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AGUILAR ROSS FOUNDATION LTD: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AGUILAR ROSS FOUNDATION LTD (EIN 39-1914688)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-09-03
IRS object ID
202422489349100102
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-09-03T09:25:16-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN264013461PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Paul J Schilling CPA SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11744 Blackhawk TrailAddressLine1Txt
CityWaukeshaCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53186ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391914688EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AGUILAR ROSS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAGUIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15381 SOUTH 48TH STREETAddressLine1Txt
CityGREENFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCISCO AGUILARPersonNm
Person TitlePRESSECPersonTitleTxt
Phone4142320375PhoneNum
Signature2024-09-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPaul J Schilling CPAPreparerPersonNm
PTINP00037094PTIN
Phone2623709615PhoneNum
Preparation2024-09-03PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$678,722FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$17,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$6,779DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$50,738NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$209,102GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$50,738CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$3,430NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$75,017TotalRevAndExpnssAmt
Total Net Invst Incm$50,738TotalNetInvstIncmAmt
Total Adj Net Incm$3,430TotalAdjNetIncmAmt
Taxes Rev And Expnss$516TaxesRevAndExpnssAmt
Taxes Net Invst Incm$516TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$11,299OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,500OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,815TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,016TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$34,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$34,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,315TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,016TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$28,702ExcessRevenueOverExpensesAmt
Net Investment Income$40,722NetInvestmentIncomeAmt
Adjusted Net Income$3,430AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,513CashBOYAmt
Cash EOY$25,383CashEOYAmt
Cash EOYFMV$25,383CashEOYFMVAmt
Corporate Stock BOY$411,226CorporateStockBOYAmt
Corporate Stock EOY$437,058CorporateStockEOYAmt
Corporate Stock EOYFMV$653,339CorporateStockEOYFMVAmt
Total Assets BOY$433,739TotalAssetsBOYAmt
Total Assets EOY$462,441TotalAssetsEOYAmt
Total Assets EOYFMV$678,722TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY-$28,702NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$462,441NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$462,441DonorRstrNetAssetsBOYAmt
Tot Net Ast Or Fund Balances BOY$433,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$462,441TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$433,739TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$462,441TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$433,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$28,702ExcessRevenueOverExpensesAmt
Subtotal$462,441SubtotalAmt
Tot Net Ast Or Fund Balances EOY$462,441TotNetAstOrFundBalancesEOYAmt

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
Ssee AttachedP2022-07-012024-06-30$177,909$130,601$47,308$47,308
See AttachedP2024-06-302024-06-30$31,193$27,763$3,430$3,430
FieldValueIRS element (for citing)
Capital Gain Net Income$50,738CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$3,430NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$566InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$566SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$566TaxBasedOnInvestmentIncomeAmt
Tax Due$566TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksFRANCISCO AGUILARIndividualWithBooksNm
Phone4142320375PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15381 S 48TH STAddressLine1Txt
CityGreenfieldCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
FRANCISCO AGUILAR
5381 S 48TH STGreenfieldWI53220PRESSEC1.00$0$0$0
ELIZABETH ROSS
5381 S 48TH STMilwaukeeWI53220VP TREASURER0.00$0$0$0
MARK SHILLER
10700 West Research Drive Ste 165MilwaukeeWI53226ASST SEC0.00$0$0$0
JOHN EGAN
1924 N 71ST STREETMilwaukeeWI53213DIRECTOR0.00$0$0$0
FRANCISCO AGUILAR Jr
227 South Monroe StreetHinsdaleIL60521DIRECTOR0.00$0$0$0
MAI PHO
227 South Monroe StreetHinsdaleIL60521DIRECTOR0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$595,336AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,344AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$618,680TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$618,680AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,280CashDeemedCharitableAmt
Net Vl Noncharitable Assets$609,400NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,470MinimumInvestmentReturnAmt
Tax Based On Investment Income$566TaxBasedOnInvestmentIncomeAmt
Total Tax$566TotalTaxAmt
Distributable Before Adj$29,904DistributableBeforeAdjAmt
Distributable Before Ded$29,904DistributableBeforeDedAmt
Distributable As Adjusted$29,904DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,500ExpensesAndContributionsAmt
Qualifying Distributions$34,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,904DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,475ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,131ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$11,322ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$39,928TotalExcessDistributionCyovAmt
Qualifying Distributions$34,500QualifyingDistributionsAmt
Applied To Current Year$29,904AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,596RemainingDistriFromCorpusAmt
Total Corpus$44,524TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$14,475ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,049ExcessDistriCyovToNextYrAmt
Excess From Year4$14,131ExcessFromYear4Amt
Excess From Year1$11,322ExcessFromYear1Amt
Excess From Current Year$4,596ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerFrancisco G AguilarContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSan Luis Medical ClinicRecipientPersonNm

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line1Vallejo 640AddressLine1Txt
CitySan LuisCityNm
Province Or StateSan LuisProvinceOrStateNm
CountryMXCountryCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeSupport of the San Luis Medical Clinic in MexicoGrantOrContributionPurposeTxt
Amt$34,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$34,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,779ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$50,738ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$57,517ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,517TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFRANCISCO G AGUILARContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15381 SOUTH 48TH STREETAddressLine1Txt
CityGREENFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd
FieldValueIRS element (for citing)
Total Contributions$17,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMarketable SecuritiesStockNm
EOY Book Value$437,058EOYBookValueAmt
EOYFMV$653,339EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Fees$9,500$9,500$0$0
Accounting Fees$1,400$0$0$0
Bank Service Charges$399$0$0$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonFrancisco G AguilarPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15381 South 48th StreetAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53220ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Income TaxCategoryTxt
Amt$516Amt
Net Investment Income$516NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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