BROOKS MCCORMICK JR TR FOR ANIMAL RIGHTS LAW AND POLICY: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BROOKS MCCORMICK JR TR FOR ANIMAL RIGHTS LAW AND POLICY (EIN 47-7124844)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349101898
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:31:44-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD SUITE 400 | AddressLine1Txt |
| City | NAPERVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605632349 | 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 | 477124844 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKS MCCORMICK JR TRUST FOR ANIMAL | BusinessNameLine1Txt |
| Business Name Line2 | RIGHTS LAW AND POLICY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BROO | BusinessNameControlTxt |
| Phone | 6305452200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BUTTERFIELD ROAD 1000 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 605155673 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ADVISORY COMMITTEE MEMBER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6305452200 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ADVISORY | PersonFirstNm |
| Person Last | COMMITTEE MEMBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGETTE MUGGE | PreparerPersonNm |
| PTIN | P00671418 | PTIN |
| Phone | 6305668400 | PhoneNum |
| Preparation | 2023-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $57,683,942 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,234,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,231,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $917,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,069,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $917,078 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $191,320 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $158,007 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,342,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,306,566 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $246,173 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,738 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,435 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,545 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,895 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $521,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $249,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $208,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,728,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,728,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,249,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $249,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,936,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,907,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,057,283 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,006,864 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,927,198 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,926,231 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $13,917,449 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,093,744 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13,713,248 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,145,779 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,317,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,394,652 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $817,990 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $642,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,649,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $53,888,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,980,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,683,942 | 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 | $53,888,082 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,980,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,888,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,980,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,888,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,980,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,888,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,907,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,980,743 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,980,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,416,388 | $4,152,845 | $263,543 | $263,543 | |
| CAPITAL GAINS DIVIDENDS | $653,535 | $653,535 | $653,535 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $917,078 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,800 | 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 | $70,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42,204 | OverpaymentAmt |
| Applied To ES Tax | $42,204 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | TRUST COMPANY OF ILLINOIS | IndividualWithBooksNm |
| Phone | 6305452200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 BUTTERFIELD ROAD SUITE 1000 | AddressLine1Txt |
| City | DOWNERS GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60515 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY W OSKO | ||||||||
| TCI 1901 BUTTERFIELD ROAD | DOWNERS GROVE | IL | 60515 | ADVISORY COMMITTEE MEMBER | 20.00 | $100,000 | $0 | $0 |
| TIMOTHY S MIDURA | ||||||||
| HUCK BOUMA 1755 S NAPERVILLE ROAD | WHEATON | IL | 60189 | ADVISORY COMMITTEE MEMBER | 20.00 | $100,000 | $0 | $0 |
| WILLIAM M GRIFFIN | ||||||||
| TCI 1901 BUTTERFIELD ROAD | DOWNERS GROVE | IL | 60515 | ADVISORY COMMITTEE MEMBER | 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 |
| 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 | $53,762,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,894,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,657,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,657,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $909,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,747,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,987,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,987,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,596 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,646 | IncomeTaxAmt |
| Total Tax | $31,242 | TotalTaxAmt |
| Distributable Before Adj | $2,956,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,956,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,956,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,936,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,936,530 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,956,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $8,937,693 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,937,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,936,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,956,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $980,391 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,918,084 | 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 | $9,918,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $8,937,693 | ExcessFromYear1Amt |
| Excess From Current Year | $980,391 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICANS FOR OXFORD INC | |||||||||||
| 500 5TH AVE 32ND FL | NEW YORK | NY | 10110 | PC | FOR CHARITABLE PURPOSES | $50,000 | |||||
| ANIMAL LEGAL DEFENSE FUND | |||||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | PC | FOR CHARITABLE PURPOSES | $150,000 | |||||
| BROOKS INSTITUTE FOR ANIMAL RIGHTS LAW AND POLICY INC | |||||||||||
| 1755 S NAPERVILLE RD STE 101 | NAPERVILLE | IL | 60189 | POF | ANNUAL GRANT OF OPERATING FUNDS TO RELATED EXEMPT PRIVATE OPERATING FOUNDATION. | $2,700,000 | |||||
| CHARITIES AID FOUNDATION OF AMERICA | |||||||||||
| 225 REINEKERS LN | ALEXANDRIA | VA | 22314 | PC | FOR CHARITABLE PURPOSES | $160,000 | |||||
| HARVARD LAW SCHOOL - ANIMAL LAW & POLICY PROGRAM | |||||||||||
| 1515 MASSACHUSETTS AVENUE AUSTIN | CAMBRIDGE | MA | 02138 | PC | FOR CHARITABLE PURPOSES | $32,000 | HALL MZ 217 | ||||
| NORTHWESTERN SCHOOL OF LAW OF LEWIS & CLARK COLLEGE | |||||||||||
| 10015 SW TERWILLIGER BLVD | PORTLAND | OR | 79219 | PC | FOR CHARITABLE PURPOSES | $200,000 | |||||
| OUR HEN HOUSE | |||||||||||
| 77 PARK TERRACE EAST D19 | NEW YORK | NY | 10034 | PC | FOR CHARITABLE PURPOSES | $25,000 | |||||
| UNIVERSITY OF VICTORIA | |||||||||||
| PC | FOR CHARITABLE PURPOSES | $41,000 | 3800 FINNERTY ROAD | VICTORIA | BRITISH COLUMBIA | CA | |||||
| WESLEYAN UNIVERSITY | |||||||||||
| 45 WYLLYS AVE | MIDDLETOWN | CT | 06459 | PC | FOR CHARITABLE PURPOSES | $20,000 | |||||
| YALE UNIVERSITY LAW SCHOOL - ETHICS AND ANIMAL PROGRAM | |||||||||||
| 127 WALL ST | NEW HAVEN | CT | 06511 | PC | FOR CHARITABLE PURPOSES | $350,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,728,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,234,114 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $191,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $917,078 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,342,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,342,512 | 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 (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS | $3,394,993 | $7,261,435 |
| MUTUAL FUNDS | $23,918,361 | $25,379,721 |
| EXCHANGE TRADED PRODUCTS | $2,003,889 | $2,753,496 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $15,093,744 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $13,713,248 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $642,558 | BookValueAmt |
| EOYFMV | $1,649,811 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ILLINOIS ANNUAL REPORT | $15 | $0 | $15 |
| MISCELLANEOUS EXPENSE | $5,880 | $0 | $5,880 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $191,320 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $158,007 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $191,320 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $10,250 | $0 | $10,250 |
| INVESTMENT MANAGEMENT FEES | $235,923 | $188,738 | $47,185 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $64,038 | $0 | $0 |
| FOREIGN TAX PAID | $5,545 | $5,545 | $0 |
| STATE INCOME TAX | $200 | $0 | $200 |
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