ARVD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARVD FOUNDATION (EIN 20-3846779)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202531229349102283
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T14:22:20-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200503296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES MADDEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 FORT WAYNE AVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | 203846779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARVD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUSAN DOLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARVD | BusinessNameControlTxt |
| Phone | 8314401644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 S HAMLIN AVE | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DOLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8134401644 | PhoneNum |
| Signature | 2025-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL MARSH | PreparerPersonNm |
| PTIN | P01630439 | PTIN |
| Phone | 3172660480 | PhoneNum |
| Preparation | 2025-05-01 | 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 | $1,580,882 | 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 | $142,575 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,180 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $742 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,139 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,139 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,130 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $256,415 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,159 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $27,159 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $250,183 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,966 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,159 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,413 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,016 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $265,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $265,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $269,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $265,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,966 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $27,159 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,493 | CashBOYAmt |
| Cash EOY | $68,447 | CashEOYAmt |
| Cash EOYFMV | $68,447 | CashEOYFMVAmt |
| US Government Obligations BOY | $118,628 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $119,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $122,157 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $587,697 | CorporateStockBOYAmt |
| Corporate Stock EOY | $510,201 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $752,935 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,856 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,708 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,590 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $462,930 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $501,502 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $629,753 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,226,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,206,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,580,882 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,226,604 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,206,858 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,226,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,206,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,226,604 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,206,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,226,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,746 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,206,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,206,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $278 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $278 | SubtotalAmt |
| Tax Based On Investment Income | $278 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $278 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN DOLAN | IndividualWithBooksNm |
| Phone | 8314401644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 S HAMLIN AVE | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DOLAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1012 S HAMLIN AVE | AddressLine1Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,209,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $230,303 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,514,712 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,514,712 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,491,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,600 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,600 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $278 | TotalTaxAmt |
| Distributable Before Adj | $74,322 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $74,322 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $74,322 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $265,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $265,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,322 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $79,160 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $131,222 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,006 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $155,758 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $174,906 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $667,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $265,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $74,322 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $190,678 | RemainingDistriFromCorpusAmt |
| Total Corpus | $857,730 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $79,160 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $778,570 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $131,222 | ExcessFromYear4Amt |
| Excess From Year3 | $126,006 | ExcessFromYear3Amt |
| Excess From Year2 | $155,758 | ExcessFromYear2Amt |
| Excess From Year1 | $174,906 | ExcessFromYear1Amt |
| Excess From Current Year | $190,678 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DR AUDREY VIZZARD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SUSAN DOLAN | AddressLine1Txt |
| Address Line2 | 825 FORESTVIEW AVE | AddressLine2Txt |
| City | PARK RIDGE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8314401644 | RecipientPhoneNum |
| Form And Info And Materials | A WRITTEN REQUEST DETAILING THE PROPOSED USE OF THE FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO FORMAL RESTRICTIONS OR LIMITATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $75,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $20,000 | 16TH FLOOR |
| GENESIS AT THE CRO | ||||||||
| 2208 N BURLING STREET | CHICAGO | IL | 60614 | NONE | EXEMPT | BUILDING PEACEFUL COMMUNITIES | $1,000 | |
| HOME 2 HOME | ||||||||
| 405 SHAWMUT AVE | LA GRANGE | IL | 60525 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $20,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $30,000 | |
| LURIE CHILDREN'S HOSPITAL | ||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $2,500 | |
| MARY SEAT OF WISDOM | ||||||||
| 920 GRANVILLE AVE | PARK RIDGE | IL | 60068 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $1,000 | |
| MERCY HOME FOR BOYS AND GIRLS | ||||||||
| 1140 W JACKSON BLVD | CHICAGO | IL | 60607 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $1,000 | |
| MISERICORDIA HOME | ||||||||
| 6300 NORTH RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $5,000 | |
| NOURISHING HOPE | ||||||||
| 1716 W HUBBARD ST | CHICAGO | IL | 60622 | NONE | EXEMPT | FOOD PANTRY | $25,000 | |
| OUR LADY OF PERPETUAL HELP PARISH | ||||||||
| 1039 W 32ND ST | CHICAGO | IL | 60608 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $5,000 | |
| RAICES | ||||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | NONE | EXEMPT | LEGAL DEFENSE | $22,500 | |
| REFUGEE ONE | ||||||||
| 4753 N BROADWAY | CHICAGO | IL | 60640 | NON | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $20,000 | SUITE 401 |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY | FAIRFIELD | CT | 06825 | NON | EXEMPT | SAVE CHILDREN | $10,000 | |
| ST PAUL OF THE CROSS | ||||||||
| 320 S WASHINGTON AVE | PARK RIDGE | IL | 60068 | NONE | EXEMPT | ASSISTANCE TO THE UNDERPRIVILEGED | $1,000 | |
| THE TREVOR PROJECT | ||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NON | EXEMPT | LGBTQI+ COUNSELING/MENTORING | $1,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | NONE | EXEMPT | FOOD PANTRY | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $265,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,180 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85 | ExclusionAmt |
| Related Or Exempt Function Incm | $56,045 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PAYMENT IN LIEU OF DIVS - T | 14 | $7,000 |
| PAYMENT IN LIEU OF DIVS - C | 14 | |
| PAYMENT IN LIEU OF DIVS - A | 14 | $3,652 |
| PAYMENT IN LIEU OF DIVS - M | 14 | $2,104 |
| OTHER | 14 | |
| TO RECONCILE | 14 | $20,179 |
| MCDONALD ORIGIN CAPITAL FD | 16 | -$7,802 |
| TEI DIVERSIFIED | 16 | $3,204 |
| MPLX LP | 16 | -$1,178 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $56,045 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,608 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GREG AND JANIS RIKER | |||||||
| 1 | 1500 4TH AVENUE SUITE 1001 | SEATTLE | WA | 98101 | $5,000 | Yes (X) | |
| AUDREY RIKER VIZZARD | |||||||
| 2 | 1012 S HAMLIN AVE | PARK RIDGE | IL | 60068 | $30,000 | Yes (X) | |
| W GOODMAN PHD | |||||||
| 3 | 15998 COUNTY HIGHWAY K | JIM FALLS | WI | 54748 | $102,575 | Yes (X) | |
| FAF FOUNDATION | |||||||
| 4 | 118 E ERIE ST | CHICAGO | IL | 60611 | $5,000 | Yes (X) | UNIT 22B |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP | CategoryTxt |
| Amt | $2,500 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| ALPHABET INC | PURCHASE | 2024-05 | $26,418 | $5,217 | $21,201 |
| ALPHABET INC | PURCHASE | 2024-11 | $20,786 | $9,704 | $11,082 |
| AMAZON | PURCHASE | 2024-05 | $36,852 | $22,389 | $14,463 |
| CONAGRA | PURCHASE | 2024-11 | $26,564 | $33,242 | -$6,678 |
| COSTCO | PURCHASE | 2024-05 | $24,249 | $16,036 | $8,213 |
| DOW INC | PURCHASE | 2024-08 | $34,152 | $33,457 | $695 |
| GOLDMAN SACHS | PURCHASE | 2024-05 | $45,043 | $32,588 | $12,455 |
| MEDICAL PROPERTIES TRUST INC | PURCHASE | 2024-11 | $6,315 | $10,492 | -$4,177 |
| MODERNA INC | PURCHASE | 2024-08 | $16,262 | $25,853 | -$9,591 |
| NETFLIX | PURCHASE | 2024-05 | $19,689 | $11,307 | $8,382 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CONOCO INCE SENIOR NOTES | BondNm |
| EOY Book Value | $7,708 | EOYBookValueAmt |
| EOYFMV | $7,590 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CAP STK | $13,275 | $23,805 |
| AMAZON INC | $41,480 | $65,817 |
| APPLE INC | $21,858 | $62,605 |
| CITIGROUP INC | $48,779 | $59,832 |
| CONAGRA BRANDS INC | ||
| COSTCO | $39,025 | $64,139 |
| DIGITAL REALTY TRUST INC | $49,232 | $53,199 |
| DISNEY WALT CO COM | $51,748 | $55,675 |
| DOW | ||
| GOLDMAN SACHS | $37,787 | $57,262 |
| INTUITIVE SURGICAL INC | $19,152 | $52,196 |
| JOHSNON & JOHNSON | $25,808 | $25,309 |
| MEDICAL PROPERTIES TRUST INC | ||
| MICROSOFT | $1,993 | $31,613 |
| MODERNA | ||
| MPLX LP COM UNIT REP LTD | $21,624 | $28,716 |
| NETFLIX | $24,839 | $62,392 |
| PARAMOUNT GLOBAL | $17,068 | $10,460 |
| PFIZER | ||
| PGIM SHORT DUR HIG YLD | $67,590 | $72,540 |
| STARBUCKS | $28,943 | $27,375 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $119,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $122,157 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORIGINAL CAPITAL FUND II REIT | AT COST | $2,766 | $2,766 |
| MPLX LP | AT COST | $21,624 | $28,716 |
| TEI DIVERSIFIED INCOME & OPPORTUNITY | AT COST | $100,000 | $100,000 |
| PRUDENTIAL LIFE INSURANCE AGP | AT COST | $250,000 | $337,440 |
| SPDR SER TR AEROSPACE DEF | AT COST | $51,020 | $74,619 |
| ETF MANGERS TR PRIME CYBR SCRTY | AT COST | ||
| NEOS ETF TRUST NEDS S&P 500 | AT COST | $23,687 | $25,410 |
| AMPLIFY TR CYBERSECURITY ETF | AT COST | $26,788 | $37,245 |
| SELECT SECTOR SPDR TR ENERGY | AT COST | $25,617 | $23,557 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT EXPENSES | |
| BANK FEES | $370 |
| MISCELLANEOUS | $146 |
| DECREASE OF LIFE INSURANCE PO | |
| MARGIN INTEREST | |
| DEPT OF JUSTICE | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PAYMENT IN LIEU OF DIVS - TEI | $7,000 | $7,000 |
| PAYMENT IN LIEU OF DIVS - AGP | $3,652 | $3,652 |
| PAYMENT IN LIEU OF DIVS - MPL | $2,104 | $2,104 |
| TO RECONCILE | $20,179 | $20,179 |
| MCDONALD ORIGIN CAPITAL FD II | -$7,802 | -$7,802 |
| TEI DIVERSIFIED | $3,204 | $3,204 |
| MPLX LP | -$1,178 | -$1,178 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| CALIFORNIA FRANCHISE BOARD | |
| INVESTMENT INCOME TAX | |
| FOREIGN TAX PAID | $1,054 |
| IRS | $359 |
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