HALE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HALE FOUNDATION (EIN 36-4321543)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-03
- IRS object ID
- 202630349349100418
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-03T16:17:30-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364049282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASQUESI SHEPPARD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364321543 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HALE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O RUTH WEILER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALE | BusinessNameControlTxt |
| Phone | 8473817726 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 GARLANDS LN | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH WEILER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8473817726 | PhoneNum |
| Signature | 2026-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK ZIVKOVIC | PreparerPersonNm |
| PTIN | P00008829 | PTIN |
| Phone | 8472345000 | PhoneNum |
| Preparation | 2026-01-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,565,338 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,897 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,951 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25,389 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,874 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $515 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,374 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $515 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $123,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,374 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,361 | CashBOYAmt |
| Cash EOY | $41,325 | CashEOYAmt |
| Cash EOYFMV | $41,325 | CashEOYFMVAmt |
| Corporate Stock BOY | $586,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $609,966 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,524,013 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $608,979 | TotalAssetsBOYAmt |
| Total Assets EOY | $651,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,565,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $608,979 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $651,291 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $608,979 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $651,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $608,979 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $651,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $608,979 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $651,291 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $651,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC SECURITIES | PropertyDesc |
| Gross Sales Price | $212,208 | GrossSalesPriceAmt |
| Cost Or Other Basis | $80,311 | CostOrOtherBasisAmt |
| Gain Or Loss | $131,897 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $131,897 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,897 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,926 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,926 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,926 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,952 | 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 | $1,952 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26 | OverpaymentAmt |
| Applied To ES Tax | $26 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK ZIVKOVIC PASQUESI SHEPPARD | IndividualWithBooksNm |
| Phone | 8472345000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 585 BANK LANE | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH WEILER | ||||||||
| 3000 GARLANDS LANE | BARRINGTON | IL | 60010 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KURT WEILER | ||||||||
| 2316 THAYER STREET | EVANSTON | IL | 60201 | VICE PRESIDENT | 0.50 | $0 | $0 | $0 |
| ANITY W REICHE | ||||||||
| 4332 CARLISLE DRIVE | PRAIRIE GROVE | IL | 60012 | SECRETARY/TREASURER | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,457,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,488,471 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,488,471 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,451,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,926 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,926 | TotalTaxAmt |
| Distributable Before Adj | $120,631 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,631 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,631 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $96,265 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $11,155 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,436 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $28,591 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,366 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,366 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,225 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $4,225 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUTH WEILER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT A NATIVE ELDER | |||||||
| PO BOX 3401 | PARK CITY | UT | 84060 | NONE | PC | OPERATING FUNDS | $5 |
| ALIGHT | |||||||
| 1325 QUINCY STREET NE | MINNEAPOLIS | MN | 55413 | NONE | PC | OPERATING FUNDS | $3,000 |
| ALS ASSOCIATION | |||||||
| 939 W RANDOLPH STREET 2W | CHICAGO | IL | 60607 | NONE | PC | OPERATING FUNDS | $1,000 |
| ALZHEIMERS DISEASE RESEACHE | |||||||
| 225 N MICHICAG AVE | CHICAGO | IL | 60601 | NONE | PC | OPERATING FUNDS | $500 |
| AMERICARES | |||||||
| 88 HAMILTON | STANFORD | CT | 06902 | NONE | PC | OPERATING FUNDS | $1,000 |
| BOYS AND GIRLS CLUB | |||||||
| 1590 WILKENING ROAD | SCHAUMBURG | IL | 60173 | NONE | PC | OPERATING FUNDS | $1,000 |
| CAFE OF LIFE INC | |||||||
| 2674 NOMAD DR | BONITA SPRINGS | FL | 34135 | NONE | PC | OPERATING FUNDS | $1,000 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PC | OPERATING FUNDS | $2,000 |
| CARTER CENTER | |||||||
| 453 JOHN LEWIS FREEDOM PARKWAT | ATLANTA | GA | 30307 | NONE | PC | OPERATING FUNDS | $5,000 |
| CHICAGO COALITION FOR HOMELESS | |||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | NONE | PC | OPERATING FUNDS | $2,000 |
| CHILDS HOPE INTERNATIONAL | |||||||
| 2430 E KEMPER RD | SHARONVILLE | OH | 45241 | NONE | PC | OPERATING FUNDS | $1,000 |
| CONCERN WORLDWIDE US | |||||||
| 332 S MICHIGAN AVENUE SUITE 630 | CHICAGO | IL | 60604 | NONE | PC | OPERATING FUNDS | $1,500 |
| DIRECT RELIEF | |||||||
| 27 S LA PATERA LANE | GOLETA | CA | 93117 | NONE | PC | OPERATING FUNDS | $1,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PC | OPERATING FUNDS | $5,500 |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | NONE | PC | OPERATING FUNDS | $3,000 |
| FEED THE STARVING CHILDREN (FMSC) | |||||||
| 401 93RD AVE | COON RAPIDS | MN | 55433 | NONE | PC | OPERATING FUNDS | $2,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | OPERATING FUNDS | $5,000 |
| FOOD FOR THE HUNGRY | |||||||
| 1224 E WASHINGTON STREET | PHOENIX | AZ | 85034 | NONE | PC | OPERATING FUNDS | $2,000 |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | OPERATING FUNDS | $4,000 |
| HABITAT FOR HUMANITY LAKE CO | |||||||
| 315 N MARTIN LUTHER KIND JR AVE | WAUKEGAN | IL | 60085 | NONE | PC | OPERATING FUNDS | $1,700 |
| HANDS OF HOPE | |||||||
| 800 HART ROAD SUITE 100 | BARRINGTON | IL | 60010 | NONE | PC | OPERATING FUNDS | $500 |
| HARRY CHAPIN FOOD DEPOSITORY | |||||||
| 3760 FOWLER ST | FORT MYERS | FL | 33901 | NONE | PC | OPERATING FUNDS | $1,500 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | NONE | PC | OPERATING FUNDS | $1,000 |
| HOME OF THE SPARROW | |||||||
| 4209 W SHAMROCK LN B | MCHENRY | IL | 60050 | NONE | PC | OPERATING FUNDS | $500 |
| INTL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PC | OPERATING FUNDS | $3,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 651 W WASHINGTON BLVD SUITE 400 | CHICAGO | IL | 60661 | NONE | PC | OPERATING FUNDS | $1,000 |
| LITERACY COUNCIL GULF COAST | |||||||
| 26820 OLD 41 RD | BONITA SPRINGS | FL | 34135 | NONE | PC | OPERATING FUNDS | $1,000 |
| LURIE CHILDRENS FOUNDATION | |||||||
| 225 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | OPERATING FUNDS | $1,500 |
| MEALS ON WHEELS | |||||||
| 1111 N WELLS ST 307 | CHICAGO | IL | 60610 | NONE | PC | OPERATING FUNDS | $1,500 |
| MERCY CORP | |||||||
| PO BOX 37800 | BOONE | IA | 500374800 | NONE | PC | OPERATING FUNDS | $2,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTON | MD | 21741 | NONE | PC | OPERATING FUNDS | $1,000 |
| MISERICORDIA | |||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | PC | OPERATING FUNDS | $1,500 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 221161583 | NONE | PC | OPERATING FUNDS | $2,000 |
| NORTHERN IL FOOD BK | |||||||
| 273 DEARBORN COURT | GENEVA | IL | 60134 | NONE | PC | OPERATING FUNDS | $2,500 |
| OPERATION SMILE | |||||||
| 3641 FACULTY BLVD | VIRGINIA BEACH | VA | 23453 | NONE | PC | OPERATING FUNDS | $1,000 |
| OXFAM | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PC | OPERATING FUNDS | $2,000 |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | OPERATING FUNDS | $2,000 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | PC | OPERATING FUNDS | $4,000 |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | NONE | PC | OPERATING FUNDS | $2,000 |
| RCMA | |||||||
| 402 W MAIN ST | IMMOKALEE | FL | 34142 | NONE | PC | OPERATING FUNDS | $1,000 |
| READING IS FUNDAMENTAL | |||||||
| 750 FIRST ST NE STE 920 | WASHINGTON | DC | 20002 | NONE | PC | OPERATING FUNDS | $2,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 131 S DEARBORN | CHICAGO | IL | 60603 | NONE | PC | OPERATING FUNDS | $2,500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | OPERATING FUNDS | $500 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | NONE | PC | OPERATING FUNDS | $2,000 |
| SPECIAL OLYMPICS IL | |||||||
| 102 SCHELTER RD 25 | LINCOLNSHIRE | IL | 60069 | NONE | PC | OPERATING FUNDS | $1,000 |
| TEACH FOR AMERICA | |||||||
| 300 W ADAMS STREET SUITE 1000 | CHICAGO | IL | 60606 | NONE | PC | OPERATING FUNDS | $1,000 |
| TOYS FOR TOTS FOUNDATION | |||||||
| 3155 BLACKHAWK DR | FORT SHERIDAN | IL | 60037 | NONE | PC | OPERATING FUNDS | $1,500 |
| UKRAINIAN NATIONAL WOMENS LEAGUE (UNWLA) | |||||||
| 203 2ND AVE | NEW YORK | NY | 10003 | NONE | PC | OPERATING FUNDS | $1,000 |
| UNICEF UNITED STATES FUND | |||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | PC | OPERATING FUNDS | $1,000 |
| UNITED WAY LEE CO | |||||||
| 98 S GALENA DRIVE | DIXON | IL | 61021 | NONE | PC | OPERATING FUNDS | $500 |
| WBEZ | |||||||
| 848 E GRAND AVENUE NAVY PIER | CHICAGO | IL | 60611 | NONE | PC | OPERATING FUNDS | $2,000 |
| WGCU | |||||||
| 10501 FGCU BLVD S | FORT MYERS | FL | 33965 | NONE | PC | OPERATING FUNDS | $2,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW | WASHINGTON | DC | 20036 | NONE | PC | OPERATING FUNDS | $1,000 |
| WORLD CENTRAL KITCHEN | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | PC | OPERATING FUNDS | $1,045 |
| WOUNDED WARRIOR PROJECT | |||||||
| 230 W MONROE ST 200 | CHICAGO | IL | 60606 | NONE | PC | OPERATING FUNDS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,750 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,897 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,951 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $609,966 | EOYBookValueAmt |
| EOYFMV | $2,524,013 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $24,874 | $24,874 | $0 |
| ILLINOIS CHARITY BUREAU | $15 | $0 | $15 |
| CHARITY NAVIGATOR | $500 | $0 | $500 |