WILLIAM R AND MARY ANNE LITGEN FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM R AND MARY ANNE LITGEN FAMILY FOUNDATION (EIN 36-7056853)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201511319349100146
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T09:42:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362518261 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLERO & CALLEROLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7800 N MILWAUKEE AVE | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 607143124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367056853 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM R AND MARY ANNE LITGEN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 8479245600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 N PINE AVE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM R LITGEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479245600 | PhoneNum |
| Signature | 2015-04-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK K CALLERO | PreparerPersonNm |
| PTIN | P00024772 | PTIN |
| Phone | 8479662040 | PhoneNum |
| Preparation | 2015-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $824,030 | 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 | $56,507 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,439 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,333 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $100,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,805 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $114,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,247 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,810 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,810 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $594 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $4,718 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,718 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,122 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,353 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $161,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,122 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,125 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $202,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,804 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $809 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $809 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $134,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $135,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $292,884 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $316,914 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $361,025 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $441,449 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $81 | OtherAssetsBOYAmt |
| Other Assets EOY | $84 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $84 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $653,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $586,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $824,030 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $653,791 | RetainedEarningBOYAmt |
| Retained Earning EOY | $586,412 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $653,791 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $586,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $653,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $586,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $653,791 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,105 | ExcessRevenueOverExpensesAmt |
| Subtotal | $606,686 | SubtotalAmt |
| Other Decreases | $20,274 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $586,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,805 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,835 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $808,568 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.098736 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $661,634 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056602 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $282,732 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $849,392 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.332864 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,275 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $942,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044847 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,002 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $848,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063654 | DistributionYr5Rt |
| Total Distribution | 0.596703 | TotalDistributionRt |
| Average Distribution | 0.119341 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $827,966 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $98,810 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $191 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $99,001 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,353 | 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 | $191 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $191 | SubtotalAmt |
| Tax Based On Investment Income | $191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $809 | OverpaymentAmt |
| Applied To ES Tax | $809 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM R LITGEN | IndividualWithBooksNm |
| Phone | 8479245600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 N PINE AVE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM R LITGEN | ||||||||
| 2405 N PINE AVE | ARLINGTON HEIGHTS | IL | 60004 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MARY ANNE LITGEN | ||||||||
| 2405 N PINE AVE | ARLINGTON HEIGHTS | IL | 60004 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $694,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $381 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $840,575 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $840,575 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $827,966 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $191 | TotalTaxAmt |
| Distributable Before Adj | $41,207 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,207 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,207 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,353 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $154,353 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $191 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $154,162 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,207 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $12,135 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $241,816 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,752 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $40,196 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $298,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,353 | QualifyingDistributionsAmt |
| Applied To Current Year | $41,207 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,146 | RemainingDistriFromCorpusAmt |
| Total Corpus | $412,045 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,135 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $399,910 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $241,816 | ExcessFromYear3Amt |
| Excess From Year2 | $4,752 | ExcessFromYear2Amt |
| Excess From Year1 | $40,196 | ExcessFromYear1Amt |
| Excess From Current Year | $113,146 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A KINETIC CHANGE INC | ||||||||
| 1010 SHERWOOD DR | GREENCASTLE | IN | 46135 | NONE | PRIVATE | NON-SPECIFIC | $1,000 | |
| AMERICAN BRAIN TUMOR ASSN | ||||||||
| 8550W BRYN MAWR AVE | CHICAGO | IL | 60631 | NONE | PRIVATE | NON-SPECIFIC | $500 | |
| CATHOLIC CHARITIES OF LAKE COUNTY | ||||||||
| 671 S LEWIS | WAUKEGAN | IL | 60085 | NONE | PRIVATE | CHRISTMAS GIFT FUND | $500 | |
| COVE ALLIANCE | ||||||||
| 1804 BISHOPS WAY | MUNDELEIN | IL | 60060 | NONE | PRIVATE | SOCIAL SERVICES | $4,800 | |
| FRANCISCAN OUTREACH | ||||||||
| 1645 W LEMOYNE ST | CHICAGO | IL | 60622 | NONE | PRIVATE | RELIGIOUS | $1,000 | |
| HARLEM LACROSSE LEADERSHIP | ||||||||
| PO BOX 708 | NEW YORK | NY | 10030 | NONE | PRIVATE | NON-SPECIFIC | $1,000 | |
| INFANT INC | ||||||||
| 1108 OAK ST | WINETKA | IL | 60093 | NONE | PRIVATE | SOCIAL SERVICES | $1,000 | |
| KAIROS PRISON MINISTRY INTERNATL | ||||||||
| 2121 N KENNICOT DR | ARLINGTON HTS | IL | 60004 | NONE | PUBLIC | RELIGIOUS | $500 | |
| LAKE COUNTY UNITED SPONSORS | ||||||||
| PO BOX 726 | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC | NON-SPECIFIC | $2,000 | |
| PULLMAN FOUNDATION | ||||||||
| 55 W MONROE SUITE 3460 | CHICAGO | IL | 60603 | NONE | PRIVATE | NON-SPECIFIC | $10,000 | |
| SALVATION ARMY | ||||||||
| 2270 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | PRIVATE | NON-SPECIFIC | $1,000 | |
| SHARE OUR STRENGTH | ||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | PRIVATE | NON-SPECIFIC | $1,000 | |
| ST EDWARD CHURCH | ||||||||
| 4350 W SUNNYSIDE AVE | CHICAGO | IL | 60630 | NONE | PRIVATE | RELIGIOUS | $500 | |
| ST EDWARD SCHOOL | ||||||||
| 4343 W SUNNYSIDE AVE | CHICAGO | IL | 60630 | NONE | PRIVATE | FOOD BASKET | $1,000 | |
| ST MARY OF VERNON CHURCH | ||||||||
| 236 US HWY 45 | INDIAN CREEK | IL | 60061 | NONE | PRIVATE | RELIGIOUS | $18,000 | |
| ST MARY OF VERNON CHURCH | ||||||||
| 236 US HWY 45 | INDIAN CREEK | IL | 60061 | NONE | PRIVATE | CHURCH BUILDING | $47,533 | |
| THE NATIONAL PARK FOUNDATION | ||||||||
| 1201 EYE ST NW SUITE 550 | WASHINGTON | DC | 20005 | NONE | PUBLIC | NATIONAL PARKS | $1,000 | |
| TO TEACH WHO CHRIST IS | ||||||||
| PO BOX 0713 | ALBERT LEA | MN | 56007 | NONE | PRIVATE | RELIGIOUS | $50,000 | ARCHDIOCESE OF CHICAGO |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 400 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PRIVATE | NON-SPECIFIC | $10,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PRIVATE | VETERANS | $1,000 | |
| UNCLASSIFID 500 | ||||||||
| VARIOUS | VARIOUS | IL | 60004 | NONE | PRIVATE/PUBL | NON-SPECIFIC | $1,020 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,353 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,528 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,528 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,863 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM R LITGEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2405 N PINE | AddressLine1Txt |
| City | ARLINGTON HEIGHTS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $56,507 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SHARES APPLE INC STOCK | NoncashPropertyDesc |
| Fair Market Value | $56,507 | FairMarketValueAmt |
| Received | 2014-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,810 | Amt |
| Net Investment Income | $1,810 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 45.5 SHR AMER BEACON SM CAP VALUE | 2013-12 | PURCHASE | 2014-02 | $1,167 | $1,116 | $51 |
| 8.57 SHRS SCOUT INTERNATIONAL FUND | 2013-12 | PURCHASE | 2014-08 | $319 | $292 | $27 |
| 16.67 SHR AMER BEACON SM CAP VALUE | 2012-12 | PURCHASE | 2014-02 | $428 | $410 | $18 |
| 178 POWER SHRS ETF FTSE RAFI | 2012-04 | PURCHASE | 2014-04 | $15,087 | $10,560 | $4,527 |
| 16.89 SHRS SCOUT INTERNATIONAL FUND | 2012-06 | PURCHASE | 2014-08 | $627 | $574 | $53 |
| 160 SHRS SPDR TECH SELECT | 2012-06 | PURCHASE | 2014-11 | $6,501 | $4,493 | $2,008 |
| 100 SHRS ADT CORP | 2009-09 | PURCHASE | 2014-02 | $3,049 | $2,139 | $910 |
| 454.43 SHR AMER BEACON SM CAP VALUE | 2011-06 | PURCHASE | 2014-02 | $11,665 | $9,252 | $2,413 |
| .5 SHRS HALYARD HEALTH INC | 2012-06 | PURCHASE | 2014-11 | $18 | $13 | $5 |
| 400 SHRS INTERNATIONAL PAPER | 2009-09 | PURCHASE | 2014-08 | $19,050 | $9,646 | $9,404 |
| 626.51 SHRS SCOUT INTERNATIONAL FUND | 2005-09 | PURCHASE | 2014-08 | $23,254 | $14,684 | $8,570 |
| 210 SHRS SPDR TECH SELECT | 2011-11 | PURCHASE | 2014-11 | $8,533 | $5,185 | $3,348 |
| 7.64 SHRS VERITIV CORPORATION | 2009-09 | PURCHASE | 2014-08 | $332 | $138 | $194 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100 SHRS ADT CORP | ||
| 400 SHRS AETNA INC | $9,240 | $35,532 |
| 500 SHRS APPLE COMPUTER | $13,281 | $55,190 |
| 100 SHRS AT&T CORP | $3,543 | $3,359 |
| 100 SHRS CONOCO PHILLIPS | $6,506 | $6,906 |
| 200 SHRS CVS CAREMARK | $8,944 | $19,262 |
| 300 SHRS EXXON MOBIL | $12,540 | $27,735 |
| 500 SHRS FORD MOTOR | $7,180 | $7,750 |
| 12 SHRS HALYARD HEALTH INC | $319 | $546 |
| 400 SHRS INTEL CORP | $9,344 | $14,516 |
| 400 SHRS INTERNATIONAL PAPER | ||
| 200 SHRS JPMORGAN CHASE | $8,170 | $12,516 |
| 100 SHRS KIMBERLY-CLARK CORP | $7,677 | $11,554 |
| 500 SHRS ORACLE | $7,935 | $22,485 |
| 500 SHRS PFIZER | $6,670 | $15,575 |
| 338 SHRS PRUDENTIAL FINANCIAL | $15,484 | $30,576 |
| 200 SHRS TYCO INTL LTD | $3,346 | $8,772 |
| 200 SHRS WELLS FARGO & CO | $6,178 | $10,964 |
| 696 SHRS XEROX CORP | $9,333 | $9,646 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 516.56 SHRS AMER BEACON SM CAP VAL | AT COST | ||
| 416.11 SHRS AMER. CENTURY MID CAP | AT COST | $5,488 | $6,845 |
| 948.62 SHRS ARTISIAN INTL FUND-X | AT COST | $19,816 | $28,421 |
| 315.23 SHRS JANUS VENTURE FD | AT COST | $18,569 | $20,493 |
| 1,365.46 SHRS MATTHEWS ASIA DIV. FD | AT COST | $19,698 | $20,837 |
| 773.70 SHRS MFS INTL NEW DISCOVERY | AT COST | $18,420 | $21,625 |
| 222.64 SHRS OAKMARK INTL FUND | AT COST | $5,476 | $5,196 |
| 324.96 SHRS OPPENHEIMER DEV MKTS FD | AT COST | $11,157 | $11,393 |
| 1,070.31 SHRS PERKINS SM CAP VAL FD | AT COST | $24,348 | $23,129 |
| 496.18 PRINCIPAL MIDCAP BLEND INST | AT COST | $8,563 | $10,871 |
| 645.46 SHRS SCOUT INTL FD | AT COST | ||
| 1,186.40 SHRS SCOUT MID CAP FD | AT COST | $16,098 | $18,318 |
| 157.16 SHRS VANGUARD EXPLORER FUND | AT COST | $14,806 | $13,587 |
| 276 SHRS VANGUARD FTSE EUROPE ETF | AT COST | $14,746 | $14,465 |
| 1640.67 SHRS VANGUARD INTL GROWTH FD | AT COST | $10,456 | $11,275 |
| 259.59 SHRS VANGUARD INTL VALUE FUND | AT COST | $8,412 | $8,813 |
| 100 SHRS VANGUARD TELECOMMUN SVCS | AT COST | $6,410 | $8,472 |
| 363 SHRS ISHARES INTL SEL DIVIDEND | AT COST | $11,302 | $12,229 |
| 620 SHRS ISHARES USA MIN VOLATILITY | AT COST | $22,069 | $25,098 |
| 485 SHRS POWERSHS EXCH TRAD FD | AT COST | ||
| 307 SHRS PS ETF US 1000 | AT COST | $19,977 | $28,069 |
| 435 SHRS SECTOR SPDR CONSUMER FUND | AT COST | $9,839 | $31,385 |
| 55 SHRS SECTOR SPDR ENGY SELECT FUND | AT COST | $4,153 | $4,354 |
| 1,205 SHRS SECTOR SPDR FINCL SELECT | AT COST | $20,258 | $29,800 |
| 430 SHRS SECTOR SPDR INDL SELECT | AT COST | $17,015 | $24,329 |
| 150 SHRS SECTOR SPDR MATERIAL FD | AT COST | $5,110 | $7,287 |
| 865 SHRS SECTOR SPDR TECH SELECT | AT COST | ||
| 495 SHRS SECTOR SPDR TECH SELECT | AT COST | $14,418 | $20,468 |
| 110 SHRS SPDR S&P 600 SMALL CAP | AT COST | $8,899 | $11,497 |
| 550.76 SHRS DODGE & COX INTL STK FD | AT COST | $25,522 | $23,193 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $81 | BOYBookValueAmt |
| EOY Book Value | $84 | EOYBookValueAmt |
| EOYFMV | $84 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION ADJUSTMENT | Desc |
| Amt | $20,274 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ILLINOIS ANNUAL FILING FEES | $15 | $15 |
| PORTFOLIO MANAGEMENT FEES | $4,703 | $4,703 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID ON DIVIDENDS | $230 | $230 |
| FEDERAL EXCISE TAX PAID | $364 | $364 |