WHISKEY RIVER CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WHISKEY RIVER CHARITABLE FOUNDATION (EIN 26-2868907)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-23
- IRS object ID
- 202331749349100918
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-23T14:35:13-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363803759 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donatelli & Coules Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 Salt Creek Lane Suite 312 | AddressLine1Txt |
| City | Hinsdale | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60521 | 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 | 262868907 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whiskey River Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIS | BusinessNameControlTxt |
| Phone | 8477848182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 N Pines Way Ste 104 PMB 189 | AddressLine1Txt |
| City | Wilson | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Kroeger | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 8477848182 | PhoneNum |
| Signature | 2023-06-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kevin | PersonFirstNm |
| Person Last | Kroeger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark R Donatelli | PreparerPersonNm |
| PTIN | P01431106 | PTIN |
| Phone | 6309200406 | PhoneNum |
| Preparation | 2023-06-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $928,197 | 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 | $120,001 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $8,159 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,159 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,159 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,424 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $157,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,586 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,162 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,383 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $1,383 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,383 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $15 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $10 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,408 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,408 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,057 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,057 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,408 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,586 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,754 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,664 | CashBOYAmt |
| Cash EOY | $2,817 | CashEOYAmt |
| Cash EOYFMV | $2,817 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $251,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $285,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $925,380 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $278,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $928,197 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $278,801 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $288,057 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $278,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $288,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $278,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $288,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $278,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,122 | ExcessRevenueOverExpensesAmt |
| Subtotal | $349,923 | SubtotalAmt |
| Other Decreases | $61,866 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $288,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lowes Companies 72 Shares | P | 2012-11-12 | 2022-07-25 | $13,983 | $0 | $2,315 | $11,668 | $0 | $0 | $0 | $11,668 |
| Lowes Companies 72 Shares | P | 2012-12-06 | 2022-07-25 | $6,797 | $0 | $1,238 | $5,559 | $0 | $0 | $0 | $5,559 |
| Lowes Companies 72 Shares | P | 2013-01-03 | 2022-07-25 | $9,322 | $0 | $1,717 | $7,605 | $0 | $0 | $0 | $7,605 |
| Target Corp | P | 2017-08-21 | 2022-07-25 | $7,419 | $0 | $2,827 | $4,592 | $0 | $0 | $0 | $4,592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,424 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $522 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $522 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $522 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $522 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| 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 | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Kevin Susan Kroeger | IndividualWithBooksNm |
| Phone | 8477848182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 Locust Road | AddressLine1Txt |
| City | Winnetka | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Kevin Kroeger | ||||||||
| 81 Locust Road | Winnetka | IL | 60093 | Pres/Director | 1.50 | $0 | $0 | $0 |
| Susan Kroeger | ||||||||
| 81 Locust Road | Winnetka | IL | 60093 | Sec/Director | 1.50 | $0 | $0 | $0 |
| Tom Patrick Walz | ||||||||
| 9501 Blackhawk Road | Middleton | WI | 53562 | Director | 0.50 | $0 | $0 | $0 |
| Henry J Kroeger | ||||||||
| 81 Locust Road | Winnetka | IL | 60093 | Director | 0.50 | $0 | $0 | $0 |
| Eleanor B Kroeger | ||||||||
| 81 Locust Road | Winnetka | IL | 60093 | Director | 0.50 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Kyle Pease Foundation (contributions $25,000) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Deerfield Academy Alumni (contributions $10,000) | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | Cancer for College (contributions $5,000) | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | New Trier District 203 Education Foundation (contributions $2,800) | Description4Txt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $522 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,440 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,440 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $48,611 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,125 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,951 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $233,620 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,440 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $86,440 | RemainingDistriFromCorpusAmt |
| Total Corpus | $320,060 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,611 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $271,449 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,123 | ExcessFromYear4Amt |
| Excess From Year3 | $35,810 | ExcessFromYear3Amt |
| Excess From Year2 | $69,125 | ExcessFromYear2Amt |
| Excess From Year1 | $35,951 | ExcessFromYear1Amt |
| Excess From Current Year | $86,440 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kevin Susan Kroeger | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kevin Susan Kroeger | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 Locust Road | AddressLine1Txt |
| City | Winnetka | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8477848182 | RecipientPhoneNum |
| Form And Info And Materials | A letter describing request; decisions made by Board | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Becoming Jackson Whole | ||||||
| PO Box 4717 | Jackson | WY | 83001 | 501c3 | General Purposes | $1,039 |
| Cancer For College | ||||||
| 1050 University Ave E107 705 | San Diego | CA | 92103 | Unk | General Purposes | $5,000 |
| Chicago Mission | ||||||
| 1801 W Jackson Blvd | Chicago | IL | 60612 | Unk | Amateur sportsDevelopment | $2,000 |
| Chileno Bay Foundation | ||||||
| 14605 N 73rd St | Scottsdale | AZ | 85260 | 501c3 | General Purposes | $250 |
| Deerfield Academy | ||||||
| 7 Boyden Lane | Deerfield | MA | 01342 | 501(c)3 | General Purposes | $10,000 |
| DSHA High School | ||||||
| 4257 N 100th St | Milwaukee | WI | 53222 | Unk | General Purposes | $1,000 |
| Every Mother Counts | ||||||
| 333 Hudson St Suite 1006 | New York | NY | 10013 | Unk | General Purposes | $250 |
| Friends of Bridger Teton Avalanche Ctr | ||||||
| PO Box 424 | Teton Village | WY | 83025 | Unk | General Purposes | $1,000 |
| Front Gate TX | ||||||
| 1711 South Congress | Austin | TX | 78704 | Unk | General Purposes | $1,980 |
| Grand Teton National Park Fdtn | ||||||
| 115 E Pearl Ave 201 | Jackson | WY | 83001 | 501c3 | All Girls collegepreparatoryeducation | $500 |
| IHC Scholarship Foundation | ||||||
| PO Box 50291 | Indianapolis | IN | 46250 | Unk | General Purposes | $500 |
| Kyle Pease Foundation | ||||||
| 2566 Shallowford Rd Ste 104 319 | Atlanta | GA | 30345 | 501(c)3 | Improve lives ofchildren withdisabilities | $258 |
| Marquette University | ||||||
| PO Box 7013 | Carol Stream | IL | 60197 | 501c3 | General Purposes | $25,000 |
| Misericordia | ||||||
| 6300 N Ridge Ave | Chicago | IL | 60660 | 501c3 | General Purposes | $500 |
| NAMI | ||||||
| 3803 N Fairfax Dr Ste 100 | Arlington | VA | 22203 | 501c3 | General Purposes | $519 |
| New Trier District 203 Education Fdn | ||||||
| 7 Happ Rd | Northfield | IL | 60093 | 501c3 | Enhancement ofSchool DistrictPrograms | $2,800 |
| New Trier Hockey | ||||||
| 385 Winnetka Ave | Winnetka | IL | 60093 | 501c3 | AthleticsClub | $1,000 |
| Northshore Foundation | ||||||
| 1033 University Pl 460 | Evanston | IL | 60201 | 501c3 | General Purposes | $100 |
| OneRevolutionorg | ||||||
| PO Box 681026 | Park City | UT | 84068 | 501c3 | General Purposes | $250 |
| Pan Mass Challenge | ||||||
| 77 4th Avenue | Needham | MA | 02494 | 501c3 | General Purposes | $256 |
| Pancreatic Cancer Action Network | ||||||
| 1500 Rosecrans Ave 200 | Manhattan Beach | CA | 90266 | 501c3 | General Purposes | $250 |
| Powderchasers FD Ramis | ||||||
| 3275 Hawthorn Hollow | Boulder | CO | 80304 | Unk | General Purposes | $275 |
| Special Children's Chicago | ||||||
| 2 East 8th St 2M | Chicago | IL | 60605 | 501c3 | General Purposes | $500 |
| SS Faith Hope & Charity Parish | ||||||
| 180 Ridge Ave | Winnetka | IL | 60093 | 501c3 | General purposes | $2,550 |
| Teton Valley Ranch | ||||||
| 4341 US 26 | Dubois | WY | 82513 | Unk | General Purposes | $500 |
| Teton Cty Search & Rescue | ||||||
| 300 South Batch Plant Rd | Jackson Hole | WY | 83001 | 501c3 | Education andoutreach | $1,030 |
| The Thanc Foundation | ||||||
| PO Box 1021 | New York | NY | 10276 | 501c3 | General Purposes | $250 |
| USC Annual Giving Intern | ||||||
| University Park Campus | Los Angeles | CA | 90089 | Unk | General Purposes | $500 |
| Glencoe Park District | ||||||
| Watts renovations- 305 Randolph | Glencoe | IL | 60022 | Unk | General Purposes | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,057 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 624100 | BusinessCd |
| Unrelated Business Taxbl Incm | $3 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 624100 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,159 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,424 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,162 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $29,424 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,586 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | All Income Generated is donated to various charities. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Kevin Sue Kroeger | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3465 N Pines Way Ste 104 PMB 189 | AddressLine1Txt |
| City | Wilson | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $99,174 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| Lowes Companies 72 shares | 2012-11 | 2022-07 | $13,983 | $2,315 | $11,668 |
| Lowes Companies 72 shares | 2012-12 | 2022-07 | $6,797 | $1,238 | $5,559 |
| Lowes Companies 72 shares | 2013-01 | 2022-07 | $9,322 | $1,717 | $7,605 |
| Target Corp 50 shares | 2017-08 | 2022-07 | $7,419 | $2,827 | $4,592 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc (4,484.3825 shares) | $121,346 | $582,656 |
| Hologic Inc (979 shares) | $43,603 | $73,239 |
| Lowe's Companies Inc (626 shares) | $61,208 | $124,724 |
| Marathon Petroleum Corp (866 shares) | $38,135 | $100,794 |
| Target Corp (295 shares) | $20,948 | $43,967 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Donatelli & Coules, Ltd. tax preparation/misc | CategoryTxt |
| Legal Fees | $1,383 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Amount FMV exceeded Donors' basis of donated stock | Desc |
| Amt | $61,866 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing fees | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $10 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IL Charity Bureau | CategoryTxt |
| Amt | $15 | Amt |
| Adjusted Net Income | $15 | AdjustedNetIncomeAmt |
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