GEORGE & JUNE BLOCK FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GEORGE & JUNE BLOCK FAMILY FOUNDATION (EIN 36-4294119)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-08
IRS object ID
202531289349103313
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-08T17:54:42-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 S RIVERSIDE PLAZA 9TH FLOORAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364294119EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE AND JUNE BLOCK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone7086691500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17310 W WILSON AVEAddressLine1Txt
CityHARWOOD HEIGHTSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60706ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATHEW A VANDERKLOOTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8478218230PhoneNum
Signature2025-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIMBERLY A HAUMANNPreparerPersonNm
PTINP00546491PTIN
Phone3122071040PhoneNum
Preparation2025-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,777,866FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$607,995DividendsRevAndExpnssAmt
Dividends Net Invst Incm$607,995DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$713,179NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,760,866GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$713,179CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,554OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,554OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,322,728TotalRevAndExpnssAmt
Total Net Invst Incm$1,322,728TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,057AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$60,281OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$60,281OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$12,707TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,582TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76,170TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,863TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$800,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$800,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$876,170TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,863TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$800,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$446,558ExcessRevenueOverExpensesAmt
Net Investment Income$1,255,865NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,246CashBOYAmt
Cash EOY$10,689CashEOYAmt
Cash EOYFMV$10,689CashEOYFMVAmt
Sav And Temp Cash Invst BOY$645,136SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$547,128SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$547,128SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,550,665CorporateStockBOYAmt
Corporate Stock EOY$6,264,742CorporateStockEOYAmt
Corporate Stock EOYFMV$8,111,661CorporateStockEOYFMVAmt
Corporate Bonds BOY$6,538,066CorporateBondsBOYAmt
Corporate Bonds EOY$6,639,482CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,487,905CorporateBondsEOYFMVAmt
Other Investments BOY$850,196OtherInvestmentsBOYAmt
Other Investments EOY$572,826OtherInvestmentsEOYAmt
Other Investments EOYFMV$620,483OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,588,309TotalAssetsBOYAmt
Total Assets EOY$14,034,867TotalAssetsEOYAmt
Total Assets EOYFMV$15,777,866TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,000CapitalStockBOYAmt
Capital Stock EOY$1,000CapitalStockEOYAmt
Additional Paid In Capital BOY$14,143,469AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$14,143,469AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$556,160RetainedEarningBOYAmt
Retained Earning EOY-$109,602RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,588,309TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,034,867TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,588,309TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,034,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,588,309TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$446,558ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,034,867SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,034,867TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SECURITIES$2,626,514$2,047,687$578,827$578,827
CAPITAL GAINS DIVIDENDS$134,352$134,352$134,352P
FieldValueIRS element (for citing)
Capital Gain Net Income$713,179CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,457InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,457SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,457TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,001EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,001TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$9,456TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMATHEW A VANDERKLOOTIndividualWithBooksNm
Phone8478218230PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17310 W WILSON AVEAddressLine1Txt
CityHARWOOD HEIGHTSCityNm
State AbbreviationILStateAbbreviationCd
ZIP60706ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA BLOCK VANDERKLOOT
7310 W WILSON AVEHARWOOD HEIGHTSIL60706PRESIDENT/SEC/DIR6.00$0$0$0
MATHEW VANDERKLOOT
7310 W WILSON AVEHARWOOD HEIGHTSIL60706TREASURER/DIR6.00$0$0$0
JOHN VANDERKLOOT
7310 W WILSON AVEHARWOOD HEIGHTSIL60706VICE PRESIDENT/DIR0.50$0$0$0
GEORGE VANDERKLOOT
7310 W WILSON AVEHARWOOD HEIGHTSIL60706DIRECTOR0.50$0$0$0
DAVID VANDERKLOOT
7310 W WILSON AVEHARWOOD HEIGHTSIL60706DIRECTOR0.50$0$0$0
ELIZABETH VANDERKLOOT
7310 W WILSON AVEHARWOOD HEIGHTSIL60706DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUSTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line150 S LASALLE STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60603ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENTServiceTypeTxt
Compensation$60,281CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,409,204AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$685,445AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,094,649TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,094,649AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$241,420CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,853,229NetVlNoncharitableAssetsAmt
Minimum Investment Return$792,661MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$792,661MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,457TaxBasedOnInvestmentIncomeAmt
Total Tax$17,457TotalTaxAmt
Distributable Before Adj$775,204DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$775,204DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$775,204DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$800,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$800,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$775,204DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,999ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,313ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$139ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,672ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,123TotalExcessDistributionCyovAmt
Qualifying Distributions$800,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$775,204AppliedToCurrentYearAmt
Remaining Distri From Corpus$24,796RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$47,919TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$47,919ExcessDistriCyovToNextYrAmt
Excess From Year4$1,999ExcessFromYear4Amt
Excess From Year3$10,313ExcessFromYear3Amt
Excess From Year2$139ExcessFromYear2Amt
Excess From Year1$10,672ExcessFromYear1Amt
Excess From Current Year$24,796ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601NONEPCGENERAL PURPOSE$15,000
BLAINE COUNTY CHARITABLE FUND
PO BOX 5389KETCHUMID83334NONEPCGENERAL FUND$5,000
BOOTS ON THE COURT
8116 LABORIE LANEWELLINGTONFL33414NONEPCGENERAL FUND$10,000
CHICAGO COALITION FOR THE HOMELESS
70 E LAKE ST 720CHICAGOIL60601NONEPCANNUAL GIVING$20,000
CYSTIC FIBROSIS FOUNDATION
4550 MONTGOMERY AVENUEBETHESDAMD20814NONEPCPLEDGE YEAR 4 OF 5$25,000
CYSTIC FIBROSIS FOUNDATION
150 NORTH MICHIGAN AVE STE 1550CHICAGOIL60601NONEPCGRAND CHEFS EVENT$5,500
DISABLED AMERICAN VETS
860 DOLWICK DRIVEERLANGERKY41018NONEPCGENERAL FUND$5,000
DRAVET SYNDROME FOUNDATION
PO BOX 3026CHERRY HILLNJ08034NONEPCGENERAL PURPOSE$30,000
GILDA'S CLUB
537 N WELLSCHICAGOIL60610NONEPCANNUAL FUND$50,000
GRASS LAKE CEMETERY
22711 W GRASS LAKE RDANTIOCHIL60002NONEPCGIFT$1,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLACECHICAGOIL60632NONEPCANNUAL GIVING$40,000
HADLEY INSTITUTE FOR THE BLIND
700 ELM STREETWINNETKAIL60093NONEPCANNUAL GIVING$12,000
HIGHER GROUND
PO BOX 6791KETCHUMID83340NONEPCANNUAL FUND$15,000
HOWARD AREA COMMUNITY CENTER
7648 N PAULINACHICAGOIL60626NONEPCGENERAL FUND$10,000
KETCHUM SUN VALLEY VOLUNTEER FIREFIGHTERS
PO BOX 1262KETCHUMID83340NONEPCANNUAL FUND$5,000
LA RABIDA CHILDREN'S HOSPITAL
6501 S PROMONTORY DRIVECHICAGOIL60649NONEPCGENERAL FUND$10,000
LYDIA HOME ASSOCIATION
4839 W IRVING PARK ROADCHICAGOIL60641NONEPCANNUAL FUND$7,000
MERCY HOME FOR BOYS AND GIRLS
1140 W JACKSON BOULEVARDCHICAGOIL60607NONEPCANNUAL FUND$10,000
NORTHWEST COMMUNITY HOSPITAL
3040 WEST SALT CREEK LANEARLINGTON HEIGHTSIL60005NONEPCGENERAL PURPOSE$185,000
OLIVE BRANCH MISSION
2636 W MARQUETTE ROADCHICAGOIL60629NONEPCANNUAL GIFT$10,000
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRAMS AVENUE STE 200MANHATTAN BEACHCA90266NONEPCGENERAL PURPOSE$85,000
PETTIT NATIONAL ICE CENTER
500 S 84TH STREETMILWAUKEEWI53214NONEPCGENERAL PURPOSE$12,000
ROLFE PANCREATIC CANCER FOUNDATION
4809 N RAVENSWOOD AVE 326CHICAGOIL60640NONEPCANNUAL FUND$15,000
SAINT MARY'S COLLEGE
110 LE MANS HALLNOTRE DAMEIN46556NONEPCANNUAL FUND$10,000
SALVATION ARMY
5040 NORTH PULASKI ROADCHICAGOIL60630NONEPCANNUAL GIFT$25,000
ST LUKES WOOD RIVER FOUNDATION
PO BOX 7005KETCHUMID83340NONEPCANNUAL GIFT$15,000
ST MALACHY SCHOOL
2252 WEST WASHINGTON BLVDCHICAGOIL60612NONEPCANNUAL GIFT$20,000
SUN VALLEY SKI EDUCATION FOUNDATION
S-V SEF PO 203SUN VALLEYID83353NONEPCGENERAL PURPOSE$10,000
THE BOULEVARD OF CHICAGO
3456 W FRANKLIN BLVDCHICAGOIL60624NONEPCANNUAL FUND$10,000
THE SENIOR CONNECTION
PO BOX 28HAILEYID83333NONEPCANNUAL GIVING CAMPAIGN$20,000
TOWN OF MAINE CEMETERY
2101 W TOUHYPARK RIDGEIL60068NONEPCGIFT$3,000
UNIVERSITY LIGGETT SCHOOL
1045 COOK RDGROSSE POINTEWI48236NONEPCANNUAL FUND$12,500
WAYNE STATE UNIVERSITY
42 W WARREN AVEDETROITMI48202NONEPCGENERAL FUND$5,000
WEST DEERFIELD TOWNSHIP FOOD PANTRY
601 DEERFIELD ROADDEERFIELDIL60015NONEPCGENERAL PURPOSE$15,000
WOOD RIVER COMMUNITY YMCA
POST OFFICE BOX 6801KETCHUMID83340NONEPCYMCA CLASSIC$3,750
WOOD RIVER COMMUNITY YMCA
POST OFFICE BOX 6801KETCHUMID83340NONEPCDONATION$20,250
WORLD CUP DREAMS FOUNDATION
PO BOX 981564PARK CITYUT84098NONEPCGENERAL PURPOSE$12,000
YMCA METROPOLITAN CHICAGO
1 N LASALLE ST 1150CHICAGOIL60602NONEPCGENERAL FUND$5,000
ST PATRICK CATHOLIC CHURCH
991 S WAUKEGAN RDLAKE FORESTIL60045NONEPCGENERAL FUND$6,000
MIDDLEBURY COLLEGE
14 OLD CHAPEL ROADMIDDLEBURYVT05753NONEPCTHE BASALT FUND$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$800,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$607,995ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,554ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$713,179ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,322,728ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,322,728TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,057Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$6,639,482EOYBookValueAmt
EOYFMV$6,487,905EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS STOCKSStockNm
EOY Book Value$6,264,742EOYBookValueAmt
EOYFMV$8,111,661EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCOMMODITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$572,826BookValueAmt
EOYFMV$620,483EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBUSINESS REGISTRATION FEESDesc
Revenue And Expenses Per Books$125RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCDesc
Revenue And Expenses Per Books$1,554RevenueAndExpensesPerBooksAmt
Net Investment Income$1,554NetInvestmentIncomeAmt
Adjusted Net Income$1,554AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$60,281Amt
Net Investment Income$60,281NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$6,125$0$0
FOREIGN TAXES$6,582$6,582$0

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