EA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EA FOUNDATION (EIN 36-3978801)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-12-07
- IRS object ID
- 202303419349100810
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-07T18:00:50-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363978801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAFO | BusinessNameControlTxt |
| Phone | 7733435630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 S DECOOK CT | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA CONSOLO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7343435630 | PhoneNum |
| Signature | 2023-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | CONSOLO | 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 | JAMES G QUAID | PreparerPersonNm |
| PTIN | P00641738 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2023-10-19 | PreparationDt |
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 | $12,189,642 | 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 | $3,428 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,428 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $279,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$777,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,368,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$494,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,383 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,352 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,980 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,818 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,549 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $614 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $27,819 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $831,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $677,819 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,325,679 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $851,962 | CashBOYAmt |
| Cash EOY | $657,284 | CashEOYAmt |
| Cash EOYFMV | $657,284 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,587,165 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $776,088 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $776,088 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,150,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,896,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,896,029 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,807,789 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,860,241 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,860,241 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $572,812 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,970,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,189,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,189,642 | 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 | $11,970,412 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,189,642 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,970,412 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,189,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,970,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,189,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,970,412 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,325,679 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,544,909 | OtherIncreasesAmt |
| Subtotal | $12,189,642 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,189,642 | 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 |
| Gross Sales Price | $8,368,954 | GrossSalesPriceAmt |
| Cost Or Other Basis | $9,146,430 | CostOrOtherBasisAmt |
| Gain Or Loss | -$777,476 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$777,476 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$777,476 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,603 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,603 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,603 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,840 | 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 | $32,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,237 | OverpaymentAmt |
| Applied To ES Tax | $30,237 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDA CONSOLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7733435630 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 S DECOOK CT | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LINDA CONSOLO | ||||||||
| 2431 S DECOOK CT | PARK RIDGE | IL | 60068 | PRESIDENT | 8.00 | $35,000 | $0 | $0 |
| EDWARD V NOVAK | ||||||||
| 2431 S DECOOK CT | PARK RIDGE | IL | 60068 | TREASURER | 1.00 | $0 | $0 | $0 |
| ANTHONY J NOVAK | ||||||||
| 2431 S DECOOK CT | PARK RIDGE | IL | 60068 | DIRECTOR | 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 | $11,216,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,600,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,817,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,817,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $192,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,624,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $631,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $631,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,603 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,603 | TotalTaxAmt |
| Distributable Before Adj | $628,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $628,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $628,635 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $677,819 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $677,819 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $628,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $38,961 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $38,961 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $677,819 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $628,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,184 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,145 | 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 | $88,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $38,961 | ExcessFromYear2Amt |
| Excess From Current Year | $49,184 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDREN'S RESEARCH TRIANGLE | ||||||
| 70 E LAKE ST | CHICAGO | IL | 60601 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $100,000 |
| ELYSSA'S MISSION | ||||||
| 900 SKOKIE BLVD | NORTHBROOK | IL | 60062 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $10,000 |
| FOSTER PROGRESS | ||||||
| 4422 N RAVENSWOOD | CHICAGO | IL | 60640 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $10,000 |
| HEPHZIBAH | ||||||
| 1144 LAKE ST | OAK PARK | IL | 60301 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $10,000 |
| IGNITE | ||||||
| 180 N MICHIGAN | CHICAGO | IL | 60601 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $100,000 |
| JUVENILE PROTECTIVE ASSOCIATION | ||||||
| 1707 N HALSTED | CHICAGO | IL | 60618 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $125,000 |
| LAWRENCE HALL | ||||||
| 4833 N FRANCISCO | CHICAGO | IL | 60625 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $50,000 |
| LET IT BE US | ||||||
| 145 W MAIN ST | BARRINGTON | IL | 60010 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $25,000 |
| LYTE COLLECTIVE | ||||||
| 549 E 76TH STREET | CHICAGO | IL | 60619 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $10,000 |
| MUJERES LATINAS | ||||||
| 2124 W 21ST PLACE | CHICAGO | IL | 60608 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $10,000 |
| OMNI YOUTH SERVICES | ||||||
| 1111 W LAKE COOK ROAD | BUFFALO GROVE | IL | 60089 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $25,000 |
| RINCON FAMILY SERVICES | ||||||
| 3710 N KEDZIE | CHICAGO | IL | 60618 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $100,000 |
| SOS CHILDRENS VILLAGES | ||||||
| 216 W JACKSON BLVD | CHICAGO | IL | 60606 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $50,000 |
| TURNING POINT | ||||||
| 8324 SKOKIE BLVD | SKOKIE | IL | 60077 | PC | INCREASE QUALITY OF AND ACCESS TO MENTAL HEALTH CARE SERVICES FOR YOUTH AND YOUNG ADULTS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650,000 | 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 | $3,428 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$777,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$494,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$494,093 | 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 | $3,450 | Amt |
| Net Investment Income | $1,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS | BondNm |
| EOY Book Value | $2,860,241 | EOYBookValueAmt |
| EOYFMV | $2,860,241 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK/MUTUAL FUNDS | StockNm |
| EOY Book Value | $7,896,029 | EOYBookValueAmt |
| EOYFMV | $7,896,029 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $506,288 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $506,288 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $269,800 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $269,800 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEES | $34 | $0 | $34 |
| OFFICE EXPENSES | $372 | $0 | $0 |
| RECORD STORAGE FEES | $580 | $0 | $580 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ADJUSTMENT | Desc |
| Amt | $1,544,909 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $67,352 | $67,352 | $0 |
| GRANT ASSISTANT | $7,980 | $0 | $7,980 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $57,269 | $0 | $0 |
| FOREIGN TAXES PAID | $9,549 | $9,549 | $0 |
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