PETER AND CAROL GOLDMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETER AND CAROL GOLDMAN FAMILY FOUNDATION (EIN 36-3730772)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202521339349104282
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T16:24:41-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362938874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROW REISIN BERK & ABRAMS LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N CITYFRONT PLAZA DR SUITE 1600 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | 363730772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER D AND CAROL GOLDMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 8474335110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 CARY AVENUE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER D GOLDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8474335110 | PhoneNum |
| Signature | 2025-05-05 | 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 | DANIELLE M WINKLE | PreparerPersonNm |
| PTIN | P00079656 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2025-05-05 | 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 | $10,628,193 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,495 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,495 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $99,811 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,811 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,605,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,894,808 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,605,097 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,711,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,711,403 | 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 |
| Other Prof Fees Rev And Expnss | $55,326 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,326 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,326 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,326 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $417,042 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $417,042 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $472,368 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,326 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $417,042 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,239,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,656,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,440 | CashBOYAmt |
| Cash EOY | $31,398 | CashEOYAmt |
| Cash EOYFMV | $31,398 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $192,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,185 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,185 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,903,930 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,900,508 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,365,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,847,791 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,667,102 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,573,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,812,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,628,193 | 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 | $3,573,269 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,812,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,573,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,812,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,573,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,812,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,573,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,239,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,812,304 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,812,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADE SECURITIES | PropertyDesc |
| Gross Sales Price | $2,894,808 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,289,711 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,605,097 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,605,097 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,605,097 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,019 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,019 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,019 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,515 | 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 | $4,515 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $18,504 | 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER GOLDMAN | IndividualWithBooksNm |
| Phone | 8474335110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 219 CARY AVENUE | AddressLine1Txt |
| City | HIGHLAND PARK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60035 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| PETER D GOLDMAN | ||||||||
| 219 CARY AVENUE | HIGHLAND PARK | IL | 60035 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROL GOLDMAN | ||||||||
| 219 CARY AVENUE | HIGHLAND PARK | IL | 60035 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORIENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 SOUTH WACKER DR STE 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $55,326 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,067,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,206,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,206,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,053,470 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $502,674 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $502,674 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,019 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,019 | TotalTaxAmt |
| Distributable Before Adj | $479,655 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $479,655 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $479,655 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $417,042 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $417,042 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $479,655 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $416,539 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $417,042 | QualifyingDistributionsAmt |
| Applied To Year1 | $416,539 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $479,152 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER D GOLDMAN | ContributingManagerNm |
| Contributing Manager | CAROL GOLDMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS LIVING | ||||||
| 115 WEST CHICAGO AVENUE | CHICAGO | IL | 60654 | PC | GENERAL SUPPORT | $6,000 |
| ACLU | ||||||
| 50 N MICHIGAN AVE ATE 600 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $10,000 |
| ADL MIDWEST | ||||||
| 120 S LASALLE ST | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $10,000 |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC | ||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN BRAIN TUMOR ASSOCIATION | ||||||
| 8550 W BRYN MAWR AVENUE SUITE 550 | CHICAGO | IL | 60631 | PC | GENERAL SUPPORT | $100 |
| AMERICAN CANCER SOCIETY INC | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PC | GENERAL SUPPORT | $650 |
| ART CENTER HIGHLAND PARK | ||||||
| 1957 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | PC | GENERAL SUPPORT | $250 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $5,000 |
| CAMP FOR ALL KIDS | ||||||
| PO BOX 50194 | ST LOUIS | MO | 63105 | PC | GENERAL SUPPORT | $500 |
| CAMP THUNDERBIRD CHARITABLE FOUNDATION | ||||||
| PO BOX 21246 | MINNEAPOLIS | MN | 55421 | PC | GENERAL SUPPORT | $1,000 |
| CANCER WELLNESS CENTER | ||||||
| 215 REVERE DR | NORTHBROOK | IL | 60062 | PC | GENERAL SUPPORT | $1,000 |
| CHICAGO AREA SERVICE OFFICE | ||||||
| 180 N WABASH AVE SUITE 305 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $500 |
| CHICAGO BOTANIC GARDENS | ||||||
| 1000 LAKE COOK RD | GLENCOE | IL | 60022 | PC | GENERAL SUPPORT | $1,000 |
| CHICAGO MARITIME MUSEUM | ||||||
| 1200 WEST 35TH STREET | CHICAGO | IL | 60609 | PC | GENERAL SUPPORT | $1,000 |
| CHICAGO YACHT CLUB FOUNDATION | ||||||
| 400 E MONROE ST | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $500 |
| COLLEGE BOUND OPPORTUNITIES | ||||||
| 2033 N MILWAUKEE AVE STE 246 | RIVERWOODS | IL | 60015 | PC | GENERAL SUPPORT | $3,500 |
| COLLIER COMMUNITY FOUNDATION | ||||||
| 1110 PINE RIDGE RD STE 200 | NAPLES | FL | 34108 | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY SAILING | ||||||
| 3300 ROCKY BEACH RD | JOHNSBURG | IL | 60051 | PC | GENERAL SUPPORT | $300 |
| CROHN'S AND COLITIS FOUNDATION OF AMERICA | ||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $10,000 |
| DIGESTIVE HEALTH FOUNDATION | ||||||
| 251 E HURON ST STE 3-200 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $1,000 |
| DYSTONIA MEDICAL RESEARCH | ||||||
| ONE EAST WACKER DRIVE SUITE 2810 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF THE PARKS | ||||||
| 17 N STATE STREE STE 1450 | CHICAGO | IL | 60602 | PC | GENERAL SUPPORT | $100 |
| GENESYS WORKS CHICAGO | ||||||
| 180 N WABASH AVE 600 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $1,000 |
| GI RESEARCH FOUNDATION | ||||||
| 70 E LAKE ST 1015 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $25,000 |
| GREAT LAKES ADAPTIVE SAILING ASSN | ||||||
| 400 E IL RD | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $500 |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | PC | GENERAL SUPPORT | $3,000 |
| HIGHLAND PARK COMMUNITY FOUNDATION | ||||||
| PO BOX 398 | HIGHLAND PARK | IL | 60035 | PC | GENERAL SUPPORT | $1,000 |
| HOLOCAUST MUSEUM OF NAPLES | ||||||
| 975 IMPERIAL GOLF COURSE BLVD | NAPLES | FL | 34110 | PC | GENERAL SUPPORT | $2,270 |
| ILLINOIS HOLOCAUST MUSEUM | ||||||
| 93603 WOODS DR | SKOKIE | IL | 60077 | PC | GENERAL SUPPORT | $3,000 |
| ILLINOIS NETWORK OF CHARTER SCHOOLS | ||||||
| 150 N MICHIGAN AVE STE 430 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $1,000 |
| INVEST FOR KIDS | ||||||
| 1775 SHERMAND ST 2075 | DENVER | CO | 80264 | PC | GENERAL SUPPORT | $1,000 |
| ISRAEL PARASPORT CENTER | ||||||
| 1 NORTHFEILD PLAZA SUITE 300 | NORTHFIELD | IL | 60093 | PC | GENERAL SUPPORT | $1,000 |
| JGASF | ||||||
| 875 N MICHIGAN AVE SUITE 3718 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $76,350 |
| JCFS | ||||||
| 216 W JACKSON | CHICAGO | IL | 60606 | PC | GENERAL SUPPORT | $5,000 |
| JEWISH UNITED FUND | ||||||
| 30 S WELLS ST ROOM 3134 | CHICAGO | IL | 60606 | PC | GENERAL SUPPORT | $3,000 |
| LES TURNER ALS FOUNDATION | ||||||
| 5550 W TOUHY AVE | SKOKIE | IL | 60077 | PC | GENERAL SUPPORT | $3,000 |
| LOU MALNATI'S CANCER RESEARCH | ||||||
| 4043 N RAVENSWOOD AVENUE | CHICAGO | IL | 60613 | PC | GENERAL SUPPORT | $1,000 |
| LURIE CHILDREN'S HOSPITAL | ||||||
| 225 EAST CHICAGO AVE | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $2,500 |
| MAKOM SOLEL | ||||||
| 1301 CLAVEY ROAD | HIGHLAND PARK | IL | 60035 | PC | GENERAL SUPPORT | $3,880 |
| MARWEN FOUNDATION | ||||||
| 833 N ORLEANS ST | CHICAGO | IL | 60610 | PC | GENERAL SUPPORT | $1,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PC | GENERAL SUPPORT | $2,000 |
| NAPLES BOTANICAL GARDEN | ||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | PC | GENERAL SUPPORT | $1,000 |
| NORTHERN IL FOOD BANK | ||||||
| 440 KELLER DR | WAUKEGAN | IL | 60085 | PC | GENERAL SUPPORT | $3,000 |
| NORTHSHORE UNIVERSITY HEALTHSYSTEM | ||||||
| 1301 CENTRAL ST | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $5,000 |
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||
| 541 NORTH FAIRBANKS CT | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $5,000 |
| OPEN ROAD ACADEMY | ||||||
| 1223 WILSHIRE BLVD | SANTA MONICA | CA | 90403 | PC | GENERAL SUPPORT | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 18 S MICHIGAN AVENUE 6TH FLOOR | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $5,000 |
| PRO PUBLICA INC | ||||||
| 155 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | PC | GENERAL SUPPORT | $2,000 |
| RAVINIA FESTIVAL ASSOCIATION | ||||||
| 201 SAINT JOHNS AVE | HIGHLAND PARK | IL | 60035 | PC | GENERAL SUPPORT | $5,000 |
| ROLFE PANCREATIC CANCER FOUNDATION | ||||||
| 4255 HONORE ST STE 209 | CHICAGO | IL | 60613 | PC | GENERAL SUPPORT | $1,000 |
| SCLERODERMA FOUNDATION | ||||||
| 300 ROSEWOOD DRIVE SUITE 105 | DANVERS | MA | 01923 | PC | GENERAL SUPPORT | $7,650 |
| SHARE FOUNDATION | ||||||
| 6617 COUNTY RD 300 E | LA PORTE | IN | 46350 | PC | GENERAL SUPPORT | $100 |
| SHIRLEY RYAN ABILITY LAB | ||||||
| 355 EAST ERIE | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $65,000 |
| THE CHICAGO LIGHTHOUSE | ||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 60608 | PC | GENERAL SUPPORT | $1,000 |
| THE DENVER HOSPICE | ||||||
| 501 S CHERRY ST SUITE 700 | DENVER | CO | 80246 | PC | GENERAL SUPPORT | $500 |
| THE JOSSELYN CENTER | ||||||
| 405 CENTRAL AVENUE | NORTHFIELD | IL | 60093 | PC | GENERAL SUPPORT | $10,000 |
| TULANE UNIVERSITY | ||||||
| 6823 ST CHARLES AVENUE | NEW ORLEANS | LA | 70118 | PC | GENERAL SUPPORT | $105,000 |
| UNIVERSITY OF MICHIGAN | ||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | PC | GENERAL SUPPORT | $1,000 |
| URBAN GATEWAYS | ||||||
| 205 W RANDOLP ST 1700 | CHICAGO | IL | 60606 | PC | GENERAL SUPPORT | $3,000 |
| US SAILING | ||||||
| 15 MARITIME DR | PORTSMOUTH | RI | 02871 | PC | GENERAL SUPPORT | $392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $417,042 | 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 | $6,495 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,811 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,605,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,711,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,711,403 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET | $64,322 | $457,055 |
| AT&T | $74,795 | $91,080 |
| COMCAST | $35,400 | $120,096 |
| WALT DISNEY CO | $80,139 | $89,080 |
| FACEBOOK/META | $73,616 | $468,408 |
| T-MOBILE | $43,113 | $70,634 |
| AMAZON.COM | $90,953 | $526,536 |
| ROSS STORES | $4,082 | $242,032 |
| CONSTELLATION BRANDS | $123,926 | $123,760 |
| COSTCO WHOLESALE | $17,360 | $366,508 |
| NESTLE SA | $22,377 | $65,360 |
| UNILEVER PLC | $40,066 | $68,040 |
| OCCIDENTAL PETROLEUM | $93,683 | $197,640 |
| AMERICAN EXPRESS | $5,091 | $218,437 |
| APOLLO GLOBAL MANAGEMENT | $25,330 | $303,564 |
| BERKSHIRE HATHAWAY | $56,835 | $362,624 |
| FISERV | $162,927 | $328,672 |
| INTERCONTINENTAL EXCHANGE GRP | $32,714 | $238,416 |
| JPMORGAN CHASE & CO | $27,112 | $191,768 |
| ALCON | $55,970 | $67,912 |
| DANAHER | $65,796 | $183,640 |
| JOHNSON & JOHNSON | $48,941 | $115,696 |
| MERCK | $36,582 | $79,584 |
| NOVARTIS AG | $37,811 | $77,848 |
| PFIZER | $25,395 | $31,836 |
| THERMO FISHER SCIENTIFIC | $11,538 | $166,474 |
| HONEYWELL INTERNATIONAL | $40,426 | $54,214 |
| L3HARRIS TECHNOLOGIES | $65,785 | $84,112 |
| RAYTHEON TECHNOLOGIES | $31,233 | $92,576 |
| ASML HOLDINGS NV | $21,293 | $166,339 |
| BROADCOM LTD | $83,250 | $741,888 |
| CISCO SYSTEMS | $87,962 | $94,720 |
| INFINEON TECHNOLOGIES | $142,224 | $129,720 |
| MICROSOFT | $32,514 | $505,800 |
| PALO ALTO NETWORKS | $63,060 | $131,011 |
| SALESFORCE.COM | $34,369 | $80,239 |
| AIR PRODUCTS & CHEMICALS | $104,068 | $116,016 |
| ECOLAB | $41,582 | $187,456 |
| LINDE PLC | $130,764 | $334,936 |
| CROWN CASTLE | $77,895 | $72,608 |
| ROBO GLOBAL ROBOTICS & AUTOMATION | $62,960 | $90,016 |
| COLUMBIA ACORN INT'L FUND | $46,408 | $76,578 |
| ROBO GLOBAL HEALTHCARE TECH FUND | $51,801 | $50,653 |
| DRAFT KINGS | $133,734 | $148,800 |
| MEDTRONIC | $69,137 | $63,904 |
| PAYPAL | $46,364 | $68,280 |
| SHIFT 4 | $125,088 | $124,536 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,903,930 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,900,508 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL & ADVISORY FEES | CategoryTxt |
| Amt | $55,326 | Amt |
| Net Investment Income | $55,326 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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