PARSIFAL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PARSIFAL FOUNDATION (EIN 36-4157248)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-01
- IRS object ID
- 202611829349100106
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-01T07:40:43-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 832194821 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Croke Fairchild Duarte & Beres | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 N LaSalle St Ste 3400 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | 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 | 364157248 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARSIFAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARS | BusinessNameControlTxt |
| Phone | 3122521500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 Brewster Lane | AddressLine1Txt |
| City | La Grange Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James A Fletcher | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3122521500 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth F Lorch | PreparerPersonNm |
| PTIN | P01223467 | PTIN |
| Phone | 3126508640 | PhoneNum |
| Preparation | 2026-07-01 | 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 | $583,887 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,284 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $545 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $545 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,080 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $425 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,655 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,120 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,349 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $162,249 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $577,538 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $169,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $583,887 | TotalAssetsEOYFMVAmt |
| 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 EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $169,369 | CapitalStockBOYAmt |
| Capital Stock EOY | $158,083 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $169,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $169,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $169,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,500 | OtherIncreasesAmt |
| Subtotal | $160,084 | SubtotalAmt |
| Other Decreases | $2,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $158,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Avanos Med Inc | P | 2010-04-01 | 2025-12-30 | $115 | $0 | $212 | -$97 | $0 | $0 | $0 | -$97 |
| Comcast | P | 2020-04-29 | 2025-12-30 | $2,780 | $0 | $3,667 | -$887 | $0 | $0 | $0 | -$887 |
| Kraft Heinz | P | 2010-03-31 | 2025-12-30 | $4,295 | $0 | $5,794 | -$1,499 | $0 | $0 | $0 | -$1,499 |
| Organon & Co | P | 2010-03-31 | 2025-12-30 | $92 | $0 | $237 | -$145 | $0 | $0 | $0 | -$145 |
| Veralto Corp | P | 2020-04-29 | 2025-12-30 | $406 | $0 | $231 | $175 | $0 | $0 | $0 | $175 |
| Viatris Inc. | P | 2010-03-31 | 2025-12-30 | $420 | $0 | $251 | $169 | $0 | $0 | $0 | $169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,284 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $162 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $162 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $160 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $162 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 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 | James A Fletcher | IndividualWithBooksNm |
| Phone | 3122521500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 Brewster Ln Unit 14 | AddressLine1Txt |
| City | La Grange Park | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60526 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| James A Fletcher | ||||||||
| 130 Brewster Ln Unit 14 | La Grange Park | IL | 60526 | Trustee | 1.00 | $0 | $0 | $0 |
| Margaret G Fletcher | ||||||||
| 130 Brewster Ln Unit 14 | La Grange Park | IL | 60526 | Trustee | 1.00 | $0 | $0 | $0 |
| Lesley A Fletcher | ||||||||
| 130 Brewster Ln Unit 14 | La Grange Park | IL | 60526 | Trustee | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $515,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $532,643 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $532,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $524,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $162 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $162 | TotalTaxAmt |
| Distributable Before Adj | $26,071 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,071 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,071 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,071 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $25,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $54,500 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,071 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,500 | ExcessFromYear4Amt |
| Excess From Year3 | $10,500 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $25,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Ding Darling Wildlife SocietyFriends of the | ||||||
| PO Box 61249 | Fort Meyers | FL | 33906 | PC | Charitable | $1,000 |
| Home 2 Home Project | ||||||
| 405 Shawmut Ave | LaGrange Park | IL | 60525 | PC | Charitable | $1,000 |
| Chicago Coalition Homeless | ||||||
| 70 E Lake St Ste 700 | Chicago | IL | 60601 | PC | Charitable | $1,000 |
| Environmental Defense Fund | ||||||
| 257 Park Ave S | NY | NY | 10010 | PC | Charitable | $1,000 |
| Fistula Foundation | ||||||
| 1900 The Alameda Ste 500 | San Jose | CA | 95126 | PC | Charitable | $1,000 |
| Girl Forward | ||||||
| PO Box 597527 | Chicago | IL | 60659 | PC | Charitable | $2,000 |
| Bed's Plus | ||||||
| 9601 Ogden Ave | LaGrange | IL | 60525 | PC | Charitable | $2,000 |
| PMP Research Fdn | ||||||
| 6415 Granger Rd | Independence | OH | 44131 | PC | Charitable | $1,000 |
| US Fund for UNICEF | ||||||
| 125 Maiden Ln | NY | NY | 10038 | PC | Charitable | $1,000 |
| Glass Half Full | ||||||
| 3935 Louisa St | New Orleans | LA | 70126 | PC | Charitable | $1,000 |
| Louisiana SPCA | ||||||
| 1700 Mardi Gras Blvd | New Orleans | LA | 70114 | PC | Charitable | $1,000 |
| Heifer International | ||||||
| 1 World Avenue | Little Rock | AR | 72202 | PC | Charitable | $1,000 |
| Walworth County Food & Diaper Bank | ||||||
| 205 Commerce Court | Elkhorn | WI | 53121 | PC | Charitable | $1,000 |
| Doctors Without Borders | ||||||
| 40 Recor St 16th Floor | New York | NY | 10006 | PC | Charitable | $1,000 |
| Westchester Food Pantry | ||||||
| 1936 South Maneheim Rd | Westchester | IL | 60154 | PC | Charitable | $1,000 |
| Team Rubicon | ||||||
| 5230 Pacific Concourse Drive Suite | Los Angels | CA | 90045 | PC | Charitable | $1,000 |
| World Center Kitchen | ||||||
| PO Bo 96538 | Washington | DC | 200906538 | PC | Charitable | $1,000 |
| Wellness House | ||||||
| 131 North County Line Rd | Hinsdale | IL | 60521 | PC | Charitable | $1,000 |
| Eden Reforestration Project | ||||||
| 40960 California Oaks Rd Unit 845 | Maritta | CA | 92562 | PC | Charitable | $1,000 |
| Mission Blue Foundation | ||||||
| 2776 Enterprise Suite 100 | Orange City | FL | 32763 | PC | Charitable | $1,000 |
| Clark's Career Foundation | ||||||
| PO Box 725217 | Roselle | IL | 60172 | PC | Charitable | $1,000 |
| National Organizaton for Rare Disorders | ||||||
| 55 Kenosha Avenue | Danbury | CT | 06810 | PC | Charitable | $1,000 |
| National Fish and Wildlife Foundation | ||||||
| 1133 1st Street NW 11 | Washington | DC | 20005 | PC | Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,000 | 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 | $11,525 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | other | Desc |
| Business | 000000 | BusinessCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,525 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Gain on sale of publicy traded securities | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See STMT for Part II | StockNm |
| EOY Book Value | $151,734 | EOYBookValueAmt |
| EOYFMV | $577,538 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Correction to 2023 stale checks counted twice | $2,000 |
| Rounding | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gain Distribution | Desc |
| Revenue And Expenses Per Books | $545 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $545 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Uncashed Checks 2024 | Desc |
| Amt | $6,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $156 | |
| Foreign Tax Paid | $425 | $425 |
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