KENSINGTON SQUARE FOUNDATION DTD 11091999: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KENSINGTON SQUARE FOUNDATION DTD 11091999 (EIN 36-7291505)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202521329349101947
- Schema version
- 2024v5.1
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T13:16:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931964909 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EAG GREAT LAKES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 S RIVERSIDE PLAZA SUITE 2730 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367291505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENSINGTON SQUARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENS | BusinessNameControlTxt |
| Phone | 3122551648 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST PEARSON ST UNIT 3301 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD CARR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3122551648 | PhoneNum |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW TOMASZEWSKI | PreparerPersonNm |
| PTIN | P00236355 | PTIN |
| Phone | 3123462141 | PhoneNum |
| Preparation | 2025-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,957,570 | 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 | $15 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $30,426 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,426 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $802,107 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,200,422 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $802,107 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $914,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $914,286 | 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 | $8,139 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,913 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,913 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,347,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,347,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,358,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,347,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$443,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $907,303 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $361,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $315,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $315,640 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,844,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,446,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,641,930 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,205,967 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,762,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,957,570 | 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 | $2,205,967 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,762,201 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,205,967 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,762,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,205,967 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,762,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,205,967 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$443,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,762,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,762,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,200,422 | GrossSalesPriceAmt |
| Cost Or Other Basis | $398,315 | CostOrOtherBasisAmt |
| Gain Or Loss | $802,107 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $802,107 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $802,107 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,612 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,612 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,253 | 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 | $7,253 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,359 | TaxDueAmt |
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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD C CARR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122551648 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST PEARSON ST UNIT 3301 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD C CARR | ||||||||
| 55 EAST PEARSON ST UNIT 3301 | CHICAGO | IL | 60611 | PRESIDENT-DIRECTOR | 5.00 | $0 | $0 | $0 |
| ANN K CARR | ||||||||
| 55 EAST PEARSON ST UNIT 3301 | CHICAGO | IL | 60611 | SECRETARY-DIRECTOR | 5.00 | $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 | $3,984,643 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $701,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,686,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,686,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,290 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,615,728 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,786 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,786 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,612 | TotalTaxAmt |
| Distributable Before Adj | $218,174 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,174 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $218,174 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,347,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,347,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,174 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,029,223 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,422,285 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,086,494 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,476,155 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,014,157 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,347,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $218,174 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,128,826 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,142,983 | 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 | $7,142,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,029,223 | ExcessFromYear4Amt |
| Excess From Year3 | $1,422,285 | ExcessFromYear3Amt |
| Excess From Year2 | $2,086,494 | ExcessFromYear2Amt |
| Excess From Year1 | $1,476,155 | ExcessFromYear1Amt |
| Excess From Current Year | $1,128,826 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD C CARR | ContributingManagerNm |
| Contributing Manager | ANN K CARR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF CHICAGO | |||||||
| 835 N RUSH ST | CHICAGO | IL | 60611 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| ASU FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | PUBLIC | GENERAL SUPPORT | $35,000 |
| CHARLES SCHWAB CHARITABLE FUND | |||||||
| PO BOX 628298 | ORLANDO | FL | 32862 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60604 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 |
| CHILDREN AT THE CROSSROADS FOUNDATION | |||||||
| 751 N STATE STREET | CHICAGO | IL | 60610 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| COURT THEATRE | |||||||
| 5535 S ELLIS AVENUE | CHICAGO | IL | 60637 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| CRISTO REY JESUIT HIGH SCHOOL | |||||||
| 1852 W 22ND PLACE | CHICAGO | IL | 60608 | NONE | PUBLIC | GENERAL SUPPORT | $200,000 |
| DEPAUL COLLEGE PREP HIGH SCHOOL | |||||||
| 3633 N CALIFORNIA AVENUE | CHICAGO | IL | 60618 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| DOMINICAN SISTERS OF SPRINGFIELD | |||||||
| 1237 W MONROE STREET | SPRINGFIELD | IL | 62704 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| FRANCISCAN RENEWAL CENTER | |||||||
| 5802 E LINCOLN DR | PARADISE VALLEY | AZ | 85253 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| GOODMAN THEATRE | |||||||
| 170 N DEARBORN ST | CHICAGO | IL | 60601 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| GRANT PARK ORCHESTRAL ASSOCIATION | |||||||
| 24612 NETWORK PLACE | CHICAGO | IL | 60673 | NONE | PUBLIC | GENERAL SUPPORT | $40,000 |
| HEARD MUSEUM | |||||||
| 2301 N CENTRAL AVENUE | PHOENIX | AZ | 85004 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| HOSPICE OF THE VALLEY | |||||||
| 1510 E FLOWER ST | PHOENIX | AZ | 85014 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| KJZZ | |||||||
| 2323 W 14TH STREET | TEMPE | AZ | 75320 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| MAYO CLINIC FOUNDATION | |||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| MISERICORDIA | |||||||
| 6300 N RIDGE | CHICAGO | IL | 60660 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 |
| OLD ST PATRICK'S CHURCH | |||||||
| 711 WEST ADAMS STREET | CHICAGO | IL | 60611 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| OUR LADY OF TEPEYAC HIGH SCHOOL | |||||||
| 2228 S WHIPPLE STREET | CHICAGO | IL | 60623 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| PHOENIX ART MUSEUM | |||||||
| 1625 CENTRAL AVENUE | PHOENIX | AZ | 85004 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||
| 1700 W VAN BUREN SUITE 250 | CHICAGO | IL | 60612 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| SHIRLEY RYAN ABILITYLAB | |||||||
| 355 EAST ERIE | CHICAGO | IL | 60611 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| STEPPENWOLF THEATRE | |||||||
| 758 W NORTH AVENUE 4TH FLOOR | CHICAGO | IL | 60610 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 |
| THE CARA PROGRAM | |||||||
| 237 S DES PLAINES | CHICAGO | IL | 60661 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| THEO UBIQUE THEATRE COMPANY | |||||||
| 1331 WEST FARGO 2N | CHICAGO | IL | 60626 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| VANGUARD CHARITABLE FUND | |||||||
| PO BOX 9509 | WARWICK | RI | 02889 | NONE | PUBLIC | GENERAL SUPPORT | $100,000 |
| WINDOW TO THE WORLD COMMUNICATIONS INC (WTTW) | |||||||
| 5400 N ST LOUIS AVENUE | CHICAGO | IL | 60625 | NONE | PUBLIC | GENERAL SUPPORT | $275,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,347,000 | 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 | $30,426 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $802,107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $914,286 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $914,286 | 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 | $8,139 | Amt |
| Net Investment Income | $4,070 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 13,000 ISHARES MSCI EAFE ETF | AT COST | $744,755 | $982,930 |
| 1,500 SH SPDR S&P 400 MID CAP 400 ETF | AT COST | $141,195 | $854,370 |
| 2,500 SH S&P 500 INDEX (SPDR) | AT COST | $272,575 | $1,465,200 |
| 6,500 SH MSCI EMERGING MARKETS IDX FD (ISHARES) | AT COST | $288,036 | $339,430 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,913 | Amt |
| Net Investment Income | $2,913 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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