DEAN L BUNTROCK FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DEAN L BUNTROCK FOUNDATION (EIN 36-3001925)
Tax period
2020-01-01 to 2020-12-31
Filed
2023-06-27
IRS object ID
202311789349100526
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-27T15:15:06-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN362756074PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Pedersen & HouptBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1161 N Clark St Suite 2700AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN363001925EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEAN L & ROSEMARIE BUNTROCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEANBusinessNameControlTxt
Phone6309544204PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE TOWER LANE No 2242AddressLine1Txt
CityOAKBROOK TERRACECityNm
State AbbreviationILStateAbbreviationCd
ZIP60181ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonovan A LangfordPersonNm
Person TitleTreasurerPersonTitleTxt
Phone6309544204PhoneNum
Signature2023-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDonovanPersonFirstNm
Person LastLangfordPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJohn J HayesPreparerPersonNm
PTINP00164393PTIN
Phone3126416888PhoneNum
Preparation2023-06-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$782,463FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$66InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$66InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$608DividendsRevAndExpnssAmt
Dividends Net Invst Incm$608DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$1,120OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm-$1,120OtherIncomeAdjNetIncmAmt
Total Rev And Expnss-$446TotalRevAndExpnssAmt
Total Net Invst Incm$674TotalNetInvstIncmAmt
Total Adj Net Incm-$1,120TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$173LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,733TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$302OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,208TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,455ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,455ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$104,663TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$93,455TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$105,109ExcessRevenueOverExpensesAmt
Net Investment Income$674NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,118CashBOYAmt
Cash EOY$247,042CashEOYAmt
Cash EOYFMV$247,042CashEOYFMVAmt
Sav And Temp Cash Invst BOY$432,720SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$147,807SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$147,807SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$24,098AcctRcvblAmt
Acct Rcvbl BOY$24,098AcctRcvblBOYAmt
Acct Rcvbl EOY$24,098AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$24,098AcctRcvblEOYFMVAmt
Other Investments BOY$364,636OtherInvestmentsBOYAmt
Other Investments EOY$363,516OtherInvestmentsEOYAmt
Other Investments EOYFMV$363,516OtherInvestmentsEOYFMVAmt
Total Assets BOY$887,572TotalAssetsBOYAmt
Total Assets EOY$782,463TotalAssetsEOYAmt
Total Assets EOYFMV$782,463TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$887,572CapitalStockBOYAmt
Capital Stock EOY$782,463CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$887,572TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$782,463TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$887,572TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$782,463TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$887,572TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$105,109ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$782,463SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$782,463TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$9TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDONOVAN LANGFORDIndividualWithBooksNm
Phone6309544204PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE TOWER LANE SUITE 2242AddressLine1Txt
CityOAKBROOK TERRACECityNm
State AbbreviationILStateAbbreviationCd
ZIP60181ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dean L Buntrock
One Tower Lane 2242Oakbrook TerraceIL60181Director0.00$0$0$0
Rosemarie Buntrock
One Tower Lane 2242Oakbrook TerraceIL60181Director0.00$0$0$0
Donovan A Langford
One Tower Lane 2242Oakbrook TerraceIL60181Treasurer0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$438,512AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$388,323FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$826,835TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$826,835AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,403CashDeemedCharitableAmt
Net Vl Noncharitable Assets$814,432NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,722MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,722MinimumInvestmentReturnAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable Before Adj$40,713DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,713DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,713DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$93,455ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$93,455QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$93,455AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,713DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$384,792ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$183,958ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$49,086ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$129,803ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$177,175ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$924,814TotalExcessDistributionCyovAmt
Qualifying Distributions$93,455QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$40,713AppliedToCurrentYearAmt
Remaining Distri From Corpus$52,742RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$977,556TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$384,792ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$592,764ExcessDistriCyovToNextYrAmt
Excess From Year4$183,958ExcessFromYear4Amt
Excess From Year3$49,086ExcessFromYear3Amt
Excess From Year2$129,803ExcessFromYear2Amt
Excess From Year1$177,175ExcessFromYear1Amt
Excess From Current Year$52,742ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDean L BuntrockContributingManagerNm
Contributing ManagerRosemarie BuntrockContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Asian Art Museum
200 Larkin StSan FranciscoCA94102N/APublic CharityGeneral museum support$500
Barbara Sinatra Children's Center
39000 Bob Hope DrRancho MirageCA92270N/APublic CharitySupport counseling and prevent child abuse$2,000
Big Shoulers Fund
309 W WashingtonChicagoIL60606N/APublic CharitySupport of inner city youth$1,000
Chicago Foundation for Women
1 East Wacker DrChicagoIL60601N/APublic CharityServices to Chicago women and girls$500
Chicago Architecture Foundation
224 South Michigan AveChicagoIL60604N/APublic CharityGeneral operating support$1,050
Coachella Valley Rescue Mission
47518 Van Buren StIndioCA92202N/APublic CharityFeed the hungry in Coachella Valley$1,750
Community House Hindale
415 W 8th StHinsdaleIL60521N/APublic CharityCounseling services, programs for low income residents, and recreation for people of all ages$500
Crohn's and Colitis Foundation of America
386 Park Avenue South 17th FloorNew YorkNY10016N/APublic CharityResearch into Crohn's disease$1,000
DuPage Children's Museum
301 N Washington StNapervilleIL60540N/APublic CharityChildren's programs$500
Eisenhower Medical Center
39000 Bob Hope DrRancho MirageCA92270N/APublic CharityNurse recruitment and general operating support$3,500
Evans Scholars Foundation
1 Briar RoadGolfIL60029N/APublic CharityScholarships$2,000
The Field Museum
1400 S Lake Shore DrChicagoIL60605N/APublic CharitySupport the campaign for The Field Museum$2,500
Geneva Lake Association
PO Box 412Lake GenevaWI53147N/APublic CharityConservation and education in the Geneva Lake area$350
Geneva Lake Conservancy
PO Box 588FontanaWI53125N/APublic CharityProtect and support use of Geneva Lake$3,000
Geneva Lake Water Safety
PO Box 548Williams BayWI53191N/APublic CharityGeneral operating support$500
Goodman Theatre
170 N DearbornChicagoIL60601N/APublic CharityPromote theatre and education programs$2,000
Grau Mill and Museum
3800 York RdOak BrookIL60523N/APublic CharityGeneral museum operations$250
Guideposts Foundation
66 E Main StPawlingNY12564N/APublic CharityOutreach ministry$500
Holiday Home Camp
PO Box 10Williams BayWI53191N/APublic CharityProvide camping experience for at-risk children$2,500
International Women Associates
307 N Michgian Ave Suite 1800ChicagoIL60601N/APublic CharityPursuit of global understanding$1,000
Juvenile Diabetes Research Foundation
28 Kennedy Blvd Suite 180East BrunswickNJ08816N/APublic CharityResearch into juvenile diabetes$1,500
Junior Achivement of Chicago
651 W Washington StChicagoIL60661N/APublic CharityGeneral operating support$1,000
Little Sisters of the Poor
2325 North Lakewood AveChicagoIL60614N/APublic CharityGeneral operating support$1,000
The Living Desert
47900 Portola AvePalm DesertCA92260N/APublic CharityDesert conservation through preservation, education and appreciation$1,000
Memorial Sloan-Kettering Cancer Center
633 Third Ave 28th FloorNew YorkNY10017N/APublic CharitySupport cancer center$2,000
Metropolitan Museum of Art
1000 Fifth AvenueNew YorkNY10028N/APublic CharityGeneral museum support$300
Museum of Science and Industry
57th Street and Lake Shore DrChicagoIL60637N/APublic CharityGeneral museum support$1,000
Basilica of the National Shrine
400 Michigan Avenue NEWashingtonDC20017N/APublic CharityGeneral operating support$1,500
Openlands Project
25 E Washington StChicagoIL60602N/APublic CharityProtect midwestern natural resources$500
Palm Springs Art Museum
101 Museum DrPalm SpringsCA92263N/APublic CharityGeneral museum support$3,500
Rush University Medical Center
1725 W Harrison StChicagoIL60612N/APublic CharityGeneral medical center support$2,500
Salt Creek Ballet
98 E Chicago AveWestmontIL60559N/APublic CharityGeneral operating support$500
John G Shedd Aquarium
1200 South Lake Shore DriveChicagoIL60605N/APublic CharityGeneral support of connections between people and animals$500
Smiles
N2666 County Road KDarienWI53114N/APublic CharityTo help individuals with disabilities$500
Wellness House
131 N County Line RdHinsdaleIL60521N/APublic CharityCancer patient support$1,000
Catholic Church Extension Society
150 S Wacker DrChicagoIL60606N/APublic CharityTo support under resourced or isolated diocese$2,500
Chicago Zoological Society
3300 Golf RdBrookfieldIL60513N/APublic CharityInspire conservation leadership$1,000
George Mason University
4400 University DrFairfaxVA22030N/APublic CharitySupport Mercatus Center$15,000
Newberry Library
60 West Walton StChicagoIL60610N/APublic CharityGeneral support$1,000
The Night Ministry
4711 North RavenswoodChicagoIL60640N/APublic CharitySupport the homeless$500
MD Anderson Cancer Center
PO Box 601439HoustonTX77230N/APublic CharityTo support research and patient care efforts aimed at cancer$1,000
League of the SCOA
220 S Michigan AveChicagoIL60604N/APublic CharitySupport the Chicago Symphony Orchestra$1,500
Marine Corps Scholarship Fund
205 W Wacker DrChicagoIL60606N/APublic CharityProvide scholarships for children of Marines and Navy Corpsmen$1,000
Mercy Home Boys and Girls
1140 W Jackson BlvdChicagoIL60607N/APublic CharitySupport neglected and abandoned children in Chicago$500
United States Holocaust Memorial Museum
1000 Raoul Wallenberg Place SWWashingtonDC20024N/APublic CharityFor general support of the United States Holocaust Memorial Museum$1,000
College of the Desert Foundation
43-500 Monterey AvePalm DesertCA92260N/APublic CharityScholarships$2,500
Maryknoll Fathers and Brothers
PO Box 302MaryknollNY10545N/APublic CharityKeep Christ in Christmas$500
Heritage Foundation
214 Massachusetts Ave NEWashingtonDC20002N/APublic CharityPromote conservative values$1,000
Washington National Cathedral
Massachusetts and Wisconsin Ave NWWashingtonDC20016N/APublic CharitySustain the National Cathedral$500
American Horticultural Society
7931 East Boulevard DrAlexandriaVA22308N/APublic CharityGeneral operations$1,400
Geneva Area Foundation
330 Broad StLake GenevaWI53147N/APublic CharitySupport of Horticultural Hall$500
Merit School of Music
38 South Peoria StChicagoIL60607N/APublic CharityGiving children the opportunity to grow through music$1,000
Neue Galerie
1048 Fifth AveNew YorkNY10028N/APublic CharityMuseum for German and Austrian art$1,000
Boys and Girls Clubs of Coachella Valley
42-600 Cook St Suite 120Palm DesertCA92211N/APublic CharityProvide safe supervised places to participate in activities to reach their potential$1,000
Franciscan Friars of Atonement
PO Box 301GarrisonNY10524N/APublic CharityGeneral church support$350
Grant Park Orchestral Association
200 East Randolph StChicagoIL60601N/APublic CharityOrganizational support through awards benefit sponsorship$500
Geneva Lake Environmental
350 Constance BlvdWilliams BayWI53191N/APublic CharityAssist in maintaining Geneva Lake$500
Arbor Day Foundation
100 Arbor AveNebraska CityNE68410N/APublic CharityOrganizational support$50
Music Institute of Chicago
1702 Sherman AveEvanstonIL60201N/APublic CharityGeneral operating support of music education$500
Shirley Ryan Ability Lab
355 E Erie StChicagoIL60691N/APublic CharityGeneral research hospital operations$2,500
St Jude's Children's Hospital
262 Danny Thomas PlaceMemphisTN38105N/APublic CharityGeneral support of the Children's hospital$500
Black Point Estate and Gardens
W2470 Southland RdLake GenevaWI53147N/APublic CharityHistoric community resource$250
Tree House
W4063 Hwy NNElkhornWI53121N/APublic CharityProvide support for children of abuse and/or neglect$2,500
Doctors Without Borders
40 Rector StNew YorkNY10006N/APublic CharityGeneral support$200
National Park Foundation
1110 Vermont AveWashingtonDC20005N/APublic CharityGeneral support of our national parks$50
PBS Southern California
PO Box 33816Los AngelesCA90033N/APublic CharityGeneral support of public broadcasting$55
The Girlfriend Factor
77-734 Country Club DrPalm DesertCA92211N/APublic CharityEducation support for adult women$250
American Friends of St George's
PO Box 416CharlestonSC29402N/APublic CharitySupport of St. George's$100
Break the Barriers
8555 N Cedar AveFresnoCA93720N/APublic CharityGeneral operating support$500
Brooklyn Botanic Garden
1000 Washington AveBrooklynNY11225N/APublic CharityGeneral support of the Botanic Garden$500
Elmhurst Symphony Orchestra
PO Box 345ElmhurstIL60126N/APublic CharityGeneral orchestra support$1,000
Gladstone Foundation
1650 Owens StSan FranciscoCA94158N/APublic CharityGeneral operating support$1,000
Humane Society of Naples
370 Airport-Pulling RdNaplesFL34104N/APublic CharityGeneral Humane Society Support$500
Lurie Children's Foundation
225 E Chicago AveChicagoIL60611N/APublic CharitySupport of Lurie Children's Museum$1,000
Priests of the Sacred Heart
PO Box 900Hales CornersWI53130N/APublic CharityGeneral support$50
Ducks Unlimited
One Waterfowl WayMemphisTN38120N/APublic CharityWetlands and waterfowl conservation$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,455TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$66RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$608RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
Galena & 47531310-$24
MPLIV20531310-$1,096

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$1,120UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$674RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$446TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11aRental investment to produce income for charitable donations
11bRental investment to produce income for charitable donations

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOther InvestmentsCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$363,516BookValueAmt
EOYFMV$363,516EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPedersen & HouptCategoryTxt
Legal Fees$173LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Illinois Annual Report$15$0$0$0
Other$7$0$0$0
Tax Software Costs$105$0$0$0
UBS Fees$175$0$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Galena & 47-$24-$24
MPLIV20-$1,096-$1,096

Reasonable Cause Explanation ReasonableCauseExplanation

FieldValueIRS element (for citing)
ExplanationThis return is being filed late due to the rejection by the Internal Revenue Service of the paper-filed return that was timely filed with the Internal Revenue Service in July of 2021. Once a notice was received by the taxpayer, a power of attorney was filed in order to clarify the casue of the rejection, and this electronic return was subsequently prepared. We request that no penalty or interest be assessed due to the late filing of the return based on reasonable cause as the paper filed return was timely filed and any tax due was timely paid.ExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Income Tax 2019CategoryTxt
Amt$10,733Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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