GRIMES FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GRIMES FAMILY FOUNDATION (EIN 36-7166131)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-03
- IRS object ID
- 201531549349100108
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-03T09:39:56-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthony J Madonia & AssocLTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 233 S Wacker Dr Ste 6825 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 367166131 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRIMES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIM | BusinessNameControlTxt |
| Phone | 7085791178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 N PARK ROAD | AddressLine1Txt |
| City | LAGRANGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID N GRIMES | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Signature | 2015-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony J Madonia | PreparerPersonNm |
| PTIN | P01462362 | PTIN |
| Phone | 3125789300 | PhoneNum |
| 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 | $940,965 | 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 | $29,991 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,916 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,916 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,916 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $167,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,263 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $9,513 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $95,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,179 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $19,429 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,575 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,720 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,720 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $9,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,001 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $9,001 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,296 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,296 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,296 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,296 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,296 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,883 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,133 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,170 | CashBOYAmt |
| Cash EOY | $28,422 | CashEOYAmt |
| Cash EOYFMV | $28,422 | CashEOYFMVAmt |
| Corporate Stock BOY | $433,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $496,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $708,220 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $172,887 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $171,870 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $204,323 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $651,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $696,320 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $940,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $651,144 | RetainedEarningBOYAmt |
| Retained Earning EOY | $696,320 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $651,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $696,320 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $651,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $696,320 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $651,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,176 | ExcessRevenueOverExpensesAmt |
| Subtotal | $696,320 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $696,320 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ST-WILLIAM BLAIR SECURITIES-SEE ATTACHED | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-10-01 | SoldDt |
| Gross Sales Price | $26,436 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,390 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,046 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,046 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,263 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,513 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $739,210 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04194 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,943 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $624,153 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04797 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,767 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $598,492 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04305 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $19,903 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $527,024 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.03777 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $28,507 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $457,135 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06236 | DistributionYr5Rt |
| Total Distribution | 0.23309 | TotalDistributionRt |
| Average Distribution | 0.04662 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $834,403 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $519 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $39,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,038 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,038 | SubtotalAmt |
| Tax Based On Investment Income | $1,038 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,732 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,732 | TotalPaymentsAndCreditsAmt |
| Overpayment | $694 | OverpaymentAmt |
| Applied To ES Tax | $694 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID N GRIMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7085791178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 607 N PARK ROAD | AddressLine1Txt |
| City | LA GRANGE PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | 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 |
| 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 |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID N GRIMES | ||||||
| 607 N PARK ROAD | LAGRANGE PARK | IL | 60526 | Director/Pres. | 1.00 | $0 |
| CAROL N GRIMES | ||||||
| 607 N PARK ROAD | LAGRANGE PARK | IL | 60526 | Director/Sec. | 1.00 | $0 |
| JEFEREY S GRIMES | ||||||
| 5902 TIMBER TRAILS BLVD | WESTERN SPRINGS | IL | 60558 | Director/Treas. | 1.00 | $0 |
| MARK S GRIMES | ||||||
| 4727 FRANKLIN AVE | WESTERN SPRINGS | IL | 60558 | Director | 1.00 | $0 |
| BRIAN D GRIMES | ||||||
| 536 JEFFERSON STREET | HINSDALE | IL | 60521 | Director | 1.00 | $0 |
| STEPHEN P GRIMES | ||||||
| 3937 FRANKLIN AVE | WESTERN SPRINGS | IL | 60558 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $811,446 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $847,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $847,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $834,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,720 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,720 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,038 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,038 | TotalTaxAmt |
| Distributable Before Adj | $40,682 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $36,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,682 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,907 | UndistributedIncomePYAmt |
| Qualifying Distributions | $36,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,907 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,793 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $38,889 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID N GRIMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BENET ACADEMY | |||||||
| 2200 MAPLE AVE | LESLE | IL | 60532 | N/A | CHARITY | GENERAL PURPOSE | $1,500 |
| PILLARS | |||||||
| 333 N LAGRANGE RD | LAGRANGE PARK | IL | 60526 | N/A | CHARITY | GENERAL PURPOSE | $250 |
| MERCHYHURST UNIVERSITY | |||||||
| 501 E 38TH ST | ERIE | PA | 16546 | N/A | CHARITY | GENERAL PURPOSE | $3,000 |
| ST PETER AND PAUL CATHOLIC SCHOOL | |||||||
| 201 E FRANKLIN AVE | NAPERVILLE | IL | 60540 | N/A | CHARITY | GENERAL PURPOSE | $12,000 |
| THE YORKSHIRE TERRIER | |||||||
| 1065 LEWIS RD | SHAPMANSBORO | TN | 37035 | N/A | CHARITY | GENERAL PURPOSE | $1,000 |
| WESTERN GOLF ASSOCIATION | |||||||
| 1 BRIAR RD | GOLF | IL | 60029 | N/A | CHARITY | GENERAL PURPOSE | $2,500 |
| ST FRANCIS XAVIER | |||||||
| 124 N SPRING AVE | LAGRANGE PARK | IL | 60525 | N/A | CHARITY | GENERAL PURPOSE | $13,500 |
| AUGUSTANA COLLEGE | |||||||
| 639 38TH ST | ROCK ISLAND | IL | 61201 | N/A | CHARITY | GENERAL PURPOSE | $1,000 |
| ST JOHN OF THE CROSS PARISH CENTER | |||||||
| 5005 WOLF RD | WESTERN SPRINGS | IL | 60558 | N/A | CHARITY | GENERAL PURPOSE | $1,700 |
| TOWER CHORALE | |||||||
| 4211 Grand Avenue | WESTERN SPRING | IL | 60558 | N/A | CHARITY | GENERAL PURPOSE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,916 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $65,181 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,181 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $1,575 | Amt |
| Net Investment Income | $1,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,575 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| IL SEC FEE | $15 | $15 | $15 |
| Investment Advisory Fees | $8,984 | $8,984 | $8,984 |
| ROUNDING | $2 | $2 | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax Based on Investment Income | CategoryTxt |
| Amt | $2,720 | Amt |
| Net Investment Income | $2,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,720 | AdjustedNetIncomeAmt |