STEVE & DELORES SAROVICH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEVE & DELORES SAROVICH FOUNDATION (EIN 36-3172634)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202621329349101907
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T09:46:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464612384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK COSTELLO CPA GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 PATRIOT BOULEVARD SUITE 400 | AddressLine1Txt |
| City | GLENVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60026 | 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 | 363172634 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVE & DELORES SAROVICH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEV | BusinessNameControlTxt |
| Phone | 6308244200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ACADEMY DRIVE 400 | AddressLine1Txt |
| City | LISLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN SAROVICH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6308244200 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES NOVAK | PreparerPersonNm |
| PTIN | P01283183 | PTIN |
| Phone | 3122221400 | PhoneNum |
| 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 | $2,287,159 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $53,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $126,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $205,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $126,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $179,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,825 | 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 |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,540 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,825 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $285,297 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $193,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $193,275 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $342,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $381,190 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,170,316 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $769,846 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $851,737 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $923,570 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,397,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,426,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,287,159 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,659,503 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,659,503 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$262,133 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$233,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,397,370 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,426,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,397,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,426,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,397,370 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,088 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,437,458 | SubtotalAmt |
| Other Decreases | $11,258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,426,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ALPHABET | 2020-03-10 | 2025-08-19 | $30,628 | $9,479 | $21,149 | $21,149 | |
| ALPHABET | 2020-03-10 | 2025-11-12 | $21,525 | $4,739 | $16,786 | $16,786 | |
| FFCB 3.89% | 2022-01-19 | 2025-09-12 | $25,000 | $24,646 | $354 | $354 | |
| GOLDMAN SACKS | 2024-12-17 | 2025-01-16 | $2,706 | $2,709 | -$3 | -$3 | |
| SPDR S&P 500 ETF | 2025-04-08 | 2025-08-18 | $32,300 | $25,004 | $7,296 | $7,296 | |
| WINTRUST FIN 6.875% | 2025-04-07 | 2025-07-15 | $5,000 | $4,997 | $3 | $3 | |
| EVERUS CONSTRUCTION | 2001-10-04 | 2025-12-31 | $14,457 | $2,644 | $11,813 | $11,813 | P |
| EVERUS CONSTRUCTION | 2010-05-12 | 2025-12-31 | $10,757 | $3,473 | $7,284 | $7,284 | P |
| WALGREENS BOOTS | 1997-12-29 | 2025-08-29 | $4,580 | $424 | $4,156 | $4,156 | P |
| FROM CHORAL FINANCIAL FUND | 2025-01-01 | 2025-12-31 | $1,271 | -$1,271 | -$1,271 | P | |
| FROM CHORAL FINANCIAL FUND | 2025-01-01 | 2025-12-31 | $58,810 | $58,810 | $58,810 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $126,377 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,500 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,500 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,500 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | 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 | $1,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $940 | TaxDueAmt |
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 | STEVEN R SAROVICH | IndividualWithBooksNm |
| Phone | 6308244200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ACADEMY DRIVE SUITE 400 | AddressLine1Txt |
| City | LISLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60532 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN R SAROVICH | ||||||||
| 5100 ACADEMY DRIVE SUITE 400 | LISLE | IL | 60532 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| STEVEN R SAROVICH | ||||||||
| 5100 ACADEMY DRIVE SUITE 400 | LISLE | IL | 60532 | SECRETARY / TREASURER | 5.00 | $0 | $0 | $0 |
| LAURA L MARAN | ||||||||
| 5100 ACADEMY DRIVE SUITE 400 | LISLE | IL | 60532 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| MARK A SAROVICH | ||||||||
| 5100 ACADEMY DRIVE SUITE 400 | LISLE | IL | 60532 | ASST SECRETARY | 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 | $1,891,437 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $236,634 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,128,071 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,128,071 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,096,150 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,500 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,500 | TotalTaxAmt |
| Distributable Before Adj | $102,308 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $102,308 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $102,308 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,308 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,601 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Total For Prior Years | $1,278 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,601 | AppliedToYear1Amt |
| Applied To Prior Years | $1,278 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $85,990 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | STEVEN R SAROVICH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 ACADEMY DRIVE SUITE 400 | AddressLine1Txt |
| City | LISLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6308244200 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD BE IN WRITING AND SHOULD DESCRIBE THE APPLICANT'S ORGANIZATION AND CHARITABLE PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REQUEST SHOULD BE MADE BEFORE AUGUST 31. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS, COLLEGES AND OTHER FOUNDATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A LONG SWIM | |||||||
| 117 S COOK ST STE 248 | BARRINGTON | IL | 60010 | NONE | NC | EDUCATION AND HEALTH | $1,000 |
| ALLEMAN HIGH SCHOOL | |||||||
| 1103 40TH ST | ROCK ISLAND | IL | 61201 | NONE | NC | EDUCATION | $250 |
| BENEDICTINE FOUNDATION | |||||||
| 1920 AMPLE DRIVE | LISLE | IL | 60532 | NONE | NC | COMMUNITY SERVICE | $259 |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 152079 | IRVING | TX | 75015 | NONE | NC | COMMUNITY SERVICE | $200 |
| CAREER & NETWORKING CENTER | |||||||
| PO BOX 9464 | NAPERVILLE | IL | 60567 | NONE | NC | EDUCATION | $1,100 |
| CENTRAL CAROLINA COMMUNITY FOUNDATION | |||||||
| 2142 BOYCE ST STE 402 | COLUMBIA | SC | 29201 | NONE | NC | PUBLIC HEALTH | $1,000 |
| COMMUNITY SCHOOL DISTRICT 15 | |||||||
| 580 N 1ST BANK DRIVE | PALATINE | IL | 60067 | NONE | NC | EDUCATION | $4 |
| DUPAGE FOUNDATION | |||||||
| 3000 WOODCREEK DR STE 310 | DOWNERS GROVE | IL | 60515 | NONE | NC | ARTS, EDUCATION, ENVIRONMENT, HEALTH & HUMAN SERVICES | $515 |
| EVANS SCHOLAR FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | NONE | NC | 1SCHOLARSHIP PROGRAMS | $25,000 |
| FEEDING AMERICA | |||||||
| 1661 N CLARK ST | CHICAGO | IL | 60601 | NONE | NC | HEALTH AND HUMAN SERVICES | $500 |
| FRY FAMILY YMCA | |||||||
| 2120 95TH ST | NAPERVILLE | IL | 60564 | NONE | NC | COMMUNITY SERVICE | $200 |
| GIRL SCOUTS OF AMERICA | |||||||
| 420 FIFHT AVE | NEW YORK | NY | 10018 | NONE | NC | COMMUNITY SERVICE | $100 |
| GLAUCOMA RESEARCH FOUNDAITON | |||||||
| 251 POST ST SUITE 600 | SAN FRANCISCO | CA | 94108 | NONE | NC | HEALTH AND HUMAN SERVICES | $500 |
| HOLY RESSURECTION SERBIAN ORTHODOX CATHEDRAL | |||||||
| 8035 W SERBIAN RD | CHICAGO | IL | 60631 | NONE | NC | CHARITABLE WORKS | $8,750 |
| ILLINOIS POLICY INSTITUTE | |||||||
| 190 S LASALLE ST STE 1500 | CHICAGO | IL | 60603 | NONE | NC | EDUCATION AND HEALTH | $258 |
| KAPPA KAPPA OF SIGMA CHI FOUNDATION | |||||||
| 5100 ACADEMY DRIVE STE 400 | LISLE | IL | 60532 | NONE | NC | EDUCATION AND SCHOLARSHIPS | $10,170 |
| LISLE HERITAGE SOCIETY | |||||||
| 1011 DIVISION ST | LISLE | IL | 60532 | NONE | NC | EDUCATION AND PROMOTION OF THE ARTS | $250 |
| MEETING OF OUR LORD SERBIAN ORTHODOX MISSION CHURCH | |||||||
| 2430 VANDERBILT BEACH RD | NAPLES | FL | 34109 | NONE | NC | CHARITABLE WORKS | $4,000 |
| MERCY TRAIN GLORIA PETRI | |||||||
| 7935 AIRPORT PULLING RD N | NAPLES | FL | 34109 | NONE | NC | PROMOTION OF ARTS | $2,000 |
| NAPERVILLE COMMUNITY TELEVISION | |||||||
| 127 AMBASSADOR DR STE 103 | NAPERVILLE | IL | 60540 | NONE | NC | EDUCATION | $250 |
| NAPERVILLE HUMANE SOCIETY | |||||||
| 1620 W DIEHL RD | NAPERVILLE | IL | 60563 | NONE | NC | EDUCATION AND HEALTH | $250 |
| NAPERVILLE WOMENS CLUB | |||||||
| 14 S WASHINGTON ST | NAPERVILLE | IL | 60540 | NONE | NC | COMMUNITY SERVICE | $490 |
| NAPLES BOTANICAL GARDEN | |||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | NC | PROMOTION OF ARTS | $2,000 |
| OPERATION NORTH POLE | |||||||
| 50 W OAKTON ST | DES PLAINES | IL | 60018 | NONE | NC | COMMUNITY SERVICE | $750 |
| OUR LADY OF THE HEIGHTS CATHOLIC CHURCH | |||||||
| 724 W 195TH ST | CHICAGO HEIGHTS | IL | 60411 | NONE | NC | CHARITABLE WORKS | $1,000 |
| PALATINE PARK DISTRICT | |||||||
| 435 W ILLINOIS AVE | PALATINE | IL | 60067 | NONE | NC | EDUCATION AND HEALTH | $59 |
| PATS BANDIT WILDLIFE RESCUE RESERVE | |||||||
| 8601 318TH ST NORTH | HILLSIDE | IL | 61257 | NONE | NC | ANIMAL RESCUE | $150 |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVE | PHILADELPHIA | PA | 19130 | NONE | NC | HEALTH AND HUMAN SERVICE | $250 |
| RONALD MCDONALD HOUSE | |||||||
| 26345 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | NC | PUBLIC HEALTH | $250 |
| SAFE INC | |||||||
| PO BOX 286 | SAXAPAHAW | NC | 27340 | NONE | NC | COMMUNITY SERVICE | $250 |
| SERBIAN NATIONAL FEDERATION | |||||||
| 920 POPLAR ST | PITTSBURGH | PA | 15220 | NONE | NC | COMMUNITY SERVICE | $2,500 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | NONE | NC | EDUCATION & SCHOLARSHIPS | $308 |
| SINSINAWA DOMINICANS | |||||||
| 585 COUNTY RD Z | SINISAWA | WI | 53824 | NONE | NC | CHARITABLE WORKS | $3,000 |
| ST GEORGE SERBIAN ORTHODOX CHURCH | |||||||
| 905 E JOLIET ST | SCHERRVILLE | IN | 46375 | NONE | NC | CHARITABLE WORKS | $1,000 |
| ST MARGARET MARY PARISH | |||||||
| 1450 GREEN TRAILS DR | NAPERVILLE | IL | 60540 | NONE | NC | CHARITABLE WORKS | $350 |
| ST PAUL ANTIOCHAN ORTHODOX CHURCH | |||||||
| 2425 RIVERS RD | NAPLES | FL | 34120 | NONE | NC | CHARITABLE WORKS | $10,000 |
| ST PETKA SERBIAN ORTHODOX CHURCH | |||||||
| 2056 N KEDZIE | CHICAGO | IL | 60647 | NONE | NC | CHARITABLE WORKS | $20,500 |
| ST ARCHANGEL MICHAEL SERBIAN CHURCH | |||||||
| 1500 E 186TH ST | LANSING | IL | 60438 | NONE | NC | CHARITABLE WORKS | $500 |
| ST JOHNS NORTHWESTERN MILITARY ACADEMY | |||||||
| 1101 GENESEE ST | DELAFIELD | WI | 53018 | NONE | NC | EDUCATION | $1,030 |
| ST SAVA SERBIAN ORTHODOX CHURCH | |||||||
| 9191 MISSISSIPPI ST | MERRILLVILLE | IN | 46410 | NONE | NC | CHARITABLE WORKS | $3,000 |
| ST THERESA CATHOLIC CHURCH | |||||||
| 455 N BENTON ST | PALATINE | IL | 60067 | NONE | NC | CHARITABLE WORKS | $15 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NONE | NC | ENVIRONMENT PRESERVATION | $250 |
| THE MORTON ARBORETUM | |||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | NONE | NC | ENVIRONMENT PRESERVATION | $4,001 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | NC | COMMUNITY SERVICE | $500 |
| WIREPOINTS | |||||||
| 1241 CENTRAL AVE UNIT 721 | WILMETTE | IL | 60091 | NONE | NC | COMMUNITY SERVICE | $250 |
| WTTW PUBLIC TV | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | NC | EDUCATION | $5,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,197 | 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 | $53,448 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $126,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $179,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,825 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REGULATIONS SECTION 53.4942(A)-3(D)(2), THE ORGANIZATION ELECTS TO APPLY ALL OR PART OF THE REMAINING AMOUNT TO THE UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2016. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RAYTHEON CO (NEW) | $11,217 | $214,028 |
| PEPSICO | $8,882 | $86,112 |
| MDU RES GROUP | $5,191 | $22,936 |
| SOUTHERN CO | $12,674 | $39,240 |
| PFIZER | $14,215 | $18,003 |
| WEC ENERGY GROUP | $25,178 | $79,095 |
| ENBRIDGE (SPECTRA ENERGY) | $22,941 | $42,425 |
| PHILLIPS 66 (SPINOFF FROM CONOCOPHILLIPS) | $13,756 | $57,294 |
| APPLE | $14,718 | $163,116 |
| ALPHABET | $39,895 | $211,815 |
| DOMINION ENERGY | $81,332 | $79,097 |
| KNIFE RIVER | $5,149 | $20,613 |
| EXXON MOBIL | $53,536 | $60,170 |
| ISHARES JPM | $22,660 | $24,070 |
| CHEVRON | $29,781 | $30,482 |
| SONOCO | $20,065 | $21,820 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES DJ SELECT | AT COST | $100,375 | $169,368 |
| CHORAL FINANCIAL FUND LP | AT COST | $699,442 | $699,442 |
| ISHARES TR IS 1- 5 YR | AT COST | $37,320 | $39,660 |
| SPDR SHORT TERM | AT COST | $14,600 | $15,100 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSE | $9,559 |
| FEDERAL TAX PAID | $1,699 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $149 | $0 | $0 |
| INVESTMENT EXPENSES | $19,138 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $857 | $0 | $0 |
| PROFESSIONAL FEES | $950 | $0 | $0 |
| ANNUAL MEETING | $4,418 | $0 | $0 |
| ILLINOIS ANNUAL REPORT | $13 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ILLINOIS FILING FEE | CategoryTxt |
| Amt | $15 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |