JESCHKE FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JESCHKE FAMILY FOUNDATION INC (EIN 92-1344744)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-06-21
IRS object ID: 202441739349100414
Schema version: 2023v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Other Decreases Schedule
Other Income Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-06-21T16:34:25-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BISCHOFF PARTNERS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	217 N JEFFERSON ST	AddressLine1Txt
City	CHICAGO	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60661	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	921344744	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JESCHKE FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JESC	BusinessNameControlTxt
Phone	8473729975	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	101 LAKESIDE COURT	AddressLine1Txt
City	NORTH BARRINGTON	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60010	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NADINE L JESCHKE	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	8473729975	PhoneNum
Signature	2024-05-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	NADINE	PersonFirstNm
Person Last	JESCHKE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JUSTIN F POLACH	PreparerPersonNm
PTIN	P01572913	PTIN
Phone	3124669100	PhoneNum
Preparation	2024-06-21	PreparationDt

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	$326,778	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$23	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$23	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$14,323	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$14,323	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$30,231	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$30,231	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$30,231	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$37	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$44,614	TotalRevAndExpnssAmt
Total Net Invst Incm	$44,577	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$40,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$40,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$40,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$40,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$4,614	ExcessRevenueOverExpensesAmt
Net Investment Income	$44,577	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$4,614	CashEOYAmt
Cash EOYFMV	$4,614	CashEOYFMVAmt
Corporate Stock BOY	$393,574	CorporateStockBOYAmt
Corporate Stock EOY	$322,164	CorporateStockEOYAmt
Corporate Stock EOYFMV	$322,164	CorporateStockEOYFMVAmt
Total Assets BOY	$393,574	TotalAssetsBOYAmt
Total Assets EOY	$326,778	TotalAssetsEOYAmt
Total Assets EOYFMV	$326,778	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$393,574	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$326,778	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$393,574	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$326,778	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$393,574	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$326,778	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$393,574	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$4,614	ExcessRevenueOverExpensesAmt
Subtotal	$398,188	SubtotalAmt
Other Decreases	$71,410	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$326,778	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	SALE OF UPS INC CL B SHARES	PropertyDesc
How Acquired	P	HowAcquiredCd
Acquired	2004-03-02	AcquiredDt
Sold	2023-11-09	SoldDt
Gross Sales Price	$30,231	GrossSalesPriceAmt
Gain Or Loss	$30,231	GainOrLossAmt
Gains Minus Excess Or Losses	$30,231	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$30,231	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$620	InvestmentIncomeExciseTaxAmt
Subtotal	$620	SubtotalAmt
Tax Based On Investment Income	$620	TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid	$620	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$620	TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	NADINE L JESCHKE	IndividualWithBooksNm
Phone	8473729975	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 LAKESIDE COURT	AddressLine1Txt
City	NORTH BARRINGTON	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60010	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
NADINE L JESCHKE
101 LAKESIDE COURT	NORTH BARRINGTON	IL	60010	PRESIDENT/TR	2.00	$0	$0	$0
MICHELLE C WRIGHT
1311 YELLOWSTONE PARKWAY	ALGONQUIN	IL	60102	VICE PRESIDE	1.00	$0	$0	$0
CLAYTON J JESCHKE
1310 SURREY LANE	ALGONQUIN	IL	60102	VICE PRESIDE	1.00	$0	$0	$0
STEVEN J JESCHKE
2434 N SOUTHPORT UNIT 3F	CHICAGO	IL	60614	SECRETARY	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$381,282	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$5,669	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$386,951	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$386,951	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$5,804	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$381,147	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$19,057	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$19,057	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$620	TaxBasedOnInvestmentIncomeAmt
Total Tax	$620	TotalTaxAmt
Distributable Before Adj	$18,437	DistributableBeforeAdjAmt
Distributable Before Ded	$18,437	DistributableBeforeDedAmt
Distributable As Adjusted	$18,437	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$40,000	ExpensesAndContributionsAmt
Qualifying Distributions	$40,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$18,437	DistributableAsAdjustedAmt
Undistributed Income PY	$80	UndistributedIncomePYAmt
Qualifying Distributions	$40,000	QualifyingDistributionsAmt
Applied To Year1	$80	AppliedToYear1Amt
Applied To Current Year	$18,437	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$21,483	RemainingDistriFromCorpusAmt
Total Corpus	$21,483	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$21,483	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$21,483	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Txt	Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
DOCTORS WITHOUT BORDERS
DOCTORS WITHOUT BORDERS	40 RECTOR STREET	16TH FLOOR	NEW YORK	NY	10006	CHARITABLE DONATION	$15,000
GREATER CHICAGO FOOD DEPOSITORY
GREATER CHICAGO FOOD DEPOSITORY	4100 W ANN LURIE PLACE		CHICAGO	IL	60632	CHARITABLE DONATION	$5,000
AMERICAN RED CROSS
AMERICAN RED CROSS	431 18TH STREET NW		WASHINGTON	DC	200065009	CHARITABLE DONATION	$5,000
ACTION AGAINST HUNGER
ACTION AGAINST HUNGER	1 WHITEHALL STREET	2ND FLOOR	NEW YORK	NY	10004	CHARITABLE DONATION	$5,000
MENTAL HEALTH AMERICA
MENTAL HEALTH AMERICA	500 MONTGOMERY STREET	SUITE 820	ALEXANDRIA	VA	22314	CHARITABLE DONATION	$5,000
WRIGHT-WAY RESCUE
WRIGHT-WAY RESCUE	5915 LINCOLN AVENUE		MORTON GROVE	IL	600533348	CHARITABLE DONATION	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$40,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$23	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$14,323	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$30,231	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

Field	Value	IRS element (for citing)
Desc	CREDIT BALANCE REFUND	Desc
Related Or Exempt Function Incm	$37	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$44,614	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$44,614	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
2,264 SHARES OF UPS INC. STOCK
2,049 SHARES OF UPS INC. STOCK	$322,164	$322,164

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	DECREASE IN MARKET VALUES/SALE OF SECURITIES	Desc
Amt	$71,410	Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	CREDIT BALANCE REFUND	Desc
Revenue And Expenses Per Books	$37	RevenueAndExpensesPerBooksAmt

JESCHKE FAMILY FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

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