WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND EVELYN FUCHS FAMILY FOUNDATION (EIN 47-2272274)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-08
- IRS object ID
- 202531289349102278
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T16:14:56-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453701122 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOKAS & ASSOCIATES CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601484998 | 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 | 472272274 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM AND EVELYN FUCHS | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 6308738500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE SUITE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LEVY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6304248902 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH A SPOKAS CPA | PreparerPersonNm |
| PTIN | P00179205 | PTIN |
| Phone | 6308738508 | PhoneNum |
| Preparation | 2025-04-29 | 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 | $9,255,433 | 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 | $115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $249,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,591 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$97,147 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,492,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,178 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $152,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,884 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $22,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $22,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,246 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $14,246 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,912 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,250 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,512 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,424 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $80,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $552,728 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,424 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,304 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$400,169 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,078 | CashBOYAmt |
| Cash EOY | $23,778 | CashEOYAmt |
| Cash EOYFMV | $23,778 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,117,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,231,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,231,655 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,191,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,255,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,255,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,191,841 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,255,433 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,191,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,255,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,191,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,255,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,191,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$400,169 | ExcessRevenueOverExpensesAmt |
| Other Increases | $463,761 | OtherIncreasesAmt |
| Subtotal | $9,255,433 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,255,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,178 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,481 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,481 | SubtotalAmt |
| Tax Based On Investment Income | $2,481 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,280 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,280 | TotalPaymentsAndCreditsAmt |
| Tax Due | $201 | 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | NA | WebsiteAddressTxt |
| Individual With Books | JEFFREY A BROWN | IndividualWithBooksNm |
| Phone | 6308738500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 695 PLUMTREE ROAD | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60137 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK LEVY | |||||||||
| 1900 S HJIGHLAND AVE | SUITE 106 | LOMBARD | IL | 60148 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JEFFREY A BROWN | |||||||||
| 695 PLUMTREE ROAD | OAK BROOK | IL | 60137 | VP & TREASUR | 000.00 | $0 | $0 | $0 | |
| CHARLES P HAMMERSMITH JR | |||||||||
| 400 W FIRST STREET | ELMHURST | IL | 60126 | SECRETARY | 000.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MEDICAL RESEARCH THREE ORGANIZATIONS | Description1Txt |
| Expenses1 | $175,000 | Expenses1Amt |
| Description2 | EDUCATION SIX ORGANIZATIONS | Description2Txt |
| Expenses2 | $83,500 | Expenses2Amt |
| Description3 | FAMILY SERVICES THREE ORGANIZATIONS | Description3Txt |
| Expenses3 | $62,000 | Expenses3Amt |
| Description4 | MENTAL HEALTH ONE ORGANIZATION | Description4Txt |
| Expenses4 | $50,000 | Expenses4Amt |
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 | $9,280,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,319,191 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,319,191 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,179,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $458,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,304 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $480,304 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $480,304 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $480,304 | RemainingDistriFromCorpusAmt |
| Total Corpus | $480,304 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $480,304 | CurrentYearAmt |
| Year1 | $455,106 | Year1Amt |
| Year2 | $454,391 | Year2Amt |
| Year3 | $334,534 | Year3Amt |
| Total | $1,724,335 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $480,304 | CurrentYearAmt |
| Year1 | $455,106 | Year1Amt |
| Year2 | $454,391 | Year2Amt |
| Year3 | $334,534 | Year3Amt |
| Total | $1,724,335 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $9,990,204 | Year3Amt |
| Total | $9,990,204 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $9,990,204 | Year3Amt |
| Total | $9,990,204 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $305,980 | CurrentYearAmt |
| Year1 | $267,645 | Year1Amt |
| Year2 | $267,645 | Year2Amt |
| Year3 | $177,587 | Year3Amt |
| Total | $1,018,857 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK LEVY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 S HIGHLAND AVE STE 100 | AddressLine1Txt |
| City | LOMBARD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6308735000 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| COLLEGE OF DUPAGE FOUNDATION | |||||||||
| 425 FAWELL BLVD | GLEN ELLYN | IL | 60137 | NONE | 501(C)3 | EDUCATION | $5,000 | ||
| COUNTRYSIDE FOOD PANTRY | |||||||||
| PO BOX 654 | ELBURN | IL | 60119 | NONE | 501(C)3 | GENERAL | $1,625 | ||
| ELMHURST YORKFIELD FOOD PANTRY | |||||||||
| 1083 S YORK ROAD | ELMHURST | IL | 60126 | NONE | 501(C)3 | GENERAL | $1,625 | ||
| HANOVER TOWNSHIP FOUNDATION | |||||||||
| 7431 ASTOR AVENUE | HANOVER PARK | IL | 60133 | NONE | 501(C)3 | GENERAL | $1,625 | ||
| NAMI DUPAGE COUNTY | |||||||||
| 115 N COUNTY FARM ROAD | WHEATON | IL | 60187 | NONE | 501(C)3 | GENERAL | $50,000 | ||
| ROBERT SHIELDS MEMORIAL SCHOLARSHIP | |||||||||
| 775 GASSLIGHT CT | ALGONQUIN | IL | 60102 | NONE | 501((C)3 | EDUCATION | $20,000 | FOUNDATION | |
| SOUTH ELGIN FOOD PANTRY | |||||||||
| 400 W SPRINGS RD | SOUTH ELGIN | IL | 60177 | NONE | 501(C)3 | GENERAL | $1,625 | ||
| UNIVERSITY OF CHICAGO CANCER | |||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | NONE | 501(C)3 | CANCER RESEARCH | $130,000 | RESEARCH FOUNDATION | MC 1140 |
| WEST SUBURBAN HUMANE SOCIETY | |||||||||
| 1901 W OGDEN AVE | DOWNERS GROVE | IL | 60515 | NONE | 501(C)3 | GENERAL | $10,000 | ||
| CARLOS G BIANCIOTTO RESTOBLASTOMA | |||||||||
| PO BOX 832 | PHILADELPHIA | PA | 19105 | NONE | 501(C)3 | CANCER RESEARCH | $20,000 | RESEARCH FOUNDATION | |
| NATIONAL LEWIS UNIVERSITY | |||||||||
| 122 S MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | 501(C)3 | GENERAL | $45,000 | ||
| TIMOTHY CHRTISTIAN SCHOOL | |||||||||
| 188 WEST BUTTERFIELD ROAD | ELMHURST | IL | 60126 | NONE | 501(C)3 | EDUCATION | $12,500 | ||
| BARNEY'S FRIENDS | |||||||||
| 3785 BORDEAUX DR | HOFFMAN ESTATES | IL | 60192 | NONE | 501(C)3 | GENERAL | $10,000 | ||
| TRELLUS OPPORTUNITIES FOR LIFE | |||||||||
| 2838 WEST PETERSON AVENUE | CHICAGO | IL | 60659 | NONE | 501 (C)3 | GENERAL | $50,000 | ||
| ELMHURST HOSPITAL FOUNDATION | |||||||||
| 155 E BRUSH HILL ROAD | ELMHURST | IL | 60126 | NONE | 501(C)3 | MEDICAL RESEARCH | $25,000 | ||
| HEART HEAVEN OUTREACH | |||||||||
| 201 CANTERBURY LANE | BOLLINGBROOK | IL | 60440 | NONE | 501(C)3 | GENERAL | $10,000 | SUITE C | |
| RAVINA FESTIVAL ASSOCIATION | |||||||||
| 418 SHERIDAN ROAD | HIGHLAND PARK | IL | 60035 | NONR | 501(C)3 | GENERAL | $3,000 | ||
| CRADLES TO CRAYONS | |||||||||
| 2500 WEST BRADLEY PLACE | CHICAGO | IL | 60618 | NONE | 501(C)3 | EDUCATION | $1,000 | SUITE A | |
| LOVE 4 LEXI FOUNDATION | |||||||||
| PO BOX 718 | CEDARBURG | WI | 53012 | NONE | 501(C)3 | FAMILY SERFVICES | $2,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $99 | ExclusionAmt |
| Related Or Exempt Function Incm | $16 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $249,591 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$97,147 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $249,690 | ExclusionAmt |
| Related Or Exempt Function Incm | -$97,131 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,559 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $14,246 | Amt |
| Disbursements Charitable Prps | $14,246 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (20 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| DIMENSIONAL U S CORE EQUITY 2 ETF | 2021-12 | PURCHASE | 2024-02 | $28,905 | $27,313 | $1,592 |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 2021-12 | PURCHASE | 2024-02 | $83,365 | $79,962 | $3,403 |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 2021-12 | PURCHASE | 2024-07 | $41,300 | $34,523 | $6,777 |
| DIMENSIONAL U S CORE EQUITY 2 ETF | 2022-01 | PURCHASE | 2024-07 | $86,625 | $68,814 | $17,811 |
| DIMENSIONAL ETF TR EMERGING MKTS CO | 2023-06 | PURCHASE | 2024-07 | $30,127 | $25,635 | $4,492 |
| DIMENSIONAL U S EQUITY ETF | 2017-01 | PURCHASE | 2024-04 | $17,760 | $7,690 | $10,070 |
| DIMENSIONAL U S EQUITY ETF | 2017-02 | PURCHASE | 2024-04 | $23,598 | $10,620 | $12,978 |
| DIMENSIONAL U S EQUITY ETF | 2017-04 | PURCHASE | 2024-04 | $43,533 | $19,401 | $24,132 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2018-01 | PURCHASE | 2024-02 | $76,910 | $85,172 | -$8,262 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2018-07 | PURCHASE | 2024-02 | $61,084 | $66,902 | -$5,818 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2018-08 | PURCHASE | 2024-02 | $58,944 | $65,015 | -$6,071 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2018-09 | PURCHASE | 2024-02 | $62,858 | $68,984 | -$6,126 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2019-12 | PURCHASE | 2024-02 | $11,678 | $13,334 | -$1,656 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2020-06 | PURCHASE | 2024-02 | $32,136 | $37,368 | -$5,232 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2020-07 | PURCHASE | 2024-02 | $44,145 | $52,261 | -$8,116 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2020-08 | PURCHASE | 2024-02 | $151,426 | $182,115 | -$30,689 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2020-09 | PURCHASE | 2024-02 | $7,311 | $8,833 | -$1,522 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2021-09 | PURCHASE | 2024-02 | $434,577 | $525,540 | -$90,963 |
| DFA GLOBAL CORE PLUS FIXED INCOME IN | 2021-09 | PURCHASE | 2024-02 | $126,838 | $152,263 | -$25,425 |
| DIMENSIONAL ETF TR INTL SMALL CAP V | 2023-02 | PURCHASE | 2024-05 | $68,141 | $57,841 | $10,300 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $9,231,655 | EOYBookValueAmt |
| EOYFMV | $9,231,655 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $22,500 | LegalFeesAmt |
| Disbursements Charitable Prps | $22,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| E & O INSURANCE | $2,269 | $2,269 |
| BANK FEES | $24 | $24 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $463,761 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $69,912 | $69,912 | |
| DIRECTORS FEES | $41,250 | $41,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $15 | $15 | |
| INCOME TAXES | $2,512 | $2,512 |
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