RISKLINKORG FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RISKLINKORG FOUNDATION (EIN 81-4778317)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349102115
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T08:31:52-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363793267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR P DONNER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 760 NORTH FRONTAGE RD SUITE 105 | AddressLine1Txt |
| City | WILLOWBROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60527 | 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 | 814778317 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RISKLINKORG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RISK | BusinessNameControlTxt |
| Phone | 8477722355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14007 S BELL ROAD | AddressLine1Txt |
| City | HOMER GLEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604918463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY ZYCH | PersonNm |
| Person Title | PRESIDENT AND CHIEF EXECUTIVE OFFIC | PersonTitleTxt |
| Phone | 8477722355 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR P DONNER | PreparerPersonNm |
| PTIN | P00535368 | PTIN |
| Phone | 6307896709 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $483,232 | 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 |
| Dividends Rev And Expnss | $9,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,104 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,104 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $94,358 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $9,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,462 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,104 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,400 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $2,400 | OthEmplSlrsWgsAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,786 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,629 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,629 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,629 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $231 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $231 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $47,984 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,798 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $4,798 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $4,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $430 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $430 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $87,002 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,488 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,740 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,740 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,488 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,740 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,974 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,954 | CashBOYAmt |
| Cash EOY | $19,490 | CashEOYAmt |
| Cash EOYFMV | $19,490 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,857 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,572 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses EOY | $900 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $900 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $387,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $349,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $349,377 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $84,444 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,893 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,893 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $485,508 | TotalAssetsBOYAmt |
| Total Assets EOY | $483,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $483,232 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,124 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $280 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,124 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $280 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $484,384 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $482,952 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $484,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $482,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $485,508 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $483,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $484,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $115,803 | OtherIncreasesAmt |
| Subtotal | $483,549 | SubtotalAmt |
| Other Decreases | $597 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $482,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 65 SH.VANGUARD INDEX FDS GROWTH ETF | P | 2018-03-15 | 2024-02-16 | $21,631 | $0 | $9,334 | $12,297 | $0 | $0 | $0 | $12,297 |
| 90 SH. INVESCO QQQ TR UNIT SER 1 | P | 2020-02-24 | 2024-06-14 | $42,877 | $0 | $16,193 | $26,684 | $0 | $0 | $0 | $26,684 |
| 200 SH. APPLE INC. | P | 2018-04-24 | 2024-11-01 | $45,447 | $0 | $8,125 | $37,322 | $0 | $0 | $0 | $37,322 |
| 75 SH. VANQUARD INDEX FDS GROWTH ETF | P | 2018-03-15 | 2024-11-01 | $28,834 | $0 | $10,779 | $18,055 | $0 | $0 | $0 | $18,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,358 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $900 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $364 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.risklink.org | WebsiteAddressTxt |
| Individual With Books | JEFFREY ZYCH | IndividualWithBooksNm |
| Phone | 8477722355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14007 S BELL ROAD | AddressLine1Txt |
| City | HOMER GLEN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604918463 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY ZYCH | ||||||||
| 14007 SBELL ROAD 106 | HOMER GLEN | IL | 60491 | PRESIDENT & CEO | 2.00 | $0 | $0 | $0 |
| MATTHEW GEERDES | ||||||||
| 1353 OVERTON DRIVE | LEMONT | IL | 60439 | CHIEF FINANCIAL OFFICER | 1.00 | $0 | $0 | $0 |
| CHERYL WILLIAMS | ||||||||
| 415 STONE AVENUE | LAKE ZURICH | IL | 60047 | BOARD MEMBER | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR DISADVANTAGED PEOPLE WHO WISH TO ENTER AND WORK IN THE INSURANCE INDUSTRY, AS WELL AS PROVIDE CHARITABLE CONTRIBUTIONS TO WORTHY CAUSES. | Description1Txt |
| Expenses1 | $81,373 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $368,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $107,893 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $495,644 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $495,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $488,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,251 | TotalTaxAmt |
| Distributable Before Adj | $23,159 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,159 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,159 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,740 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,740 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,687 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Total For Prior Years | $15,072 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $38,740 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,687 | AppliedToYear1Amt |
| Applied To Prior Years | $15,072 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $981 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $22,178 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | 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)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| DELTA SIGMA PI LEADERSHIP FOUNDATION | ||||||
| 330 SOUTH CAMPUS AVENUE | OXFORD | OH | 45056 | PF | PERSONAL,ACADEMIC ANDPROFESSIONAL DEVELOPMENT OFFUTURE BUSINESS LEADERS | $26,200 |
| PUCKS FOR AUTISM INC | ||||||
| 31 MARK TWAIN DRIVE | VALPARAISO | IN | 46385 | PF | HOCKEY EQUIPMENT FORYOUTH HOCKEY TEAM | $8,500 |
| UNITED STATES ARCHERY TEAM | ||||||
| 210 USA CYCLING PT | COLORADO SPRINGS | CO | 80919 | PF | DONATION TO SUPPORTQUALIFYING EVENT | $2,000 |
| SABRES HOCKEY ASSOCIATION | ||||||
| PO BOX 9512 | NAPERVILLE | IL | 60567 | PF | GIFT DONATIONTO BENEFITYOUTH HOCKEY | $961 |
| JOLIET PARK DISTRICT | ||||||
| 3000 W JEFFERSON ST | JOLIET | IL | 60435 | PF | DONATION FORYOUTH ARCHERY SUPPLIES | $604 |
| VILLAGE OF HOMER GLEN | ||||||
| 14240 WEST 151ST STREET | HOMER GLEN | IL | 60491 | PF | SPONSORSHIP HOMERFEST DUNK TANK | $475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,740 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,358 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $103,462 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $103,462 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| INTUIT PAYROLL PAYROLL | $1,831 |
| ARTHUR P. DONNER, CPA TAX RETURN | $955 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | UNDISTRIBUTED INCOME ELECTION | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOMEFORM 990-PF, PAGE 9, PART XII- UNDISTRIBUTED INCOME | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $176,338 | $176,338 |
| WALT DISNEY CO | $61,548 | $61,548 |
| VANGUARD GROWTH ETF | $111,491 | $111,491 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENTERPRISE PRODUCTS PARTNERS LP COMMON | CategoryOrItemTxt |
| Book Value | $107,893 | BookValueAmt |
| EOYFMV | $107,893 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 EXCISE TAX | Desc |
| Amt | $597 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $4,298 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $430 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS(LOSSES) ON INVESTMENTS | $21,445 |
| CAPITAL GAIN NET INCOME | $94,358 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | C.A.CLARK WEALTH ACCOUNT & ADVISORY | CategoryTxt |
| Amt | $5,629 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $2,305 | Amt |
| Net Investment Income | $231 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $231 | AdjustedNetIncomeAmt |