RITA B KEEFE CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RITA B KEEFE CHARITABLE FOUNDATION INC (EIN 87-2769046)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202401319349101490
- Schema version
- 2023v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T11:07:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S HANLEY RD STE 800 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 872769046 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rita B Keefe Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ORGANIZATION | InCareOfNm |
| Business Name Control | RITA | BusinessNameControlTxt |
| Phone | 3148891100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Executive Woods Court | AddressLine1Txt |
| City | Belleville | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kelli Keefe Spoeneman | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 3148891100 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kelli | PersonFirstNm |
| Person Last | Keefe Spoeneman | 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 | Mary Jane Pieroni CPA | PreparerPersonNm |
| PTIN | P00538772 | PTIN |
| Phone | 3148891100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $196,832 | 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 | $684,185 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $165 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $259,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $532,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $259,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $944,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,848 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,571 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $89,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,300 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $549,986 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,300 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $498,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $394,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $214,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,868 | CashBOYAmt |
| Cash EOY | $14,949 | CashEOYAmt |
| Cash EOYFMV | $14,949 | CashEOYFMVAmt |
| Corporate Stock BOY | $21,071 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,537 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $181,883 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $52,939 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $196,832 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $52,939 | RetainedEarningBOYAmt |
| Retained Earning EOY | $136,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $136,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,939 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $394,047 | ExcessRevenueOverExpensesAmt |
| Subtotal | $446,986 | SubtotalAmt |
| Other Decreases | $310,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $136,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH LTCG | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2022-01-01 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $532,786 | GrossSalesPriceAmt |
| Cost Or Other Basis | $273,103 | CostOrOtherBasisAmt |
| Gain Or Loss | $259,683 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $259,683 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $259,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,982 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,982 | SubtotalAmt |
| Tax Based On Investment Income | $2,982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,618 | OverpaymentAmt |
| Applied To ES Tax | $2,618 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3148891100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 EXECUTIVE WOODS CT | AddressLine1Txt |
| City | BELLEVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Courtney Keefe | ||||||||
| 6 Executive Woods Court | Belleville | IL | 62226 | President/Director | 20.0 | $75,000 | $0 | $0 |
| Kelli Keefe Spoeneman | ||||||||
| 6 Executive Woods Court | Belleville | IL | 62226 | Secretary/Director | 4.0 | $0 | $0 | $0 |
| Thomas Q Keefe III | ||||||||
| 6 Executive Woods Court | Belleville | IL | 62226 | Treasurer/Director | 2.0 | $0 | $0 | $0 |
| Matthew Keefe | ||||||||
| 6 Executive Woods Court | Belleville | IL | 62226 | Director | 2.0 | $0 | $0 | $0 |
| Daniel Scavone | ||||||||
| 6 Executive Woods Court | Belleville | IL | 62226 | Director | 4.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $90,234 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,876 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $127,110 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $127,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $125,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,260 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,260 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,982 | TotalTaxAmt |
| Distributable Before Adj | $3,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $498,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $498,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $490,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $558,504 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,048,504 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $498,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $494,722 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,543,226 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,543,226 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $490,000 | ExcessFromYear2Amt |
| Excess From Year1 | $558,504 | ExcessFromYear1Amt |
| Excess From Current Year | $494,722 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Rita B Keefe Charitable Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Executive Woods Court | AddressLine1Txt |
| City | Swansea | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | keefefoundation@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO US REGISTERED NON-PROFIT ORGANIZATIONS AND SUCH REQUESTS MUST NOT CONSTITUTE SELF-DEALING AMONG ANY OFFICER OF THE FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Gateway Region YMCA | ||||||||
| 2815 Scott Avenue Suite D | St Louis | MO | 63103 | N/A | PC | Charitable | $102,500 | |
| The Soulard Education Center | ||||||||
| 1110 Victor St | St Louis | MO | 63104 | N/A | PC | Charitable | $100,000 | |
| Society of St Vincent de Paul | ||||||||
| 66 Progress Parkway | Maryland Heights | MO | 63043 | N/A | PC | Charitable | $75,000 | |
| Our Brother's Keeper | ||||||||
| 614 N 7th St | East St Louis | IL | 62201 | N/A | PC | Charitable | $65,000 | |
| Join Hands | ||||||||
| PO Box 1429 | East Saint Louis | IL | 62202 | N/A | PC | Charitable | $27,000 | |
| Chapel & York US Foundation | ||||||||
| 1350 Avenue of the Americas | New York | NY | 10019 | N/A | PC | Charitable | $25,000 | Suite 266 |
| St John Bosco High School | ||||||||
| 13640 S Bellflower Blvd | Bellflower | CA | 90706 | N/A | PC | Charitable | $25,000 | |
| Leo High School Scholarship Benefit | ||||||||
| 7901 South Sangamon | Chicago | IL | 606202532 | N/A | PC | Charitable | $10,000 | |
| Land of Lincoln Legal Aid | ||||||||
| 8787 State Street | East St Louis | IL | 62203 | N/A | PC | Charitable | $6,500 | Suite 201 |
| MAPO - Metro Area Professionals Organization | ||||||||
| PO Box 332 | Maryville | IL | 62062 | N/A | PC | Charitable | $6,000 | |
| Mike Kelly Foundation | ||||||||
| 10 Lake Lorraine Court | Swansea | IL | 62226 | N/A | PC | Charitable | $5,000 | |
| Giddo Simmons Ministries | ||||||||
| 458 Redwood Forest Drive | Ballwin | MO | 63021 | N/A | PC | Charitable | $5,000 | |
| SIU Foundation | ||||||||
| 1235 Douglas Dr | Carbondale | IL | 62901 | N/A | PC | Charitable | $5,000 | |
| The Tenth Man | ||||||||
| The Organization | Belleville | IL | 62220 | N/A | PC | Charitable | $1,500 | |
| Ron Ortyl Memorial Fund | ||||||||
| 13 Prairie View Rd | Belleville | IL | 62221 | N/A | PC | Charitable | $1,000 | |
| 42 Foundation | ||||||||
| 1633 N 16th St | Swansea | IL | 62226 | N/A | PC | Charitable | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $259,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,848 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Thomas Keefe Jr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 Timber Waters Ct | AddressLine1Txt |
| City | Swansea | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $684,185 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 700 Shares of Oracle Corp | $60,158 | 2023-01-19 |
| 1 | 225 Shares of HCA Healthcare Inc | $60,973 | 2023-04-10 |
| 1 | 143 Shares of WTO8 27Occidental Petrol | $5,939 | 2023-04-10 |
| 1 | 150 Shares of Eaton Corp PLC | $25,987 | 2023-05-02 |
| 1 | 2,167 Shares of Howmet Aerospace Inc | $108,567 | 2023-07-18 |
| 1 | 400 Shares of Spotify Tech S.A. Reg | $77,668 | 2023-12-04 |
| 1 | 1,744 Shares of Spotify Tech S.A. Reg | $344,893 | 2023-12-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $7,650 | Amt |
| Net Investment Income | $7,650 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLOCK INC | $5,028 | $15,238 |
| ALCOA CORP | $6,538 | $9,928 |
| MICRON TECHNOLOGY INC | $0 | $0 |
| SPOTIFY TECH S.A. REG | $109,971 | $156,717 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $310,500 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $150 | $150 |
| ILLINOIS CHARITABLE ORG. FEES | $115 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $6,571 | Amt |
Comments