||
| 1100 N RIVER RD | DES PLAINES | IL | 60016 | NONE | PRIVATE | EDUCATIONAL | $2,000 |
| ST EDNA OUTREACH | |||||||
| 2525 N ARLINGTON HTS RD | ARLINGTON HEIGHTS | IL | 60004 | NONE | PRIVATE | SOCIAL SERVICES | $2,000 |
| ST EDWARD SCHOOL | |||||||
| 4343 W SUNNYSIDE AVE | CHICAGO | IL | 60630 | NONE | PRIVATE | FOOD BASKET | $2,000 |
| ST MARY OF VERNON CHURCH | |||||||
| 236 US HWY 45 | INDIAN CREEK | IL | 60061 | NONE | PRIVATE | RELIGIOUS | $134,700 |
| ST MARY OF VERNON CHURCH | |||||||
| 236 US HWY 45 | INDIAN CREEK | IL | 60061 | NONE | PRIVATE | RELIGIOUS | $38,517 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 400 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PRIVATE | EDUCATIONAL | $10,000 |
| UNCLASSIFID 500 | |||||||
| VARIOUS | VARIOUS | IL | 60004 | NONE | PRIVATE/PUBL | NON-SPECIFIC | $475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,192 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,920 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307,342 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PS DB COMMODITY INDEX K-1 | Desc |
| Related Or Exempt Function Incm | -$844 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $327,315 | ExclusionAmt |
| Related Or Exempt Function Incm | -$844 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,471 | 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 Person | WILLIAM R LITGEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 N PINE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $243,861 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 285 SHARE LOCKHEED MARTIN STOCK | $100,725 | 2018-04-20 |
| 1 | 700 SHARES APPLE INC STOCK | $143,136 | 2018-08-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,895 | Amt |
| Net Investment Income | $1,895 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10 SHRS AMAZONE COM INC | $19,906 | $15,020 |
| 300 SHRS APPLE COMPUTER | ||
| 300 SHRS EXXON MOBIL | ||
| 400 SHRS INTEL CORP | $9,344 | $18,772 |
| 200 SHRS JPMORGAN CHASE | $8,170 | $19,524 |
| 100 SHRS MCKESSON CORP | ||
| 250 SHRS ORACLE | $3,966 | $11,287 |
| 300 SHRS PFIZER | $4,002 | $13,095 |
| 200 SHRS PRUDENTIAL FINANCIAL | ||
| 214 SHRS VALERO ENERGY CORP | $24,970 | $16,044 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 304 SHRS ETFMG PRIME CYBER SEC ETF | AT COST | $11,865 | $10,245 |
| 521 SHRS INVESCO DB CMMDTY INDX | AT COST | $8,151 | $7,549 |
| 208 SHRS INVESCO FTSE RAFI US | AT COST | $14,103 | $21,127 |
| 144 SHRS ISHARES CORE S&P SMALL CAP | AT COST | $9,826 | $9,982 |
| 620 SHRS ISHARES EDGE MIN VOLATILITY | AT COST | $22,069 | $32,488 |
| 825 SHRS ISHARES INTL SEL DIVIDEND | AT COST | $26,315 | $23,686 |
| 430 SHRS SEL SECTOR INDL SPDR | AT COST | $12,054 | $19,194 |
| 730 SHRS SEL STR FINANCIAL SELECT | AT COST | $11,078 | $17,389 |
| 185 SHRS SPDR FUND CONSUMER DISC | AT COST | $4,184 | $18,317 |
| 110 SHRS SPDR S&P 600 SMALL CAP | AT COST | $8,899 | $13,193 |
| 546 SHRS VANGUARD FTSE ALL WORLD | AT COST | $24,947 | $24,887 |
| 276 SHRS VANGUARD FTSE EUROPE ETF | AT COST | $14,746 | $13,419 |
| 198 SHRS VANGUARD GLBL RE EX US ETF | AT COST | $11,967 | $10,377 |
| 1,075.863 SHRS PGIM TOTAL RETURN BD | AT COST | $15,611 | $14,965 |
| 6,223.179 SHRS PIMCO INCOME INST | AT COST | $74,291 | $73,496 |
| 1,855.770 SHRS TRP GLBL MS BD FD | $20,628 | $20,302 | |
| 1,420.971 SHRS VANGUARD INFL PROT | AT COST | $35,901 | $34,785 |
| 5,443.258 SHRS VIRTUS SEIX FL RATE | AT COST | $47,378 | $45,179 |
| 780.475 SHRS HENDERSON SM CAP | AT COST | $16,924 | $14,821 |
| 383.004 SHRS JANUS HEND VENTURE FD | AT COST | $23,563 | $25,217 |
| 1,651.282 MATTHEWS ASIA DIVIDEND | AT COST | $24,449 | $26,487 |
| 880.441 SHRS MFS INTL NEW DISCOVERY | AT COST | $21,662 | $26,404 |
| 835.911 SHRS OAKMARK INTL FUND | AT COST | $22,642 | $17,078 |
| 927.871 SHRS OPPENHEIMER DEV MKTS FD | AT COST | $31,951 | $34,879 |
| 630.818 OPPENHEIMER INTL SMALL CO | AT COST | $28,047 | $25,296 |
| 627.325 PRINCIPAL MIDCAP INST | AT COST | $11,554 | $14,221 |
| 226.148 SHRS VANGUARD EXPLORER FUND | AT COST | $20,421 | $17,588 |
| 180.409 SHRS VANGUARD INTL GROWTH FD | AT COST | $11,670 | $14,292 |
| 293.47 SHRS VANGUARD INTL VALUE FUND | AT COST | $9,531 | $9,420 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ADJUSTMENT | Desc |
| Amt | $197,093 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ILLINOIS ANNUAL FILING FEES | $30 | $30 |
| PORTFOLIO MANAGEMENT FEES | $4,929 | $4,929 |
| CHECK CHARGES | $19 | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PS DB COMMODITY INDEX K-1 | Desc |
| Revenue And Expenses Per Books | -$844 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$844 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAID | $564 | $564 |
| FOREIGN TAXES PAID ON DIVIDENDS | $532 | $532 |