DEAN L BUNTROCK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DEAN L BUNTROCK FOUNDATION (EIN 36-3001925)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349102575
- Schema version
- 2024v5.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T12:09:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362756074 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pedersen & Houpt | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 N Clark St Suite 2700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363001925 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dean L & Rosemarie Buntrock Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEAN | BusinessNameControlTxt |
| Phone | 6309544204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Tower Lane 2242 | AddressLine1Txt |
| City | Oakbrook Terrace | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN L BUNTROCK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6309544204 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John J Hayes | PreparerPersonNm |
| PTIN | P00164393 | PTIN |
| Phone | 3126416888 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,794,871 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $3,656 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,656 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,485 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,010,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,552 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $148,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,693 | 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 |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,075 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,286,621 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,286,621 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,289,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,286,621 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,141,003 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,693 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $411,626 | CashBOYAmt |
| Cash EOY | $25,418 | CashEOYAmt |
| Cash EOYFMV | $25,418 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $24,098 | AcctRcvblBOYAmt |
| Other Investments BOY | $5,283,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,553,211 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,769,453 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,719,632 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,578,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,794,871 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $782,463 | CapitalStockBOYAmt |
| Capital Stock EOY | $782,463 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,937,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,796,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,719,632 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,578,629 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,719,632 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,578,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,719,632 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,141,003 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,578,629 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,578,629 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Waste MGMT INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-01-01 | AcquiredDt |
| Sold | 2024-01-19 | SoldDt |
| Gross Sales Price | $1,010,772 | GrossSalesPriceAmt |
| Cost Or Other Basis | $935,220 | CostOrOtherBasisAmt |
| Gain Or Loss | $75,552 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $75,552 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,552 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $117 | EsPenaltyAmt |
| Tax Due | $2,184 | TaxDueAmt |
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 | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONOVAN LANGFORD | IndividualWithBooksNm |
| Phone | 6309544200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWER LANE SUITE 2242 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60181 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Dean L Buntrock | ||||||||
| One Tower Lane 2242 | Oakbrook Terrace | IL | 60181 | Director | 0.00 | $0 | $0 | $0 |
| Rosemarie Buntrock | ||||||||
| One Tower Lane 2242 | Oakbrook Terrace | IL | 60181 | Director | 0.00 | $0 | $0 | $0 |
| Donovan A Langford | ||||||||
| One Tower Lane 2242 | Oakbrook Terrace | IL | 60181 | Treasurer | 0.00 | $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 | $3,464,807 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $405,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,869,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,869,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,050 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,811,945 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,597 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,597 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,067 | TotalTaxAmt |
| Distributable Before Adj | $188,530 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $188,530 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $188,530 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,286,621 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,286,621 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,530 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $177,175 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,742 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,061,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,512,894 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,671,576 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,476,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,286,621 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $188,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,098,091 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,574,239 | 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 | $177,175 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,397,064 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,742 | ExcessFromYear4Amt |
| Excess From Year3 | $2,061,761 | ExcessFromYear3Amt |
| Excess From Year2 | $1,512,894 | ExcessFromYear2Amt |
| Excess From Year1 | $2,671,576 | ExcessFromYear1Amt |
| Excess From Current Year | $1,098,091 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 626 Landmark Foundation | |||||||
| 626 North Michigan Ave | Chicago | IL | 60611 | N/A | Public Charity | Operating Needs | $10,000 |
| Art Institute of Chicago | |||||||
| 111 South Michigan Ave | Chicago | IL | 60603 | N/A | Public Charity | Operating Needs | $10,000 |
| Augustana University | |||||||
| 2001 S Summit Ave | Sioux Falls | SD | 57197 | N/A | Public Charity | Operating Funds | $100,000 |
| Barbara Sinatra Children's Center | |||||||
| 39000 Bob Hope Drive | Rancho Mirage | CA | 92270 | N/A | Public Charity | Operating Needs | $5,000 |
| Beaver Island Christian Church | |||||||
| 38215 Kenwabikise Ln | Beaver Island | MI | 49782 | N/A | Public Charity | Operating Needs | $500 |
| Beaver Island District Library | |||||||
| 26400 Donegal Bay Rd | Beaver Island | MI | 49782 | N/A | Public Charity | Operating Needs | $500 |
| Beaver Island Historical Society | |||||||
| 26275 Main St | Beaver Island | MI | 49782 | N/A | Public Charity | Operating Needs | $500 |
| Beaver Island Irish Heritage Group | |||||||
| PO Box 619 | Beaver Island | MI | 49782 | N/A | Public Charity | Operating Funds | $2,500 |
| Beaver Island Rural Health Center | |||||||
| 37304 Kings Highway | Beaver Island | MI | 49782 | N/A | Public Charity | Operating Needs | $500 |
| Beaver Island Wildlife Club | |||||||
| PO Box 103 | Beaver Island | MI | 49782 | N/A | Public Charity | Operating Needs | $500 |
| Big Shoulders Fund | |||||||
| 212 W Van Buren St 900 | Chicago | IL | 60607 | N/A | Public Charity | Operating Needs | $10,000 |
| Brooklyn Chamber Orchestra | |||||||
| 157 Montague St | Brooklyn | NY | 11201 | N/A | Public Charity | Operating Funds | $25,000 |
| Carmelite Sisters Most Sacred Heart of Los Angeles | |||||||
| 920 E Alhambra Road | Alhambra | CA | 92260 | N/A | Public Charity | Operating Needs | $100,000 |
| Celebration Ministries | |||||||
| PO Box 444 | Magnolia | TX | 77353 | N/A | Public Charity | Operating Needs | $2,500 |
| Chicago Golf Club Foundation | |||||||
| 25W253 Warrenville Rd | Wheaton | IL | 60189 | N/A | Public Charity | Operating Needs | $5,595 |
| Chicago Symphony Orchestra | |||||||
| 220 S Michigan Ave | Chicago | IL | 60604 | N/A | Public Charity | Operating Needs | $60,000 |
| Coachella Valley Rescue Mission | |||||||
| 47518 Van Buren St | Indio | CA | 92202 | N/A | Public Charity | Feed the hungry in Coachella Valley | $750 |
| College of DuPage Foundation | |||||||
| 425 Fawell Blvd | Glen Ellyn | IL | 60137 | N/A | Public Charity | Operating Needs | $250 |
| College of The Desert Fdn | |||||||
| 43500 Monterey Ave | Palm Desert | CA | 92260 | N/A | Public Charity | Operating Needs | $5,000 |
| Crohn's and Colitis Foundation | |||||||
| 386 Park Avenue South 17th Floor | New York | NY | 10016 | N/A | Public Charity | Research into Crohn's disease | $1,000 |
| Doctors Without Borders USA | |||||||
| 40 Rector St | New York | NY | 10006 | N/A | Public Charity | General support | $200 |
| Ducks Unlimited | |||||||
| One Waterfowl Way | Memphis | TN | 38120 | N/A | Public Charity | Wetlands and waterfowl conservation | $1,000 |
| Franciscan Friars | |||||||
| PO Box 301 | Garrison | NY | 10524 | N/A | Public Charity | General church support | $350 |
| Geneva Area Foundation | |||||||
| PO Box 71 | Lake Geneva | WI | 53147 | N/A | Public Charity | Operating Funds | $5,000 |
| Geneva Lake Association | |||||||
| PO Box 412 | Lake Geneva | WI | 53147 | N/A | Public Charity | Conservation and education in the Geneva Lake area | $500 |
| Geneva Lake Conservancy | |||||||
| PO Box 588 | Fontana | WI | 53125 | N/A | Public Charity | Protect and support use of Geneva Lake | $2,500 |
| Geneva Lake Environmental | |||||||
| 350 Constance Blvd | Williams Bay | WI | 53191 | N/A | Public Charity | Assist in maintaining Geneva Lake | $500 |
| Geneva Lake Museum | |||||||
| 255 Mill St | Lake Geneva | WI | 53147 | N/A | Public Charity | Operating Funds | $350 |
| Geneva Lake Water Safety Committee | |||||||
| PO Box 548 | Williams Bay | WI | 53191 | N/A | Public Charity | General operating support | $200 |
| Geneva Lake West Chamber of Commerce | |||||||
| 175 Valley View Dr | FontanaonGeneva Lake | WI | 53125 | N/A | Public Charity | Operating Needs | $1,000 |
| Girlfriend Factor | |||||||
| 77-734 Country Club Dr | Palm Desert | CA | 92211 | N/A | Public Charity | Education support for adult women | $250 |
| Goodman Theatre | |||||||
| 170 North Dearborn | Chicago | IL | 60601 | N/A | Public Charity | General operating support | $100 |
| Grace United Methodist Church | |||||||
| 300 E Gartner Road | Naperville | IL | 60540 | N/A | Public Charity | Operating Needs | $5,581 |
| Guideposts Foundation | |||||||
| 100 Reserve Road Suite E200 | Danbury | CT | 06810 | N/A | Public Charity | Operating Needs | $1,000 |
| Harris Theater For Music and Dance | |||||||
| 205 E Randolph St | Chicago | IL | 60601 | N/A | Public Charity | Operating Needs | $1,000 |
| Holy Families Ministries | |||||||
| 3415 W Arthington St | Chicago | IL | 60624 | N/A | Public Charity | Operating Funds | $500 |
| Horatio Alger Assocation | |||||||
| 99 Canal Center Plaza 320 | Alexandria | VA | 22314 | N/A | Public Charity | Operating Needs | $100,000 |
| Illinois Policy Institute | |||||||
| 300 S Riverside Plaza Suite 1650 | Chicago | IL | 60606 | N/A | Public Charity | Operating Needs | $250,000 |
| Illinois Wesleyan University | |||||||
| 1312 Park St | Bloomington | IL | 61701 | N/A | Public Charity | Operating Needs | $53,870 |
| Immanuel Lutheran Church | |||||||
| 616 Lake St | Evanston | IL | 60201 | N/A | Public Charity | Operating Needs | $100,000 |
| Institute for Humane Studies | |||||||
| 3434 Washington Blvd | Arlington | VA | 22201 | N/A | Public Charity | Operating Needs | $5,000 |
| John G Shedd Aquarium | |||||||
| 1200 S DuSable Lk Shr Dr | Chicago | IL | 60605 | N/A | Public Charity | Operating Needs | $1,000 |
| Jr Achievement of Chicago | |||||||
| 651 W Washington Blvd Ste 404 | Chicago | IL | 60661 | N/A | Public Charity | Operating Funds | $1,000 |
| Juvenile Diabetes Research Fund | |||||||
| 1 East Wacker Dr Suite 1400 | Chicago | IL | 60601 | N/A | Public Charity | Operating Needs | $35,000 |
| Kettle Moraine Garden Club | |||||||
| PO Box 22 | Nashotah | WI | 53058 | N/A | Public Charity | Operating Funds | $500 |
| Kids First Chicago | |||||||
| 21 S Clark ST STE 4301 | Chicago | IL | 60603 | N/A | Public Charity | Operating Funds | $5,000 |
| Lake Geneva Fresh Air Association | |||||||
| 2140 Lakeside Drive | Williams Bay | WI | 53191 | N/A | Public Charity | Operating Needs | $500 |
| Lake Geneva Lyric Opera of Chicago | |||||||
| PO Box 1124 | Williams Bay | WI | 53191 | N/A | Public Charity | Operating Needs | $20,000 |
| Literary Society of the Desert | |||||||
| PO Box 10121 | Palm Desert | CA | 92255 | N/A | Public Charity | Operating Needs | $5,000 |
| Lyric Opera | |||||||
| 20 N Wacker Dr | Chicago | IL | 60606 | N/A | Public Charity | Operating Needs | $125 |
| MD Anderson Cancer Center | |||||||
| 1515 Holcombe Blvd | Houston | TX | 77030 | N/A | Public Charity | Operating Needs | $2,000 |
| Maryknoll Fathers Bros | |||||||
| 5128 S Hyde Park Blvd | Chicago | IL | 60615 | N/A | Public Charity | Operating Needs | $500 |
| Mayo Clinic | |||||||
| 200 1st St SW | Rochester | MN | 55905 | N/A | Public Charity | Operating Needs | $5,000 |
| McCallum Theatres | |||||||
| 1625 W Diversey Pkwy | Chicago | IL | 60614 | N/A | Public Charity | Operating Needs | $10,000 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 633 Third Avenue 28th Floor | New York | NY | 10017 | N/A | Public Charity | Support cancer center | $2,000 |
| Mercy Home Boys and Girls | |||||||
| 1140 W Jackson Blvd | Chicago | IL | 60607 | N/A | Public Charity | Support neglected and abandoned children in Chicago | $600 |
| Midwest Shelter for Homeless Veterans | |||||||
| 433 S Carlton Ave | Wheaton | IL | 60187 | N/A | Public Charity | Operating Needs | $1,000 |
| Millennium Park Foundation | |||||||
| 201 E Randolph St | Chicago | IL | 60601 | N/A | Public Charity | Operating Needs | $10,000 |
| Misericordia Foundation | |||||||
| 6300 N Ridge Ave | Chicago | IL | 60660 | N/A | Public Charity | Operating Funds | $1,000 |
| Museum of Science and Industry | |||||||
| 5700 S DuSable Lk Shr Dr | Chicago | IL | 60637 | N/A | Public Charity | Operating Needs | $1,000 |
| National Park Conservation Association | |||||||
| 777 6th Street NW Suite 700 | Washington | DC | 20001 | N/A | Public Charity | Operating Needs | $50 |
| National Rowing Foundation | |||||||
| 32 Sherwood Road | Melrose | MA | 02176 | N/A | Public Charity | Operating Needs | $10,000 |
| National Shrine | |||||||
| 400 Michigan Ave NE | Washington | DC | 20017 | N/A | Public Charity | Operating Needs | $1,350 |
| Newberry Library | |||||||
| 60 West Walton St | Chicago | IL | 60610 | N/A | Public Charity | General support | $1,000 |
| Northwestern University | |||||||
| 633 Clark Street | Evanston | IL | 60208 | N/A | Public Charity | Operating Needs | $500 |
| Openlands | |||||||
| 25 E Washington St | Chicago | IL | 60602 | N/A | Public Charity | Protect midwestern natural resources | $500 |
| P B S So Cal | |||||||
| PO Box 33816 | Los Angeles | CA | 90033 | N/A | Public Charity | General support of public broadcasting | $250 |
| Palm Springs Art Museum | |||||||
| 101 N Museum Dr | Palm Springs | CA | 92262 | N/A | Public Charity | Operating Needs | $2,500 |
| Preservation Association of Beaver Island | |||||||
| 26215 Main St | Beaver Island | MI | 49782 | N/A | Public Charity | Operating Needs | $5,000 |
| Purdue Foundation | |||||||
| 403 W Wood St | West Lafayette | IN | 47907 | N/A | Public Charity | Operating Needs | $1,000 |
| Rancho Mirage Writer's Festival | |||||||
| 71-100 CA-111 | Rancho Mirage | CA | 92270 | N/A | Public Charity | Operating Needs | $5,000 |
| Redeemer Lutheran Church | |||||||
| 123 E Saint Charles Rd | Elmhurst | IL | 60126 | N/A | Public Charity | Operating Needs | $100,000 |
| Rush Junior Board | |||||||
| 1620 W Harrison St | Chicago | IL | 60612 | N/A | Public Charity | Operating Needs | $500 |
| Sacred Heart School | |||||||
| 43-775 Deep Canyon Road | Palm Desert | CA | 92260 | N/A | Public Charity | Operating Needs | $25,000 |
| Shirley Ryan Ability Lab | |||||||
| 355 E Erie St | Chicago | IL | 60691 | N/A | Public Charity | General research hospital operations | $5,000 |
| Shriners Children's Hospitals | |||||||
| 2211 N Oak Park Ave | Chicago | IL | 60707 | N/A | Public Charity | Operating Needs | $500 |
| Smiles | |||||||
| 6595 Virginia Parkway Suite 100 | McKinney | TX | 75071 | N/A | Public Charity | Operating Needs | $250 |
| St Jude's Children's Hospital | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | N/A | Public Charity | General support of the Children's hospital | $500 |
| Stavig House Museum Foundation | |||||||
| 112 1st Ave W | Sisseton | SD | 57262 | N/A | Public Charity | Operating Funds | $20,000 |
| The Community House | |||||||
| 415 W 8th St | Hinsdale | IL | 60521 | N/A | Public Charity | Operating Needs | $1,000 |
| The Desert Community Foundation | |||||||
| 75105 Merle Dr Suite 300 | Palm Desert | CA | 92211 | N/A | Public Charity | Operating Needs | $500 |
| The Field Museum | |||||||
| 1400 S Lake Shore Drive | Chicago | IL | 60605 | N/A | Public Charity | Support the campaign for The Field Museum | $1,000 |
| The Hoover Institute | |||||||
| 434 Galvez Mall | Stanford | CA | 94305 | N/A | Public Charity | Operating Needs | $25,000 |
| The Joffrey Ballet | |||||||
| 10 E Randolph St | Chicago | IL | 60601 | N/A | Public Charity | Operating Needs | $10,000 |
| The Living Desert | |||||||
| 47900 Portola Ave | Palm Desert | CA | 92260 | N/A | Public Charity | Operating Needs | $3,000 |
| Tree House | |||||||
| W4063 Hwy NN | Elkhorn | WI | 53121 | N/A | Public Charity | Provide support for children of abuse and/or neglect | $2,500 |
| Tunes Music Makers | |||||||
| 256 N Oak St | Crystal Lake | IL | 60014 | N/A | Public Charity | Operating Needs | $5,500 |
| Tunnel to Towers | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | N/A | Public Charity | Operating Needs | $1,250 |
| United States Holocaust Memorial Museum | |||||||
| 1000 Raoul Wallenberg Place SW | Washington | DC | 20024 | N/A | Public Charity | For general support of the United States Holocaust Museum | $1,000 |
| University of Northern Iowa | |||||||
| 1227 W 27th St | Cedar Fall | IA | 50614 | N/A | Public Charity | Operating Needs | $50,000 |
| Washington National Cathedral | |||||||
| Massachusetts and Wisconsin Ave NW | Washington | DC | 20016 | N/A | Public Charity | Sustain the National Cathedral | $500 |
| Wellness House | |||||||
| 131 N County Line Rd | Hinsdale | IL | 60521 | N/A | Public Charity | Operating Needs | $5,000 |
| Western Golf Association Evans Scholars Fdtn | |||||||
| 2501 Patriot Boulevard | Glenview | IL | 60026 | N/A | Public Charity | Operating Needs | $250 |
| Woman's Board Rush University Med | |||||||
| 1725 W Harrison St Suite 545 | Chicago | IL | 60612 | N/A | Public Charity | Operating Needs | $26,000 |
| Young America's Foundation | |||||||
| 11480 Commerce Park Dr 600 | Reston | VA | 20191 | N/A | Public Charity | Operating Needs | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,286,621 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $3,656 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,485 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $75,552 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $148,693 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $148,693 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11a | Rental investment to produce income for charitable donations |
| 11b | Rental investment to produce income for charitable donations |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Marquette Partnership Investment | AT COST | $303,989 | $303,989 |
| Galena & 47 Investment | AT COST | $54,863 | $54,863 |
| UBS Investments | AT COST | $4,194,359 | $3,410,601 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Supplies | Desc |
| Revenue And Expenses Per Books | $3,050 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Illinois Annual Report | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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