GEORGE M PULLMAN EDUCATIONAL FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE M PULLMAN EDUCATIONAL FOUNDATION (EIN 36-2216171)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2018-01-29
- IRS object ID
- 201830299349100563
- Schema version
- 2016v3.0
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-29T15:42:17-06:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362216171 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | George M Pullman Educational Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3124220444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 west monroe street No 3460 | AddressLine1Txt |
| City | chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barbra H Miller | PersonNm |
| Person Title | Board President | PersonTitleTxt |
| Phone | 3124220444 | PhoneNum |
| Signature | 2018-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123410100 | PhoneNum |
| Preparation | 2018-01-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.242.245 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-29 | IPDt |
| IP Tm | 15:41:03 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 672065337D2D7C96EC8D27C43C3B2E0783EEDDD1 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,337,747 | 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 | $145,248 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $924,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $924,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $559,079 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $559,079 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $71,734 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,734 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,700,138 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,554,890 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $391,151 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $391,151 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $102,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $102,361 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,543 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,543 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,465 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,465 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $204,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $204,430 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,838 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $107,462 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $107,462 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,011 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,011 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,781 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,781 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $162,481 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $162,521 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,082,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,973 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $812,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $762,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $762,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,844,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,973 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,575,027 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,331,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,292 | CashBOYAmt |
| Cash EOY | $15,131 | CashEOYAmt |
| Cash EOYFMV | $15,131 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $799,343 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $766,214 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $766,214 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $650,368 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $557,906 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $557,906 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,761,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,943,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,943,847 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $59,977 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $54,649 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,649 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $28,274,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,337,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,337,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $28,274,742 | UnrestrictedBOYAmt |
| Unrestricted EOY | $29,337,747 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,274,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,337,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,274,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,337,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,274,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,207,665 | OtherIncreasesAmt |
| Subtotal | $29,337,747 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,337,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $559,079 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $559,079 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $559,079 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $559,079 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,606,684 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,937,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059644 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,468,141 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $28,697,543 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051159 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,208,993 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,692,065 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043658 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,201,842 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,482,992 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045382 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,242,895 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,335,413 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051074 | DistributionYr5Rt |
| Total Distribution | 0.250917 | TotalDistributionRt |
| Average Distribution | 0.050183 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,964,022 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,403,319 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,319 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,416,638 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,575,027 | 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 | $13,319 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,319 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,560 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,759 | AppliedToEsTaxAmt |
| Total Payments And Credits | $13,319 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.pullmanfoundation.org | WebsiteAddressTxt |
| Individual With Books | Robin Redmond | IndividualWithBooksNm |
| Phone | 3124220444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 West Monroe Street Suite 3460 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606035086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| barbara h miller | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | board president | 3.00 | $0 | $0 | $0 |
| john p hergert | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | vice-president | 0.30 | $0 | $0 | $0 |
| marc christman | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | treasurer | 0.30 | $0 | $0 | $0 |
| the rev sam a portaro jr | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | Secretary | 0.30 | $0 | $0 | $0 |
| Jeffery A Tryka | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | director | 0.30 | $0 | $0 | $0 |
| robert w fioretti | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | Assistant Treasurer | 0.30 | $0 | $0 | $0 |
| kimberley lowden freedman | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | director | 0.30 | $0 | $0 | $0 |
| richard j hoskins | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | director | 0.30 | $0 | $0 | $0 |
| Susan Turk | ||||||||
| 55 west monroe street suite 3460 | chicago | IL | 606035086 | Director | 0.30 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Robin Redmond | ||||||||
| 55 w Monroe Suite 3460 | Chicago | IL | 60603 | Executive Director | 40.00 | $158,000 | $0 | $0 |
| Lisa O'Banner | ||||||||
| 55 w Monroe Suite 3460 | Chicago | IL | 60603 | Administrator | 40.00 | $65,000 | $0 | $0 |
| Katie Desir | ||||||||
| 55 w Monroe Suite 3460 | Chicago | IL | 60603 | marketing | 40.00 | $60,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | jp morgan chase | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 659754 | AddressLine1Txt |
| City | san antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | investment management | ServiceTypeTxt |
| Compensation | $204,430 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PROVIDES MERIT-BASED, NEED-BASED SCHOLARSHIPS AND CONTINUING EDUCATIONAL SUPpORT TO OUTSTANDING GRADUATING HIGH SCHOOL SENIORS AS THEY PURSUE THEIR BACHELOR'S DEGREE. | Description1Txt |
| Expenses1 | $1,575,027 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,283,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,389,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,389,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $425,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,964,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,398,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,575,027 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,575,027 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,319 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,561,708 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,387 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,083 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $63,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $280,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $415,844 | TotalExcessDistributionCyovAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $415,844 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $56,387 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $359,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,083 | ExcessFromYear4Amt |
| Excess From Year2 | $63,480 | ExcessFromYear2Amt |
| Excess From Year1 | $280,894 | ExcessFromYear1Amt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-06-19 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,575,027 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,575,027 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,575,027 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,575,027 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $932,134 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $932,134 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See information at the organization | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 W Monroe Street Suite 3460 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3124220444 | RecipientPhoneNum |
| Form And Info And Materials | See information at the organization's website @ www.pullmanfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See information at the organization's website @ www.pullmanfoundation.org | SubmissionDeadlinesTxt |
| Restrictions On Awards | See information at the organization's website @ www.pullmanfoundation.org | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Abdalla Elsadig | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Ali Sofia | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Aly Nermin H | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Angulo Juan M | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Arredondo Lynda V | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Auyeung Lauren | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Bahena Crystal G | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Baker Amel | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Baker Jasmine R | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Bansah Dziedzom | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Barnes Megan | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Bellido Martin | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Bello Rukayat | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Bolden Sheldon | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Brown Shaliyah | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Brown Uriah | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Buss Daniel | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Cabrera Angelica | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Carroll Charlotte | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Carroll McHugh | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Chaudhry Muzammil | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Chavez Maritza | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Cheung Lisa | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Contreras Xiomara A | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Curry Adelaide | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Curtis Christina N | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| De Leon Joel | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $2,500 |
| Dickey Sarah | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,500 |
| Dillard Zakiyah | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Dixon Tyler N | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Drab Melissa S | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Eldridge Jeanette | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Ellison Justin | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Erkenswick Linus | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Escobar Jennifer M | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Espinoza Henry | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Evariz Daisy | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $2,500 |
| Fritz Olivia | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Gacek Andrew | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Gallagher Matthew | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Garcia Julissa | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Garcia Selina | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Glynn Michael K | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Go Jane | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Goldston Tierra | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Gorniak Adrianna | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Gutierrez Alexis | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Haboush John | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Heredia Maribell | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Hernandez Ana M | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Hopson Paulena A | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Hornik Natalia | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Hou Loren Y | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $2,000 |
| Hucko Lauren | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $8,791 |
| Huynh Nancy | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Ismail Yara | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Jackson Daniel | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Johnson Brendan M | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Kiolbassa Adam T | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Kwaning Emmanuel | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Lee Erica S | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $2,667 |
| Lin Sarah | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Lopez Trinette | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Louden Bria | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Luc Casey M | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Lutolli Agona | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Macklin Autumn | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Marshbanks Kameron | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Martinez Barahona Selvyn | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Martinez Shajaya | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Matlock Tamiya | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Maxie Tyler | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Mercado Nina | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,500 |
| Mielnik Daniel | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $2,500 |
| Moqeet Sana | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Morgan Mia | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Munoz Ledezma Lorena | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Munoz Jennifer | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,500 |
| Nelson Rebecca | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Nguyen Alanphong | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Nguyen Jimmy | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Nieves Tiffany | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Nightengale Armani R | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Noonan Anne | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Oborka Agata | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| O'Donnell Kelsey P | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Ohia Chidinma | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Onyeaghala Anthony I | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Orozco Stephanie | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Ortiz Elisabet | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Parikh Hiral | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Patel Sweety | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Pei Alexander | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,500 |
| Pendev Kostadin | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Pham Hilary | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Popovska Tamara | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Powell Dejah | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $2,500 |
| Reyes Erika V | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Rodriguez Marco A | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Salgado Josue | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Santiago Giovanni | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,500 |
| Santos Michelle | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,082 |
| Sapatynska Anastasiya | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Sopt Naomi | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Stephen-Pons Beatrize | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,500 |
| Stewart Maya J | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Syed Ahmed R | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Syed Mahnoor | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,500 |
| Syring Cheyenne | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Tabiti Bukky F | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Tang Brenda | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Taylor Bryan | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Terrell Ashley | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Tibebu Nebeyu | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Torres Mayra | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,401 |
| Tryba Daniel | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Uruchima Javier | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Vargas Juanita | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Velazquez Juan M | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Vidana Ariana | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $1,334 |
| Villalva Viridiana | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Vinesar Darius | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Webster Denee | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Weiss-Tracy Andrea | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Westbrooks Maurice J | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $4,000 |
| Williams Alexus | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Wu YingYi | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $10,000 |
| Yang Stanley | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $5,000 |
| Zhu Ivy | ||||||
| 55 W Monroe - Suite 3460 | Chicago | IL | 60603 | None | College Scholarships | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $762,275 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $924,077 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,734 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $559,079 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,554,890 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,554,890 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Provided scholarships for worthy students |
| 7 | provided scholarships for worthy students |
| 8 | provided scholarships for worthy students |
| 9 | provided scholarships for worthy students |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Marcon Foundation | ||||||
| 1 | 1500 s ocean blvd | manalapan | FL | 33462 | $10,000 | Yes (X) |
| John Hergert | ||||||
| 2 | 55 West Monroe | Chicago | IL | 60603 | $5,000 | Yes (X) |
| Lynn Besser | ||||||
| 3 | 55 West Monroe | Chicago | IL | 60603 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wipfli LLP | CategoryTxt |
| Amt | $29,465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,465 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | corporate stock and mutual funds | StockNm |
| EOY Book Value | $27,943,847 | EOYBookValueAmt |
| EOYFMV | $27,943,847 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $557,906 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $557,906 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Private Investment Partnerships | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $54,649 | BookValueAmt |
| EOYFMV | $54,649 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal fees | CategoryTxt |
| Legal Fees | $18,543 | LegalFeesAmt |
| Net Investment Income | $18,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Adminstrative Consulting | $18,000 | $0 | $0 | $18,000 |
| advertising | $10,048 | $0 | $0 | $10,048 |
| computer consulting | $16,209 | $0 | $0 | $16,209 |
| development & public relations consultants | $32,960 | $0 | $0 | $32,960 |
| dues and subscriptions | $814 | $0 | $0 | $814 |
| filing fees | $425 | $0 | $0 | $425 |
| fundraising expense | $20,378 | $0 | $0 | $20,378 |
| insurance | $11,225 | $0 | $0 | $11,225 |
| it expenses | $2,500 | $0 | $0 | $2,500 |
| miscellaneous expenses | $1,367 | $0 | $0 | $1,367 |
| payroll services | $2,636 | $0 | $0 | $2,636 |
| postage | $1,298 | $0 | $0 | $1,298 |
| program expenses | $37,440 | $0 | $0 | $37,440 |
| repairs & maintenance | $1,226 | $0 | $0 | $1,266 |
| supplies | $5,955 | $0 | $0 | $5,955 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | partnership income | Desc |
| Revenue And Expenses Per Books | $71,734 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71,734 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $1,207,665 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| jp morgan chase - custodian fees | $204,430 | $204,430 | $0 | $0 |
| jp morgan chase - investment fees | $0 | $0 | $0 | $0 |
| William Blair - Investment Fees | $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| federal excise tax | $6,744 | $0 | $0 | $0 |
| foreign tax paid | $13,862 | $0 | $0 | $0 |
| Payroll Taxes | $26,232 | $0 | $0 | $0 |