RISKLINKORG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RISKLINKORG FOUNDATION (EIN 81-4778317)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349101504
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T06:40:59-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363793267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR P DONNER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 NORTH FRONTAGE RD SUITE 105 | AddressLine1Txt |
| City | WILLOWBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | 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 | 814778317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISKLINKORG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RISK | BusinessNameControlTxt |
| Phone | 8477722355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14007 S BELL ROAD | AddressLine1Txt |
| City | HOMER GLEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604918463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY ZYCH | PersonNm |
| Person Title | PRESIDENT AND CHIEF EXECUTIVE OFFIC | PersonTitleTxt |
| Phone | 8477722355 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR P DONNER | PreparerPersonNm |
| PTIN | P00535368 | PTIN |
| Phone | 6307896709 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $385,925 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,734 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,734 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,734 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $160,104 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,020 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $3,362 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $80,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,754 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,734 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,400 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,400 | OthEmplSlrsWgsAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,167 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,226 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,226 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,316 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $214 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $214 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $76,662 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,666 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $7,666 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,882 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $188 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $113,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,694 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,417 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,694 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,301 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,060 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,490 | CashBOYAmt |
| Cash EOY | $14,297 | CashEOYAmt |
| Cash EOYFMV | $14,297 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,857 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $900 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $349,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $235,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $235,392 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $107,893 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $132,240 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,240 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,139 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,139 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $483,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $385,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $385,925 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $280 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,420 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $280 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,420 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $482,952 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $384,505 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $482,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $384,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $483,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $385,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $482,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,301 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$35,882 | OtherIncreasesAmt |
| Subtotal | $385,769 | SubtotalAmt |
| Other Decreases | $1,264 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $384,505 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 555 SH.DISNEY WALT CO COM | P | 2018-03-15 | 2025-05-29 | $62,216 | $0 | $70,832 | -$8,616 | $0 | $0 | $0 | -$8,616 |
| 175 SH. APPLE, INC. | P | 2018-04-24 | 2025-08-18 | $40,629 | $0 | $7,109 | $33,520 | $0 | $0 | $0 | $33,520 |
| 500 SH. ENTERPRISE PRODS PARTNERS LP | P | 2020-07-15 | 2025-08-18 | $15,999 | $0 | $5,629 | $10,370 | $0 | $0 | $0 | $10,370 |
| 45 SH. VANGUARD INDEX FDS | P | 2018-03-15 | 2025-08-18 | $20,769 | $0 | $6,467 | $14,302 | $0 | $0 | $0 | $14,302 |
| 75 SH. APPLE,INC. | P | 2018-04-24 | 2025-12-31 | $20,491 | $0 | $3,047 | $17,444 | $0 | $0 | $0 | $17,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,020 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $849 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $849 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $849 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.risklink.org | WebsiteAddressTxt |
| Individual With Books | JEFFREY ZYCH | IndividualWithBooksNm |
| Phone | 8477722355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14007 S BELL ROAD | AddressLine1Txt |
| City | HOMER GLEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604918463 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY ZYCH | ||||||||
| 14007 SBELL ROAD 106 | HOMER GLEN | IL | 60491 | PRESIDENT & CEO | 2.00 | $0 | $0 | $0 |
| MATTHEW GEERDES | ||||||||
| 1353 OVERTON DRIVE | LEMONT | IL | 60439 | CHIEF FINANCIAL OFFICER | 1.00 | $0 | $0 | $0 |
| CHERYL WILLIAMS | ||||||||
| 415 STONE AVENUE | LAKE ZURICH | IL | 60047 | BOARD MEMBER | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR DISADVANTAGED PEOPLE WHO WISH TO ENTER AND WORK IN THE INSURANCE INDUSTRY, AS WELL AS PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY CAUSES. | Description1Txt |
| Expenses1 | $108,027 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $292,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $133,379 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $446,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $446,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $440,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,008 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,008 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $849 | TotalTaxAmt |
| Distributable Before Adj | $21,159 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,159 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,159 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,164 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,164 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,178 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2023 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,178 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,986 | 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 | $15,173 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DELTA SIGMA PI LEADERSHIP FOUNDATION | ||||||
| 330 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | PF | PERSONAL,ACADEMIC ANDPROFESSIONAL DEVELOPMENT OFFUTURE BUSINESS LEADERS | $4,600 |
| PUCKS FOR AUTISM INC | ||||||
| 31 MARK TWAIN DRIVE | VALPARAISO | IN | 46385 | PF | HOCKEY EQUIPMENT FORYOUTH HOCKEY TEAM | $5,876 |
| JOLIET ARCHERY CLUB | ||||||
| 3700 W FRANCIS ROAD | NEW LENOX | IL | 60451 | PF | CONSTRUCTION OFNEW INDOOR RANGE | $8,223 |
| EASTON FOUNDATIONS | ||||||
| 575 NORTH JOHN GLENN RD | SALT LAKE CITY | UT | 84116 | PF | FOR EASTON SALTLAKE ARCHERYCENTER | $2,500 |
| BIG SHOULDERS FUND | ||||||
| 212 WEST VAN BUREN | CHICAGO | IL | 60607 | PF | SCHOOL SCHOLARSHIP,ENRICHMENT, ACADEMICAND LEADERSHIP PROGRAMS | $3,899 |
| RELEVE DANCE COMPANY BOOSTER CLUB | ||||||
| 16610 W 159TH STREET | LOCKPORT | IL | 60441 | PF | CHILDREN DANCE CLASSES FROM BEGINNERSTO EXPERIENCED DANCERS | $1,000 |
| DEPAUL ALUMNI FUND | ||||||
| 1 E JACKSON BLVD | CHICAGO | IL | 60604 | PF | NIL SUPPORT DRIVE | $25 |
| PERFECT POOCHES ADOPTION AGENCY | ||||||
| PO BOX 8473 | ROMEOVILLE | IL | 60446 | PF | PROVIDE FOR THEHOMELESS ANIMALSIN THIER CARE | $2,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,164 | 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 | $9,734 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,020 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,754 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INTUIT PAYROLL PAYROLL | $1,992 |
| ARTHUR P. DONNER, CPA TAX RETURN | $1,175 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | UNDISTRIBUTED INCOME ELECTION | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOME | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $124,262 | $124,262 |
| VANGUARD GROWTH ETF | $111,130 | $111,130 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ENTERPRISE PRODUCTS PARTNERS LP COMMON | $101,613 | $101,613 |
| LORD ABBETT FLOATING RATE FUND I | $30,627 | $30,627 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUICKBOOKS TAX HOLDING ACCOUNT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,139 | EOYBookValueAmt |
| EOYFMV | $1,139 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 EXCISE TAX | Desc |
| Amt | $1,264 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $1,882 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $188 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $188 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IDES SECURITY REFUND | Desc |
| Revenue And Expenses Per Books | $3,362 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS(LOSSES) ON INVESTMENTS | Desc |
| Amt | -$35,882 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | C.A.CLARK WEALTH ACCOUNT & ADVISORY | CategoryTxt |
| Amt | $5,226 | Amt |
| Net Investment Income | $5,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,226 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $2,316 | Amt |
| Net Investment Income | $214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $214 | AdjustedNetIncomeAmt |