WHITE PINES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WHITE PINES FOUNDATION (EIN 45-5179760)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202423189349102497
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T13:35:21-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 LBJ FWY LINC CTR II SUITE 410 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455179760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNINI-RUDOLPH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONN | BusinessNameControlTxt |
| Phone | 3123822200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1402 WATERFORD PLACE | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A DONNINI | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3123822200 | PhoneNum |
| Signature | 2024-11-13 | 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 | NICHOLAS LAGONI | PreparerPersonNm |
| PTIN | P01251342 | PTIN |
| Phone | 9727554750 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $226,057,300 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,216,103 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $190,864 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $190,864 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,399,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,399,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,393,901 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,509,293 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,509,293 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,921,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,099,303 | 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 |
| Accounting Fees Rev And Expnss | $24,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $92,901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,834 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $443,287 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $443,287 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $561,088 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $483,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,943,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,943,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,504,438 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $483,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,943,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,417,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,616,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,331,848 | CashBOYAmt |
| Cash EOY | $13,542,037 | CashEOYAmt |
| Cash EOYFMV | $13,542,037 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $882,407 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $483,611 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $483,611 | SavAndTempCashInvstEOYFMVAmt |
| Other Assets BOY | $111,907,589 | OtherAssetsBOYAmt |
| Other Assets EOY | $175,602,906 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $212,031,652 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $187,121,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $189,628,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $226,057,300 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,395 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,385,211 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,385,211 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $187,109,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $186,242,343 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $187,110,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $186,243,343 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $187,121,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $189,628,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $187,110,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,417,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $188,527,516 | SubtotalAmt |
| Other Decreases | $2,284,173 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $186,243,343 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| JPM 5005 | P | 2023-12-31 | $5,911 | $5,911 |
| JPM 5005 | P | 2023-12-31 | $291,569 | $291,569 |
| JPM 2003 | P | 2023-12-31 | $2,057 | $2,057 |
| JPM 5005 | P | 2023-12-31 | -$48,333 | -$48,333 |
| JPM 5005 | P | 2023-12-31 | -$2,253 | -$2,253 |
| JPM 3005 | P | 2023-12-31 | -$8,997 | -$8,997 |
| JPM 8000 | P | 2023-12-31 | -$49,909 | -$49,909 |
| JPM 3005 | P | 2023-12-31 | -$62,580 | -$62,580 |
| JPM 2003 | P | 2023-12-31 | -$387,894 | -$387,894 |
| JPM 3005 | P | 2023-12-31 | -$261,145 | -$261,145 |
| JPM 5005 | P | 2023-12-31 | -$773,443 | -$773,443 |
| JPM 8000 | P | 2023-12-31 | -$98,884 | -$98,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,393,901 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $78,066 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $78,066 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $78,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $168,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $805 | EsPenaltyAmt |
| Overpayment | $89,129 | OverpaymentAmt |
| Applied To ES Tax | $89,129 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID A DONNINI | IndividualWithBooksNm |
| Phone | 3123822200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1402 WATERFORD PLACE | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61821 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A DONNINI | ||||||||
| 1402 WATERFORD | CHAMPAIGN | IL | 61821 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KAREN D RUDOLPH | ||||||||
| 1402 WATERFORD | CHAMPAIGN | IL | 61821 | DIRECTOR | 1.00 | $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 | $82,767,086 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,513,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $79,285,615 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $204,566,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $204,566,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,068,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $201,497,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,074,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,074,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78,066 | TotalTaxAmt |
| Distributable Before Adj | $9,996,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,996,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,996,813 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,943,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,943,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,996,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,092,129 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,943,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,092,129 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,851,221 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,145,592 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A DONNINI | ContributingManagerNm |
| Contributing Manager | KAREN D RUDOLPH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW SUITE | 200 | KENNESAW | GA | 30144 | PC | BEST USE | $25,000 |
| BOSTON FOOD FOREST | |||||||
| 1452 DORCHESTER AVE | BOSTON | MA | 02122 | PC | BEST USE | $250,000 | |
| CHAMPAIGN PUBLIC LIBRARY FOUNDATION | |||||||
| 200 W GREEN STREET | CHAMPAIGN | IL | 61820 | PC | BEST USE | $800,000 | |
| CHICAGO YOUTH CENTERS | |||||||
| 218 SOUTH WABASH AVENUE SUITE 510 | CHICAGO | IL | 60604 | PC | BEST USE | $10,000 | |
| COMMUNITY FOUNDATION EAST CENTRAL ILLINOIS | |||||||
| 307 W UNIVERSITY AVE | CHAMPAIGN | IL | 61820 | PC | BEST USE | $250,000 | |
| DREAAM | |||||||
| 2009 FOX DRIVE SUITE 510 | CHAMPAIGN | IL | 61820 | PC | BEST USE | $375,000 | |
| FEEDING OUR KIDS | |||||||
| PO BOX 7422 | CHAMPAIGN | IL | 61826 | PC | BEST USE | $85,000 | |
| CHAMPAIGN PARKS FOUNDATION | |||||||
| 706 KENWOOD RD | CHAMPAIGN | IL | 61821 | PC | BEST USE | $110,000 | |
| SINAI TEMPLE | |||||||
| 3104 WINDSOR ROAD | CHAMPAIGN | IL | 61822 | PC | BEST USE | $25,000 | |
| CHAMPAIGN PARKS FOUNDATION | |||||||
| 706 KENWOOD RD | CHAMPAIGN | IL | 61802 | PC | BEST USE | $200,000 | |
| CHAMPAIGN URBANA UNITED WAY | |||||||
| 5 DUNLAP COURT | SAVOY | IL | 61874 | PC | BEST USE | $300,000 | |
| UNIVERSITY OF ILLINOIS | |||||||
| 1305 W GREEN STREET | URBANA | IL | 61801 | PC | BEST USE | $1,340,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | |||||||
| 1305 W GREEN STREET | URBANA | IL | 61801 | PC | BEST USE | $23,350 | |
| YALE UNIVERSITY | |||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | PC | BEST USE | $1,000,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | PC | BEST USE | $1,300,000 | |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET MAIL CODE | 4524 | NEW YORK | NY | 10025 | PC | BEST USE | $600,000 |
| COMMUNITIES IN SCHOOL OF CHICAGO | |||||||
| 815 WEST VAN BUREN STREET SUITE 300 | CHICAGO | IL | 60607 | PC | BEST USE | $150,000 | |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1852 W 22ND PLACE | CHICAGO | IL | 60608 | PC | BEST USE | $450,000 | |
| CROHN'S COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | PC | BEST USE | $150,000 | |
| EASTERN ILLINOIS FOODBANK | |||||||
| 2405 NORTH SHORE DRIVE | URBANA | IL | 61802 | PC | BEST USE | $400,000 | |
| THE LAND CONNECTION FOUNDATION | |||||||
| 206 N RANDOLPH 400 | CHAMPAIGN | IL | 61820 | PC | BEST USE | $80,000 | |
| MAKE A WISH FOUNDATION | |||||||
| 225 SOUTH PLEASANTBURG DRIVE C17 | GREENVILLE | SC | 29607 | PC | BEST USE | $75,000 | |
| MEMORIAL SLOAN KETTERING | |||||||
| PO BOX 27106 - GIFT ADMINISTRATION | NEW YORK | NY | 10087 | PC | BEST USE | $75,000 | |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 E 33RD STREET | NEW YORK | NY | 10016 | PC | BEST USE | $300,000 | |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | PC | BEST USE | $300,000 | |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | BEST USE | $150,000 | |
| STANFORD GSB | |||||||
| 326 GALVEZ ST - DEVELOPMENT | SERVICES | STANFORD | CA | 94305 | PC | BEST USE | $500,000 |
| START EARLY | |||||||
| 33 WEST MONROE STREET SUITE 1200 | CHICAGO | IL | 60603 | PC | BEST USE | $250,000 | |
| UNA FEDERATION NEW YORK | |||||||
| 369 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | PC | BEST USE | $500,000 | |
| UNIVERSITY OF AKRON | |||||||
| 375 E EXCHANGE STREET | AKRON | OH | 44325 | PC | BEST USE | $25,000 | |
| VINEYARD CHURCH | |||||||
| 1500 N LINCOLN AVE | URBANA | IL | 61801 | PC | BEST USE | $45,000 | |
| ARTHRITIS FOUNDATION | |||||||
| 2400 N ROCKTON AVE | ROCKFORD | IL | 61103 | PC | BEST USE | $250,000 | |
| SPRING INITIATING | |||||||
| 401 SOUTH SPRING STREET | SPRINGFIELD | IL | 62706 | PC | BEST USE | $300,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | PC | BEST USE | $250,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,943,350 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,864 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,399,146 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,509,293 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,393,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,705,402 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,705,402 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NONE | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID DONNINI | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1402 WATERFORD PLACE | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61821 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $377,334 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,383 TOTAL SHARES OF EQUITY SHARES IN VARIOUS PUBLIC COMPANIES. | NoncashPropertyDesc |
| Fair Market Value | $377,334 | FairMarketValueAmt |
| Received | 2023-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $24,900 | Amt |
| Net Investment Income | $24,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (76 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EAFE EQUITY | $64,114 | $268,662 | $293,043 |
| JAPANESE LARGE CAP EQUITY | $84,623 | $170,246 | $217,435 |
| GLOBAL EQUITY | $1,537,345 | $982,968 | $907,427 |
| HEDGE FUND | $878,608 | $832,445 | $770,779 |
| US FIXED INCOME | $4,212,481 | $4,527,826 | $4,503,106 |
| GLOBAL FIXED INCOME | $1,212,369 | $863,978 | $851,517 |
| REAL ESTATE AND INFRASTRUCTURE | $114,421 | $75,453 | $94,306 |
| US LARGE CAP EQUITY | $775,346 | $1,022,623 | $1,127,544 |
| EAFE EQUITY | $8,716,008 | $8,514,348 | $9,944,673 |
| US LARGE CAP EQUITY | $8,738,794 | $9,261,392 | $26,870,412 |
| US MID CAP EQUITY | $816,504 | $816,504 | $1,880,410 |
| US ALL CAP EQUITY | $1,821,672 | $571,260 | $1,915,644 |
| US SMALL/MID CAP EQUITY | $1,811,760 | $1,811,760 | $1,473,500 |
| EAFE EQUITY | $2,633,792 | $2,986,813 | $3,507,414 |
| EUROPEAN LARGE CAP EQUITY | $347,553 | $347,738 | $470,704 |
| HEDGE FUND | $10,500,000 | $7,000,000 | $9,486,165 |
| US LARGE CAP EQUITY | $3,279,891 | $3,069,883 | $3,659,315 |
| MORGAN STANLEY X8134 HEDGE FUND | $5,000,000 | $9,500,000 | $9,800,644 |
| HEDGE FUNDS - SHARES | $2,500,000 | $2,500,000 | $3,198,145 |
| MORGAN STANLEY X1019 HEDGE FUND | -$1,562,277 | -$1,562,277 | -$1,174,064 |
| AG CS HOLDINGS FUND II | $1,916,399 | $2,999,742 | $3,139,299 |
| AG ENERGY CREDIT OPPS OFFSHORE HOLDINGS IV | -$1,505,666 | -$1,507,922 | $4,166 |
| PRETIUM RESIDENTIAL CREDIT FEEDER FUNDII | $3,938,202 | $4,029,368 | $5,175,127 |
| GS MLP ENERGY INFRASTRUCTURE FUND CLASS P | $1,997,766 | $2,143,314 | $2,324,479 |
| HEDGE FUND | $3,200,000 | $3,200,000 | $4,945,532 |
| APOLLO EPF III PI LP | $2,055,656 | $1,813,721 | $1,796,889 |
| ARES PCS II PRIVATE INVESTORS OFFSHORE LP | $2,701,859 | $3,096,751 | $3,096,751 |
| FLEXPOINTASSET OPPORTUNITY FUND II A LP | $446,675 | $1,355,493 | $1,355,493 |
| FLEXPOINT SPECIAL ASSET FUNDS LP | $1,143,919 | $1,079,646 | $1,079,646 |
| HGV OCF II PI OFFSHORE LP | $1,264,531 | $2,872,160 | $3,238,548 |
| HPS MEZZANINE PI III LP | $1,634,551 | $1,376,503 | $1,377,272 |
| OHA CREDIT SOLUTIONS FUND LP | $2,943,313 | $2,440,880 | $2,440,880 |
| OHA CREDIT SOLUTIONS FUND II LP | $1,347,041 | $2,019,335 | $1,962,374 |
| ORBIMED ROYALITIES III PI OFFSHORE LP | $1,399,133 | $1,140,809 | $1,228,143 |
| PCCP CREDIT IX LP | $377,084 | $1,615,753 | $1,558,792 |
| PCCP CREDIT VI LP | -$142,623 | -$152,289 | -$152,289 |
| ARES DIRECT LENDING OPPORTUNITIES | $1,723,324 | $2,370,339 | $2,183,209 |
| SCP PRIVATE CREDIT ACCESS LLC | $2,886,979 | $3,233,756 | $3,113,019 |
| SLR PRIVATE CREDIT II (BDC) ACCESS LP | -$711 | $511,181 | $454,220 |
| GS PMMC II | $2,677,150 | $2,228,389 | $2,788,379 |
| ATALAYA SOF TE VIII | $1,637,435 | $3,295,002 | $2,250,532 |
| AVENUE ENERGY OPP FUND II | -$242,574 | -$888,078 | $2,509,598 |
| CARLYLE STRUCTURE CREDIT | $32,878 | $0 | $0 |
| CERBERUS RIF B | $2,509,466 | $2,445,553 | $3,193,714 |
| RIVERVIEW SOF III (CAYMAN) | $1,426,816 | $1,120,531 | $1,350,951 |
| RIVERVIEW SOF IV (CAY) | $1,244,908 | $1,572,283 | $1,714,102 |
| THE VARDE FUND XIII (A) LP | $3,833,565 | $3,108,983 | $3,401,375 |
| ARTEMIS RE HEALTHCARE I | $554,867 | $517,556 | $754,040 |
| FLEXPOINT SPECIAL ASSET FUND AIV (CAYMAN) | $525,361 | $523,803 | $523,803 |
| BRIDGE DEBT III INT PLA LP | $1,684,828 | $1,270,553 | $1,416,631 |
| BRIDGE DEBT IV INTERNATIONAL | $1,988,687 | $2,240,043 | $2,485,922 |
| RE PREMIER BLKSTONE RE III | $818,007 | $569,677 | $436,860 |
| DD UNBLOCKED INVESTMENT FEEDER | $2,531,782 | $2,378,452 | $2,378,452 |
| DD GAMMA 2 | $349,075 | $650,090 | $650,090 |
| WEST STREET STRATEGIC SOLUTION OFFSHOREFEEDER FUND I LLC | $1,503,876 | $1,515,899 | $1,717,064 |
| WEST STREE MEZZANINE PARTNERS | $431,747 | $441,645 | $540,785 |
| WEST STREET REAL ESTATE CREDIT PARTNERS IV | $230,839 | $567,938 | $599,328 |
| ARES US REAL EST FUND X-B LP | $1,642,479 | $2,458,501 | $1,627,466 |
| CVC EU DL II PRIVATE INVESTORS | $1,951,455 | $1,769,980 | $2,457,546 |
| CVC EU DL III PRIVATE INVESTORS | $1,584,118 | $3,331,851 | $3,490,376 |
| A/R CAP GAIN MUZINICH | $10,142 | ||
| HEDGE FUNDS - 10023 | $427,718 | $428,150 | |
| NON-US FIXED INCOME - 10025 | $222,387 | $225,943 | |
| JPMORGAN 7003 - 10122 | $4,701,496 | $4,722,844 | |
| US FIXED INCOME | $39,636,277 | $40,691,027 | |
| GS FINANCIAL SQUARE TREASURY | $114,492 | $114,492 | |
| ATALAYA SOF TE VIII CPV | $847,270 | $847,270 | |
| ATALAYA SOF TE VIII DPV | $0 | -$14,158 | |
| HPS SIP V | $1,688,516 | $1,727,525 | |
| DIAMETER DISLOCATION FUND II | $2,163,343 | $2,222,790 | |
| MARATHON SPS III OFF | $2,282,936 | $1,421,916 | |
| VP DISLOCATION FUND II | $2,275,866 | $2,412,207 | |
| AEPF IV PRIVATE INVESTORS OFFSHORE | $867,694 | $768,865 | |
| DIVIDEND RECEIVABLE 5005 | $27,697 | $27,697 | |
| DIVIDEND RECEIVABLE 2003 | $28,401 | $28,401 | |
| JAPANESE LARGE CAP EQUITY | $170,246 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,284,173 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $443,287 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $443,287 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME FROM PASSTHROUGHS | Desc |
| Revenue And Expenses Per Books | $1,509,293 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,509,293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,509,293 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME PAYABLE | $11,395 | $5,211 |
| UNCLEARED CHECKS | $0 | $3,380,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX BASED ON INVESTMENT INCOME | $78,067 | $0 | $0 |
| FOREIGN TAX | $14,834 | $14,834 | $0 |
Comments