J S PALUCH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J S PALUCH FOUNDATION (EIN 36-7106905)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349100812
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T08:05:46-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 300171654 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINTERS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 108 S WYNSTONE PARK DRIVE SUITE 100 | AddressLine1Txt |
| City | NORTH BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | 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 | 367106905 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PALUCH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY L RAFFERTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PALU | BusinessNameControlTxt |
| Phone | 6302588656 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1327 E WASHINGTON 604 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY L RAFFERTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6302588656 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORA GILE | PreparerPersonNm |
| PTIN | P00509190 | PTIN |
| Phone | 8473826002 | PhoneNum |
| 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 | $3,891,692 | 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 |
| Interest On Sav Rev And Expnss | $81 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $236,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,815 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,825 | 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 |
| Accounting Fees Rev And Expnss | $1,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,300 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,598 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,723 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,125 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,375 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,375 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $226,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,125 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,273 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,879 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $61,107 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,584 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,093,374 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,159,503 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,878,108 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,245,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,173,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,891,692 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $160,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $200,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $160,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $200,000 | 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 | $1,085,360 | RetainedEarningBOYAmt |
| Retained Earning EOY | $973,087 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,085,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $973,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,245,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,173,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,085,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,273 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $973,087 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $973,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| DELL TECHNOLOGIES INC | P | 2024-01-11 | 2024-01-11 | $1,503 | $1,503 | $1,503 | |
| APPLE INC | P | 2013-03-05 | 2024-01-22 | $2,878 | $2,646 | $2,646 | $232 |
| BEYOND MEAT INC | P | 2019-10-21 | 2024-01-22 | $2,190 | -$30,393 | -$30,393 | $32,583 |
| ICF INTERNATIONAL INC | P | 2009-12-11 | 2024-01-22 | $6,480 | $5,252 | $5,252 | $1,228 |
| META PLATFORMS INC | P | 2022-11-01 | 2024-01-22 | $3,709 | $2,754 | $2,754 | $955 |
| META PLATFORMS INC | P | 2022-11-01 | 2024-01-22 | $1,939 | $1,462 | $1,462 | $477 |
| NANO DIMENSION LTD | P | 2021-05-05 | 2024-01-22 | $1,105 | -$2,380 | -$2,380 | $3,485 |
| APPLE INC | P | 2013-03-05 | 2024-10-11 | $25,071 | $23,370 | $23,370 | $1,701 |
| APPLE INC | P | 2013-03-05 | 2024-10-15 | $14,015 | $13,087 | $13,087 | $928 |
| APPLE INC | P | 2013-03-05 | 2024-12-04 | $9,707 | $9,089 | $9,089 | $618 |
| AT&T INC | P | 2004-11-17 | 2024-10-11 | $7,984 | $891 | $891 | $7,093 |
| BAUSCH HEALTH COMPANIES INC | P | 2016-09-07 | 2024-10-11 | $1,980 | -$5,658 | -$5,658 | $7,638 |
| CAPRI HOLDINGS LTD | P | 2015-07-29 | 2024-10-11 | $2,148 | $134 | $134 | $2,014 |
| ICF INTERNATIONAL INC | P | 2009-12-11 | 2024-10-11 | $4,240 | $3,626 | $3,626 | $614 |
| INTEL CORP | P | 2001-10-24 | 2024-12-04 | $3,848 | -$636 | -$636 | $4,484 |
| LOWES COMPANIES INC | P | 2004-02-09 | 2024-10-11 | $6,883 | $6,176 | $6,176 | $707 |
| META PLATFORMS INC | P | 2022-11-01 | 2024-10-11 | $17,616 | $14,751 | $14,751 | $2,865 |
| META PLATFORMS INC | P | 2022-11-01 | 2024-12-03 | $36,479 | $30,750 | $30,750 | $5,729 |
| NANO DIMENSION LTD | P | 2021-05-05 | 2024-10-11 | $6,964 | -$13,944 | -$13,944 | $20,908 |
| ORACLE CORP | P | 2001-10-30 | 2024-10-11 | $8,739 | $8,051 | $8,051 | $688 |
| PREMIER INC | P | 2013-09-26 | 2024-10-11 | $7,728 | -$3,072 | -$3,072 | $10,800 |
| SMARTSHEET INC | P | 2018-04-27 | 2024-09-24 | $27,710 | $20,210 | $20,210 | $7,500 |
| SMARTSHEET INC | P | 2019-06-12 | 2024-09-24 | $8,313 | $1,788 | $1,788 | $6,525 |
| STARBUCKS CORP | P | 2007-07-12 | 2024-10-11 | $2,386 | $2,059 | $2,059 | $327 |
| U S SILICA HLDGS INC | P | 2014-11-05 | 2024-08-01 | $9,300 | -$16,167 | -$16,167 | $25,467 |
| U S SILICA HLDGS INC | P | 2014-12-18 | 2024-08-01 | $15,500 | -$11,534 | -$11,534 | $27,034 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,815 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,302 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,302 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,302 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $111 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,711 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $64 | EsPenaltyAmt |
| Overpayment | $345 | OverpaymentAmt |
| Applied To ES Tax | $345 | 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 | 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 | 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 |
| Individual With Books | MARY L RAFFERTY | IndividualWithBooksNm |
| Phone | 6302588656 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1327 E WASHINGTON 604 | AddressLine1Txt |
| City | DES PLAINES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60016 | 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 | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 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 | ||||||||
| 1327 E WASHINGTON 604 | DES PLAINES | IL | 60016 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHELLE PRECIN | ||||||||
| 641 S WILLIAMS | PALATINE | IL | 60067 | TRUSTEE | 0.25 | $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 | $3,851,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,874,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,874,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,816,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,302 | TotalTaxAmt |
| Distributable Before Adj | $189,515 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,515 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,515 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $205,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $13,824 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $13,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $205,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,860 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,684 | 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 | $29,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $13,824 | ExcessFromYear3Amt |
| Excess From Current Year | $15,860 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JOURNEY THE WAY HOME | |||||||
| 1140 E NORTHWEST HIGHWAY | PALATINE | IL | 60074 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| MISSION OF OUR LADY OF THE ANGELS | |||||||
| 3808 W IOWA ST | CHICAGO | IL | 60651 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MUNDELEIN SEMINARY | |||||||
| 1000 E MAPLE AVE | MUNDELEIN | IL | 60060 | NONE | PUBLIC CHARITY | GENERAL | $35,375 |
| ST JUDE'S CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| UNCLE PETE'S MINISTRY | |||||||
| 1633 N CLEVELAND AVE | CHICAGO | IL | 60614 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON DC | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ASHEVILLE AREA HABITAT FOR HUMANITY | |||||||
| 33 MEADOW ROAD | ASHEVILLE | NC | 28803 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| ALL HANDS AND HEART | |||||||
| 82 COUNTY ROAD PMB 79 | MATTAPOISETT | MA | 02739 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| MANNA FOODBANK | |||||||
| 99 BROADPOINTE DR | MILLS RIVER | NC | 28759 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| ESSENTIAL CHURCH | |||||||
| 4020 WARE NECK DR | VIRGINIA BEACH | VA | 23456 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| AMERICAN LEGION POST 525 | |||||||
| PO BOX 173 | MOUNT PROSPECT | IL | 60056 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,375 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,815 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,825 | 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 | 4 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,825 | Amt |
| Net Investment Income | $1,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WILLIAM BLAIR | $1,028,714 | $3,619,555 |
| WM BLAIR EFT | $130,789 | $258,553 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $230 | $0 | $0 |
| BROKER, SECURITY EXP | $17,000 | $17,000 | $0 |
| BANK FEES | $368 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS AT YEAR END | Desc |
| BOY Book Value | $160,000 | BOYBookValueAmt |
| EOY Book Value | $200,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 TAX PAYMENT | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |