BETA

MATTHEW SIX TEN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MATTHEW SIX TEN FOUNDATION (EIN 20-5826657)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-07
IRS object ID
202413129349101236
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)
Return2024-11-07T11:19:47-08:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464152824PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LYNN C GENN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12411 FOX GLOVE CTAddressLine1Txt
CityELGINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205826657EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Matthew Six Ten FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMATTBusinessNameControlTxt
Phone6308687117PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1301 W Roosevelt RdAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn Southard JrPersonNm
Person TitlePresidentPersonTitleTxt
Phone6308687117PhoneNum
Signature2024-05-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLynn C Genn CPAPreparerPersonNm
PTINP00579478PTIN
Phone2244024366PhoneNum
Preparation2024-11-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,106,209FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$495,043ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$63,384DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$558,427TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$1,476LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,389AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Interest Rev And Expnss$438InterestRevAndExpnssAmt
Taxes Rev And Expnss$4,675TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$4,636TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$170OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$13,784TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$494,394ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$494,394ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$508,178TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$494,394TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,249ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,354CashBOYAmt
Cash EOY$69,473CashEOYAmt
Cash EOYFMV$69,473CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl BOY$391,642OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$391,642OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$391,642OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$1,154,888CorporateStockBOYAmt
Corporate Stock EOY$869,670CorporateStockEOYAmt
Corporate Stock EOYFMV$1,493,734CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,074,987OtherInvestmentsBOYAmt
Other Investments EOY$1,224,986OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,151,360OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,713,871TotalAssetsBOYAmt
Total Assets EOY$2,555,771TotalAssetsEOYAmt
Total Assets EOYFMV$3,106,209TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,286AccountsPayableBOYAmt
Accounts Payable EOY$193AccountsPayableEOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,286TotalLiabilitiesBOYAmt
Total Liabilities EOY$193TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,710,585RetainedEarningBOYAmt
Retained Earning EOY$2,555,578RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,710,585TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,555,578TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,713,871TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,555,771TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,710,585TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,249ExcessRevenueOverExpensesAmt
Subtotal$2,760,834SubtotalAmt
Other Decreases$205,256OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,555,578TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
Gross Sales Price$600,069GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$805,325CostOrOtherBasisAmt
Gain Or Loss-$205,256GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses-$205,256GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$205,256CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJohn SouthardIndividualWithBooksNm
Phone6308687117PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11108 Lexington StreetAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP601873849ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
John Southard Jr
1108 Lexington AveWheatonIL60187President1.00$0$0$0
Julie Southard
1108 Lexington AveWheatonIL60187Secretary1.00$0$0$0
Kathy Meyer
1108 Lexington AveWheatonIL60187Treasurer1.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,374,959AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,585AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,151,360FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,604,904TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,604,904AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$39,074CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,565,830NetVlNoncharitableAssetsAmt
Minimum Investment Return$128,292MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$128,292MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$128,292DistributableBeforeAdjAmt
Distributable Before Ded$128,292DistributableBeforeDedAmt
Distributable As Adjusted$128,292DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$494,394ExpensesAndContributionsAmt
Qualifying Distributions$494,394QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$128,292DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$252,324ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$227,224ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$237,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$471,604ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$253,700ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,441,852TotalExcessDistributionCyovAmt
Qualifying Distributions$494,394QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$494,394RemainingDistriFromCorpusAmt
Total Corpus$1,936,246TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$128,292UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$252,324ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,683,922ExcessDistriCyovToNextYrAmt
Excess From Year4$227,224ExcessFromYear4Amt
Excess From Year3$237,000ExcessFromYear3Amt
Excess From Year2$471,604ExcessFromYear2Amt
Excess From Year1$253,700ExcessFromYear1Amt
Excess From Current Year$494,394ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bible Study Fellowship
19001 Huebner RoadSan AntonioTX78258NoneGeneral$1,300
By the Hand
PO Box 10043ChicagoIL60610NoneGeneral$10,000
Campus Crusade for Christ
PO Box 628222OrlandoFL32862NoneGeneral$250
Caring Network Illinois
1200 Roosevelt Rd 114Glen EllynIL60137NoneGeneral$10,000
Christ's Evangelical Mission
PO Box 106 Dept BPewaukeeWI53072NoneGeneral$10,000
Christian Health Service Corp
PO Box 132FruitvaleTX75127NoneGeneral$5,000
Clapham School
335 E Seminary AveWheatonIL60187NoneGeneral$100,000
College Church
332 E Seminary AveWheatonIL60187NoneGeneral$200
Compassion International
12290 Voyager PkwyColorado SpringsCO80921NoneGeneral$395
Cornerstone Church of Iowa
56829 US Hwy 30AmesIA50010NoneGeneral$250
Cosley Zoo
1356 N Gary AveWheatonIL60187NoneGeneral$600
English Language Institute
1629 Blue Spruce DrFort CollinsCO80524NoneGeneral$10,000
Entrusted Ministries
PO Box 7667AlgonquinIL60102NoneGeneral$35,000
Give Butter
2810 N Church St 53748WilmingtonDE19802NoneGeneral$500
GO Club Foundation
105 Irving Park RoadItascaIL60143NoneGeneral$3,000
Go With Courage
10 Fir DriveRoslynNY11576NoneGeneral$1,000
Harvest Bible Chapel
800 Rohlwing RoadRolling MeadowsIL60008NoneGeneral$100,100
Hillsdale College
33 E College StHillsdaleMI49242NoneGeneral$1,000
Liberti Fishtown Church
2424 E York St Suite 122PhiladelphiaPA19125NoneGeneral$60,000
Luis Palau Association
PO Box 50PortlandOR97207NoneGeneral$35,000
Missionary Athletes Intl
25W560 Geneva RdCarol StreamIL60188NoneGeneral$250
My Half of the Sky
121 W Wesley StWheatonIL60187NoneGeneral$1,500
Naples Zoo
1590 Goodlette-Frank RoadNaplesFL34102NoneGeneral$199
Neopolis
228 S Wabash Ave Ste 300ChicagoIL60604NoneGeneral$5,000
Patriots of the Civil War
701 S Vernon StreetYorkPA17402NoneGeneral$30,000
PCA Foundation
1700 N Brown Rd 103LawrencevilleGA30043NoneGeneral$500
Potters House
PO Box 106PewaukeeWI53072NoneGeneral$10,000
Prager University Foundation
15021 Ventura Blvd Suite 552Sherman OaksCA01403NoneGeneral$1,000
Redeemer Presbyterian
10 E 22nd StreetLombardIL60148NoneGeneral$250
Renew Project
483 N Main StGlen EllynIL60137NoneGeneral$5,000
SIM
14830 Choate CircleCharlotteNC28273NoneGeneral$5,000
To Go Ministries
11501 Plantside Drive 14LouisvilleKY40299NoneGeneral$5,000
Tyndale House
351 Executive DrCarol StreamIL60188NoneGeneral$6,000
University of the Nations Kona
75-5851 Kuakini Hwy 256KailuaKonaHI96740NoneGeneral$10,000
Vision of Community Fellowship
PO Box 480MonumentCO80132NoneGeneral$10,000
Voice of the Martyrs
1815 SE Bison RdBartlesvilleOK74006NoneGeneral$100
Wheaton Christian Grammar School
1N350 Taylor DriveWinfieldIL60190NoneGeneral$15,000
World Vision
34834 Weyerhauser Way SouthFederal WayWA98001NoneGeneral$1,000
Young Life Colorado
PO Box 520Colorado SpringsCO80901NoneGeneral$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$494,394TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,384ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$63,384ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,384TotalIncomeProducingActyAmt

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 PersonJulie Southard TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11108 Lexington StreetAddressLine1Txt
CityWheatonCityNm
State AbbreviationILStateAbbreviationCd
ZIP60187ZIPCd
FieldValueIRS element (for citing)
Total Contributions$495,043TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1Marketable Securities$186,2112023-02-23
1Marketable Securites$308,8332023-11-10

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFidelity BrokerageStockNm
EOY Book Value$869,670EOYBookValueAmt
EOYFMV$1,493,734EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Frist Cressey Ventures Fund III$407,500$353,023
Promus Ventures$67,486$48,337
Schwab Invest$750,000$750,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescLoss on Investment SaleDesc
Amt$205,256Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Fees$170
Office Exp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxesCategoryTxt
Amt$4,675Amt

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