J S PALUCH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- J S PALUCH FOUNDATION (EIN 36-7106905)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349104176
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T16:45:07-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN MARSHALL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 N HICKS RD STE 120 | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600673607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367106905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN D MARSHALL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALU | BusinessNameControlTxt |
| Phone | 8479913150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 N HICKS RD RM/STE 120 | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY L RAFFERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479690240 | PhoneNum |
| Signature | 2018-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN D MARSHALL | PreparerPersonNm |
| PTIN | P01323986 | PTIN |
| Phone | 8479913150 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,153,563 | 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 | $43,428 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $31,612 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,612 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,031 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $138,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,031 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $115,071 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $71,643 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,860 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,860 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,433 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,433 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,821 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,560 | CashBOYAmt |
| Cash EOY | $8,488 | CashEOYAmt |
| Cash EOYFMV | $8,488 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,518 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,518 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $33,409 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $34,097 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $44,552 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,194,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,038,132 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,969,655 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $141,029 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $109,350 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,236,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,243,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,153,563 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,236,295 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,243,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,236,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,243,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,236,295 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,243,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,236,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $688 | OtherIncreasesAmt |
| Subtotal | $1,243,275 | SubtotalAmt |
| Other Decreases | $11 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,243,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED WM BLAIR | P | $55,043 | $53,935 | $1,108 | $1,108 |
| SEE ATTACHED WM BLAIR | P | $83,009 | $44,086 | $38,923 | $38,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,031 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,108 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,700,204 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050268 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,656 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,758,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044727 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $92,749 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,725,347 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053757 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $58,044 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,424,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040750 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,115 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,177,618 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019629 | DistributionYr5Rt |
| Total Distribution | 0.209131 | TotalDistributionRt |
| Average Distribution | 0.041826 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,001,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $83,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $635 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $100,665 | 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 | $635 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $635 | SubtotalAmt |
| Tax Based On Investment Income | $635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,157 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,157 | TotalPaymentsAndCreditsAmt |
| Overpayment | $522 | OverpaymentAmt |
| Applied To ES Tax | $522 | 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 |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | JOHN D MARSHALL | IndividualWithBooksNm |
| Phone | 8479913150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 N HICKS RD STE 120 | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60067 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARY L RAFFERTY | ||||||||
| 323 E KENMORE | ELMHURST | IL | 60126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE PRECIN | ||||||||
| 641 S WILLIAMS | PALATINE | IL | 60067 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ROSE ANN BIERNAT | ||||||||
| 817 DERBYSHIRE | PROSPECT HEIGHTS | IL | 60070 | TRUSTEE | 0.25 | $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 | $2,020,401 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,032,437 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,032,437 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,001,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $100,098 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $100,098 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $635 | TotalTaxAmt |
| Distributable Before Adj | $99,463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,665 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $100,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $635 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $100,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,301 | UndistributedIncomePYAmt |
| Qualifying Distributions | $100,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,301 | AppliedToYear1Amt |
| Applied To Current Year | $91,364 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $8,099 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APOSTLES OF SACRED HEART | |||||||
| 295 BENHAM ST | HAMDEN | CT | 06514 | NA | PUBLIC CHAR | GENERAL | $463 |
| CATHOLIC CHARITIES | |||||||
| 721 N LASALLE ST | CHICAGO | IL | 60654 | NA | PUBLIC CHAR | GENERAL | $2,000 |
| CATHOLIC THEOLOGICAL UNION | |||||||
| 5401 S CORNELL AVE | CHICAGO | IL | 60615 | NONE | PUBLIC CHAR | GENERAL | $5,000 |
| CATHOLIC VOUNTEER NETWORK | |||||||
| 6930 CARROLL AVE STE 820 | TAKOMA PARK | MD | 20912 | NA | PUBLIC CHAR | GENERAL | $443 |
| CCIL MAJOR SUPERIORS OF WOMEN RELIG | |||||||
| 415 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | NA | PUBLIC CHAR | GENERAL | $350 |
| COMMUNICATORS FOR WOMEN RELIGIOUS | |||||||
| P O BOX 1049 | WILLIAMS BAY | WI | 53191 | NONE | PUBLIC CHAR | GENERAL | $150 |
| DAUGHTERS OF CHARITY | |||||||
| 26000 ALTAMONT RD | LOS ALTOS HILLS | CA | 94022 | NA | PUBLIC CHAR | GENERAL | $378 |
| DIOCESE OF TUCSON | |||||||
| 64 E BROADWAY BLVD | TUCSON | AZ | 85701 | NA | PUBLIC CHAR | GENERAL | $1,000 |
| DOM VIOLENCE OUTREACHARCH CHIC | |||||||
| 1914 S ASHLAND AVE | CHICAGO | IL | 60608 | NA | PUBLIC CHAR | GENERAL | $10,000 |
| FOCOLARE | |||||||
| 801 HIGHLAND ST | HOUSTON | TX | 77009 | NA | PUBLIC CHAR | GENERAL | $210 |
| FRANCISCAN BROS OF BROOKLYN | |||||||
| 135 REMSEN ST | BROOKLYN | NY | 11201 | NA | PUBLIC CHAR | GENERAL | $252 |
| FRANCISCAN OUTREACH | |||||||
| 1645 W LEMOYNE ST | CHICAGO | IL | 60622 | NA | PUBLIC CHAR | GENERAL | $5,000 |
| JOURNEY'S THE ROAD HOME | |||||||
| 1140 E NORTHWEST HWY | PALATINE | IL | 60074 | NA | PUBLIC CHAR | GENERAL | $5,000 |
| LABOURE SOCIETY INC | |||||||
| 1365 CORP CTR CURVE 3104 | ST PAUL | MN | 55121 | NONE | PUBLIC CHAR | GENERAL | $3,000 |
| LCWR | |||||||
| 8808 CAMERON ST | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHTY | GENERAL | $183 |
| MARILLAC HOUSE | |||||||
| 212 S FRANCISCO AVE | CHICAGO | IL | 60612 | NA | PUBLIC CHAR | GENERAL | $250 |
| MUNDELEIN SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | PUBLIC CHARI | GENERAL | $30,000 | |
| NATL ASSOC OF PASTORAL MUSICIANS | |||||||
| 962 WAYNE AVE STE 210 | SILVER SPRING | MD | 20901 | PUBLIC CHTY | GENERAL | $1,250 | |
| NATL FED FOR CATHOLIC YOUTH | |||||||
| 415 MICHIGAN AV NE STE 40 | WASHINGTON | DC | 20017 | NA | PUBLIC CHAR | GENERAL | $354 |
| NOCERCC | |||||||
| 32001 CANNON RD | SOLON | OH | 44139 | NA | PUBLIC CHAR | GENERAL | $251 |
| SCHOOL SISTERS OF NOTRE DAME | |||||||
| P O BOX 210157 | DALLAS | TX | 75211 | NA | PUBLIC CHAR | GENERAL | $228 |
| SIERRA USA | |||||||
| 333 W WACKER DR STE 500 | CHICAGO | IL | 60606 | NA | PUBLIC CHAR | GENERAL | $737 |
| SISTERS OF THE LIVING WORD | |||||||
| 800 N FERNANDEZ B | ARLINGTON HEIGHTS | IL | 60004 | NA | PUBLIC CHAR | GENERAL | $200 |
| SOUTHERN DOMINICAN PROVINCE | |||||||
| 1421 N CAUSEWAY STE 200 | METARIE | LA | 70001 | NA | PUBLIC CHAR | GENERAL | $264 |
| SOUTHEST PASTORAL INSTITUTE | |||||||
| 7700 S W 56TH ST | MIAMI | FL | 33155 | NA | PUBLIC CHAR | GENERAL | $412 |
| SR INCARNATE WORD & BLESSED SACRAM | |||||||
| 5201 LIPES BLVD | CORPUS CHRISTI | TX | 78413 | NONE | PUBLIC CHTY | GENERAL | $506 |
| ST BONAVENTURE ORATORY | |||||||
| 1641 W DIVERSEY PKWY | CHICAGO | IL | 60614 | NA | PUBLIC CHAR | GENERAL | $5,000 |
| ST JOSEPH COLLEGE SEMINARY | |||||||
| 1120 WEST LOYOLA AVE | CHICAGO | IL | 60626 | PUBLIC CHARI | GENERAL | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NA | PUBLIC CHAR | GENERAL | $5,000 |
| THE NIGHT MINISTRY | |||||||
| 4711 N RAVENSWOOD AVE | CHICAGO | IL | 60640 | NA | PUBLIC CHAR | GENERAL | $5,000 |
| THE WELL OF MERCY | |||||||
| 6339 N FAIRFIELD AVE | CHICAGO | IL | 60614 | NA | PUBLIC CHAR | GENERAL | $10,000 |
| BENEDICTINE SISTERS OF CHICAGO | |||||||
| 7430 N RIDGE BLVE | CHICAGO | IL | 60645 | NA | PUBLIC CHAR | GENERAL | $2,500 |
| US CONF OF CATHOLIC BISHOPS | |||||||
| 3211 4TH ST NE | WASHINGTON | DC | 20017 | NONE | PUBLIC CHAR | GENERAL | $269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,612 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,031 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $71,643 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,643 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,433 | Amt |
| Net Investment Income | $1,433 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WM BLAIR | BondNm |
| EOY Book Value | $141,029 | EOYBookValueAmt |
| EOYFMV | $109,350 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WILLIAM BLAIR | StockNm |
| EOY Book Value | $1,038,132 | EOYBookValueAmt |
| EOYFMV | $1,969,655 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,860 | LegalFeesAmt |
| Net Investment Income | $4,860 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJ ON ASSETS SOLD | Desc |
| Amt | $11 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| POSTAGE | $1,270 | $1,270 | |
| FILING FEES | $15 | $15 | |
| SUPPLIES | $243 | $243 | |
| BROKER, SECURITY EXP | $47 | $47 | |
| BANK CHARGES | $261 | $261 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJ PRIOR ACCRE ON TIP | Desc |
| Amt | $688 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PALUCH INVESTMENT LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O M PRECIN 641 S WILLIAMS AVE | AddressLine1Txt |
| City | PALATINE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60074 | ZIPCd |