FITZGERALD FAMILY FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FITZGERALD FAMILY FOUNDATION INC (EIN 83-2849271)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-28
IRS object ID
202201799349100800
Schema version
2021v4.2
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)
Return2022-06-28T08:56:21-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BMO Family Office LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1320 S Canal Street CHIC-12AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832849271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Fitzgerald Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KAREN M FITZGERALDInCareOfNm
Business Name ControlFITZBusinessNameControlTxt
Phone2242444464PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11031 Ridgeview DrAddressLine1Txt
CityInvernessCityNm
State AbbreviationILStateAbbreviationCd
ZIP60010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN M FITZGERALDPersonNm
Person TitlePresidentPersonTitleTxt
Phone8477564485PhoneNum
Signature2022-06-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKAREN MPersonFirstNm
Person LastFITZGERALDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKOY KOSEKPreparerPersonNm
PTINP01641332PTIN
Phone3124616144PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,159,381FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,911,668ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,685InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,685InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$79,314DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,314DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$202,333NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,014,562GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$202,333CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,200,000TotalRevAndExpnssAmt
Total Net Invst Incm$288,332TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$450AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$21,577OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$15,946OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,631OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$520TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$32,708OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$59,305TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,396TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,681TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$588,604ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$588,604ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$647,909TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,396TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$598,285TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,552,091ExcessRevenueOverExpensesAmt
Net Investment Income$271,936NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$94,724SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,942,811SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,942,811SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$478AcctRcvblAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$478AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$478AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,079,872CorporateStockBOYAmt
Corporate Stock EOY$1,783,362CorporateStockEOYAmt
Corporate Stock EOYFMV$2,216,092CorporateStockEOYFMVAmt
Total Assets BOY$2,174,596TotalAssetsBOYAmt
Total Assets EOY$3,726,651TotalAssetsEOYAmt
Total Assets EOYFMV$4,159,381TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,174,596RetainedEarningBOYAmt
Retained Earning EOY$3,726,651RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,174,596TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,726,651TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,174,596TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,726,651TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,174,596TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,552,091ExcessRevenueOverExpensesAmt
Subtotal$3,726,687SubtotalAmt
Other Decreases$36OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,726,651TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
ST BMO INVESTMENTS 7959$111,645$96,237$15,408$15,408
LT BMO INVESTMENTS 7959$809,934$660,992$148,942$148,942
NC LT BMO INVESTMENTS 7959$55,000$55,000
CAPITAL GAIN DIVIDENDS$37,983P
CAPITAL GAIN DIVIDENDS$37,983P
CAPITAL GAIN DIVIDENDS$37,983P
FieldValueIRS element (for citing)
Capital Gain Net Income$202,333CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,780InvestmentIncomeExciseTaxAmt
Subtotal$3,780SubtotalAmt
Tax Based On Investment Income$3,780TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$724EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,824TotalPaymentsAndCreditsAmt
Overpayment$1,044OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$1,044RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KAREN M FITZGERALDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8477564485PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11031 RIDGEVIEW DRIVEAddressLine1Txt
CityInvernessCityNm
State AbbreviationILStateAbbreviationCd
ZIP60067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Karen Fitzgerald
16603 Firenze WayNaplesFL34110President10.0$0$0$0
Robert Fitzgerald
16603 Firenze WayNaplesFL34110VP, Treasurer0.25$0$0$0
Kevin McCullum
3270 US Highway 20 WWest GalenaIL61040Secretary10.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,340,975AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$236,362AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,577,337TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,577,337AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,660CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,538,677NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,934MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,934MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,780TaxBasedOnInvestmentIncomeAmt
Total Tax$3,780TotalTaxAmt
Distributable Before Adj$123,154DistributableBeforeAdjAmt
Distributable Before Ded$123,154DistributableBeforeDedAmt
Distributable As Adjusted$123,154DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$598,285ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$598,285QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$123,154DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$519,526ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$345,422ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$864,948TotalExcessDistributionCyovAmt
Qualifying Distributions$598,285QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$123,154AppliedToCurrentYearAmt
Remaining Distri From Corpus$475,131RemainingDistriFromCorpusAmt
Total Corpus$1,340,079TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,340,079ExcessDistriCyovToNextYrAmt
Excess From Year2$519,526ExcessFromYear2Amt
Excess From Year1$345,422ExcessFromYear1Amt
Excess From Current Year$475,131ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKAREN FITZGERALDContributingManagerNm
Contributing ManagerBOB FITZGERALDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Fellowship Housing
2200 W Higgins RdSuite 130Hoffman EstatesIL60169N/APCGeneral Fund$53,000
Galena Territory Foundation
2000 Territory DriveGalenaIL61036N/APCGeneral Fund$3,000
Amita Health Foundation
2601 Navistar DrLisleIL60523N/APCGeneral Fund$25,000
Amita Health Golf Classic
2601 Navistar DrLisleIL60523N/APCGeneral Fund$200,000
Alexian Brothers Behavioral Health Hosp
2601 Navistar DrLisleIL60523N/APCGeneral Fund$250,000
A Salute to Our Heros
9N850 Channel Ct Elgin iL 60124ElginIL60124N/APCGeneral Fund$2,025
Evans Scholarship Program
2501 Patriot Blvd Glenview IL 6002GlenviewIL60026N/APCGeneral Fund$25,000
Royal Family Kids Camp
123 Barrington Commons CtBarringtonIL60010N/APCGeneral Fund$25,000
Wings
PO BOX 95615PalatineIL60095N/APCGeneral Fund$1,000
Dollar for Scholars
9 S Elmhurst Rd Suite 276Prospect HeightsIL60070N/APCGeneral Fund$1,000
ST ALEXIUS MEDICAL CENTER
1555 Barrington RdHoffman EstatesIL60169PCGeneral Fund$3,579
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$588,604TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescCONTRIBUTIONSDesc
Exclusion$1,911,668ExclusionAmt
FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,685ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,314ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$202,333ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,200,000ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,200,000TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (8 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Bob Fitzgerald
116603 Firenze WayNAPLESFL34110$515,000Yes (X)
Fitzgerald Family Partnership
21031 Ridgeview DriveInvernessIL60067$800,000Yes (X)
Bear Foundation
31501 Rohrwing RdRolling MeadowsIL60008$20,000Yes (X)
Karen Fitzgerald
416603 FIRENZE WAYNAPLESFL34110$515,000Yes (X)
Jamerson Bauwens Electric
53160 MacArthur BlvdNorthbrookIL60062$5,000Yes (X)
Clear Point Financial Group
61375 E Woodfield Rd Suite 750SchaumburgIL60173$5,000Yes (X)
BMO Harris Bank
7201 S Grove StBarringtonIL60010$5,000Yes (X)
Mutual Sales Corporation
82447 W Belmont AveChicagoIL60618$5,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$450NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,050DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBMO #7959 SECURITIESStockNm
EOY Book Value$1,783,362EOYBookValueAmt
EOYFMV$2,216,092EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER DECREASESDesc
Amt$36Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescGOLF OUTING EXPENSESDesc
Revenue And Expenses Per Books$32,708RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$2,306$2,306
INVESTMENT MANAGEMENT FEES$15,946$15,946
WEB DESIGN FEES$3,325$3,325

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Bob Fitzgerald
16603 Firenze WayNAPLESFL34110
Fitzgerald Family Partnership
1031 Ridgeview DriveInvernessIL60067
Karen Fitzgerald
16603 FIRENZE WAYNAPLESFL34110
BMO Harris Bank
201 S Grove StBarringtonIL60010

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXCategoryTxt
Amt$520Amt

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