DEAN L BUNTROCK FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
DEAN L BUNTROCK FOUNDATION (EIN 36-3001925)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-08
IRS object ID
202431299349101448
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-08T11:03:50-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362756074PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pedersen & HouptBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1161 N Clark St Suite 2700AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363001925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dean L & Rosemarie Buntrock FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEANBusinessNameControlTxt
Phone6309544204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Tower Lane 2242AddressLine1Txt
CityOakbrook TerraceCityNm
State AbbreviationILStateAbbreviationCd
ZIP60181ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEAN L BUNTROCKPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6309544204PhoneNum
Signature2024-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEANPersonFirstNm
Person LastBUNTROCKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn J HayesPreparerPersonNm
PTINP00164393PTIN
Phone3126416888PhoneNum
Preparation2024-05-06PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,115,780FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,129,928ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,752InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,752InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46,410DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,410DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,260,676NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,260,901GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,260,676CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,438,766TotalRevAndExpnssAmt
Total Net Invst Incm$1,308,838TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,707LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,707LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,700AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$116TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$284OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$284OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,807TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,716TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,807,701ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,807,701ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,820,508TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,716TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,807,701TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,618,258ExcessRevenueOverExpensesAmt
Net Investment Income$1,296,122NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$716,303CashBOYAmt
Cash EOY$411,626CashEOYAmt
Cash EOYFMV$411,626CashEOYFMVAmt
Acct Rcvbl$24,098AcctRcvblAmt
Acct Rcvbl BOY$24,098AcctRcvblBOYAmt
Acct Rcvbl EOY$24,098AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$24,098AcctRcvblEOYFMVAmt
Other Investments BOY$360,973OtherInvestmentsBOYAmt
Other Investments EOY$5,283,908OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,680,056OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,101,374TotalAssetsBOYAmt
Total Assets EOY$5,719,632TotalAssetsEOYAmt
Total Assets EOYFMV$5,115,780TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$782,463CapitalStockBOYAmt
Capital Stock EOY$782,463CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$318,911RetainedEarningBOYAmt
Retained Earning EOY$4,937,169RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,101,374TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,719,632TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,101,374TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,719,632TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,101,374TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,618,258ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,719,632SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,719,632TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property7,500 SHARES WASTE MANAGEMENTPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2020-12-31AcquiredDt
Sold2023-05-15SoldDt
Gross Sales Price$1,260,901GrossSalesPriceAmt
Cost Or Other Basis$225CostOrOtherBasisAmt
Gain Or Loss$1,260,676GainOrLossAmt
Gains Minus Excess Or Losses$1,260,676GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,260,676CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,016InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,016SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,016TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$330EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$330TotalPaymentsAndCreditsAmt
Es Penalty$1,024EsPenaltyAmt
Tax Due$18,710TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDONOVAN LANGFORDIndividualWithBooksNm
Phone6309544200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE TOWER LANE SUITE 2242AddressLine1Txt
CityOAKBROOK TERRACECityNm
State AbbreviationILStateAbbreviationCd
ZIP60181ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dean L Buntrock
One Tower Lane 2242Oakbrook TerraceIL60181Director0.00$0$0$0
Rosemarie Buntrock
One Tower Lane 2242Oakbrook TerraceIL60181Director0.00$0$0$0
Donovan A Langford
One Tower Lane 2242Oakbrook TerraceIL60181Treasurer0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,436,101AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$693,659AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,129,760TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,129,760AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,082,814NetVlNoncharitableAssetsAmt
Minimum Investment Return$154,141MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$154,141MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,016TaxBasedOnInvestmentIncomeAmt
Total Tax$18,016TotalTaxAmt
Distributable Before Adj$136,125DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$136,125DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$136,125DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,807,701ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,807,701QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$136,125DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$129,803ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$177,175ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$52,742ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,061,761ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,512,894ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,934,375TotalExcessDistributionCyovAmt
Qualifying Distributions$2,807,701QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$136,125AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,671,576RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,605,951TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$129,803ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$6,476,148ExcessDistriCyovToNextYrAmt
Excess From Year4$177,175ExcessFromYear4Amt
Excess From Year3$52,742ExcessFromYear3Amt
Excess From Year2$2,061,761ExcessFromYear2Amt
Excess From Year1$1,512,894ExcessFromYear1Amt
Excess From Current Year$2,671,576ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (149 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
626 Landmark Foundation
626 North Michigan AveChicagoIL60611N/APublic CharityOperating Needs$10,000
American Horticultural Society
7931 East Boulevard DriveAlexandriaVA22308N/APublic CharityGeneral operations$500
Art Institute of Chicago
111 South Michigan AveChicagoIL60603N/APublic CharityOperating Needs$6,000
Asian Art Museum Foundation
200 Larkin StSan FranciscoCA94102N/APublic CharityGeneral Museum Support$500
Barbara Sinatra Children's Center
39000 Bob Hope DriveRancho MirageCA92270N/APublic CharityOperating Needs$5,000
Beaver Island Christian Church
38215 Kenwabikise LnBeaver IslandMI49782N/APublic CharityOperating Needs$1,000
Beaver Island District Library
26400 Donegal Bay RdBeaver IslandMI49782N/APublic CharityOperating Needs$500
Beaver Island Historical Society
26275 Main StBeaver IslandMI49782N/APublic CharityOperating Needs$500
Beaver Island Rural Health Center
37304 Kings HighwayBeaver IslandMI49782N/APublic CharityOperating Needs$500
Boys and Girls Clubs of Coachella Valley
42-600 Cook St Suite 120Palm DesertCA92211N/APublic CharityProvide safe supervised places to participate in activities to reach their potential$1,000
Carmelite Sisters Most Sacred Heart of Los Angeles
920 E Alhambra RoadAlhambraCA92260N/APublic CharityOperating Needs$200,000
Catholic Extension Society
150 S Wacker DriveChicagoIL60606N/APublic CharityTo support under-resourced or isolated diocese$5,000
Chicago Golf Club Foundation
25W253 Warrenville RdWheatonIL60189N/APublic CharityOperating Needs$5,214
Chicago Symphony Orchestra
220 S Michigan AveChicagoIL60604N/APublic CharityOperating Needs$250,000
Chicago Symphony Orchestra
220 S Michigan AveChicagoIL60604N/APublic CharityOperating Needs$50,000
Chicago Symphony Orchestra
220 S Michigan AveChicagoIL60604N/APublic CharityOperating Needs$500
Coachella Valley Rescue Mission
47518 Van Buren StIndioCA92202N/APublic CharityFeed the hungry in Coachella Valley$1,000
Coachella Valley Rescue Mission
47470 Van Buren StIndioCA92201N/APublic CharityOperating Needs$500
College of DuPage Foundation
425 Fawell BlvdGlen EllynIL60137N/APublic CharityOperating Needs$250
Colonial Williamsburg Foundation
401 W Duke of Gloucester StWilliamsburgVA23185N/APublic CharityOperating Needs$500
Crohn's and Colitis Foundation
386 Park Avenue South 17th FloorNew YorkNY10016N/APublic CharityResearch into Crohn's disease$1,000
Des Plaines Wetlands Conservancy
9626 113th StPleasant PrairieWI53158N/APublic CharityOperating Needs$1,000
Doctors Without Borders USA
40 Rector StNew YorkNY10006N/APublic CharityGeneral support$200
Ducks Unlimited
One Waterfowl WayMemphisTN38120N/APublic CharityWetlands and waterfowl conservation$1,000
DuPage Habitat for Humanity
1600 Roosevelt RdWheatonIL60187N/APublIc CharityOperating Needs$150
Environmental Education Foundation
244 Fontana LnFontanaonGeneva LakeWI53125N/APublic CharityOperating Needs$10,000
Evans Scholars Foundation
1 Briar RoadGolfIL60029N/APublic CharityScholarships$10,000
Evans Scholars Foundation
1 Briar RoadGolfIL60029N/APublic CharityScholarships$250
Franciscan Friars
PO Box 301GarrisonNY10524N/APublic CharityGeneral church support$350
Geneva Lake Association
PO Box 412Lake GenevaWI53147N/APublic CharityConservation and education in the Geneva Lake area$500
Geneva Lake Conservancy
PO Box 588FontanaWI53125N/APublic CharityProtect and support use of Geneva Lake$2,500
Geneva Lake Environmental
350 Constance BlvdWilliams BayWI53191N/APublic CharityAssist in maintaining Geneva Lake$500
Geneva Lake Water Safety Committee
PO Box 548Williams BayWI53191N/APublic CharityGeneral operating support$1,000
Geneva Lake West Chamber of Commerce
175 Valley View DrFontanaonGeneva LakeWI53125N/APublic CharityOperating Needs$1,000
George Mason University Foundation
4400 University DriveFairfaxVA22030N/APublic CharityOperating Needs$10,000
Girlfriend Factor
77-734 Country Club DrPalm DesertCA92211N/APublic CharityEducation support for adult women$250
Goodman Theatre
170 North DearbornChicagoIL60601N/APublic CharityGeneral operating support$1,000
Grace United Methodist Church
300 E Gartner RoadNapervilleIL60540N/APublic CharityOperating Needs$5,171
Hillsdale College
33 E College StHillsdaleMI49242N/APublic CharityOperating Needs$1,000
Holiday Home Camp
PO Box 10Williams BayWI53191N/APublic CharityProvide camping experiences for at-risk children$5,000
Hope Lutheran Church of California
45900 Portala AvenuePalm DesertCA91801N/APublic CharityOperating Needs$200,000
Illinois Policy Institute
300 S Riverside Plaza Suite 1650ChicagoIL60606N/APublic CharityOperating Needs$5,000
Illinois Wesleyan University
1312 Park StBloomingtonIL61701N/APublic CharityOperating Needs$53,728
Immanuel Lutheran Church
616 Lake StEvanstonIL60201N/APublic CharityOperating Needs$100,000
John G Shedd Aquarium
1200 S DuSable Lk Shr DrChicagoIL60605N/APublic CharityOperating Needs$1,000
Joslin Diabetes Center
101 W Main StPeoriaIL61602N/APublic CharityOperating Needs$10,000
Junior Achivement of Chicago
651 West Washington StChicagoIL60661N/APublic CharityGeneral operating support$1,000
Juvenile Diabetes Research Fund
1 East Wacker Dr Suite 1400ChicagoIL60601N/APublic CharityOperating Needs$25,000
Juvenile Diabetes Research Fund
1 East Wacker Dr Suite 1400ChicagoIL60601N/APublic CharityOperating Needs$10,000
Lake Geneva Garden Club
3507 Kaneville RdGenevaIL60134N/APublic CharityOperating Needs$1,000
Lake Geneva Lyric Opera of Chicago
PO Box 1124Williams BayWI53191N/APublic CharityOperating Needs$15,468
Literary Society of the Desert
PO Box 10121Palm DesertCA92255N/APublic CharityOperating Needs$5,000
Little Sisters of the Poor
2325 North Lakewood AveChicagoIL60614N/APublic CharityGeneral operating support$1,500
Lyric Opera
20 N Wacker DrChicagoIL60606N/APublic CharityOperating Needs$15,000
MD Anderson Cancer Center
1515 Holcombe BlvdHoustonTX77030N/APublic CharityOperating Needs$1,000
Marine Corps Scholarship Fund
205 West Wacker DriveChicagoIL60606N/APublic CharityProvide scholarships for children of Marines and Navy Corpsmen$5,000
Mayo Clinic
200 1st St SWRochesterMN55905N/APublic CharityOperating Needs$5,000
McCallum Theatres
1625 W Diversey PkwyChicagoIL60614N/APublic CharityOperating Needs$10,000
McCallum Theatres
1625 W Diversey PkwyChicagoIL60614N/APublic CharityOperating Needs$5,000
Memorial Sloan Kettering Cancer Center
633 Third Avenue 28th FloorNew YorkNY10017N/APublic CharitySupport cancer center$1,500
Mercy Home Boys and Girls
1140 W Jackson BlvdChicagoIL60607N/APublic CharitySupport neglected and abandoned children in Chicago$500
Metro Chamber Orchestra
8831 16th AveBrooklynNY11214N/APublic CharityOperating Needs$25,000
Metropolitan Museum of Art
100 5th AveNew YorkNY10028N/APublic CharityOperating Needs$400
Midwest Shelter for Homeless Veterans
433 S Carlton AveWheatonIL60187N/APublic CharityOperating Needs$1,000
Millennium Park Foundation
201 E Randolph StChicagoIL60601N/APublic CharityOperating Needs$10,000
Museum of Science and Industry
5700 S DuSable Lk Shr DrChicagoIL60637N/APublic CharityOperating Needs$1,000
Music Institute of Chicago
1702 Sherman AveEvanstonIL60201N/APublic CharityGeneral operating support of music education$500
National Rowing Foundation
32 Sherwood RoadMelroseMA02176N/APublic CharityOperating Needs$10,000
National Shrine
400 Michigan Ave NEWashingtonDC20017N/APublic CharityOperating Needs$1,000
National Shrine
400 Michigan Ave NEWashingtonDC20017N/APublic CharityOperating Needs$500
Newberry Library
60 West Walton StChicagoIL60610N/APublic CharityGeneral support$1,000
Old St Patrick's Preservation
700 W Adams StChicagoIL60661N/APublic CharityOperating Needs$1,000
Openlands
25 E Washington StChicagoIL60602N/APublic CharityProtect midwestern natural resources$500
P B S So Cal
PO Box 33816Los AngelesCA90033N/APublic CharityGeneral support of public broadcasting$250
Palm Springs Art Museum
101 N Museum DrPalm SpringsCA92262N/APublic CharityOperating Needs$3,000
Preservation Association of Beaver Island
26215 Main StBeaver IslandMI49782N/APublic CharityOperating Needs$200,000
Purdue Foundation
403 W Wood StWest LafayetteIN47907N/APublic CharityOperating Needs$1,000
Rancho Mirage Writer's Festival
71-100 CA-111Rancho MirageCA92270N/APublic CharityOperating Needs$10,000
Rush Junior Board
1620 W Harrison StChicagoIL60612N/APublic CharityOperating Needs$1,000
Rush University Medical Center
1725 West Harrison StChicagoIL60612N/APublic CharityGeneral medical center support$100,000
Sacred Heart School
43-775 Deep Canyon RoadPalm DesertCA92260N/APublic CharityOperating Needs$25,000
Salt Creek Ballet
98 E Chicago AveWestmontIL60559N/APublic CharityOperating Needs$500
Shirley Ryan Ability Lab
355 E Erie StChicagoIL60691N/APublic CharityGeneral research hospital operations$2,000
St Jude's Children's Hospital
262 Danny Thomas PlaceMemphisTN38105N/APublic CharityGeneral support of the Children's hospital$500
The Community House
415 W 8th StHinsdaleIL60521N/APublic CharityOperating Needs$1,000
The Field Museum
1400 S Lake Shore DriveChicagoIL60605N/APublic CharitySupport the campaign for The Field Museum$1,000
The Hoover Institute
434 Galvez MallStanfordCA94305N/APublic CharityOperating Needs$25,000
The Joffrey Ballet
10 E Randolph StChicagoIL60601N/APublic CharityOperating Needs$10,000
The Living Desert
47900 Portola AvePalm DesertCA92260N/APublic CharityOperating Needs$1,000
The Night Ministry
4711 North RavenswoodChicagoIL60640N/APublic CharitySupport the homeless$1,000
Tree House
W4063 Hwy NNElkhornWI53121N/APublic CharityProvide support for children of abuse and/or neglect$2,500
Tunnel to Towers
2361 Hylan BlvdStaten IslandNY10306N/APublic CharityOperating Needs$500
United States Holocaust Memorial Museum
1000 Raoul Wallenberg Place SWWashingtonDC20024N/APublic CharityFor general support of the United States Holocaust Museum$1,000
Washington National Cathedral
Massachusetts and Wisconsin Ave NWWashingtonDC20016N/APublic CharitySustain the National Cathedral$500
Wisconsin Historical Foundation
816 State StMadisonWI53706N/APublic CharityOperating Needs$500
Woman's Board Rush University Med
1725 W Harrison St Suite 545ChicagoIL60612N/APublic CharityOperating Needs$11,000
Woman's Board Rush University Med
1725 W Harrison St Suite 545ChicagoIL60612N/APublic CharityOperating Needs$10,000
Woman's Board Rush University Med
1725 W Harrison St Suite 545ChicagoIL60612N/APublic CharityOperating Needs$1,000
Young America's Foundation
11480 Commerce Park Dr 600RestonVA20191N/APublic CharityOperating Needs$5,000
Wellness House
131 N County Line RdHinsdaleIL60521N/APublic CharityOperating Needs$5,000
The Heritage Foundation
214 Massachusetts Ave NEWashingtonDC20002N/APublic CharityOperating Needs$1,000
Institute for Humane Studies
3434 Washington BlvdArlingtonVA22201N/APublic CharityOperating Needs$10,000
Redeemer Lutheran Church
123 E Saint Charles RdElmhurstIL60126N/APublic CharityOperating Needs$100,000
Guideposts Foundation
100 Reserve Road Suite E200DanburyCT06810N/APublic CharityOperating Needs$1,000
Celebration Ministries
PO Box 444MagnoliaTX77353N/APublic CharityOperating Needs$1,000
Martha's Village and Kitchen
83791 Date AveIndioCA92201N/APublic CharityOperating Needs$250,000
Independent Institute
100 Swan WayOaklandCA94621N/APublic CharityOperating Needs$10,000
100 Club of Illinois
875 North Michigan Ave 1351ChicagoIL60611N/APublic CharityOperating Needs$500
Art Institute of Chicago
111 South Michigan AveChicagoIL60603N/APublic CharityOperating Needs$10,000
George Williams College of Aurora University
350 Constance BlvdWilliams BayWI53191N/APublic CharityOperating Needs$10,000
DePaul University
1 E Jackson BlvdChicagoIL60604N/APublic CharityOperating Needs$10,000
Big Shoulders Fund
212 W Van Buren St 900ChicagoIL60607N/APublic CharityOperating Needs$10,000
Rancho Mirage Library and Observatory
71-100 CA-111Rancho MirageCA92270N/APublic CharityOperating Needs$500
Carmelite Sisters Most Sacred Heart of Los Angeles
920 E Alhambra RoadAlhambraCA92260N/APublic CharityOperating Needs$25,000
Carmelite Sisters Most Sacred Heart of Los Angeles
920 E Alhambra RoadAlhambraCA92260N/APublic CharityOperating Needs$10,000
Lyric Opera
20 N Wacker DrChicagoIL60606N/APublic CharityOperating Needs$2,500
Yerkes Future Foundation
373 W Geneva StWilliams BayWI53191N/APublic CharityOperating Needs$2,500
Lake Geneva Country Club Foundation
W3398 S Lake Shore DrLake GenevaWI53147N/APublic CharityOperating Needs$20,000
Preservation Association of Beaver Island
26215 Main StBeaver IslandMI49782N/APublic CharityOperating Needs$5,000
Big Shoulders Fund
212 W Van Buren St 900ChicagoIL60607N/APublic CharityOperating Needs$1,000
US Rowing Foundation
1 S Post RoadWest WindsorNJ08550N/APublic CharityOperating Needs$1,000
Hope Lutheran Church of California
45900 Portala AvenuePalm DesertCA91801N/APublic CharityOperating Needs$200,000
Chicago Zoological Society
3300 Golf RdBrookfieldIL60513N/APublic CharityOperating Needs$2,000
Illinois Policy Institute
300 S Riverside Plaza Suite 1650ChicagoIL60606N/APublic CharityOperating Needs$125,000
Liberty Justice Center
440 N Wells St 200ChicagoIL60654N/APublic CharityOperating Needs$125,000
Illinois Policy Institute
300 S Riverside Plaza Suite 1650ChicagoIL60606N/APublic CharityOperating Needs$125,000
Woman's Board Rush University Med
1725 W Harrison St Suite 545ChicagoIL60612N/APublic CharityOperating Needs$25,000
Franciscan Friars
PO Box 301GarrisonNY10524N/APublic CharityGeneral church support$120
Catholic Extension Society
150 S Wacker DriveChicagoIL60606N/APublic CharityOperating Needs$1,000
MD Anderson Cancer Center
1515 Holcombe BlvdHoustonTX77030N/APublic CharityOperating Needs$1,000
Concordia Lutheran High School
1601 St Joe River DrFort WayneIN46805N/APublic CharityOperating Needs$10,000
Memorial Sloan Kettering Cancer Center
633 Third Avenue 28th FloorNew YorkNY10017N/APublic CharityOperating Needs$1,000
Carmelite Sisters Most Sacred Heart of Los Angeles
920 E Alhambra RoadAlhambraCA92260N/APublic CharityOperating Needs$25,000
Saint Benedict Church
2215 W Irving Park RdChicagoIL60618N/APublic CharityOperating Needs$5,000
Woman's Board Rush University Med
1725 W Harrison St Suite 545ChicagoIL60612N/APublic CharityOperating Needs$1,000
Woman's Board Rush University Med
1725 W Harrison St Suite 545ChicagoIL60612N/APublic CharityOperating Needs$1,000
Neue Galarie New York
1048 5th AveNew YorkNY10028N/APublic CharityOperating Needs$1,000
Lake Geneva Museum
255 Mill StLake GenevaWI53147N/APublic CharityOperating Needs$250
Catholic Central High School
148 McHenry StBurlingtonWI53105N/APublic CharityOperating Needs$10,000
Chicago Public Media
848 East Grand AveChicagoIL60611N/APublic CharityOperating Needs$250
Hope Lutheran Church of California
45900 Portala AvenuePalm DesertCA91801N/APublic CharityOperating Needs$4,000
Beaver Island Wildlife Club
PO Box 103Beaver IslandMI49782N/APublic CharityOperating Needs$500
DuPage Graue Mill Foundation
3800 York RoadOak BrookIL60523N/APublic CharityOperating Needs$250
Concordia University Chicago Foundation
7400 Augusta StRiver ForestIL60305N/APublic CharityOperating Needs$10,000
Young America's Foundation
11480 Commerce Park Dr 600RestonVA20191N/APublic CharityOperating Needs$10,000
Turning Point USA
4940 E Beverly RdPhoenixAZ85044N/APublic CharityOperating Needs$10,000
Hope Lutheran Church of California
45900 Portala AvenuePalm DesertCA91801N/APublic CharityOperating Needs$100,000
National Park Conservation Association
777 6th Street NW Suite 700WashingtonDC20001N/APublic CharityOperating Needs$50
Franciscan Friars
PO Box 301GarrisonNY10524N/APublic CharityOperating Needs$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,807,701TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,752RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$46,410RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,260,676RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$1,308,838RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,308,838TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11aRental investment to produce income for charitable donations
11bRental investment to produce income for charitable donations

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Dean Buntrock
1One Tower Lane Suite 2242Oakbrook TerraceIL601814636$1,000,000Yes (X)
Dean Buntrock
2One Tower Lane Suite 2242Oakbrook TerraceIL601814636$5,029,928Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property29,600 shares of Waste Management stockNoncashPropertyDesc
Fair Market Value$3,500,558FairMarketValueAmt
Received2023-05-12ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$5,700Amt
Net Investment Income$5,700NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Marquette Partnership InvestmentAT COST$305,590$305,590
Galena & 47 InvestmentAT COST$55,383$55,383
UBS InvestmentsAT COST$4,922,935$4,319,083

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$6,707LegalFeesAmt
Net Investment Income$6,707NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOffice SuppliesDesc
Revenue And Expenses Per Books$284RevenueAndExpensesPerBooksAmt
Net Investment Income$284NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Illinois Annual Report$25$25$0
Federal Taxes$91$0$0

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