LEONARD AND JOAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD AND JOAN FOUNDATION (EIN 26-1367670)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349104307
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:46:10-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363648619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLOOD & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 CONGRESS PARKWAY STE A | AddressLine1Txt |
| City | CRYSTAL LAKE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60014 | 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 | 261367670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD AND JOAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 7735255935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3744 N WAYNE AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | L WALTER STEARNS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7735255935 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J FLOOD | PreparerPersonNm |
| PTIN | P00534187 | PTIN |
| Phone | 8154559538 | PhoneNum |
| Preparation | 2026-05-13 | 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 | $6,959,315 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $434,564 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $50,064 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,064 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $344,149 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,219,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $344,149 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,991 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,991 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,002,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $567,615 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $6,754 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,377 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,377 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,409 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,204 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,205 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,980 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,754 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $38,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,412 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $61,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $308,794 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $278,282 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $370,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $284,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $632,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $519,866 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $162,747 | CashBOYAmt |
| Cash EOY | $11,374 | CashEOYAmt |
| Cash EOYFMV | $11,374 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,109,746 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,817,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,817,209 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$217,979 | OtherAssetsBOYAmt |
| Other Assets EOY | $130,732 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $130,732 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,054,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,959,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,959,315 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $358,167 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $307,478 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $358,167 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $307,478 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,696,347 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,651,837 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,696,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,651,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,054,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,959,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,696,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $632,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $322,870 | OtherIncreasesAmt |
| Subtotal | $6,651,837 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,651,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED - UBS 07246 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $951,162 | GrossSalesPriceAmt |
| Cost Or Other Basis | $875,820 | CostOrOtherBasisAmt |
| Gain Or Loss | $75,342 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $75,342 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $344,149 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,226 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,226 | SubtotalAmt |
| Tax Based On Investment Income | $7,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $826 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | L WALTER STEARNS | IndividualWithBooksNm |
| Phone | 7735255935 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3744 N WAYNE AVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| L WALTER STEARNS | ||||||||
| 3744 N WAYNE AVE | CHICAGO | IL | 60613 | PRESIDENT | 6.00 | $0 | $0 | $0 |
| EUGENE DIZON | ||||||||
| 3744 N WAYNE AVE | CHICAGO | IL | 60613 | VICE PRESIDE | 6.00 | $0 | $0 | $0 |
| MARCELA DIZON | ||||||||
| 5000 N HAMLIN AVENUE | CHICAGO | IL | 60625 | SECRETARY | 6.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,418,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,550,305 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,550,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,452,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $322,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $322,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,226 | TotalTaxAmt |
| Distributable Before Adj | $315,377 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $315,377 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $315,377 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $284,864 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $284,864 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,377 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $275,106 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Total For Prior Years | $18,854 | TotalForPriorYearsAmt |
| Qualifying Distributions | $284,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $275,106 | AppliedToYear1Amt |
| Applied To Current Year | $9,758 | AppliedToCurrentYearAmt |
| Prior Year Undistributed Incm | $18,854 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $18,854 | PriorYearDeficiencyOrTaxAmt |
| Undistributed Income CY | $305,619 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| PART I LN 25 CASH BASIS CONTR ADJUS | |||||||||
| 3744 N WAYNE AVE | CHICAGO | IL | 60657 | PC | PART 1 LN 25 CASH BASIS CONTR ADJ | $30,512 | |||
| PART I LN 25 CASH BASIS CONTR ADJUS | |||||||||
| 3744 N WAYNE AVE | CHICAGO | IL | 60657 | PC | PART 1 LN 25 CASH BASIS CONTR ADJ | -$30,512 | |||
| ALBANY PARK THEATER PROJECT | |||||||||
| PO BOX 257995 | CHICAGO | IL | 60625 | PC | THEATRE PRODUCTIONS | $7,575 | NONE | ||
| ALZHEIMER'S ASSOCIATION | |||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | MEDICAL RESEARCH | $2,614 | NONE | ||
| AMERICAN AUTOIMMUNE RELATED DISEASE | |||||||||
| 19176 HALL ROAD | CLINTON TOWNSHIP | MI | 48038 | PC | MEDICAL RESEARCH | $2,643 | NONE | ASSOCIATION | SUITE 130 |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||||
| 8550 W BRYN MAWY AVE | CHICAGO | IL | 60631 | PC | MEDICAL RESEARCH | $5,289 | NONE | SUITE 550 | |
| AMERICAN CANCER SOCIETY | |||||||||
| PO BOX 10393 | CHICAGO | IL | 60610 | PC | MEDICAL RESEARCH | $5,275 | NONE | ||
| AMERICAN CIVIL LIBERTIES UNION FOUN | |||||||||
| 150 N MICHIGAN AVENUE | CHICAGO | IL | 60601 | PC | PUBLIC SUPPORT | $10,350 | NONE | SUITE 600 | |
| AMERICAN DIABETES ASSOCIATION | |||||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | PC | MEDICAL RESEARCH | $2,628 | NONE | ||
| AMERICAN NATIONAL RED CROSS | |||||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | PC | MEDICAL CARE | $5,125 | NONE | ||
| AMERICAN SONGBOOK | |||||||||
| 1 CARTER GREEN | CARMEL | IN | 46032 | PC | THEATRE PRODUCTIONS | $1,030 | NONE | ||
| ASIAN AMERICANS ADVANCING JUSTICE | |||||||||
| 4716 N BROADWAY | CHICAGO | IL | 60640 | PC | PUBLIC SUPPORT | $2,575 | NONE | ||
| ARTHRITIS NATIONAL RESEARCH FOUND | |||||||||
| 5319 UNIVERSITY DR | IRVINE | CA | 92612 | PC | MEDICAL RESEARCH | $2,581 | NONE | SUITE 10022 | |
| BLACK ENSEMBLE THEATER | |||||||||
| 4450 NORTH CLARK STREET | CHICAGO | IL | 60640 | PC | THEATRE PRODUCTIONS | $2,500 | NONE | ||
| BROADWAY CARES EQUITY FIGHTS AIDS | |||||||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | PC | COMMUNITY SERVICE | $2,580 | NONE | SUITE 1300 | |
| CENTER ON HALSTED | |||||||||
| 3656 N HALSTED STREET | CHICAGO | IL | 60613 | PC | COMMUNITY SERVICE | $1,000 | NONE | ||
| CHICAGO FOUNDATION FOR WOMEN | |||||||||
| 140 S DEARBORN ST | CHICAGO | IL | 60603 | PC | COMMUNITY SERVICE | $1,000 | NONE | SUITE 400 | |
| CHICAGO HOUSE AND SOCIAL SERVICE | |||||||||
| 1925 N CLYBOURN AVE | CHICAGO | IL | 60614 | PC | HOUSING | $5,000 | NONE | SUITE 401 | |
| CHICAGO PUBLIC MEDIA | |||||||||
| 848 EAST GRAND AVE | CHICAGO | IL | 60611 | PC | PUBLIC RADIO | $2,750 | NONE | ||
| CHICAGO THEATER | |||||||||
| 175 N STATE ST | CHICAGO | IL | 60601 | PC | THEATRE PRODUCTIONS | $563 | NONE | ||
| DOCTORS WITHOUT BOARDERS | |||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | PC | COMMUNITY SERVICE | $2,500 | NONE | ||
| ENVIRONMENTAL DEFENSE FUND | |||||||||
| 257 PARK AVE SOUTH | NEW YORK | NY | 10010 | PC | COMMUNITY SERVICE | $2,084 | NONE | 11TH FLOOR | |
| FEEDING AMERICA | |||||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | PC | COMMUNITY SERVICE | $1,500 | NONE | SUITE 700 | |
| FOUNDATION FOR AIDS RESEARCH | |||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | PC | MEDICAL RESEARCH | $1,059 | NONE | 13TH FLOOR | |
| HOWARD BROWN HEALTH CENTER | |||||||||
| PO BOX 13500 | CHICAGO | IL | 60613 | PC | MEDICAL RESEARCH | $2,064 | NONE | ||
| INTERNATIONAL ESSENTIAL TREMOR FOUN | |||||||||
| PO BOX 14005 | LENEXA | KS | 662854005 | PC | MEDICAL RESEARCH | $10,010 | NONE | ||
| INTERNATIONAL FUND FOR ANIMAL WELFA | |||||||||
| 290 SUMMER STREET | YARMOUTH PORT | MA | 02675 | PC | PUBLIC SUPPORT | $1,057 | NONE | ||
| INTERNATIONAL PUPPERTRY FESTIVAL | |||||||||
| 410 SOUTH MICHIGAN AVE | CHICAGO | IL | 60605 | PC | THEATRE PRODUCTIONS | $515 | NONE | SUITE 310 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | COMMUNITY SERVICE | $2,575 | NONE | ||
| INTERNATIONAL VOICES PROJECT | |||||||||
| 5639 W BYRON ST | CHICAGO | IL | 60634 | PC | COMMUNITY SERVICE | $15,000 | NONE | ||
| JOSEPH JEFFERSON AWARD COMMITTEE | |||||||||
| 4650 N HERMITAGE AVE | CHICAGO | IL | 60640 | PC | THEATRE PRODUCTIONS | $500 | NONE | ||
| LEAGUE OF CHICAGO THEATRES FOUND | |||||||||
| 17 N WABASH | CHICAGO | IL | 60602 | PC | THEATRE PRODUCTIONS | $517 | NONE | SUITE 520 | |
| LUNGEVITY | |||||||||
| PO BOX 754 | CHICAGO | IL | 60690 | PC | MEDICAL RESEARCH | $5,332 | NONE | ||
| MANUAL CINEMA | |||||||||
| 2415 W 19TH ST | CHICAGO | IL | 60608 | PC | THEATRE PRODUCTIONS | $272 | NONE | ||
| MARCH OF DIMES | |||||||||
| 1550 CRYSTAL DR | ARLINGTON | VA | 22202 | PC | MEDICAL RESEARCH | $2,645 | NONE | SUITE 1300 | |
| MICHAEL J FOX PARKINSONS | |||||||||
| PO BOX 4777 | NEW YORK | NY | 10163 | PC | MEDICAL RESEARCH | $2,558 | NONE | ||
| MUSIC THEATER WORKS | |||||||||
| 516 4TH STREET | WILMETTE | IL | 60091 | PC | THEATRE PRODUCTIONS | $10,500 | NONE | ||
| NATIONAL ALLIANCE FOR MUSICAL THEAT | |||||||||
| 520 8TH AVE 301 | NEW YORK | NY | 10018 | PC | MUSICAL THEATRE | $2,563 | NONE | ||
| NATIONAL KERATOCONUS FOUNDATION | |||||||||
| 8635 W 3RD STREET | LOS ANGELES | CA | 90048 | PC | MEDICAL RESEARCH | $2,500 | NONE | SUITE 390W | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||
| 525 W MONROE ST | CHICAGO | IL | 60661 | PC | MEDICAL RESEARCH | $5,300 | NONE | ||
| NATIONAL RESOURCES DEFENSE COUNCIL | |||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | PC | PUBLIC SUPPORT | $2,500 | NONE | 11TH FLOOR | |
| ONE ACRE FUND | |||||||||
| 1954 FIRST STREET 183 | HIGHLAND PARK | IL | 60035 | PC | PUBLIC SUPPORT | $2,596 | NONE | ||
| PLANNED PARENTHOOD | |||||||||
| 1110 VERMONT AVE NW | WASHINGTON DC | DC | 20005 | PC | MEDICAL RESEARCH | $2,581 | NONE | ||
| RAVINIA FESTIVAL ASSOCIATION | |||||||||
| 201 ST JOHNS AVE | HIGHLAND PARK | IL | 60035 | PC | THEATRE PRODUCTIONS | $1,000 | NONE | ||
| RHEUMATOLOGY RESEARCH FOUNDATION | |||||||||
| 2200 LAKE BOULEVARD | ATLANTA | GA | 30319 | PC | MEDICAL RESEARCH | $2,500 | NONE | ||
| ROUGH HOUSE THEATER | |||||||||
| 5207 N CLARK ST | CHICAGO | IL | 60622 | PC | THEATRE PRODUCTIONS | $256 | NONE | ||
| SAVE THE CHILDREN FEDERATION INC | |||||||||
| 501 KINGS HIGHWAY EAST | FAIRFIELD | CT | 06825 | PC | PUBLIC SUPPORT | $10,220 | NONE | SUITE 400 | |
| SAVOY AIRES | |||||||||
| PO BOX 126 | EVANSTON | IL | 60204 | PC | THEATRE PRODUCTIONS | $2,060 | NONE | ||
| SEASON OF CONCERN | |||||||||
| 8 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | PC | THEATRE PRODUCTIONS | $20,600 | NONE | ||
| SECOND CITY CANINE RESCUE | |||||||||
| 570 N SMITH ST | PALATINE | IL | 60067 | PC | PUBLIC SUPPORT | $1,040 | NONE | ||
| SHATTERED GLOBE THEATER | |||||||||
| 4222 N RAVENSWOOD AVE | CHICAGO | IL | 60613 | PC | THEATRE PRODUCTIONS | $1,545 | NONE | SUITE 207 | |
| SOUTHERN POVERTY LAW CENTER | |||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | COMMUNITY SERVICE | $2,575 | NONE | ||
| SUCCESS FOR ALL | |||||||||
| 330 E JOPPA ROAD | TOWSON | MD | 21286 | PC | PUBLIC SUPPORT | $2,083 | NONE | SUITE 500 | |
| THE ARTHRITIS FUND INC | |||||||||
| 1355 PEACHTREE ST | ATLANTA | GA | 30309 | PC | MEDICAL RESEARCH | $2,113 | NONE | NE SUITE 600 | |
| THEATER WIT | |||||||||
| 1229 W BELMONT | CHICAGO | IL | 60657 | PC | THEATRE PRODUCTIONS | $1,030 | NONE | ||
| UNICEF | |||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | PUBLIC SUPPORT | $2,614 | NONE | ||
| UNIVERSITY OF ILLINOIS CHICAGO | |||||||||
| 1200 W HARRISON ST | CHICAGO | IL | 60607 | PC | EDUCATION | $51,600 | NONE | ||
| VISION TO LEARN | |||||||||
| 12100 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90025 | PC | PUBLIC SUPPORT | $2,000 | NONE | SUITE 1275 | |
| WORLD WILDLIFE FUND | |||||||||
| 1250 TWENTY-FOURTH ST | WASHINGTON DC | DC | 20090 | PC | PUBLIC SUPPORT | $2,030 | NONE | ||
| CHICAGO READER | |||||||||
| 2930 S MICHIGAN AVE | CHICAGO | IL | 60616 | PC | PUBLIC MEDIA | $5,311 | NONE | SUITE 102 | |
| EARTHJUSTICE | |||||||||
| 180 STEUART ST 194330 | SAN FRANCISCO | CA | 94105 | PC | PUBLIC SERVICE | $1,033 | NONE | ||
| LOYOLA UNIVERSITY CHICAGO | |||||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | PC | EDUCATION | $7,000 | NONE | ||
| NATIONAL IMMIGRANT JUSTICE CENTER | |||||||||
| 111 W JACKSON BLVD | CHICAGO | IL | 60604 | PC | PUBLIC SUPPORT | $5,149 | NONE | SUITE 800 | |
| THEO UBIQUE | |||||||||
| 721 HOWARD ST | EVANSTON | IL | 60202 | PC | THEATRE PRODUCTIONS | $10,000 | NONE | ||
| BLACK BUTTON EYES | |||||||||
| 3449 N ELAINE PL 210 | CHICAGO | IL | 60657 | PC | THEATRE PRODUCTIONS | $2,717 | NONE | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $278,282 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,064 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $168,203 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,991 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $344,149 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $568,407 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $568,407 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,409 | Amt |
| Net Investment Income | $3,204 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,205 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS SECURITIES | StockNm |
| EOY Book Value | $6,817,209 | EOYBookValueAmt |
| EOYFMV | $6,817,209 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,754 | LegalFeesAmt |
| Net Investment Income | $3,377 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,377 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCUMULATED UNREALIZED GAINS | -$218,451 | $104,419 | $104,419 |
| INVESTMENT INCOME RECEIVABLE | $472 | $26,313 | $26,313 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $38,412 | $38,412 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $9,960 | $9,960 |
| OTHER INCOME ADJUSTMENT | -$3,969 | -$3,969 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $322,870 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DONATIONS PAYABLE | $275,106 | $305,619 |
| UBS CREDIT CARD | $79,804 | $1,033 |
| ACCRUED EXCISE TAX PAYABLE | $3,257 | $826 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $7,226 | |
| FOREIGN INVESTMENT TAXES | $2,728 | $2,728 |
| FILING FEES | $26 | $26 |