FITZGERALD FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FITZGERALD FAMILY FOUNDATION INC (EIN 83-2849271)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-28
- IRS object ID
- 202341799349100504
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-28T09:46:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363823751 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TASSI AND COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21925 W FIELD PARKWAY STE 250 | AddressLine1Txt |
| City | DEER PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600107208 | 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 | 832849271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FITZGERALD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FITZ | BusinessNameControlTxt |
| Phone | 2242444464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 RIDGEVIEW DR | AddressLine1Txt |
| City | INVERNESS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT FITZGERALD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2242444464 | PhoneNum |
| Signature | 2023-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FITZGERALD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRI NIETZEL | PreparerPersonNm |
| PTIN | P00639228 | PTIN |
| Phone | 8478477413 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $2,921,265 | 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 | $183,743 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,190 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,190 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $55,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $55,952 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$330,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,937,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$89,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,142 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,390 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,510 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,551 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,434 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,731 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $951 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,159 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $553,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $553,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $634,714 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $568,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$724,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,250 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,942,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $143,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $143,685 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $497 | AcctRcvblAmt |
| Acct Rcvbl BOY | $478 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $497 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $497 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $3,320 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,320 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,777,280 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,848,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,773,763 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,720,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,996,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,921,265 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,720,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,996,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,720,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,996,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,720,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,996,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,720,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$724,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,996,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,996,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE SYSTEMS INC COMMON STOCK | P | 2022-01-11 | 2022-04-06 | $4,474 | $5,289 | -$815 | -$815 |
| ADOBE SYSTEMS INC COMMON STOCK | P | 2022-01-11 | 2022-06-02 | $6,362 | $7,933 | -$1,571 | -$1,571 |
| AMAZON COM INC COMMON STOCK | P | 2022-01-11 | 2022-06-02 | $12,130 | $16,235 | -$4,105 | -$4,105 |
| ANALOG DEVICES INC COMMON STOCK | P | 2022-04-06 | $12,138 | $12,462 | -$324 | -$324 | |
| ANGEL OAK MULTI-STR INC-INST | P | 2022-11-30 | $94,719 | $105,500 | -$10,781 | -$10,781 | |
| ARTISAN DEVELOPING WORLD-INS | P | 2022-01-11 | 2022-12-08 | $31,024 | $47,350 | -$16,326 | -$16,326 |
| ARTISAN HIGH INCOME-INST | P | 2021-11-09 | 2022-09-19 | $8,521 | $10,000 | -$1,479 | -$1,479 |
| ARTISAN INTL SM/MID-INST | P | 2022-01-11 | 2022-09-19 | $57,919 | $76,000 | -$18,081 | -$18,081 |
| BALL CORPORATION COMMON STOCK | P | 2022-06-02 | $4,666 | $5,905 | -$1,239 | -$1,239 | |
| BLACKROCK STRAT INC OPP-INST | P | 2022-08-22 | $80,654 | $85,000 | -$4,346 | -$4,346 | |
| BLACKROCK TOTAL RETURN-K | P | 2022-08-22 | $201,245 | $227,000 | -$25,755 | -$25,755 | |
| BLCKRCK SYST MULTI-STR-INST | P | 2021-11-09 | 2022-09-19 | $10,000 | $10,658 | -$658 | -$658 |
| BOEING COMPANY COMMON STOCK | P | 2022-06-02 | $6,157 | $9,448 | -$3,291 | -$3,291 | |
| CISCO SYSTEMS INC COMMON STOCK | P | 2022-01-11 | 2022-04-06 | $4,625 | $5,237 | -$612 | -$612 |
| DODGE & COX INCOME FUND MUTUAL FUND | P | 2022-08-22 | 2022-09-19 | $268,494 | $275,000 | -$6,506 | -$6,506 |
| ECOLAB INC COMMON STOCK | P | 2022-01-11 | 2022-04-06 | $3,608 | $4,459 | -$851 | -$851 |
| GILEAD SCIENCES INC COMMON STOCK | P | 2021-12-09 | 2022-04-06 | $18,173 | $21,150 | -$2,977 | -$2,977 |
| OLDMAN SACHS GROUP INC COMMON STOCK | P | 2022-01-11 | 2022-06-02 | $6,401 | $7,947 | -$1,546 | -$1,546 |
| HOME DEPOT INC COMMON STOCK | P | 2022-01-11 | 2022-06-02 | $7,423 | $9,664 | -$2,241 | -$2,241 |
| JOHCM INTERNATIONAL SEL-INST | P | 2022-01-11 | 2022-08-22 | $94,952 | $135,000 | -$40,048 | -$40,048 |
| JPM OPPORT EQ LNG/SHRT-R6 | P | 2022-01-11 | 2022-09-19 | $30,000 | $35,093 | -$5,093 | -$5,093 |
| JPM OPPORT EQ LNG/SHRT-R6 | P | 2022-01-11 | 2022-11-15 | $26,225 | $32,407 | -$6,182 | -$6,182 |
| LULULEMON ATHLETICA INC | P | 2022-06-02 | $16,099 | $20,010 | -$3,911 | -$3,911 | |
| MASTERCARD INC - A | P | 2022-04-06 | $5,325 | $5,412 | -$87 | -$87 | |
| PAYPAL HOLDINGS INC - CDI | P | 2022-06-02 | $4,226 | $9,013 | -$4,787 | -$4,787 | |
| PIMCO PREFER & CAPITAL-INST | P | 2022-05-16 | $59,369 | $68,000 | -$8,631 | -$8,631 | |
| SALESFORCE INC | P | 2022-01-11 | 2022-04-06 | $4,027 | $4,618 | -$591 | -$591 |
| STARBUCKS CORPORATION COMMON STOCK | P | 2022-04-06 | $4,172 | $5,293 | -$1,121 | -$1,121 | |
| STONE RIDGE H/Y REIN RSK-I | P | 2022-12-08 | $76,607 | $80,000 | -$3,393 | -$3,393 | |
| TEXAS INSTRUMENTS INC COMMON STOCK | P | 2022-01-11 | 2022-04-06 | $7,133 | $7,298 | -$165 | -$165 |
| TJX COMPANIES INC NEW COMMON STOCK | P | 2022-06-02 | $5,983 | $6,898 | -$915 | -$915 | |
| VULCAN VALUE PART SM CAP-INS | P | 2022-11-15 | $129,881 | $230,500 | -$100,619 | -$100,619 | |
| WALT DISNEY COMPANY COMMON STOCK | P | 2022-01-11 | 2022-06-02 | $5,446 | $7,845 | -$2,399 | -$2,399 |
| WARNER BROS DISCOVERY INC | P | 2022-01-11 | 2022-04-25 | $15 | $18 | -$3 | -$3 |
| ADOBE SYSTEMS INC COMMON STOCK | P | 2020-02-06 | 2022-06-02 | $10,603 | $9,192 | $1,411 | $1,411 |
| ARTISAN DEVELOPING WORLD-INS | P | 2020-02-06 | 2022-12-08 | $36,031 | $42,360 | -$6,329 | -$6,329 |
| ARTISAN HIGH INCOME-INST | P | 2022-09-19 | $38,757 | $39,120 | -$363 | -$363 | |
| ARTISAN INTL SM/MID-INST | P | 2020-04-21 | 2022-09-19 | $65,880 | $56,207 | $9,673 | $9,673 |
| BALL CORPORATION COMMON STOCK | P | 2020-03-16 | 2022-06-02 | $5,384 | $4,348 | $1,036 | $1,036 |
| BLACKROCK TOTAL RETURN-K | P | 2020-02-06 | 2022-08-22 | $82,964 | $96,458 | -$13,494 | -$13,494 |
| BLCKRCK SYST MULTI-STR-INST | P | 2022-11-15 | $45,582 | $46,530 | -$948 | -$948 | |
| BOEING COMPANY COMMON STOCK | P | 2022-06-02 | $6,157 | $8,066 | -$1,909 | -$1,909 | |
| CISCO SYSTEMS INC COMMON STOCK | P | 2022-04-06 | $11,972 | $10,367 | $1,605 | $1,605 | |
| ECOLAB INC COMMON STOCK | P | 2022-04-06 | $6,314 | $7,211 | -$897 | -$897 | |
| HOME DEPOT INC COMMON STOCK | P | 2020-12-04 | 2022-06-02 | $1,485 | $1,332 | $153 | $153 |
| JOHCM INTERNATIONAL SEL-INST | P | 2020-02-06 | 2022-08-22 | $75,992 | $90,319 | -$14,327 | -$14,327 |
| JPM OPPORT EQ LNG/SHRT-R6 | P | 2020-02-06 | 2022-11-15 | $30,272 | $32,200 | -$1,928 | -$1,928 |
| LOCKHEED MARTIN CORPORATION COMMON STOCK | P | 2020-02-06 | 2022-06-02 | $10,826 | $10,970 | -$144 | -$144 |
| MASTERCARD INC - A | P | 2020-03-16 | 2022-04-06 | $7,100 | $5,077 | $2,023 | $2,023 |
| PAYPAL HOLDINGS INC - CDI | P | 2022-06-02 | $5,071 | $6,615 | -$1,544 | -$1,544 | |
| PIMCO PREFER & CAPITAL-INST | P | 2022-05-16 | $29,439 | $33,061 | -$3,622 | -$3,622 | |
| STARBUCKS CORPORATION COMMON STOCK | P | 2020-09-02 | 2022-04-06 | $5,840 | $6,075 | -$235 | -$235 |
| TEXAS INSTRUMENTS INC COMMON STOCK | P | 2020-08-03 | 2022-04-06 | $11,591 | $8,387 | $3,204 | $3,204 |
| TJX COMPANIES INC NEW COMMON STOCK | P | 2021-02-02 | 2022-06-02 | $315 | $329 | -$14 | -$14 |
| VANGUARD FIXED INCOME SECS FD SHORT TERM CORP FD ADMIRAL SHS | P | 2022-05-17 | $24,232 | $25,757 | -$1,525 | -$1,525 | |
| VULCAN VALUE PART SM CAP-INS | P | 2022-11-15 | $43,431 | $67,000 | -$23,569 | -$23,569 | |
| WALT DISNEY COMPANY COMMON STOCK | P | 2021-06-01 | 2022-06-02 | $2,178 | $3,587 | -$1,409 | -$1,409 |
| GOLDMAN SACHS SPX | P | 2021-02-12 | 2022-02-17 | $68,000 | $68,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $4,345 | $4,345 | $4,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$330,256 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $532 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $532 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,044 | 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 | $4,044 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,512 | OverpaymentAmt |
| Applied To ES Tax | $3,512 | 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 | HTTPS://WWW.FITZGERALDFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | KAREN M FITZGERALD | IndividualWithBooksNm |
| Phone | 8477564485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1031 RIDGEVIEW DRIVE | AddressLine1Txt |
| City | INVERNESS | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60067 | 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 (4 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 FITZGERALD | ||||||||
| 16603 FIRENZE WAY | NAPLES | FL | 34110 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| ROBERT FITZGERALD | ||||||||
| 16603 FIRENZE WAY | NAPLES | FL | 34110 | VP, TREASURER | 0.19 | $0 | $0 | $0 |
| KEVIN MCCULLUM | ||||||||
| 3270 US HIGHWAY 20 W | WEST GALENA | IL | 61040 | SECRETARY | 10.00 | $0 | $0 | $0 |
| KURT MCCULLUM | ||||||||
| 3201 W MITCHELL RD | HANOVER | IL | 61041 | BOARD MEMBER | 0.48 | $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 | $3,054,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,255,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,255,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,206,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $532 | TotalTaxAmt |
| Distributable Before Adj | $159,815 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,815 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $568,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $568,454 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $519,526 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $345,422 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $475,131 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,340,079 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $568,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $408,639 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,748,718 | 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 | $1,748,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $519,526 | ExcessFromYear3Amt |
| Excess From Year2 | $345,422 | ExcessFromYear2Amt |
| Excess From Year1 | $475,131 | ExcessFromYear1Amt |
| Excess From Current Year | $408,639 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN FITZGERALD | ContributingManagerNm |
| Contributing Manager | ROBERT FITZGERALD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASCENSION ILLINOIS FOUNDATION | ||||||
| 1650 MOON LAKE BLVD | HOFFMAN ESTATES | IL | 60169 | PC | ALEXIAN BROTHERS BEHAVIORAL HEALTH HOSP. | $250,000 |
| ASCENSION ILLINOIS FOUNDATION | ||||||
| 1650 MOON LAKE BLVD | HOFFMAN ESTATES | IL | 60169 | PC | ALEXIAN BROTHERS CENTER FOR MENTAL HEALTH | $135,000 |
| EVANS SCHOLARSHIP FOUNDATION | ||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | GENERAL FUND | $25,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $15,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $25,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $4,000 |
| FELLOWSHIP HOUSING INC | ||||||
| 2500 HIGGINS RD 360 | HOFFMAN ESTATES | IL | 60169 | PC | GENERAL FUND | $25,000 |
| FESTIVAL OF CHILDREN | ||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | PC | GENERAL FUND | $9,000 |
| ROYAL FAMILY KIDS COOK & LAKE COUNTIES INC | ||||||
| 27W121 REDBUD LN | WINFIELD | IL | 60190 | PC | GENERAL FUND | $25,000 |
| YMCA OF METRO CHICAGO | ||||||
| 1030 W VAN BUREN STREET | CHICAGO | IL | 60607 | PC | BUEHLER YMCA TOPGOLF CONTRIBUTIONS | $500 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | PC | GENERAL FUND | $15,010 |
| YOUTH HAVEN | ||||||
| 5867 WHITAKER RD | NAPLES | FL | 34112 | PC | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $553,510 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,190 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$330,256 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$273,114 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$273,114 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BEAR CONSTRUCTION COMPANY | ||||||
| 1 | 289 E OAKSBURY | PALATINE | IL | 60067 | $20,000 | Yes (X) |
| ROBERT AND KAREN FITZGERALD | ||||||
| 2 | 1031 RIDGEVIEW DRIVE | INVERNESS | IL | 60010 | $110,000 | Yes (X) |
| BMO HARRIS BANK | ||||||
| 3 | 201 S GROVE AVE | BARRINGTON | IL | 60010 | $5,000 | Yes (X) |
| JAMERSON & BAUWENS ELECTRICAL | ||||||
| 4 | 3160 MACARTHUR BLVD | NORTHBROOK | IL | 60062 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $13,900 | Amt |
| Net Investment Income | $1,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,510 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BMO #7959 SECURITIES | StockNm |
| EOY Book Value | $2,848,984 | EOYBookValueAmt |
| EOYFMV | $2,773,763 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOLF OUTING EXPENSES | $36,405 | $0 | $0 |
| MISCELLANEOUS FEES | $25 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE & BANK FEES | CategoryTxt |
| Amt | $18,984 | Amt |
| Net Investment Income | $16,551 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,434 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| $3,780 | $0 | $0 |
| $951 | $951 | $0 |
Comments