EDWARD AND ROSE DONNELL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD AND ROSE DONNELL FOUNDATION (EIN 36-3047959)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-14
- IRS object ID
- 202513189349103456
- Schema version
- 2024v5.1
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T12:20:14-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363047959 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD AND ROSE DONNELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 8476126899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 RANDOLPH ST | AddressLine1Txt |
| City | GLENCOE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600222131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Donnell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8476126899 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| 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 | $5,307,983 | 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 | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,980 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,985 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $249,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,286 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,286 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $259,482 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,010 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $124,089 | CashBOYAmt |
| Cash EOY | $177,632 | CashEOYAmt |
| Cash EOYFMV | $177,632 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $1,275,027 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,274,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,130,351 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,399,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,452,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,307,983 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $100,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $163,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $100,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $163,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,299,116 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,289,624 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,299,116 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,289,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,399,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,452,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,299,116 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,490 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,289,626 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,289,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 454.042 shares Vanguard Index 500 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2000-01-01 | AcquiredDt |
| Sold | 2025-05-19 | SoldDt |
| Gross Sales Price | $250,000 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $64,015 | CostOrOtherBasisAmt |
| Gain Or Loss | $185,985 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $185,985 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,378 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,378 | SubtotalAmt |
| Tax Based On Investment Income | $3,378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $622 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $622 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 |
| Individual With Books | Mark Donnell | IndividualWithBooksNm |
| Phone | 8476126899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3212 Baker Lane | AddressLine1Txt |
| City | Franklin | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Carolyn Myszkowski | ||||||||
| 1299 Judson | Evanston | IL | 60202 | Director | 1.00 | $0 | $0 | $0 |
| Mark Donnell | ||||||||
| 3212 Baker Lane | Franklin | TN | 37064 | President | 5.00 | $5,000 | $0 | $0 |
| Ann Onderdonk | ||||||||
| 228 Randolph Street | Glencoe | IL | 60022 | Secretary | 1.00 | $0 | $0 | $0 |
| William Donnell | ||||||||
| 2322 Geneva Terrace | Chicago | IL | 60614 | Treasurer | 1.00 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The foundation accomplishes its charitable purpose only through a program of donations. | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,984,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,005,257 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,005,257 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,930,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $246,509 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $246,509 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,378 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $3,378 | TotalTaxAmt |
| Distributable Before Adj | $243,131 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,131 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,131 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $252,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,131 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,211 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,554 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $243,131 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,382 | RemainingDistriFromCorpusAmt |
| Total Corpus | $182,465 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,753 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $150,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,237 | ExcessFromYear4Amt |
| Excess From Year3 | $26,211 | ExcessFromYear3Amt |
| Excess From Year2 | $53,238 | ExcessFromYear2Amt |
| Excess From Year1 | $18,554 | ExcessFromYear1Amt |
| Excess From Current Year | $3,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DePaul University | |||||||
| 1 East Jackson Blvd | Chicago | IL | 60604 | No Relationship | PC | unrestricted | $3,000 |
| Learning Matters | |||||||
| 3511 Belmont Blvd | Nashville | TN | 37215 | No Relationship | PC | unrestricted | $5,000 |
| Chicago Horticultural Society | |||||||
| 1000 Lake Cook Road | Glencoe | IL | 60022 | No Relationship | PC | Unrestricted | $15,000 |
| Country Music Hall of Fame | |||||||
| 222 Rep John Lewis Way S | Nashville | TN | 37203 | No Relationship | PC | unrestricted | $5,000 |
| Nashville Zoo | |||||||
| 3777 Nolensville Pike | Nashville | TN | 37211 | No Relationship | PC | unrestricted | $1,500 |
| Nashville Opera | |||||||
| 3622 Redmon Street | Nashville | TN | 37209 | No Relationship | PC | unrestricted | $6,000 |
| Nashville Shakespeare Festival | |||||||
| 161 Rains Avenue | Nashville | TN | 37203 | No Relationship | PC | unrestricted | $5,000 |
| Writers Theatre | |||||||
| 325 Tudor Court | Glencoe | IL | 60022 | No Relationship | PC | unrestricted | $3,000 |
| Glencoe Historic Society | |||||||
| 375 Park Avenue | Glencoe | IL | 60022 | No Relationship | PC | unrestricted | $1,500 |
| Chicago Youth Centers | |||||||
| 218 S Wabash Ave | Chicago | IL | 60604 | No Relationship | PC | unrestricted | $2,500 |
| Evanston Public Library | |||||||
| 1703 Orrington Ave | Evanston | IL | 60201 | No Relationship | GOV | unrestricted | $5,000 |
| Doctors without Borders | |||||||
| 40 Rector Street | New York | NY | 10006 | No Relationship | PC | unrestricted | $5,000 |
| Glencoe Family Service | |||||||
| 675 Village Court | Glencoe | IL | 60022 | No Relationship | PC | unrestricted | $3,000 |
| Greater Chicago Food Depository | |||||||
| 100 W Cermack | Chicago | IL | 60632 | No Relationship | PC | unrestricted | $12,000 |
| McGaw YMCA | |||||||
| 1000 Grove Street | Evanston | IL | 60201 | No Relationship | PC | unrestricted | $5,000 |
| Mother 2 Mother | |||||||
| 478 Allied Drive | Nashville | TN | 37211 | No Relationship | PC | unrestricted | $1,000 |
| Planned Parenthood | |||||||
| 17 N State Street | Chicago | IL | 60602 | No Relationship | PC | unrestricted | $19,000 |
| Planned Parenthood | |||||||
| 412 Dr DB Todd Jr Blvd | Nashville | TN | 37203 | No Relationship | PC | unrestricted | $1,000 |
| Reflex Sympathetic Dystrophy Assc | |||||||
| P O Box 502 | Milford | CT | 06460 | No Relationship | PC | unrestricted | $500 |
| Rotary International | |||||||
| 1560 Sherman Ave | Evanston | IL | 60201 | No Relationship | PC | unrestricted | $1,000 |
| Williamson Fire Rescue | |||||||
| 2646 Goose Creek Bypass | Franklin | TN | 37064 | No Relationship | PC | unrestricted | $5,000 |
| Conservation International | |||||||
| 2011 Crystal Drive | Arlington | VA | 22202 | No Relationship | PC | unrestricted | $10,000 |
| Friends of Animals | |||||||
| 777 Post Road Unit 205 | Darien | CT | 06820 | No Relationship | PC | unrestricted | $2,000 |
| Better Government Assc | |||||||
| 223 W Jackson Blvd | Chicago | IL | 60606 | No Relationship | PC | unrestricted | $17,500 |
| Everytown for Gun Safety | |||||||
| 480 Lexington Avenue | New York | NY | 10022 | No Relationship | PC | unrestricted | $5,000 |
| Illinois Policy Institute | |||||||
| 300 S Riverside Plaza | Chicago | IL | 60606 | No Relationship | PC | unrestricted | $2,500 |
| Tennessee 4H | |||||||
| 505 Deaderick Street | Nashville | TN | 37243 | No Relationship | PC | Williamson County STEM Program | $8,000 |
| Ravinia Festival | |||||||
| 200 Ravinia Park Blvd | Highland Park | IL | 60035 | No Relationship | PC | unrestricted | $5,000 |
| Connections for the Homeless | |||||||
| 2121 Dewey Avenue | Evanston | IL | 60201 | No Relationship | PC | unrestricted | $5,000 |
| Kappa Sigma Scholarship Fund | |||||||
| 1610 Scottsville Rd | Charlottesville | VA | 22902 | No Relationship | PC | unrestricted | $9,000 |
| Bundled Blessings | |||||||
| 516 Church Street | Evanston | IL | 60201 | No Relationship | PC | unrestricted | $1,500 |
| American Red Cross | |||||||
| 2200 W Harrison | Chicago | IL | 60612 | No Relationship | PC | unrestricted | $6,000 |
| Guide Dog Foundation | |||||||
| 371 NY 25 | Smithtown | NY | 11787 | No Relationship | PC | unrestricted | $2,000 |
| 3500rg | |||||||
| PO Box 843004 | Boston | MA | 02284 | No Relationship | PC | unrestricted | $2,000 |
| Center for Biological Diversity | |||||||
| PO Box 710 | Tucson | AZ | 85702 | No Relationship | PC | unrestricted | $2,000 |
| Canine Companions | |||||||
| 7480 New Albany Condit Rd | Albany | OH | 43054 | No Relationship | PC | unrestricted | $2,000 |
| Dian Fossey Gorilla Fund | |||||||
| 800 Cherokee SE | Atlanta | GA | 30315 | No Relationship | PC | unrestricted | $2,000 |
| Humane Farming Assc | |||||||
| PO Box 3577 | San Rafael | CA | 94912 | No Relationship | PC | unrestricted | $2,000 |
| National Assc on Mental Illiness | |||||||
| 4301 Wilson Blvd | Arlington | VA | 22203 | No Relationship | PC | unrestricted | $2,000 |
| Marine Ammal Center | |||||||
| 2000 Bunker Rd | Sausalito | CA | 94965 | No Relationship | PC | unrestricted | $2,000 |
| National Disaster Search Dog Fnd | |||||||
| 6800 Wheeler Canyon Rd | Santa Paula | CA | 93060 | No Relationship | PC | unrestricted | $2,000 |
| Performing Animal Welfare Society | |||||||
| PO Box 849 | Galt | CA | 95632 | No Relationship | PC | unrestricted | $2,000 |
| Rain Forest Alliance | |||||||
| 298 Fifth Ave | New York | NY | 10001 | No Relationship | PC | unrestricted | $2,000 |
| Save the Chimps | |||||||
| PO Box 12220 | Fort Pierce | FL | 34979 | No Relationship | PC | unrestricted | $2,000 |
| Save the Redwoods | |||||||
| 111 Sutter St | San Francisco | CA | 94104 | No Relationship | PC | unrestricted | $2,000 |
| Sexual Assault Center | |||||||
| 101 French Landing Drive | Nashville | TN | 37228 | No Relationship | PC | unrestricted | $2,000 |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd Bronx | New York | NY | 10460 | No Relationship | PC | unrestricted | $2,000 |
| World Wildlife Fund | |||||||
| 1250 24th NW | Washington | DC | 20037 | No Relationship | PC | unrestricted | $5,000 |
| Wild Animal Sanctuary | |||||||
| 1946 WCR 53 | Keenesburg | CO | 80643 | No Relationship | PC | unrestricted | $2,000 |
| National Council on Aging | |||||||
| 251 18th Street South | Arlington | VA | 22202 | No Relationship | PC | unrestricted | $2,000 |
| World Central kitchen | |||||||
| PO Box 96538 | Washington | DC | 20090 | No Relationship | PC | unrestricted | $2,000 |
| American Forests | |||||||
| 1220 L Street NW | Washington | DC | 20005 | No Relationship | PC | unrestricted | $2,000 |
| Conservation Fund | |||||||
| 1655 N Fort Meyer | Arlington | VA | 22209 | No Relationship | PC | unrestricted | $2,000 |
| Environmental Defense Fund | |||||||
| 555 12th Street NW | Washington | DC | 20004 | No Relationship | PC | unrestricted | $7,000 |
| Friends of the Greenbay Trail | |||||||
| P O Box 545 | Glencoe | IL | 60022 | No Relationship | PC | unrestricted | $2,000 |
| Trust for Public Lands | |||||||
| 23 Geary Street | San Fransico | CA | 94108 | No Relationship | PC | unrestricted | $12,000 |
| Water Keepers Alliance | |||||||
| 180 Maiden Lane | New York | NY | 10038 | No Relationship | PC | unrestricted | $2,000 |
| Friends of Petraits | |||||||
| 4912 N Paulina St | Chicago | IL | 60640 | No Relationship | PC | unrestricted | $1,500 |
| ACLU Foundation | |||||||
| 125 Broad Street | New York | NY | 10004 | No Relationship | PC | unrestricted | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $0 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Vanguard Index 500 fund | StockNm |
| EOY Book Value | $1,274,992 | EOYBookValueAmt |
| EOYFMV | $5,130,351 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | rounding error | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | office expense tax preperation | Desc |
| Revenue And Expenses Per Books | $196 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| federal excise tax current year | $4,000 | $4,000 | $0 | $0 |
| federal excise tax prior year | $286 | $286 | $0 | $0 |