BUTLER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BUTLER FAMILY FOUNDATION (EIN 36-6101775)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202421319349102377
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T15:38:42-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202092632 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J CURRIE CPA LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12101 KENT TRAIL | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604481610 | 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 | 366101775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTL | BusinessNameControlTxt |
| Phone | 9176019652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN B CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9176019652 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | CONNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J CURRIE | PreparerPersonNm |
| PTIN | P00294543 | PTIN |
| Phone | 7084785309 | PhoneNum |
| Preparation | 2024-05-09 | PreparationDt |
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 |
| 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 | $32,648,254 | 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 |
| Dividends Rev And Expnss | $401,897 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $401,897 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,173,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,985,280 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,173,347 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,575,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,575,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,219 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,656 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,650 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,074 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,376 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $131,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,258 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,964 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $200,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,853 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,037,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,037,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,237,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,853 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,078,270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $337,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,438,391 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,285,825 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $297,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $297,211 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,822,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,149,008 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,351,043 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,108,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,446,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,648,254 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $195,819 | CapitalStockBOYAmt |
| Capital Stock EOY | $195,819 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,912,977 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,250,400 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,108,796 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,446,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,108,796 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,446,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,108,796 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $337,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,446,219 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,446,219 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EDWARDS LIFE SCIENCES | P | 2023-03-20 | 2023-10-27 | $46,218 | $60,547 | -$14,329 | -$14,329 |
| MARAVAI LIFE SCIENCES | P | 2022-10-10 | 2023-03-15 | $25,903 | $34,545 | -$8,642 | -$8,642 |
| MARAVAI LIFE SCIENCES | P | 2022-10-10 | 2023-05-09 | $21,009 | $34,545 | -$13,536 | -$13,536 |
| NEOGEN CORP | P | 2023-08-15 | 2023-10-27 | $99,082 | $156,204 | -$57,122 | -$57,122 |
| OAK STR HEALTH | P | 2023-01-26 | 2023-02-07 | $84,182 | $72,399 | $11,783 | $11,783 |
| PAYPAL HLDGS | P | 2022-08-02 | 2023-01-19 | $153,378 | $179,594 | -$26,216 | -$26,216 |
| PORTILLOS INC | P | 2022-11-15 | 2023-08-18 | $49,588 | $62,328 | -$12,740 | -$12,740 |
| TWILIO INC | P | 2022-03-11 | 2023-01-19 | $25,920 | $69,283 | -$43,363 | -$43,363 |
| TWILIO INC | P | 2022-10-13 | 2023-01-19 | $25,920 | $33,165 | -$7,245 | -$7,245 |
| ACCENTURE PLC | P | 2008-02-14 | 2023-01-19 | $274,381 | $49,287 | $225,094 | $225,094 |
| APPLE INC | P | 2011-08-09 | 2023-08-15 | $71,164 | $5,206 | $65,958 | $65,958 |
| CHEVRON CORP | P | 2021-09-09 | 2023-03-17 | $152,372 | $96,400 | $55,972 | $55,972 |
| CHEVRON CORP | P | 2021-09-09 | 2023-03-24 | $77,858 | $48,200 | $29,658 | $29,658 |
| CHEVRON CORP | P | 2021-09-09 | 2023-08-15 | $48,063 | $28,920 | $19,143 | $19,143 |
| COCA-COLA | P | 2021-02-19 | 2023-09-19 | $145,628 | $125,638 | $19,990 | $19,990 |
| COCA-COLA | P | 2021-02-19 | 2023-10-05 | $134,002 | $125,639 | $8,363 | $8,363 |
| EDWARDS LIFE SCIENCES | P | 2022-09-15 | 2023-10-27 | $92,436 | $143,198 | -$50,762 | -$50,762 |
| EVOLENT HEALTH | P | 2019-04-23 | 2023-08-18 | $43,386 | $23,138 | $20,248 | $20,248 |
| EVOLENT HEALTH | P | 2019-04-23 | 2023-08-18 | $43,386 | $23,138 | $20,248 | $20,248 |
| EVOLENT HEALTH | P | 2019-05-08 | 2023-08-18 | $17,360 | $9,455 | $7,905 | $7,905 |
| EVOLENT HEALTH | P | 2019-05-09 | 2023-08-18 | $26,027 | $14,493 | $11,534 | $11,534 |
| FEDEX CORP | P | 1998-09-28 | 2023-01-19 | $61,592 | $8,411 | $53,181 | $53,181 |
| GLOBAL PAYMENTS | P | 2021-12-13 | 2023-01-19 | $162,152 | $191,445 | -$29,293 | -$29,293 |
| HOLOGIC INC | P | 2020-04-30 | 2023-08-09 | $76,595 | $51,618 | $24,977 | $24,977 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2023-01-19 | $135,854 | $5,596 | $130,258 | $130,258 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2023-01-19 | $6,154 | $253 | $5,901 | $5,901 |
| INSULET CORP | P | 2022-01-28 | 2023-08-16 | $106,238 | $110,312 | -$4,074 | -$4,074 |
| LINDE PLC | P | 2020-06-25 | 2023-03-17 | $55,629 | $34,379 | $21,250 | $21,250 |
| LINDE PLC | P | 2021-02-11 | 2023-03-17 | $27,648 | $21,045 | $6,603 | $6,603 |
| LINDE PLC | P | 2021-02-19 | 2023-03-17 | $83,276 | $62,689 | $20,587 | $20,587 |
| MICROSOFT CORP | P | 2002-02-28 | 2023-08-15 | $26,845 | $2,458 | $24,387 | $24,387 |
| MICROSOFT CORP | P | 2002-02-28 | 2023-08-15 | $54,013 | $4,947 | $49,066 | $49,066 |
| NOVANTA INC | P | 2022-10-25 | 2023-11-07 | $118,776 | $133,839 | -$15,063 | -$15,063 |
| OREILLY AUTOMOTIVE | P | 2020-05-27 | 2023-01-19 | $161,927 | $82,619 | $79,308 | $79,308 |
| PORTILLOS INC | P | 2022-05-06 | 2023-08-18 | $22,803 | $26,962 | -$4,159 | -$4,159 |
| RITCHIE BROS | P | 2021-02-19 | 2023-03-24 | $27,105 | $26,623 | $482 | $482 |
| TRANSDIGM GROUP | P | 2020-04-22 | 2023-08-15 | $56,759 | $19,988 | $36,771 | $36,771 |
| TRIMBLE INC | P | 2011-06-24 | 2023-02-09 | $90,033 | $29,171 | $60,862 | $60,862 |
| TRIMBLE INC | P | 2011-06-24 | 2023-02-09 | $92,352 | $29,922 | $62,430 | $62,430 |
| UBER TECHNOLOGIES | P | 2021-11-01 | 2023-08-15 | $39,664 | $40,008 | -$344 | -$344 |
| WABTEC COM | P | 2021-04-20 | 2023-03-17 | $12,221 | $10,495 | $1,726 | $1,726 |
| WABTEC COM | P | 2021-06-07 | 2023-03-17 | $81,786 | $71,658 | $10,128 | $10,128 |
| WABTEC COM | P | 2021-04-15 | 2023-10-27 | $114,492 | $88,396 | $26,096 | $26,096 |
| WABTEC COM | P | 2021-04-20 | 2023-10-27 | $111,370 | $86,385 | $24,985 | $24,985 |
| XOMETRY INC | P | 2021-12-22 | 2023-05-04 | $50,364 | $187,562 | -$137,198 | -$137,198 |
| INSULET CORP | P | 2022-10-21 | 2023-08-16 | $39,308 | $41,826 | -$2,518 | -$2,518 |
| MARAVAI LIFE SCIENCES | P | 2022-12-14 | 2023-03-17 | $43,142 | $45,274 | -$2,132 | -$2,132 |
| OAK STR HEALTH | P | 2023-01-26 | 2023-02-07 | $84,182 | $72,399 | $11,783 | $11,783 |
| PAYPAL HLDGS | P | 2022-05-12 | 2023-01-19 | $38,345 | $36,805 | $1,540 | $1,540 |
| PAYPAL HLDGS | P | 2022-08-02 | 2023-01-19 | $38,344 | $44,898 | -$6,554 | -$6,554 |
| TRIMBLE INC | P | 2022-09-22 | 2023-02-09 | $57,974 | $56,909 | $1,065 | $1,065 |
| UNION PAC CORP | P | 2022-05-12 | 2023-03-17 | $47,208 | $56,003 | -$8,795 | -$8,795 |
| ACCENTURE PLC | P | 2008-02-14 | 2023-01-19 | $274,381 | $49,287 | $225,094 | $225,094 |
| COCA-COLA | P | 2021-09-09 | 2023-09-19 | $116,502 | $112,035 | $4,467 | $4,467 |
| COCA-COLA | P | 2020-12-10 | 2023-10-05 | $53,601 | $53,229 | $372 | $372 |
| COCA-COLA | P | 2021-01-15 | 2023-10-05 | $53,601 | $48,809 | $4,792 | $4,792 |
| DEXCOM INC | P | 2011-06-24 | 2023-03-07 | $56,980 | $1,833 | $55,147 | $55,147 |
| INSULET CORP | P | 2021-10-13 | 2023-08-16 | $39,308 | $55,557 | -$16,249 | -$16,249 |
| INTL BUS MACH CORP | P | 2022-04-21 | 2023-05-04 | $93,399 | $108,349 | -$14,950 | -$14,950 |
| PAYPAL HLDGS | P | 2019-12-03 | 2023-01-19 | $38,344 | $52,845 | -$14,501 | -$14,501 |
| STARBUCKS CORP | P | 1996-01-30 | 2023-09-19 | $15,814 | $175 | $15,639 | $15,639 |
| STARBUCKS CORP | P | 1996-01-30 | 2023-09-19 | $78,882 | $875 | $78,007 | $78,007 |
| TRIMBLE INC | P | 2011-06-24 | 2023-02-09 | $45,046 | $14,595 | $30,451 | $30,451 |
| TRIMBLE INC | P | 2011-06-24 | 2023-02-09 | $46,205 | $14,970 | $31,235 | $31,235 |
| UNION PAC CORP | P | 2020-12-10 | 2023-03-17 | $47,208 | $50,527 | -$3,319 | -$3,319 |
| VERIZON COMMUNICATIONS | P | 2000-06-19 | 2023-03-07 | $125,957 | $125,074 | $883 | $883 |
| XOMETRY INC | P | 2022-01-18 | 2023-09-19 | $17,494 | $50,885 | -$33,391 | -$33,391 |
| XOMETRY INC | P | 2022-02-01 | 2023-09-19 | $17,494 | $43,863 | -$26,369 | -$26,369 |
| ALLSTATE CORP | P | 2023-05-05 | 2023-08-15 | $72,447 | $80,627 | -$8,180 | -$8,180 |
| FIDELITY NATL | P | 2022-02-24 | 2023-02-13 | $51,875 | $75,432 | -$23,557 | -$23,557 |
| FIDELITY NATL | P | 2023-03-16 | 2023-10-25 | $96,561 | $102,160 | -$5,599 | -$5,599 |
| INTL BUS MACH CORP | P | 2022-04-21 | 2023-03-22 | $6,289 | $7,082 | -$793 | -$793 |
| LOCKHEED MARTIN | P | 2023-01-19 | 2023-09-11 | $73,465 | $77,431 | -$3,966 | -$3,966 |
| PNC FINANCIAL | P | 2022-09-20 | 2023-01-19 | $66,527 | $73,823 | -$7,296 | -$7,296 |
| SMUCKER JM | P | 2023-10-06 | 2023-11-08 | $57,018 | $61,357 | -$4,339 | -$4,339 |
| SMUCKER JM | P | 2023-10-25 | 2023-11-08 | $18,289 | $19,424 | -$1,135 | -$1,135 |
| ASTRAZENECA | P | 2017-08-17 | 2023-08-15 | $28,514 | $11,958 | $16,556 | $16,556 |
| ASTRAZENECA | P | 2017-08-17 | 2023-08-15 | $60,852 | $25,519 | $35,333 | $35,333 |
| CHEVRON CORP | P | 2017-02-01 | 2023-08-23 | $15,884 | $11,133 | $4,751 | $4,751 |
| CHEVRON CORP | P | 2017-02-01 | 2023-08-23 | $11,913 | $8,350 | $3,563 | $3,563 |
| CHEVRON CORP | P | 2021-09-09 | 2023-08-23 | $7,942 | $4,820 | $3,122 | $3,122 |
| DIAGEO | P | 2012-02-17 | 2023-09-26 | $12,071 | $7,588 | $4,483 | $4,483 |
| DIAGEO | P | 2012-02-17 | 2023-09-26 | $6,036 | $3,799 | $2,237 | $2,237 |
| DIAGEO | P | 2012-03-20 | 2023-09-26 | $6,790 | $4,341 | $2,449 | $2,449 |
| DIAGEO | P | 2012-03-20 | 2023-09-26 | $4,527 | $2,898 | $1,629 | $1,629 |
| DIAGEO | P | 2012-05-11 | 2023-09-26 | $2,263 | $1,511 | $752 | $752 |
| DIAGEO | P | 2012-05-11 | 2023-09-26 | $1,509 | $1,011 | $498 | $498 |
| DIAGEO | P | 2015-09-08 | 2023-09-26 | $18,861 | $13,266 | $5,595 | $5,595 |
| DIAGEO | P | 2015-09-08 | 2023-09-26 | $11,317 | $7,960 | $3,357 | $3,357 |
| DIAGEO | P | 2015-09-29 | 2023-09-26 | $5,281 | $3,648 | $1,633 | $1,633 |
| DIAGEO | P | 2015-09-29 | 2023-09-26 | $3,018 | $2,085 | $933 | $933 |
| ELI LILLY & CO | P | 2016-01-25 | 2023-08-23 | $55,152 | $8,294 | $46,858 | $46,858 |
| INTL BUS MACH CORP | P | 2017-05-17 | 2023-05-05 | $4,938 | $5,880 | -$942 | -$942 |
| INTL BUS MACH CORP | P | 2017-05-17 | 2023-05-05 | $617 | $735 | -$118 | -$118 |
| INTL BUS MACH CORP | P | 2018-09-26 | 2023-05-05 | $4,321 | $5,106 | -$785 | -$785 |
| INTL BUS MACH CORP | P | 2018-09-26 | 2023-05-05 | $3,704 | $4,377 | -$673 | -$673 |
| INTL BUS MACH CORP | P | 2018-09-27 | 2023-05-05 | $3,704 | $4,369 | -$665 | -$665 |
| INTL BUS MACH CORP | P | 2018-09-27 | 2023-05-05 | $1,852 | $2,184 | -$332 | -$332 |
| INTL BUS MACH CORP | P | 2020-03-10 | 2023-05-05 | $39,507 | $35,716 | $3,791 | $3,791 |
| INTL BUS MACH CORP | P | 2022-04-21 | 2023-05-05 | $52,470 | $60,194 | -$7,724 | -$7,724 |
| LINDE PLC | P | 2019-08-20 | 2023-03-22 | $29,111 | $16,030 | $13,081 | $13,081 |
| NESTLE | P | 2012-02-17 | 2023-09-26 | $15,585 | $8,238 | $7,347 | $7,347 |
| NESTLE | P | 2012-02-17 | 2023-09-26 | $7,504 | $3,972 | $3,532 | $3,532 |
| NESTLE | P | 2012-04-26 | 2023-09-26 | $8,081 | $4,289 | $3,792 | $3,792 |
| NESTLE | P | 2012-04-26 | 2023-09-26 | $577 | $307 | $270 | $270 |
| NESTLE | P | 2012-05-16 | 2023-09-26 | $3,463 | $1,749 | $1,714 | $1,714 |
| NESTLE | P | 2012-05-16 | 2023-09-26 | $2,886 | $1,459 | $1,427 | $1,427 |
| NEXTERA ENERGY | P | 2021-06-16 | 2023-05-18 | $58,155 | $58,042 | $113 | $113 |
| RAYTHEON TECH | P | 2012-04-10 | 2023-01-19 | $25,350 | $5,915 | $19,435 | $19,435 |
| RAYTHEON TECH | P | 2012-04-10 | 2023-01-19 | $14,328 | $3,345 | $10,983 | $10,983 |
| TORONTO BANK | P | 2015-11-24 | 2023-03-16 | $42,091 | $29,769 | $12,322 | $12,322 |
| TORONTO BANK | P | 2015-11-24 | 2023-03-16 | $25,082 | $17,739 | $7,343 | $7,343 |
| INTL FLAVORS | P | 2021-01-28 | 2023-05-31 | $45,628 | $67,876 | -$22,248 | -$22,248 |
| WELLS FARGO | P | 2020-01-01 | 2023-04-05 | $295 | $295 | $295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,173,347 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,843 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,843 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,849 | OverpaymentAmt |
| Applied To ES Tax | $8,849 | 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 | KAREN B CONNELL | IndividualWithBooksNm |
| Phone | 9176019652 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN ROAD SUITE A8 PMB | AddressLine1Txt |
| Address Line2 | 218 | AddressLine2Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN B CONNELL | ||||||||
| 30 BURROUGHS RD | LEXINGTON | MA | 02420 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH B PRUETT | ||||||||
| 77 E PEMBROKE DRIVE | LAKE FOREST | IL | 60045 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KAY S BUTLER | ||||||||
| 6400 N 52ND PLACE | PARADISE VALLEY | AZ | 85253 | TRUSTEE | 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 | $29,247,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $792,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,040,096 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,040,096 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $450,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,589,495 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,479,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,479,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,994 | TotalTaxAmt |
| Distributable Before Adj | $1,459,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,459,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,459,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,078,270 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,078,270 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,459,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $126,724 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,944 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $204,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,078,270 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,078,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $204,668 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $204,668 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $176,543 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN B CONNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9176019652 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO STANDARD APPLICATION FORMS. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE EDUCATIONAL, RELIGIOUS, OR CHARITABLE AS DEFINED UNDER IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY 360 INC | |||||||
| 5031 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ALLIES FOR COMMUNITY BUSINESS INC | |||||||
| 135 N KEDZIE AVE | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATIONGENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $35,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| ANIMAL SANCTUARY OF THE ST CROIX VALLEY | |||||||
| PO BOX 847 | STILLWATER | MN | 55082 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| ANN & ROBERT H LURIE CHILDRENS HOSIPITAL OF CHICAGO FOUNDATION | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ARIZONA ARTS CIRCLE LTD | |||||||
| 3104 E CAMELBACK RD 157 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $81,000 |
| BALLET ARIZONA | |||||||
| 2835 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION | |||||||
| 55 W WACKER DR 1100 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| BIG SHOULDERS FUND | |||||||
| 212 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| BRUSHWOOD CENTER AT RYERSON WOODS | |||||||
| 21850 RIVERWOODS RD | RIVERWOODS | IL | 60015 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| BRAVO WAUKEGAN | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CANEY CREEK COMMUNITY CENTER - ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| CHICAGO COMMUNITY FOUNDATION | |||||||
| 140 S DEARBORN STREET | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $7,500 |
| COLGATE UNIVERSITY | |||||||
| 13 OAKS DR EXT | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| EITELJORG MUSEUM OF AMERICAN INDIANS AND WESTERN ART INC | |||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| FIELD MUSUEM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| FAMILY ACTION NETWORK | |||||||
| 1718 SHERMAN AVE 201 | EVANSTON | IL | 60201 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| GORTON COMMUNITY CENTER | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| GREAT LAKES ADAPTIVE SPORTS ASSOC | |||||||
| 27864 IRMA LEE CIR | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $17,000 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| JACKSON LABORATORY | |||||||
| 600 MAIN ST | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| FOREST PARK PRESERVATION CORPORATION | |||||||
| PO BOX 868 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| LAKE FOREST COLLEGE | |||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| LAKE FOREST COUNTRY DAY SCHOOL | |||||||
| 145 S GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| FRIENDS OF LAKE FOREST PARKS AND RECREATION | |||||||
| 400 HASTINGS | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| LAKE FOREST OPEN LANDS ASSOCIATION | |||||||
| 350 WAUKEGAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $43,000 |
| MAKE A WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $55,000 |
| INTERNATIONAL CHAMBER ARTISTS | |||||||
| 17 THORNTREE LN | LAKE BLUFF | IL | 60044 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| LAKE FOREST FOUNDATION FOR HISTORIC PRESERVATION | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 3 INTERNATIONAL DRIVE | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| MOTHERS TR FOUNDATION | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| NORTHWESTERN MEMORIAL HEALTHCARE-NORTHWESTERN MEMORIAL FOUNDATION | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $7,500 |
| ORCHARD SCHOOL FOUNDATION INC | |||||||
| 615 W 64TH ST | INDIANAPOLIS | IN | 46260 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| PHOENIX SYMPHONY ASSOCIATION | |||||||
| ONE N FIRST ST | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| PRESERVATION FOUNDATION OF THE LAKE COUNTY FOREST PRESERVES | |||||||
| 1899 W WINCHESTER ROAD | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| PHOENIX CHILDRENS HOSPITAL | |||||||
| 1919 E THOMAS RD | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| RENDEZVOUS ARTS | |||||||
| 4129 N MOZART ST | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| RHODE ISLAND SCHOOOL OF DESIGN | |||||||
| 2 COLLEGE ST | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| RAVINIA FESTIVAL ASSOCIATION | |||||||
| 418 SHERIDAN RD | HIGHLAND PARK | IL | 60035 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| SOUTHWESTERN HEIGHTS HIGH SCHOOL | |||||||
| 17222 MUSTANG RD | KISMET | KS | 67859 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| THE COURAGEOUS PARENTS NETWORK INC | |||||||
| 21 ROCHESTER RD | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| THE POSSE FOUNDATION INC - CHICAGO | |||||||
| 111 W JACKSON BLVD 1100 | CHICAGO | IL | 60604 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| THE CHURCH OF THE HOLY SPIRIT | |||||||
| 400 E WESTMINISTER AVE | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| UNION LEAGUE BOYS & GIRLS CLUB | |||||||
| 2157 W 19TH ST | CHICAGO | IL | 60608 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE | |||||||
| 110 BAYLY DR | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| YOUNG MASTERMINDS INITIATIVE | |||||||
| 137 MONTAGUE ST | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| WOMANS BOARD OF NORTHWESTERN MEMORIAL HOSPITAL | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,037,000 | 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 | $401,897 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,173,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,575,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,575,244 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,875 | Amt |
| Net Investment Income | $1,219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,656 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLAIR NFS 6375 BFF PORTFOLIO | $7,153,774 | $15,807,043 |
| BLAIR GDG 9034 BFF PORTFOLIO | $2,584,256 | $4,401,692 |
| BLAIR NFS 6376 LBA PORTFOLIO | $6,410,978 | $12,142,308 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $129,258 | $129,258 | $0 |
| DUES & SUBSCRIPTIONS | $1,466 | $0 | $1,466 |
| MISCELLANEOUS | $78 | $0 | $78 |
| BANK SERVICE CHARGES | $420 | $0 | $420 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE FEES | $15,000 | $0 | $15,000 |
| PROFESSIONAL FEES | $20,650 | $0 | $20,650 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $22,698 | $0 | $0 |
| FOREIGN TAXES | $6,376 | $6,376 | $0 |
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