ADREANI FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ADREANI FAMILY FOUNDATION (EIN 86-1089646)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-02-13
- IRS object ID
- 202420449349101212
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-13T11:19:14-08:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464576154 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN J SHIFRIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1740 Princeton Court | AddressLine1Txt |
| City | Lake Forest | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861089646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adreani Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADRE | BusinessNameControlTxt |
| Phone | 8476557700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 838 Busse Highway | AddressLine1Txt |
| City | Park Ridge | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce J Adreani | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bruce J | PersonFirstNm |
| Person Last | Adreani | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steven J Shifrin | PreparerPersonNm |
| PTIN | P00110195 | PTIN |
| Phone | 8478046555 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,248,005 | 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 | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $45 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $43,947 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,947 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,947 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $176,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $368,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,793 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $220,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,785 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,992 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,825 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,825 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $134 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $236,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,992 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $56,820 | CashBOYAmt |
| Cash EOY | $26,580 | CashEOYAmt |
| Cash EOYFMV | $26,580 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,997,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,011,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,221,425 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,054,077 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,037,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,248,005 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,054,077 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,037,903 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,054,077 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,037,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,054,077 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,037,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,054,077 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,174 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,037,903 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,037,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 sh Adobe | P | 2021-08-15 | 2023-09-12 | $27,539 | $12,494 | $15,045 | $15,045 |
| 119 sh Costco | P | 2016-08-26 | 2023-09-12 | $66,369 | $19,645 | $46,724 | $46,724 |
| 150 sh Edwards Lifesciences | P | 2018-08-15 | 2023-09-12 | $11,008 | $6,840 | $4,168 | $4,168 |
| 300 sh Edwards Lifesciences | P | 2022-05-05 | 2023-09-12 | $22,016 | $21,274 | $742 | $742 |
| 50 sh Estee Lauder | P | 2018-08-15 | 2023-09-12 | $7,598 | $6,633 | $965 | $965 |
| 1,000 sh First Tr NASDAQ | P | 2018-08-15 | 2023-09-12 | $47,160 | $26,602 | $20,558 | $20,558 |
| 75 sh Intuitive Surgical | P | 2018-08-15 | 2023-09-12 | $22,674 | $13,043 | $9,631 | $9,631 |
| 50 sh Honeywell | P | 2010-03-16 | 2023-11-24 | $9,573 | $3,935 | $5,638 | $5,638 |
| 350 sh Energy Select SPDR | P | 2021-05-14 | 2023-11-24 | $29,635 | $18,771 | $10,864 | $10,864 |
| 50 sh Intuit | P | 2020-02-24 | 2023-11-24 | $28,072 | $14,918 | $13,154 | $13,154 |
| 100 sh Thermo Fisher | P | 2019-08-23 | 2023-11-24 | $48,887 | $27,868 | $21,019 | $21,019 |
| 250 sh Honeywell Int'l | P | 2010-03-16 | 2023-11-24 | $47,970 | $19,685 | $28,285 | $28,285 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,793 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,826 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,826 | SubtotalAmt |
| Tax Based On Investment Income | $2,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,590 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,590 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,764 | OverpaymentAmt |
| Applied To ES Tax | $2,764 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Adreani Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476557700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 838 Busse Highway | AddressLine1Txt |
| City | Park Ridge | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Bruce J Adreani | ||||||
| 838 Busse Highway | Park Ridge | IL | 60068 | President | 1.00 | $0 |
| Anne Marie Adreani | ||||||
| 838 Busse Highway | Park Ridge | IL | 60068 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,972,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,565 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,008,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,008,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,131 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,948,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $197,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $197,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,826 | TotalTaxAmt |
| Distributable Before Adj | $194,604 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $194,604 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $194,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,604 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $5,149 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $11,354 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,503 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $194,604 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,896 | RemainingDistriFromCorpusAmt |
| Total Corpus | $41,399 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $41,399 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,149 | ExcessFromYear3Amt |
| Excess From Year1 | $11,354 | ExcessFromYear1Amt |
| Excess From Current Year | $24,896 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Chicago Botanic Garden | |||||
| 1000 Lake Cook Rd | Glencoe | IL | 60022 | General Use | $5,000 |
| Fontana Chamber of Commerce | |||||
| 175 Valley View Dr | Fontana | WI | 53125 | General Use | $1,000 |
| Fontana Elementary School | |||||
| 450 Main St | Fontana | WI | 53125 | General Use | $2,500 |
| Fontana Park Commission | |||||
| PO Box 200 | Fontana | WI | 53125 | General Use | $2,500 |
| Fontana Public Library | |||||
| PO Box 200 | Fontana | WI | 53125 | General Use | $2,500 |
| Friends of Fontana EMS | |||||
| PO Box 200 | Fontana | WI | 53125 | General Use | $2,500 |
| Gathering Waters Conservancy | |||||
| 211 S Peterson St Suite 270 | Madison | WI | 53703 | General Use | $1,000 |
| Geneva Lake Museum | |||||
| 255 Mill St | Lake Geneva | WI | 53147 | General Use | $1,500 |
| Geneva Lake Association | |||||
| PO Box 412 | Lake Geneva | WI | 53147 | General Use | $1,000 |
| Geneva Lake Conservancy | |||||
| 398 Mill St PO Box 599 | Fontana | WI | 53125 | General Use | $2,500 |
| Geneva Lake Environmental Agency | |||||
| 350 Constance Blvd PO Box 914 | Williams Bay | WI | 53125 | General Use | $1,000 |
| Gilda's Club | |||||
| 537 N Wells St | Chicago | IL | 60654 | General Use | $2,500 |
| Keshet | |||||
| 617 Landwehr Rd | Northbrook | IL | 60062 | General Use | $2,500 |
| Lake Geneva Fresh Air Association | |||||
| 361 N Lake Shore Drive PO Box 10 | Williams Bay | WI | 53191 | General Use | $2,500 |
| Lakeshore Public Media | |||||
| 8625 Indian Pl | Merrilville | IN | 46410 | General Use | $2,500 |
| Marquette University | |||||
| PO Box 1881 | Milwaukee | WI | 53201 | General Use | $12,500 |
| North Shore Foundation | |||||
| 1033 University Place | Evanston | IL | 60201 | General Use | $10,000 |
| Save the Bays Association | |||||
| PO Box 1593 | Naples | FL | 34106 | General Use | $1,000 |
| St Benedicts Church | |||||
| 137 Dewey Avenue | Fontana | WI | 53125 | General Use | $5,000 |
| St John's Northwestern Military Aca | |||||
| 1101 N Genesee St | Delafield | WI | 53018 | General Use | $25,000 |
| St Norberts Catholic Church | |||||
| 1809 Walters Ave | Northbrook | IL | 60062 | General Use | $5,000 |
| Standing Tall Foundation | |||||
| 1100 North River Road-The Villa | Des Plaines | IL | 60016 | General Use | $2,500 |
| Water Safety Patrol | |||||
| PO Box 548 | Williams Bay | WI | 53181 | General Use | $12,500 |
| Naples Zoo | |||||
| 1500 Goodlette-Frank Rd | Naples | FL | 34102 | General Use | $2,500 |
| Salesian Sisters | |||||
| 172 Washington | Hawthorn | NJ | 07506 | General Use | $5,000 |
| Shirley Ryan Ability Lab | |||||
| 355 E Erie St | Chicago | IL | 60611 | General Use | $25,000 |
| Boy Scout Troop 255 | |||||
| c/o T Kirkland 1131 15th St SW | Naples | FL | 34117 | General Use | $2,500 |
| National MS Society | |||||
| 525 W Monroe st Suite 1510 | Chicago | IL | 60661 | General Use | $1,000 |
| National Park Foundation | |||||
| 1110 Vermont Ave NW Suite 200 | Washington | DC | 20005 | General Use | $1,000 |
| North Suburban YMCA | |||||
| 2705 Techny Rd | Northbrook | IL | 60062 | General Use | $6,000 |
| Shelter for Abused Women Children | |||||
| PO Box 10102 | Naples | FL | 34101 | General Use | $1,000 |
| Surfrider Foundation | |||||
| PO Box 73550 | San Clemente | CA | 92673 | General Use | $1,000 |
| Town of Burlington Fire Dept | |||||
| 32288 Bushnell Rd | Burlington | WI | 53105 | General Use | $500 |
| World Wildlife Fund | |||||
| 1250 24th St NW | Washington | DC | 20037 | General Use | $1,000 |
| Rush University Medical Center | |||||
| 1201 W Harrison St Suite 300 | Chicago | IL | 60607 | General Use | $2,500 |
| Wheatland Volunteer Fire Dept | |||||
| PO Box 787 | New Munster | WI | 53152 | General Use | $1,500 |
| Mission Valley YMCA | |||||
| 5500 Friars Rd | San Diego | CA | 92110 | General Use | $1,000 |
| Special Gifts Theatre | |||||
| PO Box 2231 | Northbrook | IL | 60062 | General Use | $1,000 |
| St Edwards School | |||||
| 4343 W Sunnyside Ave | Chicago | IL | 60630 | General Use | $2,500 |
| St Viators High School | |||||
| 1213 E Oakton St | Arlington Heights | IL | 60004 | General Use | $1,500 |
| Toys for Tots | |||||
| 3034 Foster Ave | Chicago | IL | 60625 | General Use | $1,000 |
| St Mary's Church | |||||
| 10 N Buffalo Grove Rd | Buffalo Grove | IL | 60089 | General Use | $2,500 |
| Arlington Heights Park Foundation | |||||
| 410 N Arlington Hts Rd | Arlington Heights | IL | 60004 | General Use | $2,500 |
| EAA Experimental Aircraft Assoc | |||||
| PO Box 3086 | Oshkosh | WI | 54903 | General Use | $2,500 |
| Malnati Brain Tumor Institute | |||||
| 676 N St Clair St Flr 20 | Chicago | IL | 60611 | General Use | $2,500 |
| Twin Lakes Rescue Squad | |||||
| 236 E Main St | Twin Lakes | WI | 53181 | General Use | $2,000 |
| Village of Mt Prospect | |||||
| 50 S Emerson | Mt Prospect | IL | 60056 | General Use | $500 |
| Northwestern Memorial Foundation | |||||
| 541 North Fairbanks Court Ste 800 | Chicago | IL | 60611 | General Use | $25,000 |
| Roosevelt University | |||||
| 430 S Michigan Ave | Chicago | IL | 60605 | General Use | $5,000 |
| St John Cantius Church | |||||
| 825 N Carpenter St | Chicago | IL | 60642 | General Use | $1,500 |
| Love for Liam | |||||
| 5330 Main St Suite 200 | Downers Grove | IL | 60515 | General Use | $1,000 |
| Maryville Center for Children | |||||
| 6650 IL-19 | Chicago | IL | 60634 | General Use | $1,500 |
| Meghan Swift-Breast Cancer | |||||
| 2749 Wilshire Ln | Northbrook | IL | 60062 | General Use | $1,000 |
| St Williams | |||||
| 2600 N Sayre Ave | Chicago | IL | 60707 | General Use | $2,500 |
| University of Wisconsin Whitewater | |||||
| 800 W Main St | Whitewater | WI | 53190 | General Use | $4,000 |
| Kane County Farm Bureau Foundation | |||||
| 2N710 S Randall Rd | St Charles | IL | 60174 | General Use | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $45 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $43,947 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $176,793 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $43,992 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $176,793 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $220,785 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,000 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Annual Report Fee-Illinois | $15 | $15 |
| Bank Service Fees | $119 | $119 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Executive Admin | $4,622 | $4,622 | $0 | $0 |
| Investment Advisory Fees | $10,203 | $10,203 | $0 | $0 |
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