BETA

THE GALLAGHER FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE GALLAGHER FAMILY FOUNDATION (EIN 36-7156974)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-06
IRS object ID
202401589349100700
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)
Return2024-06-06T07:42:27-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN530214923PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARENTFOX SCHIFF LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1233 S WACKER DRIVE SUITE 7100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367156974EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GALLAGHER FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ALLISON PFEIFLE ARENTFOX SCHIFF LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGALLBusinessNameControlTxt
Phone8472718803PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 S WACKER DRIVE SUITE 7100AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY JOHNSONPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6302853601PhoneNum
Signature2024-06-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALLISON K PFEIFLEPreparerPersonNm
PTINP01559706PTIN
Phone3122585500PhoneNum
Preparation2024-06-06PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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)
Final ReturnYes (X)FinalReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,779InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,779InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,503DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,503DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,074,476NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,115,262GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,074,476CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$65OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$65OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,086,823TotalRevAndExpnssAmt
Total Net Invst Incm$1,086,823TotalNetInvstIncmAmt
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$35,585LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$17,792LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$17,793LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$21,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21,500TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$100OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$57,185TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,292TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,793TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,096,658ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,096,658ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,153,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,292TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,114,451TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$67,020ExcessRevenueOverExpensesAmt
Net Investment Income$1,047,531NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,765SavAndTempCashInvstBOYAmt
Corporate Stock BOY$40,786CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Total Assets BOY$70,551TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$70,551NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$0NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$70,551TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$70,551TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$70,551TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$67,020ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,531SubtotalAmt
Other Decreases$3,531OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
4,377 SH ARTHUR J. GALLAGHERD2004-12-152023-11-14$1,073,565$39,262$1,034,303$1,034,303
170 SH ARTHUR J. GALLAGHERD2010-12-202023-11-14$41,697$1,524$40,173$40,173
FieldValueIRS element (for citing)
Capital Gain Net Income$1,074,476CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,561InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,561SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,561TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,989EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,989TotalPaymentsAndCreditsAmt
Es Penalty$1EsPenaltyAmt
Tax Due$573TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

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 EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
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 BooksCECILE WOOSTERIndividualWithBooksNm
Phone8472718803PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1652 MECCA DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34234ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY G JOHNSON
1030 GREENWOODWILMETTEIL60091TRUSTEE1.00$0$0$0
JENNIFER A GALLAGHER
600 WINDSOR DRIVEGLENVIEWIL60025TRUSTEE1.00$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$835,629AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$121,311AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$956,940TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$956,940AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,354CashDeemedCharitableAmt
Net Vl Noncharitable Assets$942,586NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,129MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,129MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,561TaxBasedOnInvestmentIncomeAmt
Total Tax$14,561TotalTaxAmt
Distributable Before Adj$32,568DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$32,568DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$32,568DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,114,451ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,114,451QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,568DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$576,759ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$692,429ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$663,636ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$667,530ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$825,922ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,426,276TotalExcessDistributionCyovAmt
Qualifying Distributions$1,114,451QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$32,568AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,081,883RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,508,159TotalCorpusAmt
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$576,759ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,931,400ExcessDistriCyovToNextYrAmt
Excess From Year4$692,429ExcessFromYear4Amt
Excess From Year3$663,636ExcessFromYear3Amt
Excess From Year2$667,530ExcessFromYear2Amt
Excess From Year1$825,922ExcessFromYear1Amt
Excess From Current Year$1,081,883ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCECILE WOOSTERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1652 MECCA DRIVEAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34234ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8472718803RecipientPhoneNum
Recipient Email AddressCECIWOOSTER@GMAIL.COMRecipientEmailAddressTxt
Form And Info And MaterialsWRITTEN REQUESTS ONLY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsNONE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN BRAIN TUMOR ASSOCIATION
8550 W BRYN MAWR AVENUECHICAGOIL60631NONEPUBLIC CHARITYMEDICAL$10,000
ANNUAL CATHOLIC APPEAL
721 N LA SALLE STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS$30,000
ARMENIAN RELIEF MISSION
PO BOX 571WINNETKAIL60093NONEPUBLIC CHARITYFAMILY SRVICES$25,000
BIG SHOULDERS FUND
212 W VAN BUREN STREET STE 900CHICAGOIL60607NONEPUBLIC CHARITYFAMILY SERVICES$55,000
BOYS AND GIRLS CLUB SILICON VALLEY
518 VALLEY WAYMILPITASCA95035NONEPUBLIC CHARITYFAMILY SERVICES$20,000
BOYS HOPE GIRLS HOPE
827 GAFFIELD PLEVANSTONIL60201NONEPUBLIC CHARITYFAMILY SERVICES$87,000
BROOKLINK
N105 W20939 OAK LANEGERMANTOWNWI53022NONEPUBLIC CHARITYFAMILY SERVICES$42,000
CATHOLIC CHARITIES LOSS
708 CHURCH STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS$5,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO (NEW HOPE APARTMENTS)
721 N LA SALLE STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS$25,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
721 N LA SALLE STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS AND FAMILY SERVICES$92,500
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF CHICAGO
721 N LA SALLE STREETCHICAGOIL60654NONEPUBLIC CHARITYRELIGIOUS-ANTICIPATED FINAL DISTRIBUTION$2,158
CATHOLIC RELIEF SERVICES INC
228 W LEXINGTON STBALTIMOREMD21201NONEPUBLIC CHARITYRELIGIOUS AND FAMILY SERVICES$85,000
CHICAGO BOTANIC GARDEN
1000 LAKE COOK ROADGLENCOEIL60022NONEPUBLIC CHARITYCULTURAL$65,000
CHRIST THE KING JESUIT COLLEGE PREPARATORY SCHOOL
5088 W JACKSON BLVDCHICAGOIL60644NONEPUBLIC CHARITYEDUCATIONAL$56,000
CYSTIC FIBROSIS FOUNDATION
150 N MICHIGAN AVECHICAGOIL60601NONEPUBLIC CHARITYMEDICAL RESEARCH$30,000
EMMAUS MINISTRIES
4201 N TROY STCHICAGOIL60618NONEPUBLIC CHARITYRELIGIOUS$25,000
ERIKA'S LIGHTHOUSE
897 1/2A GREEN BAY RDWINNETKAIL60093NONEPUBLIC CHARITYCOMUNITY AND FAMILY SERVICES$11,000
INNER CITY IMPACT
3327 W FULLERTON AVENUECHICAGOIL60647NONEPUBLIC CHARITYRELIGIOUS$50,000
JOSEPHINUM ACADEMY
1501 N OAKLY BLVDCHICAGOIL60622NONEPUBLIC CHARITYEDUCATIONAL$10,000
MARKLUND CHILDREN'S HOME
1 S 450 WYATT DRGENEVAIL60134NONEPUBLIC CHARITYFAMILY SERVICES$142,000
MISERICORDIA
6300 N RIDGE AVENUECHICAGOIL60660NONEPUBLIC CHARITYFAMILY SERVICES$31,000
MOBILE C A R E FOUNDATION
321 N LOOMISCHICAGOIL60607NONEPUBLIC CHARITYMEDICAL$80,000
NEW FOUNDATION OF HOPE
8144 SOUTH KEDZIE AVENUECHICAGOIL60652NONEPUBLIC CHARITYMEDICAL CARE$17,000
OPERATION WARM
6 DICKENSON DRIVECHADDS FORDPA19317NONEPUBLIC CHARITYFAMILY SERVICESEDUCATIONAL$25,000
TRAINING LEADERS INTERNATIONAL
121 S 8TH ST SUITE 940MINNEAPOLISMN55402NONEPUBLIC CHARITYEDUCATIONAL$15,000
UNIVERSITY OF NOTRE DAME
1100 GRACE HALLNOTRE DAMEIN46556NONEPUBLIC CHARITYEDUCATIONAL$26,000
USO OF ILLINOIS
333 S WABASHCHICAGOIL60604NONEPUBLIC CHARITYMILITARY NEED$25,000
YOUTH CHORAL THEATER OF CHICAGO
708 CHURCH STREETEVANSTONIL60201NONEPUBLIC CHARITYCULTURAL$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,096,658TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,779ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,503ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,074,476ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,086,823ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,086,823TotalIncomeProducingActyAmt

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

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CATHOLIC CHARITIESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1721 N LASALLE DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60654ZIPCd
FieldValueIRS element (for citing)
Short ExplanationSEE ATTACHED STATEMENTShortExplanationTxt
Dissolution$2,688DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationSEE ATTACHED STATEMENTExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryARENTFOX SCHIFF LLPCategoryTxt
Legal Fees$35,585LegalFeesAmt
Net Investment Income$17,792NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,793DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FORM 4720 TAX PAID IN 2023$3,000
TAX DUE WITH 2023 FORM 990-PF$531

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGEDesc
Revenue And Expenses Per Books$100RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMADOFF RECOVERY PAYMENTDesc
Revenue And Expenses Per Books$65RevenueAndExpensesPerBooksAmt
Net Investment Income$65NetInvestmentIncomeAmt
Adjusted Net Income$65AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2022 TAX DUE WITH 990-PF RETURN$7,511$7,511$0
2023 ESTIMATED TAXES FOR 990-PF$13,989$13,989$0

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