GRIMES FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GRIMES FAMILY FOUNDATION (EIN 36-7166131)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201941349349101614
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T08:23:30-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364045513 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony J Madonia & AssocLTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 S River Road Suite 115 | AddressLine1Txt |
| City | Des Plaines | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | 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 | 367166131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIMES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | LAGRANGE | 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 & CEO | PersonTitleTxt |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony J Madonia | PreparerPersonNm |
| PTIN | P01462362 | PTIN |
| Phone | 3125789300 | PhoneNum |
| 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 | $923,334 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,129 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,129 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,040 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,714 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,040 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,169 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,129 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,500 | AccountingFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $11,646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,646 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $11,646 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,146 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,146 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $42,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $42,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,146 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $42,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $983 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,512 | CashBOYAmt |
| Cash EOY | $74,299 | CashEOYAmt |
| Cash EOYFMV | $74,299 | CashEOYFMVAmt |
| Corporate Stock BOY | $480,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $599,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $654,065 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOYFMV | $50,159 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $205,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $144,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $712,663 | TotalAssetsBOYAmt |
| Total Assets EOY | $723,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $923,334 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $712,663 | RetainedEarningBOYAmt |
| Retained Earning EOY | $723,686 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $712,663 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $723,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $712,663 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $723,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $712,663 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,023 | ExcessRevenueOverExpensesAmt |
| Subtotal | $723,686 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $723,686 | 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 APPLE INC | P | 2011-06-30 | 2018-01-23 | $4,456 | $541 | $3,915 | $3,915 |
| 300 Church & Dwight Inc | P | 2011-06-30 | 2018-02-08 | $14,409 | $9,908 | $4,501 | $4,501 |
| 50 Union Pacific Corp | P | 2011-06-30 | 2018-02-08 | $6,533 | $3,426 | $3,107 | $3,107 |
| 322 Wells Fargo Co | P | 2011-06-30 | 2018-02-08 | $18,379 | $14,011 | $4,368 | $4,368 |
| 300 Church & Dwight Inc | P | 2011-06-30 | 2018-05-08 | $14,103 | $9,707 | $4,396 | $4,396 |
| 100 FACEBOOK | P | 2011-06-30 | 2018-05-08 | $17,618 | $12,320 | $5,298 | $5,298 |
| 100 Johnson & Johnson | P | 2011-06-30 | 2018-05-08 | $12,270 | $6,021 | $6,249 | $6,249 |
| 1721.763 Janus Henderson International | P | 2011-06-30 | 2018-07-12 | $49,225 | $50,000 | -$775 | -$775 |
| 200 Colgate Palmolive Co | P | 2011-06-30 | 2018-07-13 | $13,050 | $10,541 | $2,509 | $2,509 |
| 500 Fifth Third Bancorp | P | 2011-06-30 | 2018-09-20 | $14,380 | $16,025 | -$1,645 | -$1,645 |
| 150 Watsco Inc | P | 2011-06-30 | 2018-11-19 | $21,913 | $24,449 | -$2,536 | -$2,536 |
| 200 Red Hat Inc | P | 2011-06-30 | 2018-12-14 | $35,383 | $10,828 | $24,555 | $24,555 |
| 200 Progressive Corp | P | 2011-06-30 | 2018-12-24 | $11,995 | $13,897 | -$1,902 | -$1,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,040 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $42,139 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $45,802 | AdjustedQlfyDistriYr2Amt |
| Adjusted Qlfy Distri Yr3 | $31,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $917,187 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03462 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $834,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04398 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $739,210 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04194 | DistributionYr5Rt |
| Total Distribution | 0.120538 | TotalDistributionRt |
| Average Distribution | 0.024108 | AverageDistributionRt |
| Net Investment Income Pct | $530 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $42,000 | 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 | $530 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $530 | SubtotalAmt |
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $552 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID N GRIMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 ROAD | LAGRANGE PARK | IL | 60526 | Director/Pres. | 1.00 | $0 |
| CAROL N GRIMES | ||||||
| 607 N PARK ROAD | LAGRANGE PARK | IL | 60526 | Director/Sec. | 1.00 | $0 |
| JEFEREY S GRIMES | ||||||
| 5902 TIMBER TRAILS BLVD | WESTERN SPRINGS | IL | 60558 | Director/Treas. | 1.00 | $0 |
| MARK S GRIMES | ||||||
| 4727 FRANKLIN AVE | WESTERN SPRINGS | IL | 60558 | Director | 1.00 | $0 |
| BRIAN D GRIMES | ||||||
| 536 JEFFERSON STREET | HINSDALE | IL | 60521 | Director | 1.00 | $0 |
| STEPHEN P GRIMES | ||||||
| 3937 FRANKLIN AVE | WESTERN SPRINGS | IL | 60558 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $530 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $530 | TotalTaxAmt |
| Distributable Before Adj | $530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $42,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $530 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $41,470 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,702 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $42,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $42,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $85,702 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $85,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $702 | ExcessFromYear2Amt |
| Excess From Year1 | $43,000 | ExcessFromYear1Amt |
| Excess From Current Year | $42,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID N 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 |
|---|---|---|---|---|---|---|---|
| BENET ACADEMY | |||||||
| 2200 MAPLE AVE | LESLE | IL | 60532 | N/A | CHARITY | GENERAL PURPOSE | $5,500 |
| PILLARS | |||||||
| 333 N LAGRANGE RD | LAGRANGE PARK | IL | 60526 | N/A | CHARITY | GENERAL PURPOSE | $250 |
| MERCHYHURST UNIVERSITY | |||||||
| 501 E 38TH ST | ERIE | PA | 16546 | N/A | CHARITY | GENERAL PURPOSE | $1,500 |
| ST PETER AND PAUL CATHOLIC SCHOOL | |||||||
| 201 E FRANKLIN AVE | NAPERVILLE | IL | 60540 | N/A | CHARITY | GENERAL PURPOSE | $15,000 |
| THE YORKSHIRE TERRIER | |||||||
| 1065 LEWIS RD | SHAPMANSBORO | TN | 37035 | N/A | CHARITY | GENERAL PURPOSE | $750 |
| ST FRANCIS XAVIER | |||||||
| 124 N SPRING AVE | LAGRANGE PARK | IL | 60525 | N/A | CHARITY | GENERAL PURPOSE | $12,000 |
| Fox Valley Older Adult Services | |||||||
| 1406 Suydam Raod | Sandwich | IL | 60548 | CHARITY | GENERAL PURPOSE | $180 | |
| THE LEGACY GUILD | |||||||
| 72 S LA GRANGE RD STE 9 | LA GRANGE | IL | 60525 | N/A | CHARITY | GENERAL PURPOSES | $1,000 |
| EVANS SCHOLARS | |||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | N/A | CHARITABL | GENERAL PURPOSES | $3,500 |
| SFX MUSIC MINISTRY | |||||||
| 124 N SPRING AVENUE | LA GRANGE | IL | 60525 | N/A | CHARITABL | GENERAL PURPOSES | $1,250 |
| LEGAL AID OF CHICAGO | |||||||
| 120 S LASALLE ST 900 | CHICAGO | IL | 60603 | N/A | CHARITABL | GENERAL PURPOSES | $500 |
| VOCEL | |||||||
| 5317 W CHICAGO AVE | CHICAGO | IL | 60651 | N/A | CHARITABL | GENERAL PURPOSES | $250 |
| AGING CARE CONNECTION | |||||||
| 111 W HARRIS AVE | LA GRANGE | IL | 60525 | N/A | EOF | GENERAL PURPOSES | $320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $42,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,040 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,129 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,040 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,169 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation Fee | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADVISORY FEE | $11,631 | $11,631 | $11,631 |
| IL SEC FEE | $15 | $15 | $15 |