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JOHN MARSHALL FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JOHN MARSHALL FAMILY FOUNDATION (EIN 26-6107463)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-30
IRS object ID
202601209349102380
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-30T16:08:09-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN300967341PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARSHALL LAW OFFICES LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 CENTERVILLE RD SUITE 204WAddressLine1Txt
CityWARWICKCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028860213ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN266107463EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1John Marshall Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOHNBusinessNameControlTxt
Phone2245958520PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1429 Willow Wood DrAddressLine1Txt
CityPalatineCityNm
State AbbreviationILStateAbbreviationCd
ZIP60074ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarcia MarshallPersonNm
Person TitleTrusteePersonTitleTxt
Phone2245958520PhoneNum
Signature2026-04-30SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENISE PERKINSPreparerPersonNm
PTINP02445298PTIN
Phone4017328070PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,844,255FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$84,183DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84,183DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$496,272NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$735,422GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$496,272CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$580,455TotalRevAndExpnssAmt
Total Net Invst Incm$580,455TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$503OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,728TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,246TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$513,965ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$513,965ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$516,211TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$513,965TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,244ExcessRevenueOverExpensesAmt
Net Investment Income$580,455NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$17,287CashEOYAmt
Cash EOYFMV$17,287CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,260SavAndTempCashInvstBOYAmt
US Government Obligations BOY$28,893USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,813,072CorporateStockBOYAmt
Corporate Stock EOY$2,908,812CorporateStockEOYAmt
Corporate Stock EOYFMV$13,459,978CorporateStockEOYFMVAmt
Other Investments BOY$98,291OtherInvestmentsBOYAmt
Other Investments EOY$98,291OtherInvestmentsEOYAmt
Other Investments EOYFMV$366,990OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,943,516TotalAssetsBOYAmt
Total Assets EOY$3,024,390TotalAssetsEOYAmt
Total Assets EOYFMV$13,844,255TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,943,516NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,024,390NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,943,516TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,024,390TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,943,516TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,024,390TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,943,516TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,244ExcessRevenueOverExpensesAmt
Other Increases$19,750OtherIncreasesAmt
Subtotal$3,027,510SubtotalAmt
Other Decreases$3,120OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,024,390TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$735,422GrossSalesPriceAmt
Cost Or Other Basis$239,150CostOrOtherBasisAmt
Gain Or Loss$496,272GainOrLossAmt
Gains Minus Excess Or Losses$496,272GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$496,272CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,068InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,068SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,068TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,036EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,036TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$5,032TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DENISE PERKINSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2245958520PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1710 N HADDOW AVEAddressLine1Txt
CityARLINGTON HEIGHTSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60004ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARCIA MARSHALL
429 WILLOW WOOD DRPALATINEIL60074TRUSTEE2.00$0$0$0
DENISE PERKINS
710 N HADDOW AVEARLINGTON HEIGHTSIL60004TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,159,461AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,856AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,177,317TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,177,317AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$182,660CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,994,657NetVlNoncharitableAssetsAmt
Minimum Investment Return$599,733MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$599,733MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,068TaxBasedOnInvestmentIncomeAmt
Total Tax$8,068TotalTaxAmt
Distributable Before Adj$591,665DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$591,665DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$591,665DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$513,965ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$513,965QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$591,665DistributableAsAdjustedAmt
Undistributed Income PY$486,348UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$513,965QualifyingDistributionsAmt
Applied To Year1$486,348AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,617AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$564,048UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (167 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A SAFE PLACE
2710 17TH STREET SUITE 100ZIONIL60099PCUNRESTRICTED$5,000
AARP FOUNDATION
601 E STREET NWWASHINGTONDC20049PCUNRESTRICTED$1,000
ADVOCATE CHARITABLE FOUNDATION
2025 WINDSOR DROAK BROOKIL60523PCUNRESTRICTED$500
AID FOR WOMEN
8 S MICHIGAN AVE SUITE 1418CHICAGOIL60603PCUNRESTRICTED$5,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO802214488PCUNRESTRICTED$5,000
AMERICAN PARKINSONS DISEASE ASSOCIATION
PO BOX 750MERRIFIELDVA22116PCUNRESTRICTED$1,000
AMERICAN SOCIETY FOR THE DEAF
PO BOX 23WOODBINEMD21797PCUNRESTRICTED$1,000
AND THEN THERE WERE NONE
PO BOX 2571ROUND ROCKTX786802571PCUNRESTRICTED$5,000
LURIE CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION
225 E CHICAGO AVE BOX 4CHICAGOIL606112991PCUNRESTRICTED$1,000
ARCHDIOCESE OF CHICAGO ANNUAL CATHOLIC APPEAL
835 N RUSH STCHICAGOIL606112030PCUNRESTRICTED$1,000
AVON CARES FOOD PANTRY
319 NIPPERSINK RDROUND LAKEIL60073PCUNRESTRICTED$3,000
BANANAS FOSTER
2934 BEE ROADSAVANNAHGA31404PCUNRESTRICTED$5,000
BARTH SYNDROME
2005 PALMER AVE 1033LARCHMONTNY10538PCUNRESTRICTED$1,000
BEAR NECCESITIES
55 W WACKER SUITE 1100CHICAGOIL60601PCUNRESTRICTED$1,000
BETH EMET THE FREE SYNAGOGUE
1224 DEMPSTER STEVANSTONIL60202PCUNRESTRICTED$5,000
BRIDGE COMMUNITIES
500 ROOSEVELT RDGLEN ELLYNIL601372600PCUNRESTRICTED$5,000
Cal Farley's Boys Ranch
60 SW 1TH AVEAMARILLOTX791013228PCUNRESTRICTED$500
CAMP KESEM
10586 WEST PICO BLVD 196LOS ANGELESCA90064PCUNRESTRICTED$750
CASA OF DUPAGE COUNTY
505 N COUNTY FARM RD SUITE 3CWHEATONIL60187PCUNRESTRICTED$5,000
CATHOLIC CHARITIES
721 N LASALLE STCHICAGOIL60654PCUNRESTRICTED$5,000
CATHOLIC MEDICAL MISSION - CMMB
PO BOX 37041BOONEIA500370041PCUNRESTRICTED$5,000
CDGA FOUNDATION
11855 ARCHER AVENUELEMONTIL60439PCUNRESTRICTED$1,000
CHARITY NAVIGATOR
PO BOX 6002BELLMAWRNJ080996002PCUNRESTRICTED$1,000
CHICAGO COALITION TO END HOMELESSNESS
70 E LAKE ST SUITE 720CHICAGOIL60601PCUNRESTRICTED$2,000
CHRIST THE KING PARISH
180 OLD NORTH RDKINGSTONRI02881PCUNRESTRICTED$5,000
CHRISTIAN APPALACIAN PROJECT
PO BOX 55911LEXINGTONKY405555911PCUNRESTRICTED$5,000
CLEARBROOK
1835 W CENTRAL RDARLINGTON HEIGHTSIL60005PCUNRESTRICTED$5,000
COMMUNITY FOUNDATION OF EAST CENTRAL ILLINOIS
307 W UNIVERSITY AVECHAMPAIGNIL61820PCUNRESTRICTED$3,000
COVENANT HOUSE
461 EIGHTH AVENEW YORKNY10001PCUNRESTRICTED$5,000
CREATED EQUAL
PO BOX 360502COLUMBUSOH43236PCUNRESTRICTED$1,500
CROSS CATHOLIC CHURCH
PO BOX 273908BOCA RATONFL33427PCUNRESTRICTED$1,000
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVE SUITE 1100NBETHESDAMD20814PCUNRESTRICTED$1,000
Daily Bread Soup Kitchen
PO BOX 648CHAMPAIGNIL618240648PCUNRESTRICTED$5,000
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA024457226PCUNRESTRICTED$3,000
DEBRA
1560 CENTRAL AVE SUITE 433ST PETERSBURGFL33705PCUNRESTRICTED$5,000
DVRC
61 MAIN STWAKEFIELDRI02879PCUNRESTRICTED$5,000
EB RESEARCH PARTNERSHIP
132 E 43RD ST SUITE 432NEW YORKNY10017PCUNRESTRICTED$5,000
FAITH FEEDS FOOD PANTRY
1155 N RAND RDPALATINEIL60074PCUNRESTRICTED$2,000
FAMILY FORWARD
302 N DOUGLASARLINGTON HEIGHTSIL60074PCUNRESTRICTED$5,000
FILL A HEART 4 KIDS
1 MARKET SQUARELAKE FORESTIL60045PCUNRESTRICTED$3,000
FOCUS
603 POINT PARK DRGOLDENCO80401PCUNRESTRICTED$5,000
FOCUS
603 POINT PARK DRGOLDENCO80401PCUNRESTRICTED$1,000
FOLDS OF HONOR
5971 N PATRIOT DROWASSOOK74055PCUNRESTRICTED$1,000
FOSTER FORWARD
55 S BROW STEAST PROVIDENCERI02914PCUNRESTRICTED$5,000
GIGI'S PLAYHOUSE
2350 W HIGGINS RDHOFFMAN ESTATESIL60169PCUNRESTRICTED$1,000
GLASA
27864 IRMA LEE CIECLE UNIT 101LAKE FORESTIL60045PCUNRESTRICTED$750
GOOD SHEPHERD MANOR
4129 N STATE ROUTE 1-17 PO BOX 260MOMENCEIL60954PCUNRESTRICTED$5,000
GOOD SHEPHERD MANOR
4129 N STATE ROUTE 1-17 PO BOX 260MOMENCEIL60954PCUNRESTRICTED$3,000
GOOD SHEPHERD MANOR
4129 N STATE ROUTE 1-17 PO BOX 260MOMENCEIL60954PCUNRESTRICTED$1,000
GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PLACECHICAGOIL606323920PCUNRESTRICTED$5,000
GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PLACECHICAGOIL606323920PCUNRESTRICTED$5,000
HABITAT FOR HUMANITY - LAKE COUNTY
1425 TRI STATE PKWY SUITE 110GURNEEIL60031PCUNRESTRICTED$3,000
HELLO BABY
600 E 61ST STCHICAGOIL60637PCUNRESTRICTED$1,000
HELPING HAND
9649 W 55TH STCOUNTRYSIDEIL60525PCUNRESTRICTED$5,000
IGNITE
3745 S INDIANA AVECHICAGOIL60653PCUNRESTRICTED$2,000
IOWA IMPACT FUND
101 JESSUP HALLIOWA CITYIA522421316PCUNRESTRICTED$2,000
ISBA
2211 N OAK PARK AVECHICAGOIL60707PCUNRESTRICTED$5,000
JACK'S BASKET
1170 RED FOCX RDARDEN HILLSMN55112PCUNRESTRICTED$5,000
JOHNNY CAKE CENTER FOR HOPE
23 INDUSTRIAL DRWESTERLYRI02891PCUNRESTRICTED$5,000
JOURNEY'S THE ROAD HOME
1140 E NORTHWEST HWYPALATINEIL60074PCUNRESTRICTED$2,000
JOURNEY'S THE ROAD HOME
1140 E NORTHWEST HWYPALATINEIL60074PCUNRESTRICTED$3,000
KEEN CHICAGO
PO BOX 2020CHICAGOIL60690PCUNRESTRICTED$1,000
LAKE COUNTY HAVEN
PO BOX 127LIBERTYVILLEIL60048PCUNRESTRICTED$3,000
LAW ENFORCEMENT LEGAL DEFENSE FUND
2560 HUNTINGTON AVE SUITE 203ALEXANDRIAVA22303PCUNRESTRICTED$5,000
LBFE
355 N ASHLAND AVECHICAGOIL60607PCUNRESTRICTED$500
L'CHAIM CHAVERUT CLUBHOUSE NORTHSHORE
PO BOX 170602GLENDALEWI53217PCUNRESTRICTED$1,000
LES TURNER ALS FOUNDATION
5550 W TOUHY AVESKOKIEIL60077PCUNRESTRICTED$1,000
LEUKEMIA & LYMPHOMA
3 INTERNATIONAL DR SUITE 200RYE BROOKNY10573PCUNRESTRICTED$5,000
LEUKEMIA & LYMPHOMA
3 INTERNATIONAL DR SUITE 200RYE BROOKNY10573PCUNRESTRICTED$5,000
LITTLE SISTERS OF THE POOR
80 W NORTHWEST HWYPALATINEIL600673580PCUNRESTRICTED$1,000
LIVE ACTION
2200 WILSON BLVD SUITE 102 PMB 111ARLINGTONVA22201PCUNRESTRICTED$2,000
LUPUS FOUNDATION OF AMERICA
2121 K STREET SUITE 200WASHINGTONDC20037PCUNRESTRICTED$5,000
LUSTGARTEN PANCREATIC CANCER RESEARCH
504 RXR PLAZAUNIONDALENY11556PCUNRESTRICTED$5,000
Madonna Mission
1706 W MORSE AVECHICAGOIL60657PCUNRESTRICTED$10,000
Madonna Mission
1706 W MORSE AVECHICAGOIL60657PCUNRESTRICTED$1,500
MAKE A WISH ILLINOIS
200 W MONROE ST SUITE 1801CHICAGOIL60606PCUNRESTRICTED$1,000
MARINE TOYS FOR TOTS FOUNDATION
PO BOX 5036BOONEIA509500036PCUNRESTRICTED$1,000
MARYVILLE ACADEMY
1150 N RIVER RODDES PLAINESIL600161290PCUNRESTRICTED$3,000
MARYVILLE ACADEMY
1150 N RIVER RODDES PLAINESIL600161290PCUNRESTRICTED$2,000
MERCY CORPS
45 SW ANKENY STPORTLANDOR97204PCUNRESTRICTED$5,000
MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BLVDCHICAGOIL60607PCUNRESTRICTED$10,000
MERCY SHIPS
PO BOX 1930GARDEN VALLEYTX757711930PCUNRESTRICTED$5,000
MISERICORDIA FAMILY ASSOCIATION
6300 N RIDGECHICAGOIL60660PCUNRESTRICTED$1,000
MISERICORDIA FOUNDATION
6300 N RIDGECHICAGOIL60660PCUNRESTRICTED$5,000
MISERICORDIA FOUNDATION
6300 N RIDGECHICAGOIL60660PCUNRESTRICTED$5,000
MISERICORDIA FOUNDATION
6300 N RIDGECHICAGOIL60660PCUNRESTRICTED$8,000
MISSION OF OUR LADY OF THE ANGELS
3808 W IOWA STCHICAGOIL60651PCUNRESTRICTED$5,000
MISSION OF OUR LADY OF THE ANGELS
3808 W IOWA STCHICAGOIL60651PCUNRESTRICTED$1,000
MPN RESEARCH FOUNDATION
PO BOX 2690CAROL STREAMIL601322690PCUNRESTRICTED$10,000
MUNDELEIN SEMINARY
1000 E MAPLE AVEMUNDELEINIL600601174PCUNRESTRICTED$1,000
MYASTHENIA GRAVIS FOUNDATION
290 TURNPIKE RD SUITE 5-315WESTBOROUGHMA01581PCUNRESTRICTED$2,500
MYASTHENIA GRAVIS FOUNDATION
290 TURNPIKE RD SUITE 5-315WESTBOROUGHMA01581PCUNRESTRICTED$2,500
NAMI
4301 WILSON BLVDARLINGTONVA22203PCUNRESTRICTED$5,000
NATIONAL KIDNEY ASSOCIATION
215 W ILLINOIS ST SUITE 1CCHICAGOIL60654PCUNRESTRICTED$1,000
NATIONAL PARK FOUNDATION
1500 K STREET SUITE 700WASHINGTONDC20005PCUNRESTRICTED$1,000
NCH FOUNDATION
3040 W Salt Creek LaneARLINGTON HEIGHTSIL60005PCUNRESTRICTED$10,000
NEWMAN CATHOLIC STUDENT CENTER
104 E JEFFERSON STIOWA CITYIA52245PCUNRESTRICTED$3,000
NORTHERN ILLINOIS FOOD BANK
273 DEARBORN CTGENEVAIL60134PCUNRESTRICTED$5,000
NORTHWESTERN MEMORIAL FOUNDATION
541 N FAIRBANKS CT SUITE 800CHICAGOIL60611PCUNRESTRICTED$10,000
OASIS FOR ORPHANS
PO BOX 1144WHEATONIL60187PCUNRESTRICTED$3,000
OMAHA HOME FOR BOYS
4343 N 52ND STOMAHANE68104PCUNRESTRICTED$1,000
ONE FAMILY ILLINOIS
216 W JACKSON BLVD SUITE 925CHICAGOIL60606PCUNRESTRICTED$2,000
OPEN HEART MAGIC
67 E MADISON ST SUITE 504CHICAGOIL60603PCUNRESTRICTED$2,000
OPERATION HOMEFRONT
17319 SAN PEDRO AVE SUITE 505SAN ANTONIOTX78232PCUNRESTRICTED$5,000
OPERATION SMILE
3641 FACULTY BOULEVARDVIRGINIA BEACHVA23453PCUNRESTRICTED$500
PADS Lake County
PO BOX 428NORTH CHICAGOIL60085PCUNRESTRICTED$4,000
PALATINE TOWNSHIP FOUNDATION
721 S QUENTON RDPALATINEIL60067PCUNRESTRICTED$2,000
PANCREATIC CANCER ACTION NETWORK
2101 ROSECRANS AVE SUITE 3200EL SEGUNDOCA90245PCUNRESTRICTED$5,000
PANCREATIC CANCER ACTION NETWORK
2101 ROSECRANS AVE SUITE 3200EL SEGUNDOCA90245PCUNRESTRICTED$500
PROSTATE CANCER FOUNDATION
1250 FOURTH STSANTA MONICACA90401PCUNRESTRICTED$5,000
READING IS FUNDAMENTAL
750 FIRST ST NE SUITE 920WASHINGTONDC20002PCUNRESTRICTED$3,000
Rebecca's Homestead
11 BEEMER CHURCH RDWANTAGENJ07461PCUNRESTRICTED$750
RONALD MCDONALD HOUSE
26345 NETWORK PLACECHICAGOIL606731263PCUNRESTRICTED$1,000
RONALD MCDONALD HOUSE
110N CARPENTER STCHICAGOIL60607PCUNRESTRICTED$5,000
SARAH'S CIRCLE
4838 N SHERIDANCHICAGOIL60640PCUNRESTRICTED$3,000
SCHOLARSHIP ASSISTANCE FUND (DOLLARS FOR SCHOLARS)
9 S ELMHURST RD SUITE 276PROSPECT HEIGHTSIL60070PCUNRESTRICTED$750
SHELTER INC
1616 ARLINGTON HEIGHTS RDARLINGTON HEIGHTSIL60004PCUNRESTRICTED$5,000
SHELTER INC
1616 ARLINGTON HEIGHTS RDARLINGTON HEIGHTSIL60004PCUNRESTRICTED$2,000
SISTERS OF MARY WORLD VILLAGES FOR CHILDREN
4200 PARLIAMENT PLACE SUITE 230LANHAMMD20706PCUNRESTRICTED$5,000
SISTERS OF MARY WORLD VILLAGES FOR CHILDREN
4200 PARLIAMENT PLACE SUITE 230LANHAMMD20706PCUNRESTRICTED$1,000
SISTERS OF MARY WORLD VILLAGES FOR CHILDREN
4200 PARLIAMENT PLACE SUITE 230LANHAMMD20706PCUNRESTRICTED$1,000
SISTERS OF NOTRE DAME DE NAMUR
701 E COLUMBIA AVECINCINNATIOH45215PCUNRESTRICTED$5,000
SOCIETY OF ST VINCENT DEPAUL
455 N BENTON STPALATINEIL60067PCUNRESTRICTED$5,000
SOCIETY OF ST VINCENT DEPAUL
7010 W 159TH STORLAND PARKIL60462PCUNRESTRICTED$3,000
SOLDIER'S ANGELS
2895 NE LOOP 410 SUITE 107SAN ANTONIOTX78218PCUNRESTRICTED$1,000
South County HEalth
100 KENYON AVEWAKEFIELDRI02879PCUNRESTRICTED$10,000
SPECIAL LEISURE SERVICES FOUNDATION
3000 W CENTRAL RD SUITE 205ROLLING MEADOWSIL60008PCUNRESTRICTED$4,000
SPECIAL LEISURE SERVICES FOUNDATION
3000 W CENTRAL RD SUITE 205ROLLING MEADOWSIL60008PCUNRESTRICTED$3,000
SPECIAL OLYMPICS
605 E WILLOW STNORMALIL61761PCUNRESTRICTED$1,000
ST ANNE CATHOLIC CHURCH
120 ELA STBARRINGTONIL60010PCUNRESTRICTED$500
ST AUGUSTINE CATHEDRAL
542 W MICHIGAN AVEKALAMAZOOMI49007PCUNRESTRICTED$750
ST GALL PARISH & ST SIMON CHAPEL
5511 S SAWYER AVECHICAGOIL60629PCUNRESTRICTED$3,000
ST JAMES PARISH
831 N ARLINGTON HEIGHTS RDARLINGTON HEIGHTSIL60004PCUNRESTRICTED$3,000
ST JOHN'S CATHOLIC NEWMAN CENTER
604 E ARMORY AVECHAMPAIGNIL61820PCUNRESTRICTED$750
ST JOSEPH INDIAN SCHOOL
PO BOX 326CHAMBERLAINSD57326PCUNRESTRICTED$1,000
ST JUDES CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCUNRESTRICTED$2,000
ST JUDES CHILDRENS RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105PCUNRESTRICTED$3,000
ST JUDES CHILDRENS RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCUNRESTRICTED$3,000
ST LABRE INDIAN SCHOOL
112 ST LABRE WAY CAMPUS DRASHLANDMT59003PCUNRESTRICTED$1,000
ST PETER THE APOSTLE CHURCH
551 N RUSH STITASCAIL60143PCUNRESTRICTED$5,000
ST RAYMOND CHURCH
301 S I-OKAMOUNT PROSPECTIL60056PCUNRESTRICTED$3,500
ST THERESA CHURCH
455 N BENTON STPALATINEIL60067PCUNRESTRICTED$1,000
ST THERESA CHURCH
455 N BENTON STPALATINEIL60067PCUNRESTRICTED$2,000
ST THERESA PARISH
455 N BENTON STPALATINEIL60067PCUNRESTRICTED$2,000
ST THERESA PARISH
455 N BENTON STPALATINEIL60067PCUNRESTRICTED$1,000
ST THERESA PARISH
455 N BENTON STPALATINEIL60067PCUNRESTRICTED$1,000
ST THERESA PARISH
455 N BENTON STPALATINEIL60067PCUNRESTRICTED$500
ST THOMAS OF VILLANOVA
1201 E ANDERSON DRPALATINEIL60074PCUNRESTRICTED$1,465
STAR KIDS SCHOLARSHIP PROGRAM
PO BOX 6214MIDDLETOWNRI02842PCUNRESTRICTED$5,000
TEAM JOSEPH
5745 W MAPLE RD SUITE 204WEST BLOOMFIELD TOWNSHMI48322PCUNRESTRICTED$750
THE CHILDREN'S ADVOCACY CENTER
640 ILLINOIS BLVDHOFFMAN ESTATESIL60169PCUNRESTRICTED$4,000
THE CHILDREN'S FOUNDATION
PO BOX 6891RIVER FORESTIL603053891PCUNRESTRICTED$1,000
THE CHILDRENS INN AT NIH
7 WEST DRBETHESEDAMD20814PCUNRESTRICTED$1,000
THE GLAUCOMA FOUNDATION
80 MAIDEN LANE SUITE 700NEW YORKNY10038PCUNRESTRICTED$5,000
THE NIGHT MINISTRY
1735 NASHLAND AVE SUITE 2000CHICAGOIL60622PCUNRESTRICTED$5,000
THE V FOUNDATION
14600 WESTON PKWYCARYNC27513PCUNRESTRICTED$750
THE VIATOR HOUSE
1212 E EUCLIDARLINGTON HEIGHTSIL60004PCUNRESTRICTED$3,000
THE WELL OF MERCY
6339 N FAIRFIELD AVECHICAGOIL60659PCUNRESTRICTED$5,000
THE WELL OF MERCY
6339 N FAIRFIELD AVECHICAGOIL60659PCUNRESTRICTED$1,500
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306PCUNRESTRICTED$1,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 W GREENURBANAIL61801PCUNRESTRICTED$2,000
VANDERBILT UNIVERSITY MEDICAL CENTER
3322 WEST END AVE SUITE 900NASHVILLETN37203PCUNRESTRICTED$1,000
WBEZ
POBOX 95090CHICAGOIL606945090PCUNRESTRICTED$4,000
WINGS PROGRAMS INC
PO BOX 95615PALATINEIL60095PCUNRESTRICTED$2,000
WORLD CENTRAL KITCHEN
PO BOX 96538WASHINGTONDC200906538PCUNRESTRICTED$5,000
WOUNDED WARRRIOR PROJECT
4899 BELFORT RD SUITE 300JACKSONVILLEFL32256PCUNRESTRICTED$1,000
YELLOWSTONE BOYS AND GIRLS RANCH FOUNDATION
PO BOX 80807BILLINGSMT591080807PCUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$513,965TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84,183ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$496,272ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$580,455ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$580,455TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALCOA$3,106$6,643
ALIBABA GROUP HOLDING LTD ADR$205,821$227,199
ALPHABET$44,583$156,900
AMAZON$129,220$346,230
AMERICAN ELECTRIC POWER CO INC$6,701$115,310
APPLE INC$59,053$879,467
AT&T INC$421$3,726
BAXTER$40,117$19,110
BOEING CO$56,226$86,848
CARNIVAL CORP$68,784$122,160
CHIPOTLE MEXICAN GRILL INC CLASS A$104,959$425,500
COMCAST CORP CLASS A$1,986$17,934
CONSTELLATION ENERGY$9,271$116,579
CROWDSTRIKE$75,373$154,691
DUKE ENERGY CORP$6,362$58,605
ENBRIDGE INC COM$5,146$38,264
EXELON CORP$22,715$43,590
FIRST SOLAR INC$33,018$143,677
FIRSTENERGY CORP$766$44,770
FREEPORT-MCMORAN$20,053$25,395
GE AEROSPACE$17,287$115,511
GE HEALTHCARE$6,239$10,253
GE VERNOVA$4,398$60,782
GOLDMAN SACHS GROUP INC$171,680$703,200
GRUPO TELEVISA SAB$10,092$4,668
HERTZ GLOBAL HLDGS$177,482$56,540
HOWMET AEROSPACE INC$15,354$168,116
INTERNATIONAL PAPER$27,475$29,543
JABIL INC$21,485$324,929
JPMORGAN CHASE & CO$11,667$125,666
KEYCORP$48,788$92,880
KOHLS CORP$30,660$10,205
LYFT INC$70,089$30,024
MICRON TECHNOLOGY INC$66,441$570,820
MICROSOFT CORP$58,747$1,051,874
NEXTERA ENERGY INC$2,040$164,574
NUTRIEN LTD$34,882$21,602
NVIDIA CORP$89,027$4,830,350
PAYPAL HLDGS INC.$283,208$116,760
PFIZER INC$140,703$99,600
REVVITY INC$26,627$96,750
SALESFORCE.COM INC$62,625$264,910
SOFI TECH$59,726$104,720
STARBUCKS$54,829$54,737
T ROWE PRICE$94,206$102,380
TAIWAN SEMICONDUCTOR$77,493$151,945
TEVA PHARMACEUTICAL INDUSTRIES LTD ADR$43,729$148,248
TRANSOCEAN LTD$125,149$33,040
UBER TECHNOLOGIES INC$31,580$122,565
VEEVA SYSTEMS INC$24,906$223,230
WAL MART STORES INC$68,457$334,230
WORKDAY INC$52,690$128,868
XCEL ENERGY INC$5,370$73,860

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES RUSSELL 2000FMV$36,163$43,078
SPDR S&P 500FMV$62,128$323,912

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ROUNDING/BASIS ADJUSTMENT$1,620
2024 GRANT CLEARED IN 2024$1,500

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescILLINOIS FILING FEEDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2025 GRANTS NOT CLEAREDDesc
Amt$19,750Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WILLIAM BLAIR FEES$460$0$0
CHECK FEE$43$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INCOME TAX$694$0$0
FOREIGN TAX$1,034$0$0