DENNIS J SMITH LEGACY FOUNDATIONINC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DENNIS J SMITH LEGACY FOUNDATIONINC (EIN 26-0334261)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-10
- IRS object ID
- 201931619349100218
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-10T17:24:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364158243 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKE MONTAGUE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 390 | AddressLine1Txt |
| City | BRADLEY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60915 | 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 | 260334261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DENNIS J SMITH LEGACY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENN | BusinessNameControlTxt |
| Phone | 8159325612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E STATION ST | AddressLine1Txt |
| City | KANKAKEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL O'BRIEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8159325612 | PhoneNum |
| Signature | 2019-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND J RAYMOND | PreparerPersonNm |
| PTIN | P00146615 | PTIN |
| Phone | 8159335641 | PhoneNum |
| Preparation | 2019-06-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.15.43.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-10 | IPDt |
| IP Tm | 17:24:53 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 91B361A545B1AEEC660310D7BABA202F3F7C0353 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA83D1CA534E1073DE596141BA51EC1194E0304A | 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 | $275,832 | 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 | $14,885 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $409 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $409 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $409 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,794 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,794 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,794 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,417 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $136,532 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $136,532 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $177,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,620 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $142,735 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $625 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,111 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $74,126 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $54,287 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $75,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $54,287 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $158,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $158,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $54,287 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $158,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,565 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $88,448 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,348 | CashBOYAmt |
| Cash EOY | $11,170 | CashEOYAmt |
| Cash EOYFMV | $11,170 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,081 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $532 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $332,392 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $297,618 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $264,662 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Other Assets EOY | $2 | OtherAssetsEOYAmt |
| Total Assets BOY | $366,355 | TotalAssetsBOYAmt |
| Total Assets EOY | $308,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $275,832 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $366,355 | RetainedEarningBOYAmt |
| Retained Earning EOY | $308,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $366,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $308,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $366,355 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $308,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $366,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,565 | ExcessRevenueOverExpensesAmt |
| Subtotal | $308,790 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $308,790 | 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 |
|---|---|---|---|---|---|---|---|
| CAPITAL INCOME BUILDER FUND CLASS A | P | 2017-08-21 | 2018-01-18 | $256 | $247 | $9 | $9 |
| CAPITAL INCOME BUILDER FUND CLASS A | P | 2017-08-21 | 2018-07-19 | $6,000 | $6,132 | -$132 | -$132 |
| AMERICAN BALANCED FUND CLASS A | P | 2016-05-26 | 2018-01-18 | $390 | $344 | $46 | $46 |
| AMERICAN BALANCED FUND CLASS A | P | 2016-05-26 | 2018-07-19 | $18,000 | $16,029 | $1,971 | $1,971 |
| BOND FUND OF AMERICA CLASS A | P | 2014-09-03 | 2018-07-19 | $18,000 | $18,779 | -$779 | -$779 |
| GROWTH FUND OF AMERICA CLASS A | P | 2009-02-10 | 2018-01-18 | $681 | $265 | $416 | $416 |
| GROWTH FUND OF AMERICA CLASS A | P | 2009-02-10 | 2018-07-19 | $3,843 | $1,418 | $2,425 | $2,425 |
| GROWTH FUND OF AMERICA CLASS A | P | 2009-08-24 | 2018-07-19 | $5,157 | $2,427 | $2,730 | $2,730 |
| INVESTMENT COMPANY OF AMERICA CLASS | P | 2013-12-24 | 2018-01-18 | $253 | $218 | $35 | $35 |
| NEW PERSPECTIVE FUND CLASS A | P | 2009-01-13 | 2018-07-19 | $95 | $39 | $56 | $56 |
| NEW PERSPECTVE FUND CLASS A | P | 2009-02-10 | 2018-07-19 | $1,256 | $500 | $756 | $756 |
| NEW PERSPECTIVE FUND CLASS A | P | 2009-08-24 | 2018-07-19 | $1,650 | $868 | $782 | $782 |
| INVESTMENT COMPANY OF AMERICA CLASS | P | 2018-07-19 | $6,000 | $5,506 | $494 | $494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,417 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$123 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,756 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $377,351 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.346510 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $382,825 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.270233 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,084 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $334,696 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.263176 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $77,059 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $269,366 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.286075 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,753 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $266,607 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.239127 | DistributionYr5Rt |
| Total Distribution | 1.405121 | TotalDistributionRt |
| Average Distribution | 0.281024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $314,631 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,419 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,675 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $158,740 | 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 | $256 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $256 | SubtotalAmt |
| Tax Based On Investment Income | $256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $344 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $344 | TotalPaymentsAndCreditsAmt |
| Overpayment | $88 | OverpaymentAmt |
| Applied To ES Tax | $88 | 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 |
| 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 | WWW.SMITHLEGACYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MICHAEL O'BRIEN | IndividualWithBooksNm |
| Phone | 8159325612 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 895 COBB BLVD | AddressLine1Txt |
| City | KANKAKEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60901 | 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 (7 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 F SMITH | ||||||||
| 1440 N BELL | CHICAGO | IL | 60622 | SECRETARY | 000.00 | $0 | $0 | $0 |
| MICHAEL SMITH | ||||||||
| 3513 BRADLEY LANE | CHEVY CHASE | MD | 20815 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KELLY SMITH-HALEY | ||||||||
| 2835 N LAKEWOOD | CHICAGO | IL | 60657 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MICHAEL O'BRIEN | ||||||||
| 895 COBB BLVD | KANKAKEE | IL | 60901 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| DENNIS O'BRIEN | ||||||||
| 1210 R STREET NW 212 | WASHINGTON | DC | 20009 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| PAMELA SMITH | ||||||||
| 2014 TUNLAW RD NW | WASHINGTON | DC | 20007 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MOLLY SMITH-MOLLOY | ||||||||
| 3339 STEPHENSON PLACE NW | WASHINGTON | DC | 20008 | DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATION PAID TO BISHOP MCNAMARA HIGH SCHOOL | Description1Txt |
| Expenses1 | $108,250 | Expenses1Amt |
| Description2 | DONATION TO THE JAMES P RUDER FOUNDATION | Description2Txt |
| Expenses2 | $35,000 | Expenses2Amt |
| Description3 | DONATION PAID TO KCC FOUNDATION | Description3Txt |
| Expenses3 | $4,750 | Expenses3Amt |
| Description4 | SCHOLARSHIP PAID TO LES TURNER ALS FOUNDATION | Description4Txt |
| Expenses4 | $3,000 | Expenses4Amt |
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 | $298,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $319,422 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $319,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $314,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $256 | TotalTaxAmt |
| Distributable Before Adj | $15,476 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,476 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $158,740 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $158,740 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $256 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $158,484 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,476 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $50,740 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,067 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,796 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,379 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $384,856 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $158,740 | QualifyingDistributionsAmt |
| Applied To Current Year | $15,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $143,264 | RemainingDistriFromCorpusAmt |
| Total Corpus | $528,120 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $50,740 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $477,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,067 | ExcessFromYear4Amt |
| Excess From Year3 | $71,796 | ExcessFromYear3Amt |
| Excess From Year2 | $85,379 | ExcessFromYear2Amt |
| Excess From Year1 | $112,874 | ExcessFromYear1Amt |
| Excess From Current Year | $143,264 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL P O'BRIEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 E STATION ST | AddressLine1Txt |
| City | KANKAKEE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8159325612 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICANTS MUST SUBMIT A COMPLETED APPLICATION, SUMMARY OF EXTRACURRICULAR ACTIVITIES, SUMMARY OF COMMUNITY INVOLVEMENT, TWO LETTERS OF RECOMMENDATION AND AN OPTIONAL ESSAY STATING OTHER ITEMS THE APPLICANT WOULD LIKE TO BE CONSIDERED IN EVALUATING THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO LATER THAN AUGUST 1, BUT MAY VARY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|
| BISHOP MC NAMERA | ||||||||
| 550 WEST BROOKMONT | KANKAKEE | IL | 60901 | DONATION | $108,250 | |||
| CATHOLIC EDUCATION FUND | ||||||||
| 16555 WEBER ROAD | CREST HILL | IL | 60403 | DONATION | $1,500 | DIOCESE OF JOLIET | ||
| CHOICES YOUTH OUTREACH | ||||||||
| 2724 W NEWMAN PKWY | PEORIA | IL | 61604 | DONATION | $300 | |||
| CITLALI SOLIS | ||||||||
| 510 S NELSON AVENUE | KANKAKEE | IL | 60901 | SCHOLARSHIP | $490 | |||
| FEED | ||||||||
| 259 S SCHUYLER AVE | KANKAKEE | IL | 60901 | DONATION | $125 | |||
| GREATER KANKAKEE BLACK | ||||||||
| 401 N HOBBIE AVENUE | KANKAKEE | IL | 60901 | DONATION | $500 | CHAMBER OF COMMERCE | ||
| HELP ANDREW | ||||||||
| 353 N CHICAGO AVENUE | KANKAKEE | IL | 60901 | DONATION | $25 | |||
| JAMES P RUDER FOUNDATION | ||||||||
| 1235 N DAMEN AVENUE | CHICAGO | IL | 60622 | DONATION | $35,000 | UNIT 2 | ||
| KANKAKEE EASTSIDE JR | ||||||||
| PO BOX 1986 | KANKAKEE | IL | 60901 | DONATION | $750 | FOOTBALL LEAGUE | ||
| KCC FOUNDATION | ||||||||
| 100 COLLEGE DRIVE | KANKAKEE | IL | 60901 | DONATION | $4,750 | EXEMPTORG | ||
| KNIGHTS OF COLUMBUS-KANKAKEE | ||||||||
| 187 S INDIANA | KANKAKEE | IL | 60901 | DONATION | $25 | |||
| LES TURNER ALS FOUNDATION | ||||||||
| 5550 W TOUHY AVE | SKOKIE | IL | 60077 | DONATION | $3,000 | SUITE 302 | EXEMPTORG | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 954 W WASHINGTON BOULEVAR | CHICAGO | IL | 60607 | DONATION | $300 | |||
| NATALIE JORDAN | ||||||||
| 2127 BLUFF ROAD SOUTH | KANKAKEE | IL | 60901 | SCHOLARSHIP | $1,000 | |||
| NATIONAL CATHOLIC EDUCATIONAL | ||||||||
| 1005 NORTH GLEBE ROAD | ARLINGTON | VA | 22201 | DONATION | $200 | ASSOCIATION | SUITE 525 | |
| PAUSE FOR PATRIOTISM | ||||||||
| 813 A E 4000 SOUTH ROAD | KANKAKEE | IL | 60901 | DONATION | $350 | |||
| ST MARYS | ||||||||
| 500 W COURT STREET | KANKAKEE | IL | 60901 | DONATION | $500 | |||
| ST PATRICKS CATHOLIC CHURCH | ||||||||
| 428 S INDIANA AVE | KANKAKEE | IL | 60901 | DONATION | $350 | |||
| STILL I RISE | ||||||||
| 475 E COURT STREET | KANKAKEE | IL | 60901 | DONATION | $125 | SUITE 2113 | ||
| TYEISHA SMITH | ||||||||
| 163 S SCHUYLER AVENUE | KANKAKEE | IL | 60901 | DONATION | $50 | |||
| TYJUAN HOGLER FOUNDATION | ||||||||
| 921 CURWICK DRIVE | BOURBONNAIS | IL | 60914 | DONATION | $250 | |||
| UNITED WAY OF KANKAKEE COUNTY | ||||||||
| 200 E COURT ST 500 | KANKAKEE | IL | 60901 | DONATION | $900 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $158,740 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $409 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,794 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,608 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,809 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $82,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,853 | ExclusionAmt |
| Related Or Exempt Function Incm | $15,012 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,865 | 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 | HOMESTAR BANK FINANCIAL SERVICES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 DIVERSATECH DRIVE | AddressLine1Txt |
| City | MANTENO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $625 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $297,618 | BookValueAmt |
| EOYFMV | $264,662 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $2 | BOYBookValueAmt |
| EOY Book Value | $2 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GOLF OUTING | ||
| GOLF OUTING | $54,287 | $54,287 |
| EXPENSES | ||
| GINGERBREAD HOUSE PROJECT | $4,408 | |
| POSTAGE | $300 | |
| MISCELLANEOUS | $15,131 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLF OUTING | Desc |
| Revenue And Expenses Per Books | $136,532 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $136,532 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INCOME TAX | $837 |
| PERMITS AND LICENSES | $274 |