WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION (EIN 47-2272274)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202341329349103719
- Schema version
- 2022v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T16:10:51-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453701122 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOKAS & ASSOCIATES CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601484998 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472272274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM AND EVELYN FUCHS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6308738500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE SUITE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6304248902 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A SPOKAS CPA | PreparerPersonNm |
| PTIN | P00179205 | PTIN |
| Phone | 6308738508 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,481,507 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $700,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,269 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$729,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,120,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,819 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $145,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,149 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $15,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $15,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,934 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,934 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $96,660 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,160 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,288 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,288 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,649 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,669 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $128,531 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $69,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $523,531 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $69,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,391 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$378,332 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,240 | CashBOYAmt |
| Cash EOY | $60,883 | CashEOYAmt |
| Cash EOYFMV | $60,883 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,974,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,420,624 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,420,624 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,990,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,481,507 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,481,507 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,990,204 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,481,507 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,990,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,481,507 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,990,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,481,507 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,990,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$378,332 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,611,872 | SubtotalAmt |
| Other Decreases | $1,130,365 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,481,507 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,819 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,001 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,001 | SubtotalAmt |
| Tax Based On Investment Income | $2,001 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $319 | OverpaymentAmt |
| Applied To ES Tax | $319 | 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 |
| 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NA | WebsiteAddressTxt |
| Individual With Books | JEFFREY A BROWN | IndividualWithBooksNm |
| Phone | 6308738500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 PLUMTREE ROAD | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60137 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK LEVY | |||||||||
| 1900 S HJIGHLAND AVE | SUITE 106 | LOMBARD | IL | 60148 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JEFFREY A BROWN | |||||||||
| 695 PLUMTREE ROAD | OAK BROOK | IL | 60137 | VP & TREASUR | 000.00 | $0 | $0 | $0 | |
| CHARLES P HAMMERSMITH JR | |||||||||
| 400 W FIRST STREET | ELMHURST | IL | 60126 | SECRETARY | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MEDICAL RESEARCH ONE ORGANIZATION | Description1Txt |
| Expenses1 | $150,000 | Expenses1Amt |
| Description2 | EDUCATION SIX ORGANIZATIONS | Description2Txt |
| Expenses2 | $130,000 | Expenses2Amt |
| Description3 | MENTAL HEALTH ONE ORGANIZATION | Description3Txt |
| Expenses3 | $50,000 | Expenses3Amt |
| Description4 | ENVOROMENTAL ONE ORGANIZATION | Description4Txt |
| Expenses4 | $35,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,017,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,126 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,151,612 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,151,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,029,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,391 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $454,391 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $454,391 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $454,391 | RemainingDistriFromCorpusAmt |
| Total Corpus | $454,391 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year3 | $39,804 | Year3Amt |
| Total | $39,804 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $33,833 | Year3Amt |
| Total | $33,833 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $454,391 | CurrentYearAmt |
| Year1 | $334,534 | Year1Amt |
| Year2 | $178,738 | Year2Amt |
| Year3 | $138,933 | Year3Amt |
| Total | $1,106,596 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $454,391 | CurrentYearAmt |
| Year1 | $334,534 | Year1Amt |
| Year2 | $178,738 | Year2Amt |
| Year3 | $138,933 | Year3Amt |
| Total | $1,106,596 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $9,990,204 | Year1Amt |
| Year2 | $2,518,124 | Year2Amt |
| Year3 | $2,517,369 | Year3Amt |
| Total | $15,025,697 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $9,990,204 | Year1Amt |
| Year2 | $2,518,124 | Year2Amt |
| Year3 | $2,517,369 | Year3Amt |
| Total | $15,025,697 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $267,645 | CurrentYearAmt |
| Year1 | $177,587 | Year1Amt |
| Year2 | $65,421 | Year2Amt |
| Year3 | $82,224 | Year3Amt |
| Total | $592,877 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK LEVY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6308735000 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHILD'S VOICE SCHOOL | |||||||||
| 180 HANSEN COURT | WOOD DALE | IL | 60191 | NONE | 501(C)3 | GENERAL | $25,000 | ||
| COLLEGE OF DUPAGE FOUNDATION | |||||||||
| 425 FAWELL BLVD | GLEN ELLYN | IL | 60137 | NONE | 501(C)3 | EDUCATION | $10,000 | ||
| COUNTRYSIDE FOOD PANTRY | |||||||||
| PO BOX 654 | ELBURN | IL | 60119 | NONE | 501(C)3 | GENERAL | $500 | ||
| ELMHURST YORKFIELD FOOD PANTRY | |||||||||
| 1083 S YORK ROAD | ELMHURST | IL | 60126 | NONE | 501(C)3 | GENERAL | $500 | ||
| HANOVER TOWNSHIP FOUNDATION | |||||||||
| 7431 ASTOR AVENUE | HANOVER PARK | IL | 60133 | NONE | 501(C)3 | GENERAL | $500 | ||
| NAMI DUPAGE COUNTY | |||||||||
| 115 N COUNTY FARM ROAD | WHEATON | IL | 60187 | NONE | 501(C)3 | GENERAL | $50,000 | ||
| OPEN BOOKS | |||||||||
| 651 WEST LAKE STREET | CHICAGO | IL | 60661 | NONE | 501(C)3 | GENERAL | $50,000 | ||
| ROBERT SHIELDS MEMORIAL SCHOLARSHIP | |||||||||
| 775 GASSLIGHT CT | ALGONQUIN | IL | 60102 | NONE | 501((C)3 | EDUCATION | $15,000 | FOUNDATION | |
| SOUTH ELGIN FOOD PANTRY | |||||||||
| 400 W SPRINGS RD | SOUTH ELGIN | IL | 60177 | NONE | 501(C)3 | GENERAL | $500 | ||
| THE MORTON ARBORETUM | |||||||||
| 4100 ILLINOIS ROUTE 53 | LISLE | IL | 60532 | NONE | 501(C)3 | GENERAL | $35,000 | ||
| UNIVERSITY OF CHICAGO CANCER | |||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | CANCER RESEARCH | $130,000 | RESEARCH FOUNDATION | MC 1140 |
| WEST SUBURBAN HUMANE SOCIETY | |||||||||
| 1901 W OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | 501(C)3 | GENERAL | $10,000 | ||
| ZION LUTHERAN CHURCH | |||||||||
| 330 GRISWALD SY | ELGIN | IL | 60123 | NONE | 501(C)3 | GENERAL | $500 | ||
| CARLOS G BIANCIOTTO RESTOBLASTOMA | |||||||||
| PO BOX 832 | PHILADELPHIA | PA | 19105 | NONE | 501(C)3 | CANCER RESEARCH | $20,000 | RESEARCH FOUNDATION | |
| MONTINI CATHOLIC HIGH SCHOOL | |||||||||
| 19W070 16TH STREET | LOMBARD | IL | 60148 | NONE | 501(C)3 | EDUCATION | $5,000 | ||
| IC CATHOLIC PREP HIGH SCHOOL | |||||||||
| 217 S COTTAGE HILL AVE | ELMHURST | IL | 60126 | NONE | 501(C)3 | EWDUCATION | $5,000 | ||
| CIVIC LEADERSHIP FOUNDATION | |||||||||
| 1440 W TAYLOR ST 1654 | CHICAGO | IL | 60607 | NONE | 501(C)3 | GENERAL | $20,000 | ||
| EXODUS WORLD SERVICE | |||||||||
| PO BOX 620 | ITASCA | IL | 60143 | NONE | 501(C)3 | GENERAL | $15,000 | ||
| NATIONAL LEWIS UNIVERSITY | |||||||||
| 122 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | 501(C)3 | GENERAL | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $174,269 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,819 | ExclusionAmt |
| Related Or Exempt Function Incm | -$767,950 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $213,088 | ExclusionAmt |
| Related Or Exempt Function Incm | -$767,889 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$554,801 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $9,934 | Amt |
| Disbursements Charitable Prps | $9,934 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (43 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2021-07 | PURCHASE | 2022-10 | $8,231 | $10,733 | -$2,502 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2021-08 | PURCHASE | 2022-10 | $1,693 | $2,216 | -$523 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2021-09 | PURCHASE | 2022-10 | $426,000 | $554,460 | -$128,460 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2021-10 | PURCHASE | 2022-10 | $89,142 | $113,366 | -$24,224 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2021-11 | PURCHASE | 2022-10 | $185,727 | $234,871 | -$49,144 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2021-12 | PURCHASE | 2022-10 | $145,852 | $182,532 | -$36,680 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2022-01 | PURCHASE | 2022-10 | $95,954 | $117,455 | -$21,501 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2022-03 | PURCHASE | 2022-10 | $1,871 | $2,199 | -$328 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2022-08 | PURCHASE | 2022-10 | $27,529 | $30,548 | -$3,019 |
| VANGUARD LONG TERM TREASURY ETF IV | 2021-09 | PURCHASE | 2022-10 | $64,583 | $99,569 | -$34,986 |
| VANGUARD LONG TERM TREASURY ETF IV | 2021-10 | PURCHASE | 2022-10 | $51,169 | $77,190 | -$26,021 |
| VANGUARD LONG TERM TREASURY ETF IV | 2021-11 | PURCHASE | 2022-10 | $83,721 | $126,859 | -$43,138 |
| VANGUARD LONG TERM TREASURY ETF IV | 2021-12 | PURCHASE | 2022-10 | $43,133 | $66,893 | -$23,760 |
| VANGUARD LONG TERM TREASURY ETF IV | 2022-01 | PURCHASE | 2022-10 | $59,553 | $88,879 | -$29,326 |
| VANGUARD LONG TERM TREASURY ETF IV | 2022-07 | PURCHASE | 2022-10 | $14,859 | $17,885 | -$3,026 |
| VANGUARD LONG TERM TREASURY ETF IV | 2022-08 | PURCHASE | 2022-10 | $131,306 | $159,947 | -$28,641 |
| VANGUARD LONG TERM TREASURY ETF IV | 2022-08 | PURCHASE | 2022-10 | $7,979 | $9,569 | -$1,590 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2017-03 | PURCHASE | 2022-10 | $33,263 | $42,580 | -$9,317 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2017-03 | PURCHASE | 2022-10 | $123,851 | $158,540 | -$34,689 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2017-03 | PURCHASE | 2022-10 | $35,384 | $44,983 | -$9,599 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2018-05 | PURCHASE | 2022-10 | $8,752 | $11,108 | -$2,356 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2018-07 | PURCHASE | 2022-10 | $11,753 | $15,088 | -$3,335 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2018-08 | PURCHASE | 2022-10 | $13,287 | $17,243 | -$3,956 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2018-09 | PURCHASE | 2022-10 | $28,175 | $35,847 | -$7,672 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2018-10 | PURCHASE | 2022-10 | $2,655 | $3,225 | -$570 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2019-03 | PURCHASE | 2022-10 | $5,611 | $7,337 | -$1,726 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2019-09 | PURCHASE | 2022-10 | $5,150 | $7,666 | -$2,516 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2019-12 | PURCHASE | 2022-10 | $4,022 | $5,866 | -$1,844 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2020-04 | PURCHASE | 2022-10 | $13,111 | $23,515 | -$10,404 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2020-06 | PURCHASE | 2022-10 | $14,398 | $24,143 | -$9,745 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2020-07 | PURCHASE | 2022-10 | $9,738 | $17,284 | -$7,546 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2020-08 | PURCHASE | 2022-10 | $19,248 | $33,565 | -$14,317 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2020-08 | PURCHASE | 2022-10 | $6,306 | $11,127 | -$4,821 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2020-09 | PURCHASE | 2022-10 | $6,943 | $12,143 | -$5,200 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2020-10 | PURCHASE | 2022-10 | $3,181 | $5,394 | -$2,213 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2021-01 | PURCHASE | 2022-10 | $105,602 | $171,000 | -$65,398 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2021-01 | PURCHASE | 2022-10 | $107,352 | $173,000 | -$65,648 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2021-02 | PURCHASE | 2022-10 | $70,315 | $111,052 | -$40,737 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2021-03 | PURCHASE | 2022-10 | $2,423 | $3,573 | -$1,150 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2021-04 | PURCHASE | 2022-10 | $525 | $770 | -$245 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2021-04 | PURCHASE | 2022-10 | $8,314 | $12,273 | -$3,959 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2021-05 | PURCHASE | 2022-10 | $2,228 | $3,282 | -$1,054 |
| VANGUARD LONG-TERM TREASURY IDX ADMI | 2021-06 | PURCHASE | 2022-10 | $2,197 | $3,261 | -$1,064 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $8,420,624 | EOYBookValueAmt |
| EOYFMV | $8,420,624 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $15,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,130,365 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| E & O INSURANCE | $2,644 | $2,664 |
| BANKFEES | $5 | $5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $69,160 | $69,160 | |
| DIRECTORS FEES | $27,500 | $27,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $15 | $15 |
| INCOME TAXES | $4,273 | $4,273 |
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