BUTLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BUTLER FAMILY FOUNDATION (EIN 36-6101775)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-02
- IRS object ID
- 202341539349100809
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-02T11:27:20-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202092632 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY J CURRIE CPA LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12101 KENT TRAIL | AddressLine1Txt |
| City | MOKENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 604481610 | 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 | 366101775 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTL | BusinessNameControlTxt |
| Phone | 9176019652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN B CONNELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9176019652 | PhoneNum |
| Signature | 2023-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAREN | PersonFirstNm |
| Person Last | CONNELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY J CURRIE | PreparerPersonNm |
| PTIN | P00294543 | PTIN |
| Phone | 7084785309 | PhoneNum |
| Preparation | 2023-05-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $27,442,108 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $370,882 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,882 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,006,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,000,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,006,499 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,377,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,377,381 | 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 |
| Legal Fees Rev And Expnss | $936 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $936 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,213 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,637 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,275 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $38,275 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,860 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $131,518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,825 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,693 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $214,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $135,898 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,541 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,358,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,358,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,573,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $135,898 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,403,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $803,841 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,241,483 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $208,292 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,285,825 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,285,825 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,096,663 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,822,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,156,283 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,304,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,108,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,442,108 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $195,819 | CapitalStockBOYAmt |
| Capital Stock EOY | $195,819 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,109,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,912,977 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,304,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,108,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,304,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,108,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,304,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $803,841 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,108,796 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,108,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ABIOMED INC | P | 2020-04-16 | 2022-12-27 | $126,920 | $54,798 | $72,122 | $72,122 |
| RB GLOBAL INC | P | 2021-02-11 | 2022-12-06 | $54,379 | $56,740 | -$2,361 | -$2,361 |
| HOLOGIC INC | P | 2020-04-30 | 2022-12-06 | $119,879 | $102,481 | $17,398 | $17,398 |
| LINDE PLC | P | 2021-02-11 | 2022-12-06 | $121,790 | $93,056 | $28,734 | $28,734 |
| S&P GLOBAL INC | P | 2020-12-02 | 2022-12-06 | $32,647 | $30,414 | $2,233 | $2,233 |
| ABIOMED INC | P | 2019-03-21 | 2022-11-17 | $376,458 | $224,669 | $151,789 | $151,789 |
| WALT DISNEY | P | 2022-05-06 | 2022-11-09 | $61,058 | $76,323 | -$15,265 | -$15,265 |
| EMERSON ELECTRIC | P | 2009-08-10 | 2022-10-25 | $126,223 | $53,465 | $72,758 | $72,758 |
| JOHNSON & JOHNSON | P | 2003-01-22 | 2022-10-25 | $102,363 | $35,050 | $67,313 | $67,313 |
| NIKE INC | P | 2008-03-24 | 2022-10-25 | $137,142 | $26,178 | $110,964 | $110,964 |
| CARMAX INC | P | 2018-11-01 | 2022-10-12 | $103,797 | $128,979 | -$25,182 | -$25,182 |
| DOCUSIGN INC | P | 2018-12-31 | 2022-09-23 | $97,340 | $75,028 | $22,312 | $22,312 |
| GENERAC HOLDINGS | P | 2022-05-04 | 2022-09-13 | $65,092 | $78,532 | -$13,440 | -$13,440 |
| AKAMAI TECHNOLOGIES | P | 2020-10-30 | 2022-07-27 | $225,202 | $230,904 | -$5,702 | -$5,702 |
| MEDTRONIC PLC | P | 2018-06-21 | 2022-05-26 | $200,415 | $187,339 | $13,076 | $13,076 |
| DEXCOM INC | P | 2011-06-24 | 2022-05-12 | $107,478 | $5,133 | $102,345 | $102,345 |
| PAYPAL HOLDINGS | P | 2022-02-08 | 2022-05-12 | $81,158 | $135,855 | -$54,697 | -$54,697 |
| PAYPAL HOLDINGS | P | 2019-12-03 | 2022-05-12 | $73,115 | $105,690 | -$32,575 | -$32,575 |
| DOCUSIGN INC | P | 2022-02-08 | 2022-05-12 | $15,775 | $27,749 | -$11,974 | -$11,974 |
| LOWES COMPANIES | P | 2012-05-10 | 2022-05-05 | $148,315 | $22,673 | $125,642 | $125,642 |
| ROCKWELL AUTOMATION | P | 2021-11-24 | 2022-05-04 | $141,076 | $216,072 | -$74,996 | -$74,996 |
| ROCKWELL AUTOMATION | P | 2021-04-15 | 2022-05-04 | $75,964 | $91,990 | -$16,026 | -$16,026 |
| EXACT SCIENCES CORP | P | 2022-01-27 | 2022-04-26 | $71,145 | $82,895 | -$11,750 | -$11,750 |
| S&P GLOBAL INC | P | 2016-07-13 | 2022-03-01 | $116 | $55 | $61 | $61 |
| 3M CO | P | 2018-12-20 | 2022-02-18 | $98,985 | $123,286 | -$24,301 | -$24,301 |
| NIKE INC | P | 2008-03-24 | 2022-02-18 | $214,277 | $26,178 | $188,099 | $188,099 |
| CHEWY INC | P | 2021-06-16 | 2022-02-18 | $181,168 | $295,947 | -$114,779 | -$114,779 |
| PHREESIA INC | P | 2020-09-29 | 2022-02-18 | $137,601 | $156,335 | -$18,734 | -$18,734 |
| EDWARDS LIFE SCIENCE | P | 2020-06-25 | 2022-01-27 | $206,032 | $142,757 | $63,275 | $63,275 |
| IRHYTHM TECHNOLOGIES | P | 2021-06-03 | 2022-01-13 | $184,249 | $79,288 | $104,961 | $104,961 |
| ABIOMED INC | P | 2019-03-21 | 2022-12-27 | $253,080 | $139,422 | $113,658 | $113,658 |
| WALT DISNEY | P | 2022-05-10 | 2022-11-09 | $39,095 | $47,373 | -$8,278 | -$8,278 |
| GLOBAL PAYMENTS INC | P | 2022-02-18 | 2022-11-03 | $123,052 | $165,777 | -$42,725 | -$42,725 |
| CARMAX INC | P | 2018-11-01 | 2022-10-12 | $70,652 | $92,681 | -$22,029 | -$22,029 |
| DOCUSIGN INC | P | 2018-12-31 | 2022-09-23 | $58,715 | $45,257 | $13,458 | $13,458 |
| AKAMAI TECHNOLOGIES | P | 2020-10-30 | 2022-09-22 | $99,214 | $115,500 | -$16,286 | -$16,286 |
| ADVANCED MICRO DEVICES | P | 1991-07-24 | 2022-09-22 | $69,740 | $1,206 | $68,534 | $68,534 |
| MEDTRONIC PLC | P | 2018-06-21 | 2022-05-26 | $100,057 | $93,529 | $6,528 | $6,528 |
| LOWES COMPANIES | P | 2012-05-10 | 2022-05-05 | $13,249 | $2,025 | $11,224 | $11,224 |
| ROCKWELL AUTOMATION | P | 2021-05-10 | 2022-05-04 | $59,686 | $75,094 | -$15,408 | -$15,408 |
| EXACT SCIENCES CORP | P | 2022-01-18 | 2022-04-06 | $96,094 | $108,853 | -$12,759 | -$12,759 |
| FEDEX CORP | P | 1998-09-28 | 2022-03-07 | $134,678 | $16,767 | $117,911 | $117,911 |
| IDEXX LABORATORIES | P | 2008-10-23 | 2022-03-07 | $103,597 | $3,899 | $99,698 | $99,698 |
| MCDONALDS CORP | P | 2020-11-27 | 2022-03-07 | $180,187 | $171,874 | $8,313 | $8,313 |
| MICROSOFT CORP | P | 2002-02-28 | 2022-03-07 | $187,096 | $19,757 | $167,339 | $167,339 |
| NIKE INC | P | 2008-03-24 | 2022-03-07 | $81,304 | $11,344 | $69,960 | $69,960 |
| S&P GLOBAL INC | P | 2016-07-13 | 2022-03-01 | $118 | $35 | $83 | $83 |
| NOVARTIS | P | 2008-03-24 | 2022-02-18 | $50,441 | $25,189 | $25,252 | $25,252 |
| ADVANCED MICRO DEVICES | P | 1991-07-24 | 2022-02-18 | $201,240 | $3,620 | $197,620 | $197,620 |
| 3M CO | P | 2018-12-20 | 2022-02-18 | $109,091 | $129,365 | -$20,274 | -$20,274 |
| NIKE INC | P | 2008-03-24 | 2022-02-18 | $92,853 | $11,344 | $81,509 | $81,509 |
| PHREESIA INC | P | 2020-09-29 | 2022-02-18 | $68,801 | $78,168 | -$9,367 | -$9,367 |
| IRHYTHM TECHNOLOGIES | P | 2021-06-03 | 2022-02-18 | $115,362 | $61,944 | $53,418 | $53,418 |
| ADVANCED MICRO DEVICES | P | 1991-07-24 | 2022-02-16 | $33 | $33 | $33 | |
| EDWARDS LIFE SCIENCE | P | 2020-06-25 | 2022-01-27 | $103,016 | $71,372 | $31,644 | $31,644 |
| JONES LANG LASALLE | P | 2020-08-13 | 2022-01-18 | $276,018 | $108,977 | $167,041 | $167,041 |
| LOWES COMPANIES | P | 2012-05-10 | 2022-01-18 | $166,312 | $21,161 | $145,151 | $145,151 |
| MEDTRONIC PLC | P | 2016-03-03 | 2022-11-22 | $57,592 | $56,659 | $933 | $933 |
| CHEVRON CORP | P | 2017-02-01 | 2022-10-24 | $13,006 | $8,474 | $4,532 | $4,532 |
| VERIZON COMMUNICATIONS | P | 2019-01-28 | 2022-09-20 | $61,021 | $82,120 | -$21,099 | -$21,099 |
| TAIWAN SEMICONDUCTOR | P | 2021-05-13 | 2022-05-09 | $29,460 | $37,091 | -$7,631 | -$7,631 |
| COGENT COMMUNICATIONS | P | 2021-03-05 | 2022-05-05 | $36,219 | $33,678 | $2,541 | $2,541 |
| ROCKWELL AUTOMATION | P | 2021-01-28 | 2022-05-04 | $65,112 | $75,919 | -$10,807 | -$10,807 |
| 3M CO | P | 2012-02-17 | 2022-02-18 | $74,313 | $63,282 | $11,031 | $11,031 |
| BLACKSTONE GROUP | P | 2020-06-17 | 2022-01-18 | $56,022 | $27,793 | $28,229 | $28,229 |
| THE HOME DEPOT | P | 2015-08-28 | 2022-01-14 | $67,385 | $21,163 | $46,222 | $46,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,006,499 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,157 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,157 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $60,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,843 | OverpaymentAmt |
| Applied To ES Tax | $28,843 | 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 | Yes (1) | 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 | KAREN B CONNELL | IndividualWithBooksNm |
| Phone | 9176019652 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN ROAD SUITE A8 PMB | AddressLine1Txt |
| Address Line2 | 218 | AddressLine2Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN B CONNELL | ||||||||
| 620 BROADSMOORE DRIVE | LAKE FOREST | IL | 60045 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH B PRUETT | ||||||||
| 77 E PEMBROKE DRIVE | LAKE FOREST | IL | 60045 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KAY S BUTLER | ||||||||
| 6400 N 52ND PLACE | PARADISE VALLEY | AZ | 85253 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,181,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,431,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,613,376 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,613,376 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $444,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,169,175 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,458,459 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,458,459 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,157 | TotalTaxAmt |
| Distributable Before Adj | $1,427,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,427,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,427,302 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,403,141 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,403,141 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,427,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $150,885 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,944 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $228,829 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,403,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,403,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $24,161 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,161 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $204,668 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $204,668 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $126,724 | ExcessFromYear2Amt |
| Excess From Year1 | $77,944 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAREN B CONNELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 S WAUKEGAN RD SUITE A8 PMB 218 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9176019652 | RecipientPhoneNum |
| Form And Info And Materials | THERE ARE NO STANDARD APPLICATION FORMS. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST BE EDUCATIONAL, RELIGIOUS, OR CHARITABLE AS DEFINED UNDER IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY 360 INC | |||||||
| 5031 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ALLIES FOR COMMUNITY BUSINESS INC | |||||||
| 135 N KEDZIE AVE | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATIONGENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2200 W HARRISON ST | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $60,000 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| ANIMAL SANCTUARY OF THE ST CROIX VALLEY | |||||||
| PO BOX 847 | STILLWATER | MN | 55082 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| ANN & ROBERT H LURIE CHILDRENS HOSIPITAL OF CHICAGO FOUNDATION | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ARIZONA ARTS CIRCLE LTD | |||||||
| 3104 E CAMELBACK RD 157 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $3,600 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $90,000 |
| BALLET ARIZONA | |||||||
| 2835 E WASHINGTON ST | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| BIG SHOULDERS FUND | |||||||
| 212 W VAN BUREN ST | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| BEAR NECESSITIES PEDIATRIC CANCER FOUNDATION | |||||||
| 55 W WACKER DR 1100 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| BRUSHWOOD CENTER AT RYERSON WOODS | |||||||
| 21850 RIVERWOODS RD | RIVERWOODS | IL | 60015 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| CAMP MISHAWAKA | |||||||
| 21525 MISHAWAKA RD | GRAND RAPIDS | MI | 55744 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| CANEY CREEK COMMUNITY CENTER - ALICE LLOYD COLLEGE | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| CHAMPS MALE MENTORING PROGRAM - CHIRISE | |||||||
| PO BOX 19584 | CHICAGO | IL | 60619 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| CHICAGO HEIGHTENING OPPORTUNITY & POTENTIAL FOR EDUCATIONAL SUCCESS | |||||||
| 688 N MILWAUKEE AVE 301 | CHICAGO | IL | 60642 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $36,000 |
| CHICAGO HORTICULTURAL SOCIETY - CHICAGO BOTANIC GARDEN | |||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $7,500 |
| CHICAGO SHAKESPEARE THEATER | |||||||
| 800 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $6,000 |
| COLGATE UNIVERSITY | |||||||
| 13 OAKS DR EXT | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| CULVER EDUCATION FOUNDATION | |||||||
| 1300 ACADEMY RD | CULVER | IN | 46511 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| DOMINICAN UNIVERSITY | |||||||
| 7900 DIVISION ST | RIVER FOREST | IL | 60305 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| ELAWA FARM FOUNDATION | |||||||
| 1401 MIDDLEFORK DR | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| FIELD MUSUEM OF NATURAL HISTORY | |||||||
| 1400 S LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $8,000 |
| GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING | |||||||
| 901 W JACKSON BLVD 205 | CHICAGO | IL | 60607 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| GORTON COMMUNITY CENTER | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| GREAT LAKES ADAPTIVE SPORTS ASSOC | |||||||
| 27864 IRMA LEE CIR | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $70,000 |
| GUIDE DOGS FOR THE BLIND INC | |||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $20,000 |
| JACKSON LABORATORY | |||||||
| 600 MAIN ST | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $60,000 |
| JOHN AUSTIN CHELEY FOUNDATION | |||||||
| 1420 OGDEN ST 102 | DENVER | CO | 80218 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| LAKE FOREST COLLEGE | |||||||
| 555 N SHERIDAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| LAKE FOREST COUNTRY DAY SCHOOL | |||||||
| 145 S GREEN BAY RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $65,000 |
| LAKE FOREST GARDEN CLUB | |||||||
| PO BOX 497 | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| LAKE FOREST OPEN LANDS ASSOCIATION | |||||||
| 350 WAUKEGAN RD | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $55,000 |
| MAKE A WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVE | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $50,000 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 5700 S DUSABLE LK SHR DR | CHICAGO | IL | 60637 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| NAVY SEAL FOUNDATION INC | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| NIGHT MINISTRY | |||||||
| 1735 N ASHLAND AVE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| NORTH CHICAGO COMMUNITY PARTNERS NFP | |||||||
| 855 SKOKIE HWY | LAKE BLUFF | IL | 60044 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| ORCHARD SCHOOL FOUNDATION INC | |||||||
| 615 W 64TH ST | INDIANAPOLIS | IN | 46260 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $5,000 |
| PRESERVATION FOUNDATION OF THE LAKE COUNTY FOREST PRESERVES | |||||||
| 1899 W WINCHESTER ROAD | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| PHOENIX SYMPHONY ASSOCIATION | |||||||
| ONE N FIRST ST | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| PRIMO CENTER FOR WOMEN & CHILDREN | |||||||
| 6212 S SANGAMON ST | CHICAGO | IL | 60621 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| RENDEZVOUS ARTS | |||||||
| 4129 N MOZART ST | CHICAGO | IL | 60618 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| RHODE ISLAND SCHOOOL OF DESIGN | |||||||
| 2 COLLEGE ST | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| SHEDD AQUARIUM SOCIETY | |||||||
| 1200 S DUSABLE LAKE SHORE DR | CHICAGO | IL | 60605 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| SOUTHWESTERN HEIGHTS HIGH SCHOOL | |||||||
| 17222 MUSTANG RD | KISMET | KS | 67859 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $30,000 |
| ST STEPHENS AND ST AGNES SCHOOL FOUNDATION | |||||||
| 1000 ST STEPHENS RD | ALEXANDRIA | VA | 22304 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $60,000 |
| STONINGTON HISTORICAL SOCIETY | |||||||
| 40 PALMER ST | STONINGTON | CT | 06378 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $32,500 |
| THE CHICAGO COMMUNITY TRUST | |||||||
| 33 S STATE ST 750 | CHICAGO | IL | 60603 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| THE CHURCH OF THE HOLY SPIRIT | |||||||
| 400 E WESTMINISTER AVE | LAKE FOREST | IL | 60045 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $40,000 |
| UNITING VOICES | |||||||
| 78 E WASHINGTON ST 5 | CHICAGO | IL | 60602 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| THE SALVATION ARMY - METROPOLITAN DIVISION | |||||||
| 5040 N PULASKI RD | CHICAGO | IL | 60630 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| TRUSTEES OF WESTMINSTER SCHOOL INC | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| UNIVERSITY OF THE CUMBERLANDS INC | |||||||
| 6178 COLLEGE STATION DR | WILLIAMSBURG | KY | 40769 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| UNIVERSITY OF VIRGINIA SCHOOL OF ARCHITECTURE | |||||||
| 110 BAYLY DR | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| WAUKEGAN TO COLLEGE NFP | |||||||
| 410 GRAND AVE | WAUKEGAN | IL | 60085 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $10,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $25,000 |
| WOMANS BOARD OF NORTHWESTERN MEMORIAL HOSPITAL | |||||||
| 541 N FAIRBANKS CT | CHICAGO | IL | 60611 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE, RELIGIOUS, EDUCATIONAL OR SCIENTIFIC PURPOSE OF THE DONEE ORGANIZATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,358,600 | 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 | $370,882 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,006,499 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,377,381 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,377,381 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,850 | Amt |
| Net Investment Income | $1,213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,637 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLAIR NFS 6375 BFF PORTFOLIO | $7,500,728 | $13,545,425 |
| BLAIR GDG 9034 BFF PORTFOLIO | $2,324,711 | $3,826,446 |
| BLAIR NFS 6376 LBA PORTFOLIO | $4,997,532 | $8,784,412 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $936 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $936 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $129,825 | $129,825 | $0 |
| DUES & SUBSCRIPTIONS | $862 | $0 | $862 |
| MISCELLANEOUS | $448 | $0 | $448 |
| BANK SERVICE CHARGES | $383 | $0 | $383 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE FEES | $15,000 | $0 | $15,000 |
| PROFESSIONAL FEES | $23,275 | $0 | $23,275 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENT INCOME | $34,501 | $0 | $0 |
| FOREIGN TAXES | $4,860 | $4,860 | $0 |
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