G CARL BALL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- G CARL BALL FAMILY FOUNDATION (EIN 83-0366015)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349101634
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T12:40:22-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD SUITE 400 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605632349 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830366015 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | G CARL BALL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GCAR | BusinessNameControlTxt |
| Phone | 6305883221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 TOWN ROAD | AddressLine1Txt |
| City | WEST CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA C BALL | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 6305883221 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 6305668400 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,894,608 | 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 | $682,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $682,934 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,589,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,712,524 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,589,246 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,272,180 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,272,180 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $38,658 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,658 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,875 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,334 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,097,866 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,097,866 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,202,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,097,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,930,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,215,188 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,269 | CashBOYAmt |
| Cash EOY | $70,244 | CashEOYAmt |
| Cash EOYFMV | $70,244 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,327,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,327,234 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,528,855 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,777,208 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,869,055 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $22,711,509 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,741,500 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,584,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,584,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,946,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,850,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,894,608 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $33,946,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,850,533 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,946,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,850,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,946,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,850,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,946,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,930,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,015,967 | SubtotalAmt |
| Other Decreases | $165,434 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,850,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,526,070 | $7,123,278 | $1,402,792 | $1,402,792 | |
| CAPITAL GAINS DIVIDENDS | $186,454 | $186,454 | $186,454 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,589,246 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,791 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,791 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,791 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,250 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $63,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $465 | EsPenaltyAmt |
| Overpayment | $31,994 | OverpaymentAmt |
| Applied To ES Tax | $31,994 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIDGET DONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6305883221 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 TOWN ROAD | AddressLine1Txt |
| City | WEST CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60185 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ANNA C BALL | ||||||||
| 622 TOWN ROAD | WEST CHICAGO | IL | 60185 | PRES/SECR | 1.00 | $0 | $0 | $0 |
| SUSANNAH P BALL | ||||||||
| 622 TOWN ROAD | WEST CHICAGO | IL | 60185 | VP/TREAS | 1.00 | $0 | $0 | $0 |
| JANE MANN | ||||||||
| 622 TOWN ROAD | WEST CHICAGO | IL | 60185 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $30,092,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $339,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,432,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,432,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $456,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,976,058 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,498,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,498,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,791 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,791 | TotalTaxAmt |
| Distributable Before Adj | $1,468,012 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,468,012 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,468,012 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,097,866 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,097,866 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,468,012 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,244,691 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,765,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,009,800 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,097,866 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,468,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,629,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,639,654 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,639,654 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,244,691 | ExcessFromYear2Amt |
| Excess From Year1 | $1,765,109 | ExcessFromYear1Amt |
| Excess From Current Year | $2,629,854 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ORME SCHOOL | ||||||||
| 1000 EAST ORME SCHOOL ROAD | MAYER | AZ | 86333 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $300,000 | |
| COSLEY ZOO | ||||||||
| 1356 N GARY AVE | WHEATON | IL | 60187 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $1,000 | |
| KID'S GARDENING | ||||||||
| 132 INTERVALE ROAD | BURLINGTON | VT | 05401 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $15,000 | |
| GE CHILDREN'S RESOURCE CENTER | ||||||||
| 346 TAFT AVE SUITE 205 | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $2,000 | |
| TOUR OF GLEN ELLYN | ||||||||
| 800 N MAIN ST | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $1,000 | |
| SPAULDING PARK | ||||||||
| 22W325 2ND STREET | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,925 | |
| MEXICAN CULTURAL CENTER (OLMEC TRAILS) | ||||||||
| 103 W WASHINGTON ST | WEST CHICAGO | IL | 60185 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| SEED YOUR FUTURE | ||||||||
| 1001 N FAIRFAX ST | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $150,000 | |
| GLEN ELLYN 4TH OF JULY | ||||||||
| PO BOX 182 | GLEN ELLYN | IL | 60138 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | |
| AHS | ||||||||
| 7931 EAST BOULEVARD DRIVE | ALEXANDRIA | VA | 22308 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $45,000 | |
| GLENBARD SPAULDING PARK | ||||||||
| 22W325 2ND STREET | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $322,941 | |
| GLEN ELLYN PARKS FOUNDATION | ||||||||
| 185 SPRING AVE | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| DUPAGE FOUNDATION | ||||||||
| 3000 WOODCREEK DRIVE D | DOWNERS GROVE | IL | 60515 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | |
| MORTON ARBORETUM | ||||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $181,000 | |
| EDITH FARNSWORTH | ||||||||
| 14520 RIVER ROAD | PLANO | IL | 60542 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $210,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 303 ST MARYS RD | CHAMPAIGN | IL | 61820 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $20,000 | |
| MONTGOMERY BOTANIC CENTER | ||||||||
| 11901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $5,000 | |
| BR RYALL YMCA | ||||||||
| 49 DIECKE DRIVE | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $250,000 | |
| BRIDGE COMMUNITIES | ||||||||
| 505 CRESCENT BOULEVARD | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $1,500 | |
| COLLEGE OF DUPAGE FOUNDATION | ||||||||
| 425 FAWELL BLVD | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $50,000 | |
| CRISIS TEXT LINE | ||||||||
| PO BOX 24163 | NEW YORK | NY | 10087 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $2,500 | |
| DUPAGE FOUNDATION | ||||||||
| 3000 WOODCREEK DRIVE D | DOWNERS GROVE | IL | 60515 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $50,000 | |
| DUPAGE SENIOR CITIZEN COUNCIL | ||||||||
| 1900 SPRINGER DRIVE | LOMBARD | IL | 60148 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| EDUCARE OF WEST DUPAGE | ||||||||
| 851 PEARL ROAD | WEST CHICAGO | IL | 60185 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $15,000 | |
| FABRETTO CHILDREN'S FOUNDATION | ||||||||
| 1563 SHERMAN AVENUE | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| FIRST CONGREGATIONAL CHURCH | ||||||||
| 535 FOREST AVENUE | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $5,000 | |
| FRIENDS OF CHICAGO RIVER | ||||||||
| 411 SOUTH WELLS STREET SUITE 800 | CHICAGO | IL | 60607 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| FRIENDS OF THE FOREST PRESERVE DUPAGE | ||||||||
| 3S580 NAPERVILLE ROAD | WHEATON | IL | 60189 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $20,000 | |
| FRIENDS OF THE GLEN ELLYN PUBLIC LIBRARY | ||||||||
| 400 DUANE STREET | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | |
| FRIENDS OF WEST CHICAGO PARKS | ||||||||
| 201 WEST NATIONAL STREET | WEST CHICAGO | IL | 60185 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| CAL POLY | ||||||||
| 1 GRAND AVE | SAN LUIS OBISPO | CA | 93407 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $100,000 | |
| ST CHARLES SINGERS | ||||||||
| 311 N 2ND ST | ST CHARLES | IL | 60174 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $2,500 | |
| GLEN ELLYN HISTORICAL SOCIETY | ||||||||
| 800 NORTH MAIN STREET | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $50,000 | |
| GLEN ELLYN VOLUNTEER FIRE DEPARTMENT | ||||||||
| 524 PENNSYLVANIA AVENUE | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $5,000 | |
| GLEN ELLYN YOUTH AND FAMILY COUNSELING | ||||||||
| 535 FOREST AVENUE | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $5,000 | |
| KID'S GARDENING | ||||||||
| 132 INTERVALE ROAD | BURLINGTON | VT | 05401 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | |
| MAYO CLINIC | ||||||||
| DEPARTMENT OF DEVELOPMENT 200 FIRST | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | STREET SW |
| OAKS RECOVERY | ||||||||
| P O BOX 50023 | GREENWOOD | SC | 29649 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $25,000 | |
| OPENLANDS | ||||||||
| 25 EAST WASHINGTON STREET SUITE | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $10,000 | 1650 |
| RAMSDELL THEATER | ||||||||
| 101 MAPLE STREET | MANISTEE | MI | 49660 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $5,000 | |
| SALVATION ARMY | ||||||||
| 5040 NORTH PULASKI ROAD | CHICAGO | IL | 60630 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $15,000 | |
| THE CONSERVATION FOUNDATION | ||||||||
| 10S404 KNOCH KNOLLS ROAD | NAPERVILLE | IL | 60565 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $50,000 | |
| WORLD RELIEF DUPAGE | ||||||||
| 191 SOUTH GARY AVENUE SUITE 130 | CAROL STREAM | IL | 60188 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $2,500 | |
| YMCA | ||||||||
| 49 DIECKE DRIVE | GLEN ELLYN | IL | 60137 | N/A | PUBLIC CHARITY | SUPPORT OPERATIONS | $2,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,097,866 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682,934 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,589,246 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,272,180 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,272,180 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $16,869,055 | EOYBookValueAmt |
| EOYFMV | $22,711,509 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,327,234 | EOYBookValueAmt |
| EOYFMV | $3,528,855 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN YOUSCIENCE, LLC | AT COST | $5,775,000 | $5,775,000 |
| LEWIS & CLARK | AT COST | $2,259,000 | $2,259,000 |
| LINE OF CREDIT - YOUSCIENCE | AT COST | $5,250,000 | $5,250,000 |
| LINE OF CREDIT - ORME SCHOOL | AT COST | $300,000 | $300,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $165,434 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FILING FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $38,658 | Amt |
| Net Investment Income | $38,658 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD ON INVESTMENT INCOME | $18,334 | $18,334 | $0 |
| FEDERAL TAX PAYMENT | $47,541 | $0 | $0 |