BLUE DOR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BLUE DOR FOUNDATION (EIN 81-2911360)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349104287
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T17:21:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812911360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE DOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLUE | BusinessNameControlTxt |
| Phone | 3126136012 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1635 TALL TREE LANE | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOEL M BLAU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3126136012 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE L BRONKE | PreparerPersonNm |
| PTIN | P00046176 | PTIN |
| Phone | 3123464101 | PhoneNum |
| Preparation | 2026-05-07 | 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 | $2,123,948 | 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 | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,594 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,594 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,946 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,585 | 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 | $7,158 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,158 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $964 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,847 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,402 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,242 | CashBOYAmt |
| Cash EOY | $186,603 | CashEOYAmt |
| Cash EOYFMV | $186,603 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,190,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,131,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,933,909 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,436 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,436 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,289,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,321,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,123,948 | 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 | $1,289,735 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,321,473 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,289,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,289,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,321,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,289,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,738 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,321,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,321,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX | P | $125,000 | $58,659 | $66,341 | $66,341 |
| CAPITAL GAINS DIVIDENDS | P | $70,605 | $70,605 | $70,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,946 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,436 | 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 | $3,436 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,345 | OverpaymentAmt |
| Applied To ES Tax | $1,345 | 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 | Yes (1) | 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 | JOEL M BLAU | IndividualWithBooksNm |
| Phone | 3126136012 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1635 TALL TREE LANE | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOEL M BLAU | ||||||||
| 1635 TALL TREE LANE | DEERFIELD | IL | 60015 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN BLAU | ||||||||
| 1635 TALL TREE LANE | DEERFIELD | IL | 60015 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON M BLAU | ||||||||
| 5109 HOLMES PLACE | BOULDER | CO | 80303 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMIE M LASH | ||||||||
| 4436 N KILBOURN | CHICAGO | IL | 60630 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DIANA M BLAU | ||||||||
| 5109 HOLMES PLACE | BOULDER | CO | 80303 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRADLEY A LASH | ||||||||
| 4436 N KILBOURN | CHICAGO | IL | 60630 | DIRECTOR | 1.00 | $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 | $1,929,531 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,816 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,018,347 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,018,347 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,988,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,404 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,404 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,091 | TotalTaxAmt |
| Distributable Before Adj | $97,313 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,313 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,313 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $117,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,313 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,987 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,463 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,668 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,743 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,354 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,313 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,387 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,602 | 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 | $34,987 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $65,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,463 | ExcessFromYear4Amt |
| Excess From Year3 | $13,668 | ExcessFromYear3Amt |
| Excess From Year2 | $13,743 | ExcessFromYear2Amt |
| Excess From Year1 | $5,354 | ExcessFromYear1Amt |
| Excess From Current Year | $20,387 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL M BLAU | ContributingManagerNm |
| Contributing Manager | SUSAN BLAU | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRAVE SPACE ALLIANCE | |||||||
| 1515 E 52ND PL 3RD FLOOR | CHICAGO | IL | 60615 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION DEDICATED TO CREATING AND PROVIDING AFFIRMING, CULTURALLY COMPETENT, FOR-US BY-US RESOURCES, PROGRAMMING, AND SERVICES FOR LGBTQ+ INDIVIDUALS ON THE SOUTH AND WEST SIDES OF THE CITY | $5,000 |
| CAMP FOR ALL KIDS | |||||||
| PO BOX 50194 | ST LOUIS | MO | 63105 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION | $10,000 |
| CASA DE PAZ | |||||||
| PO BOX 111351 | AURORA | CO | 80042 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION | $1,800 |
| CHICAGO WOMEN'S HEALTH CENTER | |||||||
| 1025 W SUNNYSIDE AVE | CHICAGO | IL | 60604 | N/A | NC | THE FUTHER THE MISSION OF THE ORGANIZATION TO HELP PROVIDE WOMENT AND TRANS PEOPLE ACCESS TO HEALTH CARE AND EDUCATION | $5,000 |
| DIRECT GIVING LAB | |||||||
| 780 TANGLEWOOD CT | DEERFIELD | IL | 60015 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION TO HELP CONNECT DONORS WITH LOCAL FAMILIES IN NEED. | $10,000 |
| FAMILIES HELPING FAMILIES | |||||||
| 4960 PRAIRIE OAK RD | GURNEE | IL | 60031 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION | $15,000 |
| GIVEWELL AKA CLEAR FUND | |||||||
| 174 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | N/A | NC | GIVEWELL IS A NONPROFIT DEDICATED TO FINDING OUTSTANDING GIVING OPPORTUNITIES AND PUBLISHING THE FULL DETAILS OF OUR ANALYSIS TO HELP DONORS DECIDE WHERE TO GIVE. | $15,000 |
| GRATITUDE GENERATION | |||||||
| 815 ROSEMARY TERRACE | DEERFIELD | IL | 60015 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION TO CREATE MORE GRATEFUL, HAPPY, HEALTHY CHILDREN WHO WILL GROW INTO CONTRIBUTING ADULTS AND IMPROVE THE LIVES OF PEOPLE AROUND THEM | $15,000 |
| HOWARD BROWN HEALTH | |||||||
| 1525 E 55TH ST | CHICAGO | IL | 60637 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION | $5,000 |
| ILLINOIS COALITION FOR IMMIGRANT AND REFUGEE RIGHTS | |||||||
| 55 E JACKSON 2075 | CHICAGO | IL | 60604 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION TO HELP EMPOWER THE IMMIGRANT COMMUNITY IN ILLINOIS. | $5,000 |
| JEWISH FAMILY SERVICE OF COLORADO | |||||||
| 3201 SOUTH TAMARAC DR | DENVER | CO | 80231 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION STRENGTHENING THE COMMUNITY BY PROVIDING VITAL SERVICES TO PEOPLE IN NEED | $3,600 |
| JEWISHCOLORADO | |||||||
| 300 S KAHLIA ST STE 300 | DENVER | CO | 80246 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION | $2,700 |
| READING POWER INC | |||||||
| 736 N WESTERN AVE 226 | LAKE FOREST | IL | 60045 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION | $10,000 |
| ROCKY MOUNTAIN IMMIGRANT ADVOCACY NETWORK | |||||||
| 7301 N FEDERAL BLVD 300 | WESTMINSTER | CO | 80030 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION | $4,600 |
| TIDES FOUNDATION | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 94129 | N/A | NC | TO ACCELERATE THE PACE OF SOCIAL CHANGE, WORKING WITH INNOVATIVE PARTNERS SOLVE SOCIETY'S TOUGHEST PROBLEMS | $5,000 |
| WORKING BIKES | |||||||
| 2434 SOUTH WESTERN AVE | CHICAGO | IL | 60608 | N/A | NC | TO FURTHER THE MISSION OF THE ORGANIZATION TO GIVE DONATED BICYCLES NEW LIFE BY REDISTRIBUTING THEM AS TOOLS OF EMPOWERMENT IN LOCAL AND GLOBAL COMMUNITIES. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,594 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,341 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $91,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,341 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,585 | 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 | THE 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,158 | Amt |
| Net Investment Income | $7,158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN FUNDS THE GROWTH FUND OF AMERICA CLASS A FUND | $323,528 | $498,308 |
| AMERICAN FUNDS NEW WORLD FUND CLASS A | $308,969 | $410,661 |
| SCHWAB S&P 500 INDEX FUND | $498,937 | $1,024,940 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL ESTIMATED PAYMENTS | Desc |
| BOY Book Value | $4,400 | BOYBookValueAmt |
| EOY Book Value | $3,436 | EOYBookValueAmt |
| EOYFMV | $3,436 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL ANNUAL REPORT FILING FEE | $15 | $15 | $0 |
| IL SECRETARY OF STATE ANNUAL FEE | $10 | $10 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SUSAN BLAU | |||
| 1635 TALL TREE LANE | DEERFIELD | IL | 60015 |
| JOEL BLAU | |||
| 1635 TALL TREE LANE | DEERFIELD | IL | 60015 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT | CategoryTxt |
| Amt | $964 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |