THOMAS P AND PATRICIA A ODONNELL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS P AND PATRICIA A ODONNELL FAMILY FOUNDATION (EIN 36-4334239)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-12-17
- IRS object ID
- 202533519349100003
- 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
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-17T08:50:15-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331960825 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJMS FAMILY OFFICE SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE ST SUITE 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364334239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS P AND PATRICIA A O'DONNELL | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION C/O MADDEN JIGANTI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 3123464101 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 S LASALLE STREET 1700 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA A O'DONNELL | PersonNm |
| Person Title | TREASURER, DIRECTOR | PersonTitleTxt |
| Phone | 3123464101 | PhoneNum |
| Signature | 2025-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE L BRONKE | PreparerPersonNm |
| PTIN | P00046176 | PTIN |
| Phone | 3123464101 | PhoneNum |
| Preparation | 2025-12-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $554,539 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,865 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $280,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,523 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,388 | 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 |
| Legal Fees Rev And Expnss | $3,760 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,760 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $762 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,247 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $303,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $303,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,247 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$253,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,947 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $676,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $432,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $523,626 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2,728 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,966 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,966 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $716,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $462,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $554,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $716,101 | RetainedEarningBOYAmt |
| Retained Earning EOY | $462,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $716,101 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $462,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $716,101 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $462,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $716,101 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$253,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $462,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $462,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 140 SHARES ISHARES CORE S&P 500 ETF | P | 2022-06-27 | 2025-07-25 | $89,460 | $55,044 | $34,416 | $34,416 |
| 134.21 SHARES MFB NORTHERN FDS GLOBAL REAL ESTATED IND EX FD | P | 2019-08-15 | 2025-07-25 | $1,358 | $1,427 | -$69 | -$69 |
| 181.29 SHARES MFB NORTHERN FDS GLOBAL REAL ESTATED IND EX FD | P | 2019-12-12 | 2025-07-25 | $1,835 | $2,011 | -$176 | -$176 |
| 1,217.29 SHARES MFB NORTHERN FDS GLOBAL REAL ESTATED IND EX FD | P | 2020-04-16 | 2025-07-25 | $12,319 | $9,958 | $2,361 | $2,361 |
| 11.05 SHARES MFB NORTHERN FDS GLOBAL REAL ESTATED IND EX FD | P | 2020-06-18 | 2025-07-25 | $112 | $101 | $11 | $11 |
| 6.10 SHARES MFB NORTHERN FDS GLOBAL REAL ESTATED IND EX FD | P | 2020-11-12 | 2025-07-25 | $62 | $59 | $3 | $3 |
| 44.30 SHARES MFB NORTHERN FDS GLOBAL REAL ESTATED IND EX FD | P | 2021-01-21 | 2025-07-25 | $448 | $449 | -$1 | -$1 |
| 98.17 SHARES MFB NORTHERN FDS GLOBAL REAL ESTATED IND EX FD | P | 2022-01-13 | 2025-07-25 | $993 | $1,155 | -$162 | -$162 |
| 5.10 SHARES MFB NORTHERN FDS GLOBAL REAL ESTATED IND EX FD | P | 2022-06-09 | 2025-07-25 | $52 | $51 | $1 | $1 |
| 101 SHARES MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPS TREAM NAT RES INCED FD | P | 2015-09-15 | 2025-07-25 | $4,165 | $2,504 | $1,661 | $1,661 |
| 132 SHARES MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPS TREAM NAT RES INCED FD | P | 2020-04-16 | 2025-07-25 | $5,443 | $3,169 | $2,274 | $2,274 |
| 208 MFC FLEXSHARES TR TR IBOXX 3 YR TARGE DURATION TIPS INDEX FD | P | 2022-02-25 | 2025-07-25 | $5,033 | $5,411 | -$378 | -$378 |
| 65 SHARES MFC ISHARES TR CORE S&P SMALL-CAP ETF | P | 2022-06-27 | 2025-07-25 | $7,295 | $6,161 | $1,134 | $1,134 |
| 701 SHARES MFC ISHARES TRUST CORE US AGGREGATE BD ETF | P | 2021-01-21 | 2025-07-25 | $68,911 | $82,208 | -$13,297 | -$13,297 |
| 6,551.30 SHARES MFO PIMCO FDS PAC INVT MGMT SER HIGH YIELD FD INSTL CL | P | 2022-06-27 | 2025-07-25 | $53,000 | $50,642 | $2,358 | $2,358 |
| 280 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF | P | 2022-06-27 | 2025-07-25 | $16,183 | $11,621 | $4,562 | $4,562 |
| 240 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF | P | 2024-03-21 | 2025-07-25 | $13,871 | $12,046 | $1,825 | $1,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $711 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $711 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,966 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,966 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,255 | OverpaymentAmt |
| Applied To ES Tax | $1,255 | 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 | FL | 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 | PATRICIA A O'DONNELL | IndividualWithBooksNm |
| Phone | 9549380397 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 BROOKVIEW COURT | AddressLine1Txt |
| City | HINSDALE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA A O'DONNELL | ||||||||
| 60 BROOKVIEW COURT | HINSDALE | IL | 60521 | TREASURER, DIRECTOR | 0.00 | $0 | $0 | $0 |
| THOMAS P O'DONNELL III | ||||||||
| 8052 N STATE ROAD 59 | MILTON | WI | 53563 | SECRETARY, DIRECTOR | 0.00 | $0 | $0 | $0 |
| KATHLEEN O'DONNELL | ||||||||
| 5415 N SHERIDAN ROAD UNIT 4901 | CHICAGO | IL | 60640 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOSEPH C O'DONNELL | ||||||||
| PO BOX 688 | BAILEYS HARBOR | WI | 54202 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| EILEEN T LEEDY | ||||||||
| 918 ALAMEDA STREET | ORLANDO | FL | 32804 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY LEE CULLIGAN | ||||||||
| 8835 BLUE MOUNTAIN DR | GOLDEN | CO | 80403 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $702,207 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $776,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $776,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,648 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $764,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $711 | TotalTaxAmt |
| Distributable Before Adj | $37,533 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,533 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $303,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $90,754 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $212,447 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $218,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $242,209 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $246,562 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,010,102 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $265,967 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,276,069 | 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 | $90,754 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,185,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $212,447 | ExcessFromYear4Amt |
| Excess From Year3 | $218,130 | ExcessFromYear3Amt |
| Excess From Year2 | $242,209 | ExcessFromYear2Amt |
| Excess From Year1 | $246,562 | ExcessFromYear1Amt |
| Excess From Current Year | $265,967 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICIA A O'DONNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 5 GYRES | |||||
| PO BOX 5699 | SANTA MONICA | CA | 90409 | CHARITABLE PURPOSE | $2,500 |
| ACCELERATED CURE PROJECT FOR MS | |||||
| 800 LEXINGTON ST | WALTHAM | MA | 12452 | CHARITABLE PURPOSE | $4,000 |
| ADULT LITERACY LEAGUE | |||||
| 35 W MICHIGAN ST SUITE 100 | ORLANDO | FL | 32806 | CHARITABLE PURPOSE | $5,000 |
| ALZHEIMERS & DEMENTIA RESOURCE CENTER | |||||
| 715 DOUGLASS AVE SUITE 53 | ALTAMONTE SPRINGS | FL | 32714 | CHARITABLE PURPOSE | $5,000 |
| ANGELIC ORGANICS LEARNING CENTER | |||||
| 1547 ROCKTON RD | CALEDONIA | IL | 61011 | CHARITABLE PURPOSE | $3,000 |
| AUDUBON CENTER FOR BIRDS OF PREY | |||||
| 1101 AUDUBON WAY | MAITLAND | FL | 32751 | CHARITABLE PURPOSE | $2,500 |
| BACH FESTIVAL SOCIETY OF WINTER PARK | |||||
| 1000 HOLT AVE 2763 | WINTER PARK | FL | 32789 | CHARITABLE PURPOSE | $7,500 |
| BAILEY'S HARBOR VOLUNTEER FIRE & RESCUE | |||||
| 6336 MAIN ST | BAILEY | NC | 27807 | CHARITABLE PURPOSE | $1,000 |
| BR RYALL YMCABILLY O'DONNELL BASKETBALL CAMP | |||||
| 1 DIEKE WAY | GLEN ELLYN | IL | 60137 | CHARITABLE PURPOSE | $10,000 |
| BRIDGE COMMUNITIES | |||||
| 505 CRESCENT BLVD | GLEN ELLYN | IL | 60137 | CHARITABLE PURPOSE | $5,000 |
| BROTHERS OF ST CHARLES LWANGA | |||||
| 6235 N KENMORE AVE | CHICAGO | IL | 60640 | CHARITABLE PURPOSE | $10,000 |
| CENTER FOR ADVANCING DOMESTIC PEACE | |||||
| 813 S WESTERN AVE | CHICAGO | IL | 60612 | CHARITABLE PURPOSE | $3,000 |
| CHICAGO POLICE MEMORIAL FOUNDATION | |||||
| 10339 S PULASKI | CHICAGO | IL | 60655 | CHARITABLE PURPOSE | $27,500 |
| COME BACK YOGA | |||||
| PO BOX 27621 | DENVER | CO | 80277 | CHARITABLE PURPOSE | $5,000 |
| CONSCIENCE ALLIANCE | |||||
| 3801 INDUSTRIAL LANE | BROOMFIELD | CO | 80020 | CHARITABLE PURPOSE | $2,000 |
| DAVE'S HOUSE | |||||
| PO BOX 1466 | WINDERMERE | FL | 34786 | CHARITABLE PURPOSE | $7,500 |
| EARTH ISLAND INSTITUTE | |||||
| 1250 ALLSTON WAY | BERKELEY | CA | 94704 | CHARITABLE PURPOSE | $5,000 |
| FARM SHARE INC | |||||
| 14125 SW 320TH ST | HOMESTEAD | FL | 33033 | CHARITABLE PURPOSE | $5,000 |
| FLORIDA NATIVE PLANT SOCIETY | |||||
| PO BOX 278 | MELBOURNE | FL | 32902 | CHARITABLE PURPOSE | $2,500 |
| FOOD BANK OF THE ROCKIES | |||||
| 10700 E 45TH AVENUE | DENVER | CO | 80239 | CHARITABLE PURPOSE | $7,500 |
| FRANCISCAN PEACEMAKERS CLARE COMMUNITY | |||||
| 3333 W LISBON AVE | MILWAUKEE | WI | 53208 | CHARITABLE PURPOSE | $10,000 |
| FRIENDS WITH FOOD | |||||
| 713 N GRANDVIEW | WAUKESHA | WI | 53188 | CHARITABLE PURPOSE | $5,000 |
| HELP FOR DOOR COUNTY | |||||
| 219 GREEN BAY ROAD | STURGEON BAY | WI | 54235 | CHARITABLE PURPOSE | $5,000 |
| HINSDALE HOSPITAL FOUNDATION | |||||
| 120 N OAK ST | HINSDALE | IL | 60521 | CHARITABLE PURPOSE | $5,000 |
| HORIZON HIGH SCHOOL OF MADISON INC | |||||
| PO BOX 45045 | MADISON | WI | 53744 | CHARITABLE PURPOSE | $10,000 |
| MEDIA LITERACY NOW | |||||
| 15 MAIN ST SUITE 102 | WATERTOWN | MA | 02472 | CHARITABLE PURPOSE | $5,000 |
| MERCY HOME | |||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | CHARITABLE PURPOSE | $10,000 |
| MILWAUKEE RESCUE MISSION | |||||
| 830 N 19TH ST | MILWAUKEE | WI | 53233 | CHARITABLE PURPOSE | $10,000 |
| NATIONAL SAFE HAVEN ALLIANCE | |||||
| PO BOX 12631 | GLENDALE | AZ | 85318 | CHARITABLE PURPOSE | $15,000 |
| NORTHERN ILLINOIS FOOD BANK | |||||
| 237 DEARBORN COURT | BATAVIA | IL | 60134 | CHARITABLE PURPOSE | $7,500 |
| NOTRE DAME PARISH | |||||
| 64 NORFOLK | CLARENDON HILLS | IL | 60514 | CHARITABLE PURPOSE | $10,000 |
| NURSE-FAMILY PARTNERSHIP | |||||
| 1900 GRAND ST SUITE 400 | DENVER | CO | 80203 | CHARITABLE PURPOSE | $10,000 |
| ONE HEART FOR WOMEN & CHILDREN | |||||
| 2040 N RIO GRANDE AVE | ORLANDO | FL | 32804 | CHARITABLE PURPOSE | $5,000 |
| PLASTIC POLLUTION COALITION | |||||
| 4401 A CONNNECTICUT AVE | WASHINGTON | DC | 20008 | CHARITABLE PURPOSE | $3,000 |
| SCHOLARSHIP AMERICA | |||||
| 7900 INTERNATIONAL DR | MINNEAPOLIS | MN | 554252561 | CHARITABLE PURPOSE | $5,000 |
| SCHOOL SISTERS OF NOTRE DAME | |||||
| 6401 N CHARLES ST | BATIMORE | MD | 21212 | CHARITABLE PURPOSE | $10,000 |
| SECOND WIND FUND | |||||
| 899 LOGAN ST SUITE 208 | DENVER | CO | 80203 | CHARITABLE PURPOSE | $5,000 |
| SEED SAVERS EXCHANGE SEEDSAVERSORG | |||||
| 3094 NORTH WINN RD | DECORAH | IA | 52101 | CHARITABLE PURPOSE | $5,000 |
| SEVEN GENERATIONS AHEAD | |||||
| 1049 LAKE ST SUITE 200 | OAK PARK | IL | 60301 | CHARITABLE PURPOSE | $2,000 |
| ST LEO'S FOOD FUND | |||||
| 6235 N KENMORE AVE | CHICAGO | IL | 60660 | CHARITABLE PURPOSE | $10,000 |
| ST ELIZABETH CHURCH | |||||
| 232 PASSION PLAY RD | EUREKA SPRINGS | AR | 72632 | CHARITABLE PURPOSE | $1,000 |
| SUNSHINE RESOURCE OF DOOR COUNTY | |||||
| 55 YEW ST | STURGEON BAY | WI | 54235 | CHARITABLE PURPOSE | $5,000 |
| SURFRIDER FOUNDATION | |||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | CHARITABEL PURPOSE | $3,000 |
| THE ACTION CENTER | |||||
| 7890 SHERMAN STREET | DENVER | CO | 80203 | CHARITABLE PURPOSE | $6,000 |
| THE ELEPHANT SANCTUARY | |||||
| PO BOX 393 | HOHENWALD | TN | 38462 | CHARITABLE PURPOSE | $2,500 |
| THE XERCES SOCIETY | |||||
| PO BOX 97387 | WASHINGTON | DC | 200907387 | CHARITABLE PURPOSE | $5,000 |
| TREES WATER & PEOPLE | |||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 85024 | CHARITABLE PURPOSE | $5,000 |
| TRINITY UNTD METH CHURCH COMM MEALS | |||||
| 273 MEETING STREET | CHARLESTON | SC | 29401 | CHARITABLE PURPOSE | $4,000 |
| WHY HUNGER | |||||
| 505 8TH ST SUITE 2100 | NEW YORK | NY | 10018 | CHARITABLE PURPOSE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $303,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,865 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,523 | RelatedOrExemptFunctionIncmAmt |
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 | $59,388 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,388 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THESE ITEMS OF INCOME ARE A DIRECT RESULT OF THE FOUNDATION DIRECTORS |
| 4 | INVESTMENT OF THE FOUNDATION ASSETS IN A PRUDENT MANNER, WHICH IS |
| 8 | CONSISTENT WITH THEIR FIDUCIARY DUTY TO THE FOUNDATION |
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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REGULATIONS SECTION 53.4942(A)-3(D)(2), THE THOMAS P. AND PATRICIA A. FAMILY FOUNDATION ELECTS TO APPLY UNDISTRIBUTED INCOME FROM 2008, $19,455, AGAINST QUALIFYING DISTRIBUTIONS MADE IN 2010. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS AND ETFS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $432,067 | BookValueAmt |
| EOYFMV | $523,626 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MJMS FAMILY OFFICE SERVICES LLC | CategoryTxt |
| Legal Fees | $3,760 | LegalFeesAmt |
| Net Investment Income | $3,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $2,728 | BOYBookValueAmt |
| EOY Book Value | $1,966 | EOYBookValueAmt |
| EOYFMV | $1,966 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $4,008 | $4,008 | $0 |
| MISCELLANEOUS EXPENSES | $469 | $469 | $0 |
| FILING FEE | $10 | $10 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $762 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |