CLARK-HALLADAY MEMORIAL FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CLARK-HALLADAY MEMORIAL FOUNDATION (EIN 36-2477187)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202601359349102125
- Schema version
- 2024v5.5
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:12:19-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362985770 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SELDEN FOX LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362477187 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK-HALLADAY MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | MR FRANK HIGGINS C/O SELDEN FOX LTD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 8479678800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS HIGGINS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8479678800 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL J DIMARIO | PreparerPersonNm |
| PTIN | P01399939 | PTIN |
| Phone | 6309541400 | PhoneNum |
| 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 | $2,865,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $723,342 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,625 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $224,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,660 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $151,162 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $151,162 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,264 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,264 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,320 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,320 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,899 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $71,626 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,626 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $323 | AcctRcvblAmt |
| Acct Rcvbl BOY | $323 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $323 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $323 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,748,536 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,557,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,793,799 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,759,555 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,629,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,865,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,759,555 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,629,854 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,759,555 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,629,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,759,555 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,629,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,759,555 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,629,954 | SubtotalAmt |
| Other Decreases | $100 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,629,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 500 SHS - APPLE | P | 2024-08-16 | $110,737 | $4,583 | $106,154 | $106,154 |
| 1,700 SHS - ARCHER-DANIELS-MIDLND CO | P | 2024-11-27 | $91,345 | $101,336 | -$9,991 | -$9,991 |
| 35,388 SHS - FIRST TRUST PORTFLIOS LP FT HIGH INCOME MODEL | P | 2025-01-08 | $354,687 | $355,261 | -$574 | -$574 |
| 2,015 SHS PGIM ETF TRUST | P | 2025-06-11 | $99,986 | $100,125 | -$139 | -$139 |
| 505 SHS - NVIDIA CORP | P | 2025-06-23 | $65,988 | $57,412 | $8,576 | $8,576 |
| CAPITAL GAINS DIVIDENDS | P | $599 | $599 | $599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,625 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $374 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $374 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,480 | 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 | $6,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,106 | OverpaymentAmt |
| Applied To ES Tax | $6,106 | 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 | DANIEL J DIMARIO CO SELDEN FOX | IndividualWithBooksNm |
| Phone | 6309541400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK A HIGGINS | ||||||||
| 152 E AVOCADO CREST RD | LA HABRA HEIGHTS | CA | 90631 | TRUSTEE | 5.00 | $15,000 | $0 | $0 |
| FRANCIS HIGGINS | ||||||||
| 6591 TOMIYASU LANE | LAS VEGAS | NV | 89120 | TRUSTEE | 5.00 | $9,000 | $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 | $2,981,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $323 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,052,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,052,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,781 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,006,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $150,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $150,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $374 | TotalTaxAmt |
| Distributable Before Adj | $149,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $393 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,711 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $3,367 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $44,075 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,941 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,559 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $50,634 | 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 | $393 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $50,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,711 | ExcessFromYear4Amt |
| Excess From Year2 | $3,367 | ExcessFromYear2Amt |
| Excess From Year1 | $25,604 | ExcessFromYear1Amt |
| Excess From Current Year | $6,559 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR FRANCIS HIGGINS CO SELDEN FOX LT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PARKVIEW PLAZA SUITE 710 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8479678800 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM AND PROOF OF EXEMPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CARDZ FOR KIDZ | ||||||
| 516 N OGDEN AVENUE 177 | CHICAGO | IL | 60642 | NONE | TO SUPPORT CHARITABLE PURPOSE | $1,500 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | TO SUPPORT CHARITABLE PURPOSE | $5,000 |
| HHH RANCH | ||||||
| 14101 W BRUNS ROAD | MANHATTAN | IL | 60442 | NONE | TO SUPPORT CHARITABLE PURPOSE | $10,000 |
| K9S FOR VETERANS | ||||||
| 5430 W ROOSEVELT ROAD | CHICAGO | IL | 60644 | NONE | TO SUPPORT CHARITABLE PURPOSE | $15,000 |
| ORPHANS OF THE STORM | ||||||
| 2200 RIVERWOODS ROAD | DEERFIELD | IL | 60015 | NONE | TO SUPPORT CHARITABLE PURPOSE | $5,000 |
| PAWS GIVING INDEPENDENCE | ||||||
| PO BOX 9572 | PEORIA | IL | 616129572 | NONE | TO SUPPORT CHARITABLE PURPOSE | $10,000 |
| RAN RIDE ASSIST NAPERVILLE | ||||||
| 790 ROYAL STREET GEORGE DRIVE | NAPERVILLE | IL | 60563 | NONE | TO SUPPORT CHARITABLE PURPOSE | $5,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||
| 1111 FRANKLIN ST 12TH FLOOR | OAKLAND | CA | 94607 | NONE | TO SUPPORT CHARITABLE PURPOSE | $20,000 |
| TUNNELS TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | TO SUPPORT CHARITABLE PURPOSE | $5,000 |
| UCI FOUNDATION CANCER RESEARCH | ||||||
| 100 THEORY | IRVINE | CA | 92617 | NONE | TO SUPPORT CHARITABLE PURPOSE | $15,000 |
| ARF ANIMAL RESCUE FOUNDATION | ||||||
| 531 W ROOSEVELT RD | WHEATON | IL | 60187 | NONE | TO SUPPORT CHARITABLE PURPOSE | $15,000 |
| FORGOTTEN DOGS ANIMAL RESCUE | ||||||
| 7459 THORNSBY CT | LAS VEGAS | NV | 89120 | NONE | TO SUPPORT CHARITABLE PURPOSE | $2,000 |
| HEARTS ALIVE VILLAGE | ||||||
| 3250 S RAINBOW BLVD 4 | LAS VEGAS | NV | 89146 | NONE | TO SUPPORT CHARITABLE PURPOSE | $5,500 |
| UCI FOUNDATION | ||||||
| 100 THEORY | IRVINE | CA | 92617 | NONE | TO SUPPORT CHARITABLE PURPOSE | $15,000 |
| SAVE ABANDONED BABIES | ||||||
| 55 E ERIE STREET 2905 | CHICAGO | IL | 60611 | NONE | TO SUPPORT CHARITABLE PURPOSE | $10,000 |
| BRIGHT PROMISES FOUNDATION | ||||||
| 200 W MADISON STREET STE 300 | CHICAGO | IL | 60606 | NONE | TO SUPPORT CHARITABLE PURPOSE | $5,000 |
| TORTOISE GROUP | ||||||
| PO BOX 33866 | LAS VEGAS | NV | 89133 | TO SUPPORT CHARITABLE PURPOSE | $1,500 | |
| CARE FOR REAL | ||||||
| 5840 N BROADWAY | CHICAGO | IL | 60660 | TO SUPPORT CHARITABLE PURPOSE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,975 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,625 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $224,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,660 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $9,264 | Amt |
| Net Investment Income | $9,264 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INC. - 150 SHARES | $80,744 | $58,032 |
| ALTRIA GROUP INC. - 1,000 SHARES | $41,296 | $58,630 |
| APPLE INC. - 1,370 SHARES | $12,559 | $281,083 |
| AT&T, INC. - 4,339 SHARES | $21,245 | $125,571 |
| BOEING CO. - 300 SHARES | $61,524 | $62,859 |
| BUILDERS FIRSTSOURCE INC. - 300 SHARES | $55,878 | $35,007 |
| CITIGROUP NEW - 500 SHARES | $26,782 | $42,560 |
| DOMINION RESOURCES, INC. NEW - 1500 SHARES | $15,210 | $84,780 |
| DOW CHEMICAL - 893 SHARES | $52,215 | $23,647 |
| FT CBOE VEST S&P 500 - 1,525 SHARES | $75,125 | $74,878 |
| HERCULES CAP INC. - 2,000 SHARES | $37,773 | $36,560 |
| INTERNATIONAL BUSINESS MACHINES - 500 SHARES | $11,974 | $147,390 |
| ICAHN ENTERPRISES LP - 1,000 SHARES | $15,733 | $8,045 |
| JPMORGAN EQUITY TR ETF PREMIUM INCOME FD JEPI - 5,163 SHARES | $286,838 | $293,517 |
| JPMORGAN EQUITY TR ETF PREMIUM INCOME FD JEPQ - 3,742 SHARES | $181,798 | $203,565 |
| MASTERCARD INC CL A - 612 SHARES | $57,654 | $343,907 |
| NEW JERSEY RES CORP - 750 SHARES | $32,844 | $33,615 |
| NEXTERA ENERGY INC. - 2,405 SHARES | $9,031 | $166,955 |
| PFIZER INCORPORATED - 1000 SHARES | $33,546 | $24,240 |
| PHILIP MORRIS INTERNATIONAL, INC. - 800 SHARES | $18,269 | $145,704 |
| REALTY INCOME - 600 SHARES | $32,616 | $34,566 |
| UNITEDHEALTH GROUP - 400 SHARES | $29,614 | $124,788 |
| VERIZON COMMUNICATIONS COM - 1,707 SHARES | $60,441 | $73,862 |
| VICI PPTYS INC. - 1,100 SHARES | $33,396 | $35,860 |
| PGIM ETF TRUST - 5,510 SHARES | $273,800 | $274,178 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $151,162 | LegalFeesAmt |
| Net Investment Income | $151,162 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES | Desc |
| Amt | $100 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IL ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $19,320 | Amt |
| Net Investment Income | $19,320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |