FITZGERALD FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FITZGERALD FAMILY FOUNDATION INC (EIN 83-2849271)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-01
- IRS object ID
- 202401839349100525
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-01T16:00:20-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363823751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TASSI AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21925 W FIELD PARKWAY STE 250 | AddressLine1Txt |
| City | DEER PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600107208 | 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 | 832849271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZGERALD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 2242444464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 RIDGEVIEW DR | AddressLine1Txt |
| City | INVERNESS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FITZGERALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2242444464 | PhoneNum |
| Signature | 2024-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FITZGERALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI NIETZEL | PreparerPersonNm |
| PTIN | P00639228 | PTIN |
| Phone | 8478477413 | PhoneNum |
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 | $3,043,298 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $93,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,233 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,233 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,080,139 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $164,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,233 | 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 | $1,540 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $154 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,386 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,397 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,792 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,605 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,764 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,764 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,677 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,077 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,747 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,747 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $495,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $446,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$330,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,523 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $143,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $256,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $256,320 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,271 | AcctRcvblAmt |
| Acct Rcvbl BOY | $497 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,271 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,271 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,320 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,468 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,468 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,848,984 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,405,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,783,238 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,996,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,666,036 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,043,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,996,486 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,666,036 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,996,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,036 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,996,486 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,666,036 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,996,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$330,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,666,036 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,666,036 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON COMMON STOCK | P | 2023-08-15 | $6,947 | $6,996 | -$49 | -$49 | |
| ILLINOIS TOOL WORKS INC COMMON STOCK | P | 2023-06-01 | $11,055 | $12,089 | -$1,034 | -$1,034 | |
| ISHARES CORE MSCI EAFE ETF | P | 2023-02-10 | $144,669 | $146,303 | -$1,634 | -$1,634 | |
| WARNER BROS DISCOVERY INC | P | 2023-06-01 | $1,279 | $2,628 | -$1,349 | -$1,349 | |
| JOHNSON & JOHNSON COMMON STOCK | P | 2023-08-15 | $868 | $868 | $0 | $0 | 2022-04-06 |
| LILLY ELI & COMPANY COMMON STOCK | P | 2023-08-15 | $2,688 | $1,516 | $1,172 | $1,172 | 2022-04-06 |
| LILLY ELI & COMPANY COMMON STOCK | P | 2023-06-01 | $6,531 | $4,547 | $1,984 | $1,984 | 2022-04-06 |
| LILLY ELI & COMPANY COMMON STOCK | P | 2023-08-24 | $2,768 | $1,516 | $1,252 | $1,252 | 2022-04-06 |
| LULULEMON ATHLETICA INC | P | 2023-08-15 | $1,893 | $1,219 | $674 | $674 | 2020-02-06 |
| MARRIOTT INTERNATIONAL INC NEW COMMON STOCK CLASS A | P | 2023-08-15 | $1,035 | $865 | $170 | $170 | 2022-06-02 |
| MICRON TECHNOLOGY INC COMMON STOCK | P | 2023-06-01 | $14,216 | $17,866 | -$3,650 | -$3,650 | |
| MICROSOFT CORPORATION COMMON STOCK | P | 2023-06-01 | $8,319 | $7,804 | $515 | $515 | 2022-01-11 |
| MORGAN STANLEY DEAN WITTER DISCV COMMON STOCK NEW | P | 2023-06-01 | $2,883 | $3,635 | -$752 | -$752 | 2022-01-11 |
| NETFLIX.COM INC COM | P | 2023-06-01 | $10,123 | $13,355 | -$3,232 | -$3,232 | 2022-01-11 |
| NEXTERA ENERGY INC | P | 2023-06-01 | $5,094 | $5,936 | -$842 | -$842 | |
| NVIDIA CORP COMMON STOCK | P | 2023-06-01 | $43,913 | $25,313 | $18,600 | $18,600 | |
| PFIZER INC COMMON STOCK | P | 2023-06-01 | $4,179 | $6,248 | -$2,069 | -$2,069 | 2022-01-11 |
| PFIZER INC COMMON STOCK | P | 2023-08-24 | $546 | $792 | -$246 | -$246 | 2022-04-06 |
| PFIZER INC COMMON STOCK | P | 2023-08-15 | $3,396 | $5,177 | -$1,781 | -$1,781 | |
| SALESFORCE INC | P | 2023-06-01 | $2,149 | $2,309 | -$160 | -$160 | 2022-01-11 |
| SHOPIFY INC - CLASS A | P | 2023-08-24 | $556 | $556 | $0 | $0 | 2021-12-09 |
| SHOPIFY INC - CLASS A | P | 2023-06-01 | $873 | $2,243 | -$1,370 | -$1,370 | 2021-12-09 |
| SIMON PPTY GROUP INC NEW COMMON STOCK | P | 2023-06-01 | $1,039 | $1,587 | -$548 | -$548 | 2022-01-11 |
| TARGET CORP COMMON STOCK | P | 2023-06-01 | $7,232 | $9,723 | -$2,491 | -$2,491 | |
| UNION PACIFIC CORPORATION COMMON STOCK | P | 2023-08-15 | $1,138 | $1,233 | -$95 | -$95 | 2022-01-11 |
| UNITEDHEALTH GROUP INC COMMON STOCK | P | 2023-08-15 | $5,103 | $4,629 | $474 | $474 | 2022-01-11 |
| VANGUARD VALUE ETF | P | 2023-02-10 | $192,299 | $163,899 | $28,400 | $28,400 | |
| VISA INC-CLASS A SHARES | P | 2023-08-15 | $4,823 | $4,226 | $597 | $597 | |
| VISA INC-CLASS A SHARES | P | 2023-08-24 | $1,211 | $1,054 | $157 | $157 | 2022-01-11 |
| WAL-MART STORES INC COMMON STOCK | P | 2023-06-01 | $8,098 | $7,388 | $710 | $710 | |
| GOLDMAN SACHS GROUP INC COMMON STOCK | P | 2023-06-01 | $3,181 | $3,198 | -$17 | -$17 | |
| GOLDMAN SACHS GROUP INC COMMON STOCK | P | 2023-08-15 | $4,964 | $3,635 | $1,329 | $1,329 | 2020-02-06 |
| WASTE MANAGEMENT INC DEL COMMON STOCK | P | 2023-06-01 | $2,436 | $2,380 | $56 | $56 | 2022-01-11 |
| FREEPORT-MCMORAN COPPER & GOLD CLASS B COMMON STOCK | P | 2023-08-15 | $795 | $838 | -$43 | -$43 | 2022-01-11 |
| BANK AMERICA CORP COMMON STOCK | P | 2023-08-15 | $5,885 | $9,502 | -$3,617 | -$3,617 | 2022-01-11 |
| APPLE COMPUTER INC COMMON STOCK | P | 2023-06-01 | $4,498 | $4,323 | $175 | $175 | 2022-04-06 |
| BERKSHIRE HATHAWAY INC-CL B | P | 2023-08-15 | $1,783 | $1,728 | $55 | $55 | 2022-04-06 |
| FREEPORT-MCMORAN COPPER & GOLD CLASS B COMMON STOCK | P | 2023-08-15 | $397 | $397 | $0 | $0 | 2022-01-11 |
| BERKSHIRE HATHAWAY INC-CL B | P | 2023-08-24 | $1,780 | $1,728 | $52 | $52 | 2022-04-06 |
| BLACKROCK INC | P | 2023-06-01 | $6,678 | $8,685 | -$2,007 | -$2,007 | 2022-01-11 |
| CHAMPLAIN MID CAP FUND-INST | P | 2023-02-10 | $80,000 | $97,975 | -$17,975 | -$17,975 | 2022-01-11 |
| CHECK POINT SOFTWARE TECH COMMON STOCK | P | 2023-06-01 | $10,618 | $11,851 | -$1,233 | -$1,233 | 2022-04-06 |
| AMAZON COM INC COMMON STOCK | P | 2023-06-01 | $3,686 | $4,871 | -$1,185 | -$1,185 | |
| AT&T INC | P | 2023-08-24 | $566 | $566 | $0 | $0 | 2022-06-02 |
| COMCAST CORP-CLASS A | P | 2023-06-01 | $14,620 | $17,591 | -$2,971 | -$2,971 | |
| AMAZON COM INC COMMON STOCK | P | 2023-08-24 | $2,020 | $2,435 | -$415 | -$415 | 2022-01-11 |
| COSTCO WHSL CORP NEW COMMON STOCK | P | 2023-08-15 | $2,807 | $2,558 | $249 | $249 | 2022-01-11 |
| ENTERGY CORPORATION NEW COMMON STOCK | P | 2023-08-15 | $10,938 | $13,467 | -$2,529 | -$2,529 | 2022-06-02 |
| ADVANCED MICRO DEVICES INC COMMON STOCK | P | 2023-06-01 | $4,212 | $3,638 | $574 | $574 | 2022-04-06 |
| DUPONT DE NEMOURS INC | P | 2023-08-15 | $749 | $700 | $49 | $49 | 2022-04-06 |
| DUPONT DE NEMOURS INC | P | 2023-06-01 | $3,709 | $3,852 | -$143 | -$143 | 2022-04-06 |
| ALPHABET INC-CL A | P | 2023-08-24 | $662 | $688 | -$26 | -$26 | 2022-01-11 |
| DELTA AIR LINES INC | P | 2023-08-15 | $2,385 | $2,254 | $131 | $131 | 2022-01-11 |
| ALPHABET INC-CL A | P | 2023-06-01 | $9,257 | $10,324 | -$1,067 | -$1,067 | |
| DELTA AIR LINES INC | P | 2023-06-01 | $365 | $410 | -$45 | -$45 | 2022-01-11 |
| BANK AMERICA CORP COMMON STOCK | P | 2023-08-15 | $1,358 | $1,358 | $0 | $0 | |
| TJX COMPANIES INC NEW COMMON STOCK | P | 2023-08-24 | $896 | $768 | $128 | $128 | 2023-06-01 |
| ALTRIA GROUP INC | P | 2023-06-01 | $12,564 | $14,923 | -$2,359 | -$2,359 | 2022-06-02 |
| TJX COMPANIES INC NEW COMMON STOCK | P | 2023-08-15 | $1,284 | $1,153 | $131 | $131 | 2023-06-01 |
| ANHEUSER-BUSCH INBEV-SPN ADR | P | 2023-06-01 | $14,841 | $15,007 | -$166 | -$166 | 2022-06-02 |
| APPLE COMPUTER INC COMMON STOCK | P | 2023-08-24 | $1,793 | $1,781 | $12 | $12 | 2023-08-15 |
| WARNER BROS DISCOVERY INC | P | 2023-06-01 | $1,924 | $3,030 | -$1,106 | -$1,106 | 2022-06-02 |
| VISA INC-CLASS A SHARES | P | 2023-08-15 | $1,206 | $1,131 | $75 | $75 | 2023-06-01 |
| ORACLE CORPORATION COMMON STOCK | P | 2023-08-24 | $1,174 | $1,160 | $14 | $14 | 2023-08-15 |
| BAXTER INTERNATIONAL INC COMMON STOCK | P | 2023-06-01 | $5,549 | $9,911 | -$4,362 | -$4,362 | 2022-06-02 |
| PARKER-HANNIFIN CORPORATION COMMON STOCK | P | 2023-08-15 | $2,044 | $1,627 | $417 | $417 | 2023-06-01 |
| PALO ALTO NETWORKS INC | P | 2023-08-24 | $2,347 | $2,178 | $169 | $169 | 2023-08-15 |
| BLACKSTONE INC | P | 2023-08-24 | $1,505 | $1,309 | $196 | $196 | 2023-06-01 |
| MICROSOFT CORPORATION COMMON STOCK | P | 2023-08-24 | $3,271 | $3,225 | $46 | $46 | 2023-08-15 |
| CISCO SYSTEMS INC COMMON STOCK | P | 2023-08-24 | $1,397 | $1,247 | $150 | $150 | 2023-06-01 |
| MARRIOTT INTERNATIONAL INC NEW COMMON STOCK CLASS A | P | 2023-08-15 | $2,070 | $1,713 | $357 | $357 | 2023-06-01 |
| MAINSTAY MACKAY US INFR-R6 | P | 2023-08-15 | $318,024 | $330,000 | -$11,976 | -$11,976 | |
| CROWDSTRIKE HOLDINGS INC - A | P | 2023-08-15 | $10,536 | $11,008 | -$472 | -$472 | 2023-06-01 |
| DEERE & COMPANY COMMON STOCK | P | 2023-08-15 | $2,153 | $1,772 | $381 | $381 | 2023-06-01 |
| ISHARES CORE MSCI EAFE ETF | P | 2023-02-10 | $4,304 | $3,902 | $402 | $402 | 2022-08-22 |
| ENTERGY CORPORATION NEW COMMON STOCK | P | 2023-06-01 | $968 | $1,171 | -$203 | -$203 | 2022-06-02 |
| HOME DEPOT INC COMMON STOCK | P | 2023-08-15 | $1,665 | $1,440 | $225 | $225 | 2023-06-01 |
| REGENERON PHARMACEUTICALS INC COMMON STOCK | P | 2023-08-15 | $8,034 | $7,346 | $688 | $688 | 2023-06-01 |
| ADVANCED MICRO DEVICES INC COMMON STOCK | P | 2023-06-01 | $2,407 | $2,096 | $311 | $311 | 2022-06-02 |
| CAPITAL GAINS DIVIDENDS | P | $911 | $911 | $911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,231 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $925 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $925 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,468 | 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 | $2,468 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,543 | OverpaymentAmt |
| Applied To ES Tax | $1,543 | 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 | HTTPS://WWW.FITZGERALDFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | KAREN M FITZGERALD | IndividualWithBooksNm |
| Phone | 2242444464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 RIDGEVIEW DRIVE | AddressLine1Txt |
| City | INVERNESS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | 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 (8 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 FITZGERALD | ||||||||
| 16603 FIRENZE WAY | NAPLES | FL | 34110 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| ROBERT FITZGERALD | ||||||||
| 16603 FIRENZE WAY | NAPLES | FL | 34110 | VP, TREASURER | 0.38 | $0 | $0 | $0 |
| KEVIN MCCULLUM | ||||||||
| 3270 US HIGHWAY 20 W | WEST GALENA | IL | 61040 | SECRETARY | 15.00 | $0 | $0 | $0 |
| KURT MCCULLUM | ||||||||
| 3201 W MITCHELL RD | HANOVER | IL | 61041 | BOARD MEMBER | 0.77 | $0 | $0 | $0 |
| KEN MCCULLUM | ||||||||
| 2478 W LONGHOLLOW ROAD | ELIZABETH | IL | 61028 | BOARD MEMBER | 0.19 | $0 | $0 | $0 |
| MICHELE WEIRUP | ||||||||
| 15 BEACON TRAIL | GALENA | IL | 61036 | BOARD MEMBER | 0.77 | $0 | $0 | $0 |
| CHAD WEIRUP | ||||||||
| 15 BEACON TRAIL | GALENA | IL | 61036 | BOARD MEMBER | 5.00 | $0 | $0 | $0 |
| CHARLIE FITZGERALD | ||||||||
| 16603 FIRENZE WAY | NAPLES | FL | 34110 | BOARD MEMBER | 0.48 | $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 | $2,609,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $332,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,941,878 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,941,878 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,128 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,897,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $925 | TotalTaxAmt |
| Distributable Before Adj | $143,963 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $143,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $143,963 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $446,738 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $446,738 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $519,526 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $345,422 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $475,131 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $408,639 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,748,718 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $446,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $302,775 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,051,493 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,051,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $519,526 | ExcessFromYear4Amt |
| Excess From Year3 | $345,422 | ExcessFromYear3Amt |
| Excess From Year2 | $475,131 | ExcessFromYear2Amt |
| Excess From Year1 | $408,639 | ExcessFromYear1Amt |
| Excess From Current Year | $302,775 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN FITZGERALD | ContributingManagerNm |
| Contributing Manager | ROBERT FITZGERALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASCENSION ILLINOIS FOUNDATION | ||||||
| 1000 REMINGTON BLVD SUITE 100 | BOLINGBROOK | IL | 60440 | PC | PSJH-C EATING DISORDERS UNIT CAPITAL PROJECT | $250,000 |
| ROYAL FAMILY KIDS COOK & LAKE COUNTIES INC | ||||||
| 27W121 REDBUD LN | WINFIELD | IL | 60190 | PC | GENERAL FUND | $25,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 W HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $25,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 W HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $25,000 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | PC | GENERAL FUND | $25,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 W HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $15,000 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | PC | GENERAL FUND | $10,000 |
| GALENA TERRITORY FOUNDATION | ||||||
| 2000 TERRITORY DR | GALENA | IL | 61036 | PC | LEND A HAND SCHOLARSHIP FUND | $5,000 |
| FORT MYERS CHILDRENS HOSPITAL | ||||||
| 9981 S HEALTHPARK DR | FORT MYERS | FL | 33908 | PC | GENERAL FUND | $1,800 |
| SAFE HAVEN HUMANE SOCIETY | ||||||
| 1471 US-20 WEST | ELIZABETH | IL | 61028 | PC | GENERAL FUND | $1,000 |
| TYLER'S JUSTICE CENTER FOR CHILDREN | ||||||
| 400 W FRONT AVE | STOCKTON | IL | 61085 | PC | GENERAL FUND | $647 |
| SHLTER FOR ABUSED WOMEN AND CHILDREN | ||||||
| PO BOX 10102 | NAPLES | FL | 34101 | PC | GENERAL FUND | $100 |
| ST MATTHEWS HOUSE | ||||||
| 1115 AIRPORT PULLING RD | NAPLES | FL | 34110 | PC | GENERAL FUND | $100 |
| COLLIER COMMUNITY FOUNDATION | ||||||
| 1110 PINE RIDGE RD | NAPLES | FL | 34108 | PC | COLLIER COMES TOGETHER HURRICANE DISASTER RELIEF FUND | $100 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | PC | GENERAL FUND | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,747 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,231 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,002 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,002 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT AND KAREN FITZGERALD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16603 FIRENZE WAY | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $69,585 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,540 | Amt |
| Net Investment Income | $154 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,386 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BMO #7959 SECURITIES | StockNm |
| EOY Book Value | $2,405,976 | EOYBookValueAmt |
| EOYFMV | $2,783,238 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLF OUTING EXPENSES | $23,067 | $0 | $0 |
| MISCELLANEOUS FEES | $10 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE & BANK FEES | CategoryTxt |
| Amt | $17,397 | Amt |
| Net Investment Income | $15,792 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,605 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX EXPENSE | CategoryTxt |
| Amt | $1,764 | Amt |
| Net Investment Income | $1,764 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments