PERRY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PERRY FAMILY CHARITABLE FOUNDATION (EIN 46-1528640)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-04
- IRS object ID
- 202611559349101006
- 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
- Schedule B
- 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 | 2026-06-04T17:16:00-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 NORTH WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606062807 | 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 | 461528640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERRY FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERR | BusinessNameControlTxt |
| Phone | 3128737330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 S WACKER SUITE 3750 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER PERRY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3128737330 | PhoneNum |
| Signature | 2026-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERYL EIGHNER | PreparerPersonNm |
| PTIN | P00965775 | PTIN |
| Phone | 3122982000 | 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 | $17,430,727 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,934,251 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,137 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,137 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,137 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $40,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,253 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $40,253 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,285,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,932,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,285,516 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,266,157 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,331,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,390 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,758 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,758 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,773 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,063,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,063,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,124,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,773 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,063,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,141,896 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,330,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46,390 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $616,900 | CashBOYAmt |
| Cash EOY | $2,449,826 | CashEOYAmt |
| Cash EOYFMV | $2,449,826 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,599,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,800,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,387,701 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,499,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,321,957 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,593,200 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,716,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,571,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,430,727 | 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 | $7,716,846 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,571,811 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,716,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,571,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,716,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,571,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,716,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,141,896 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,858,742 | SubtotalAmt |
| Other Decreases | $3,286,931 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,571,811 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY #7561 | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2023-01-03 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $5,932,836 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,647,320 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,285,516 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,285,516 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,285,516 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $52,689 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $92,689 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,400 | OverpaymentAmt |
| Applied To ES Tax | $46,400 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER PERRY | IndividualWithBooksNm |
| Phone | 3128737300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 S WACKER DRIVE SUITE 3750 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER PERRY | |||||||||
| C/O CIVC PARTNERS 71 S WACKER DRIVE | SUITE 3750 | CHICAGO | IL | 60606 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARY KATHLEEN PERRY | |||||||||
| C/O CIVC PARTNERS 71 S WACKER DRIVE | SUITE 3750 | CHICAGO | IL | 60606 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARTIN PERRY | |||||||||
| C/O CIVC PARTNERS 71 S WACKER DRIVE | SUITE 3750 | CHICAGO | IL | 60606 | VICE PRESIDENT | 0.00 | $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 | $2,197,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,679,717 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,333,160 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,210,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,210,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $228,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,982,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $749,108 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $749,108 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,289 | TotalTaxAmt |
| Distributable Before Adj | $702,819 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $702,819 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $702,819 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,063,259 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,063,259 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $702,819 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,617,723 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,547,073 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,997,720 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $690,998 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,628,946 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,482,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,063,259 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $702,819 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,360,440 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,842,900 | 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 | $1,617,723 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,225,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,547,073 | ExcessFromYear4Amt |
| Excess From Year3 | $2,997,720 | ExcessFromYear3Amt |
| Excess From Year2 | $690,998 | ExcessFromYear2Amt |
| Excess From Year1 | $2,628,946 | ExcessFromYear1Amt |
| Excess From Current Year | $2,360,440 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHRISTOPHER PERRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1916 FOUNDATION | |||||||||||
| 1120 CROFTON AVE | HIGHLAND PARK | IL | 60035 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,000 | ||||
| ANN & ROBERT H LURIE CHILDRENS HOSPITAL OF CHICAGO | |||||||||||
| 225 E CHICAGO AVE BOX 282 | CHICAGO | IL | 60611 | NONE | PC | TO FURTHER PROGRAM SERVICES | $27,500 | ||||
| BIG SHOULDERS FUND | |||||||||||
| 212 W VAN BUREN ST 900 | CHICAGO | IL | 60607 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | ||||
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO | |||||||||||
| 721 N LASALLE | CHICAGO | IL | 60654 | NONE | PC | TO FURTHER PROGRAM SERVICES | $715,000 | ||||
| CATHOLIC EXTENSION | |||||||||||
| 150 S WACKER DR STE 2000 | CHICAGO | IL | 60606 | NONE | PC | TO FURTHER PROGRAM SERVICES | $125,000 | ||||
| CHICAGO JESUIT ACADEMY | |||||||||||
| 5058 W JACKSON BLVD | CHICAGO | IL | 60644 | NONE | PC | TO FURTHER PROGRAM SERVICES | $100,000 | ||||
| CHRIST THE KING JESUIT COLLEGE PREP HIGH SCHOOL | |||||||||||
| 5059 W JACKSON BLVD | CHICAGO | IL | 60644 | NONE | PC | TO FURTHER PROGRAM SERVICES | $80,000 | ||||
| CLEARBROOK | |||||||||||
| 1835 W CENTRAL RD | ARLINGTON HEIGHTS | IL | 60005 | NONE | PC | TO FURTHER PROGRAM SERVICES | $85,000 | ||||
| COME TO BELIEVE NETWORK | |||||||||||
| PO BOX 786 | NEW YORK | NY | 10150 | NONE | PC | TO FURTHER PROGRAM SERVICES | $55,000 | ||||
| CREIGHTON UNIVERSITY | |||||||||||
| 2500 CALIFORNIA PLZ | OMAHA | NE | 68178 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | ||||
| CRISTO REY JESUIT HIGH SCHOOL | |||||||||||
| 1852 W 22ND PLACE | CHICAGO | IL | 60608 | NONE | PC | TO FURTHER PROGRAM SERVICES | $15,000 | ||||
| CRISTO REY NETWORK | |||||||||||
| 14 E JACKSON BLVD | CHICAGO | IL | 60604 | NONE | PC | TO FURTHER PROGRAM SERVICES | $150,000 | ||||
| CRISTO REY ST MARTIN COLLEGE PREP | |||||||||||
| 3106 BELVIDERE RD | WAUKEGAN | IL | 60085 | NONE | PC | TO FURTHER PROGRAM SERVICES | $125,000 | ||||
| EVAN SCHOLARS FOUNDATION | |||||||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | ||||
| GIFT OF ADOPTION FUND | |||||||||||
| 1200 SHERMER RD SUITE 111 | NORTHBROOK | IL | 60062 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | ||||
| HENRY SCHUELER 41 & 9 FOUNDATION | |||||||||||
| 5424 W DEVON AVENUE PO BOX 46316 | CHICAGO | IL | 60646 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | ||||
| ILLINOIS PRISON PROJECT | |||||||||||
| 53 W JACKSON SUITE 452 | CHICAGO | IL | 60604 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | ||||
| LEELANAU HISTORICAL SOCIETY | |||||||||||
| 203 E CEDAR ST | LELAND | MI | 49654 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | ||||
| LINK UNLIMITED | |||||||||||
| 2221 S STATE ST | CHICAGO | IL | 60616 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | ||||
| LOYOLA ACADEMY | |||||||||||
| 1100 LARAMIE AVENUE | WILMETTE | IL | 60091 | NONE | PC | TO FURTHER PROGRAM SERVICES | $15,000 | ||||
| LOYOLA UNIVERSITY CHICAGO | |||||||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | ||||
| MADONNA MISSION | |||||||||||
| 1706 W MORSE AVE | CHICAGO | IL | 60626 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | ||||
| MARYVILLE FOUNDATION | |||||||||||
| 701 LEE ST | DES PLAINES | IL | 60016 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | ||||
| MISERICORDIA FOUNDATION | |||||||||||
| 6300 N RIDGE AVE | CHICAGO | IL | 60660 | NONE | PC | TO FURTHER PROGRAM SERVICES | $259 | ||||
| MORGANTE WILSON FOUNDATION | |||||||||||
| 2834 CENTRAL ST | EVANSTON | IL | 60201 | NONE | PC | TO FURTHER PROGRAM SERVICES | $500 | ||||
| MSC FOUNDATION | |||||||||||
| NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | CHEM RIEU 12/14 | GENEVE | SZ | 1208 | ||||
| NORTHWESTERN UNIVERSITY | |||||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | TO FURTHER PROGRAM SERVICES | $2,500 | ||||
| OUR LADY OF PERPETUAL HELP - GLENVIEW | |||||||||||
| 1775 GROVE ST | GLENVIEW | IL | 60025 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | ||||
| OUR LADY OF TEPEYAC PARISH | |||||||||||
| 3047 W CERMAK RD | CHICAGO | IL | 60623 | NONE | PC | TO FURTHER PROGRAM SERVICES | $25,000 | ||||
| PHI KAPPA PSI FOUNDATION | |||||||||||
| 5395 EMERSON WAY | INDIANAPOLIS | IN | 46226 | NONE | PC | TO FURTHER PROGRAM SERVICES | $100,000 | ||||
| REGINA DOMINICAN HIGH SCHOOL | |||||||||||
| 701 LOCUST RD | WILMETTE | IL | 60091 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,000 | ||||
| SADDLE BROOK EDUCATIONAL FOUNDATION | |||||||||||
| 355 MAYHILL STREET | SADDLE BROOK | NJ | 07663 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | ||||
| SAINTS FAITH HOPE & CHARITY | |||||||||||
| 191 LINDEN ST | WINNETKA | IL | 60093 | NONE | PC | TO FURTHER PROGRAM SERVICES | $3,500 | ||||
| ST PATRICKS SAN JOSE | |||||||||||
| 51 N 9TH ST | SAN JOSE | CA | 95112 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | ||||
| THE ONE PLAN SAINTS JFX | |||||||||||
| 1740 LAKE AVENUE | WILMETTE | IL | 60091 | NONE | PC | TO FURTHER PROGRAM SERVICES | $50,000 | ||||
| THE PEOPLE'S MUSIC SCHOOL | |||||||||||
| 931 W EASTWOOD AVE | CHICAGO | IL | 60640 | NONE | PC | TO FURTHER PROGRAM SERVICES | $10,000 | ||||
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||||||
| 303 ST MARYS RD | CHAMPAIGN | IL | 61820 | NONE | PC | TO FURTHER PROGRAM SERVICES | $1,251,000 | ||||
| WALLS TURNED SIDEWAYS | |||||||||||
| 2717 W MADISON ST | CHICAGO | IL | 60612 | NONE | PC | TO FURTHER PROGRAM SERVICES | $5,250 | ||||
| WINNETKA HISTORICAL | |||||||||||
| 411 LINDEN ST | WINNETKA | IL | 60093 | NONE | PC | TO FURTHER PROGRAM SERVICES | $250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,063,259 | 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 | $6,137 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,253 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,285,516 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,331,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,331,906 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (156 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 1 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $1,000,000 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 2 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $295,966 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 3 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $100,802 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 4 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,968 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 5 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $35,289 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 6 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $26,696 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 7 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $16,366 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 8 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $19,965 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 9 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,955 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 10 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $41,277 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 11 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $19,527 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 12 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $26,451 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 13 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,663 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 14 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $69,331 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 15 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $5,568 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 16 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $75,643 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 17 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $21,294 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 18 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $43,904 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 19 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,438 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 20 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,409 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 21 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $35,904 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 22 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $13,188 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 23 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $14,249 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 24 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $45,425 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 25 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,075 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 26 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,320 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 27 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $16,619 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 28 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $41,344 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 29 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $38,522 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 30 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $12,301 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 31 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $14,325 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 32 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $5,654 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 33 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $269,438 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 34 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $29,872 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 35 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $14,600 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 36 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $11,909 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 37 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $53,273 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 38 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $41,837 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 39 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,959 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 40 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $43,544 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 41 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $36,981 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 42 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $102,986 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 43 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,506 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 44 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,352 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 45 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $591,550 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 46 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $17,830 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 47 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $21,049 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 48 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $85,249 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 49 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,729 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 50 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $40,517 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 51 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $28,072 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 52 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $69,992 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 53 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $31,013 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 54 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $35,272 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 55 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $31,600 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 56 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $25,640 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 57 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $14,792 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 58 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $25,965 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 59 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $43,749 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 60 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $22,877 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 61 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $13,387 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 62 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $144,729 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 63 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $36,319 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 64 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,461 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 65 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $26,988 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 66 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $31,514 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 67 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $113,585 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 68 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,232 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 69 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $47,569 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 70 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,289 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 71 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $23,163 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 72 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $11,644 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 73 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,439 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 74 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $9,721 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 75 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $8,057 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 76 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $25,550 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 77 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $4,069 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 78 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $20,958 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 79 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $20,571 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 80 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $43,132 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 81 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $12,966 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 82 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $29,260 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 83 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $34,719 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 84 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $25,997 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 85 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $34,774 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 86 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $5,130 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 87 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $5,616 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 88 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $96,412 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 89 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $18,591 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 90 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $31,316 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 91 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $54,434 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 92 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,806 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 93 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,884 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 94 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $25,142 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 95 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $21,692 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 96 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $10,580 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 97 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,027 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 98 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $41,362 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 99 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $13,054 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 100 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $18,171 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 101 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $25,480 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 102 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $41,326 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 103 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $34,395 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 104 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $8,220 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 105 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,162 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 106 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $19,703 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 107 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $13,770 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 108 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $11,525 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 109 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $19,603 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 110 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,466 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 111 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $209,687 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 112 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $145,682 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 113 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,469 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 114 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $17,801 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 115 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $21,971 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 116 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $42,903 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 117 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $29,146 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 118 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $15,831 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 119 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,146 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 120 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $24,811 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 121 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $107,003 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 122 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $47,914 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 123 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $2,942 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 124 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $34,711 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 125 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $15,510 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 126 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $9,952 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 127 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $81,804 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 128 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $20,885 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 129 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $28,360 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 130 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $36,456 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 131 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $13,244 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 132 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $16,212 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 133 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $41,652 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 134 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $15,332 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 135 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,327 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 136 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $26,026 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 137 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $17,866 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 138 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,043 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 139 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $35,808 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 140 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $14,539 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 141 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $7,935 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 142 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $9,288 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 143 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $5,222 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 144 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $47,375 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 145 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $41,942 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 146 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $22,205 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 147 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $14,148 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 148 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $5,219 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 149 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $27,432 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 150 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $171,013 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 151 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $12,053 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 152 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $6,032 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 153 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $18,834 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 154 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $56,189 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 155 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $107,915 | Yes (X) | |
| CHRISTOPHER AND KATHLEEN PERRY | |||||||
| 156 | CIVC PARTNERS 71 S WACKER SUITE 375 | CHICAGO | IL | 60606 | $16,864 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (155 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 1421 SHS AMZN | $295,966 | 2025-03-03 |
| 3 | 303 SHS AVGO | $100,802 | 2025-09-25 |
| 4 | 15 SHS AXON | $7,968 | 2025-03-03 |
| 5 | 114 SHS AXP | $35,289 | 2025-07-16 |
| 6 | 226 SHS BRO | $26,696 | 2025-04-23 |
| 7 | 182 SHS C | $16,366 | 2025-07-16 |
| 8 | 124 SHS CAH | $19,965 | 2025-07-16 |
| 9 | 61 SHS CASY | $27,955 | 2025-04-23 |
| 10 | 89 SHS CAT | $41,277 | 2025-09-25 |
| 11 | 125 SHS CBRE | $19,527 | 2025-09-25 |
| 12 | 84 SHS CDNS | $26,451 | 2025-07-16 |
| 13 | 32 SHS CEG | $7,663 | 2025-03-03 |
| 14 | 322 SHS COF | $69,331 | 2025-07-16 |
| 15 | 4 SHS COKE | $5,568 | 2025-04-23 |
| 16 | 77 SHS COST | $75,643 | 2025-04-23 |
| 17 | 133 SHS CR | $21,294 | 2025-03-03 |
| 18 | 171 SHS CRM | $43,904 | 2025-07-16 |
| 19 | 19 SHS CRWD | $7,438 | 2025-03-03 |
| 20 | 44 SHS CVLT | $7,409 | 2025-03-03 |
| 21 | 75 SHS CW | $35,904 | 2025-07-16 |
| 22 | 58 SHS DKS | $13,188 | 2025-09-25 |
| 23 | 204 SHS DOCS | $14,249 | 2025-03-03 |
| 24 | 126 SHS ETN | $45,425 | 2025-07-16 |
| 25 | 21 SHS EVR | $6,075 | 2025-07-16 |
| 26 | 142 SHS EXEL | $6,320 | 2025-07-16 |
| 27 | 93 SHS EXPE | $16,619 | 2025-07-16 |
| 28 | 142 SHS FFIV | $41,344 | 2025-07-16 |
| 29 | 176 SHS FI | $38,522 | 2025-04-23 |
| 30 | 119 SHS FTNT | $12,301 | 2025-07-16 |
| 31 | 70 SHS GE | $14,325 | 2025-03-03 |
| 32 | 18 SHS GEV | $5,654 | 2025-03-03 |
| 33 | 1106 SHS GOOGL | $269,438 | 2025-09-25 |
| 34 | 131 SHS GRMN | $29,872 | 2025-03-03 |
| 35 | 67 SHS GRMN | $14,600 | 2025-07-16 |
| 36 | 17 SHS GS | $11,909 | 2025-07-16 |
| 37 | 189 SHS IBM | $53,273 | 2025-07-16 |
| 38 | 56 SHS INTU | $41,837 | 2025-07-16 |
| 39 | 160 SHS ITT | $27,959 | 2025-09-25 |
| 40 | 201 SHS JBL | $43,544 | 2025-07-16 |
| 41 | 123 SHS JLL | $36,981 | 2025-09-25 |
| 42 | 359 SHS JPM | $102,986 | 2025-07-16 |
| 43 | 30 SHS KLAC | $27,506 | 2025-07-16 |
| 44 | 50 SHS LRCX | $6,352 | 2025-09-25 |
| 45 | 1173 SHS MSFT | $591,550 | 2025-07-16 |
| 46 | 215 SHS NEM | $17,830 | 2025-09-25 |
| 47 | 29 SHS NEU | $21,049 | 2025-07-16 |
| 48 | 87 SHS NFLX | $85,249 | 2025-03-03 |
| 49 | 22 SHS NFLX | $27,729 | 2025-07-16 |
| 50 | 44 SHS NOW | $40,517 | 2025-03-03 |
| 51 | 293 SHS NVT | $28,072 | 2025-09-25 |
| 52 | 295 SHS ORCL | $69,992 | 2025-07-16 |
| 53 | 117 SHS PGR | $31,013 | 2025-04-23 |
| 54 | 50 SHS PH | $35,272 | 2025-07-16 |
| 55 | 82 SHS PWR | $31,600 | 2025-07-16 |
| 56 | 96 SHS RL | $25,640 | 2025-03-03 |
| 57 | 100 SHS SFM | $14,792 | 2025-03-03 |
| 58 | 495 SHS SNV | $25,965 | 2025-07-16 |
| 59 | 637 SHS SYF | $43,749 | 2025-07-16 |
| 60 | 366 SHS TMHC | $22,877 | 2025-07-16 |
| 61 | 157 SHS TPR | $13,387 | 2025-03-03 |
| 62 | 498 SHS TSLA | $144,729 | 2025-03-03 |
| 63 | 197 SHS TXRH | $36,319 | 2025-07-16 |
| 64 | 7 SHS URI | $6,461 | 2025-09-25 |
| 65 | 341 SHS WFC | $26,988 | 2025-07-16 |
| 66 | 536 SHS WMB | $31,514 | 2025-04-23 |
| 67 | 1194 SHS WMT | $113,585 | 2025-07-16 |
| 68 | 38 SHS WSM | $7,232 | 2025-03-03 |
| 69 | 661 SHS ALK | $47,569 | 2025-02-27 |
| 70 | 123 SHS AMZN | $27,289 | 2025-01-08 |
| 71 | 164 SHS ANET | $23,163 | 2025-09-25 |
| 72 | 35 SHS AVGO | $11,644 | 2025-09-25 |
| 73 | 91 SHS AXP | $27,439 | 2025-01-08 |
| 74 | 33 SHS AYI | $9,721 | 2025-02-27 |
| 75 | 24 SHS AYI | $8,057 | 2025-09-25 |
| 76 | 217 SHS BRO | $25,550 | 2025-02-27 |
| 77 | 97 SHS BWXT | $4,069 | 2025-07-17 |
| 78 | 266 SHS C | $20,958 | 2025-02-27 |
| 79 | 50 SHS CASY | $20,571 | 2025-02-27 |
| 80 | 93 SHS CAT | $43,132 | 2025-09-25 |
| 81 | 83 SHS CBRE | $12,966 | 2025-09-25 |
| 82 | 83 SHS CDNS | $29,260 | 2025-09-25 |
| 83 | 657 SHS CFG | $34,719 | 2025-09-25 |
| 84 | 450 SHS CMG | $25,997 | 2025-01-08 |
| 85 | 175 SHS COF | $34,774 | 2025-02-27 |
| 86 | 4 SHS COKE | $5,130 | 2025-01-08 |
| 87 | 4 SHS COKE | $5,616 | 2025-02-27 |
| 88 | 93 SHS COST | $96,412 | 2025-02-27 |
| 89 | 51 SHS CPAY | $18,591 | 2025-02-27 |
| 90 | 512 SHS CPRT | $31,316 | 2025-04-24 |
| 91 | 167 SHS CRM | $54,434 | 2025-01-08 |
| 92 | 19 SHS CRWD | $6,806 | 2025-01-08 |
| 93 | 51 SHS CVLT | $7,884 | 2025-01-08 |
| 94 | 76 SHS CW | $25,142 | 2025-04-24 |
| 95 | 123 SHS DFS | $21,692 | 2025-01-08 |
| 96 | 46 SHS DKS | $10,580 | 2025-01-08 |
| 97 | 128 SHS DOCS | $7,027 | 2025-01-08 |
| 98 | 121 SHS ETN | $41,362 | 2025-01-08 |
| 99 | 342 SHS EXEL | $13,054 | 2025-02-27 |
| 100 | 93 SHS EXPE | $18,171 | 2025-02-27 |
| 101 | 534 SHS FAST | $25,480 | 2025-09-25 |
| 102 | 143 SHS FFIV | $41,326 | 2025-02-27 |
| 103 | 168 SHS FI | $34,395 | 2025-01-08 |
| 104 | 54 SHS FIVE | $8,220 | 2025-09-25 |
| 105 | 102 SHS FOXA | $6,162 | 2025-09-25 |
| 106 | 184 SHS FTNT | $19,703 | 2025-02-27 |
| 107 | 24 SHS GEV | $13,770 | 2025-07-17 |
| 108 | 19 SHS GEV | $11,525 | 2025-09-25 |
| 109 | 17 SHS GHC | $19,603 | 2025-09-25 |
| 110 | 108 SHS GM | $6,466 | 2025-09-25 |
| 111 | 1079 SHS GOOGL | $209,687 | 2025-01-08 |
| 112 | 598 SHS GOOGL | $145,682 | 2025-09-25 |
| 113 | 131 SHS GRMN | $27,469 | 2025-01-08 |
| 114 | 29 SHS GS | $17,801 | 2025-02-27 |
| 115 | 88 SHS IBM | $21,971 | 2025-02-27 |
| 116 | 57 SHS INTU | $42,903 | 2025-07-17 |
| 117 | 54 SHS ISRG | $29,146 | 2025-01-08 |
| 118 | 28 SHS ISRG | $15,831 | 2025-02-27 |
| 119 | 178 SHS JBL | $27,146 | 2025-01-08 |
| 120 | 92 SHS JLL | $24,811 | 2025-02-27 |
| 121 | 373 SHS JPM | $107,003 | 2025-07-17 |
| 122 | 480 SHS LRCX | $47,914 | 2025-07-17 |
| 123 | 6 SHS MEDP | $2,942 | 2025-09-25 |
| 124 | 227 SHS MMM | $34,711 | 2025-09-25 |
| 125 | 133 SHS MRVL | $15,510 | 2025-01-08 |
| 126 | 120 SHS NEM | $9,952 | 2025-09-25 |
| 127 | 93 SHS NFLX | $81,804 | 2025-01-08 |
| 128 | 206 SHS NTAP | $20,885 | 2025-02-27 |
| 129 | 296 SHS NVT | $28,360 | 2025-09-25 |
| 130 | 223 SHS ORCL | $36,456 | 2025-02-27 |
| 131 | 70 SHS PANW | $13,244 | 2025-02-27 |
| 132 | 58 SHS PGR | $16,212 | 2025-02-27 |
| 133 | 63 SHS PH | $41,652 | 2025-02-27 |
| 134 | 91 SHS PM | $15,332 | 2025-04-24 |
| 135 | 23 SHS PODD | $7,327 | 2025-09-25 |
| 136 | 83 SHS PWR | $26,026 | 2025-01-08 |
| 137 | 104 SHS RJF | $17,866 | 2025-09-25 |
| 138 | 25 SHS RL | $6,043 | 2025-01-08 |
| 139 | 237 SHS RTX | $35,808 | 2025-07-17 |
| 140 | 527 SHS SLM | $14,539 | 2025-01-08 |
| 141 | 152 SHS SNV | $7,935 | 2025-01-08 |
| 142 | 173 SHS SNV | $9,288 | 2025-07-17 |
| 143 | 60 SHS SQ | $5,222 | 2025-01-08 |
| 144 | 721 SHS SYF | $47,375 | 2025-01-08 |
| 145 | 1526 SHS T | $41,942 | 2025-04-24 |
| 146 | 362 SHS TMHC | $22,205 | 2025-02-27 |
| 147 | 53 SHS TMUS | $14,148 | 2025-02-27 |
| 148 | 20 SHS TMUS | $5,219 | 2025-04-24 |
| 149 | 404 SHS TPR | $27,432 | 2025-01-08 |
| 150 | 433 SHS TSLA | $171,013 | 2025-01-08 |
| 151 | 90 SHS TW | $12,053 | 2025-04-24 |
| 152 | 51 SHS UMBF | $6,032 | 2025-09-25 |
| 153 | 243 SHS WFC | $18,834 | 2025-02-27 |
| 154 | 985 SHS WMB | $56,189 | 2025-02-27 |
| 155 | 1101 SHS WMT | $107,915 | 2025-02-27 |
| 156 | 402 SHS X | $16,864 | 2025-04-24 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ISHARES CORE S&P 500 | StockNm |
| EOY Book Value | $1,800,028 | EOYBookValueAmt |
| EOYFMV | $2,387,701 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LOW VOLATILITY HEDGED STRATEGIES OFFSHORE | AT COST | $3,347,843 | $4,649,227 |
| OPPORTUNISTIC GROWTH STRATEGIES OFFSHORE | AT COST | $3,952,114 | $7,922,150 |
| GRESHAM PRIVATE EQUITY STRATEGIES LP 25/26 | AT COST | $22,000 | $21,823 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $3,286,931 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MISC EXPENSE | $1,603 | $1,603 | $0 | $0 |
| BANK CHARGES | $155 | $155 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PRIOR YEAR AG990-IL FEE | $15 | $15 | $0 | $0 |
| EXCISE TAXES PAID | $59,229 | $0 | $0 | $0 |