BETA

R H PICKERING FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
R H PICKERING FAMILY FOUNDATION (EIN 20-8442734)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-03
IRS object ID
202202769349101000
Schema version
2021v4.1
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)
Return2022-10-03T15:00:25-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN361561860PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE NORTHERN TRUST COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208442734EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RH PICKERING FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRHPIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENEA PICKERING STONEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Signature2022-09-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone3126306000PhoneNum
Preparation2022-09-16PreparationDt

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
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$4,018,862FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,438,714ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$78,825DividendsRevAndExpnssAmt
Dividends Net Invst Incm$79,028DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,101NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$274,460GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,101CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$1,611,640TotalRevAndExpnssAmt
Total Net Invst Incm$173,129TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Rev And Expnss$141LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$141LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,250AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,631OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$7,894OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,459TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,459TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$22,112OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,112OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$29,843TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,821TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,285TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$82,948ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$82,948ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,791TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,821TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$92,233TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,498,849ExcessRevenueOverExpensesAmt
Net Investment Income$147,308NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$43,026CashBOYAmt
Cash EOY$24,583CashEOYAmt
Cash EOYFMV$24,583CashEOYFMVAmt
Sav And Temp Cash Invst BOY$146,731SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$214,448SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$214,448SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$1,334,538CorporateStockBOYAmt
Corporate Stock EOY$2,577,273CorporateStockEOYAmt
Corporate Stock EOYFMV$3,360,656CorporateStockEOYFMVAmt
Corporate Bonds BOY$360,352CorporateBondsBOYAmt
Corporate Bonds EOY$334,877CorporateBondsEOYAmt
Corporate Bonds EOYFMV$343,633CorporateBondsEOYFMVAmt
Other Investments BOY$50,786OtherInvestmentsBOYAmt
Other Investments EOY$67,177OtherInvestmentsEOYAmt
Other Investments EOYFMV$75,542OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,935,433TotalAssetsBOYAmt
Total Assets EOY$3,218,358TotalAssetsEOYAmt
Total Assets EOYFMV$4,018,862TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,935,433CapitalStockBOYAmt
Capital Stock EOY$3,218,358CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,935,433TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,218,358TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,935,433TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,218,358TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,935,433TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,498,849ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,434,282SubtotalAmt
Other Decreases$215,924OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,218,358TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
42.19 MFO DFA INTL SMALL CO PORTFOLIO FUND2017-11-292021-12-01$926$911$15$15
108. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD2017-12-262021-12-01$4,067$3,564$503$503
88.19 MFB NORTHN MID CAP INDEX FD FD2017-11-292021-12-01$2,154$1,817$337$337
379.76 MFB NORTHN INTL EQTY INDEX FD2017-11-292021-12-01$5,423$4,952$471$471
90.71 MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND2017-11-292021-12-01$1,187$1,291-$104-$104
7677.03 MFB NORTHERN FUNDS BD INDEX FD2018-03-152021-04-28$82,989$80,226$2,763$2,763
5330.35 MFB NORTHERN FUNDS BD INDEX FD2021-04-272021-04-28$57,621$54,983$2,638$2,638
111.43 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD2018-01-172021-12-01$1,277$1,203$74$74
457.22 MFB NORTHN MULTI-MANAGER INTL EQTY FD FD2017-11-292021-12-01$6,081$5,331$750$750
233.58 MFB NORTHN FUNDS EMERGING MKTS EQTY EQTY INDEX FD2018-01-222021-12-01$3,107$3,020$87$87
70.86 MFB NORTHN FDS SMALL CAP INDEX FD2017-11-292021-12-01$1,188$1,030$158$158
455.91 MFB NORTHERN FDS STK INDEX FD2018-06-142021-12-01$23,069$14,801$8,268$8,268
23. MFC SPDR TR UNIT SER 1 STD & POORS UNIT SER 12018-09-072021-12-01$10,582$6,609$3,973$3,973
20.93 MFO VANGUARD INTL EQUITY INDEX FDS EMERGING MKTS STK INDEX FD AD2021-03-012021-12-01$852$621$231$231
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
CAPITAL GAIN DIVIDENDS$73,937P
FieldValueIRS element (for citing)
Capital Gain Net Income$94,101CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,048InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,048SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,048TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,425EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,425TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,377OverpaymentAmt
Applied To ES Tax$4,377AppliedToESTaxAmt
Refund$0RefundAmt

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 StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NORTHERN TRUST COMPANYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3126306000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803878AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60680ZIPCd
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
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JENEA PICKERING STONE
8600 COLIMA TERBENBROOKTX761261014PRESIDENT0$0
JORDAN KACI PICKERING
4150 S ELATI STENGLEWOODCO801104557SECRETARY/TREAS0$0
BRITLYN PICKERING
6006 COUNTY ROAD 1430LUBBOCKTX794075770VICE PRESIDENT0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
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$3,608,020AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,608,020TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,608,020AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,120CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,553,900NetVlNoncharitableAssetsAmt
Minimum Investment Return$177,695MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$177,695MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,048TaxBasedOnInvestmentIncomeAmt
Total Tax$2,048TotalTaxAmt
Distributable Before Adj$175,647DistributableBeforeAdjAmt
Recoveries Qualfied Distri$18,000RecoveriesQualfiedDistriAmt
Distributable Before Ded$193,647DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$193,647DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$92,233ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$92,233QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$193,647DistributableAsAdjustedAmt
Undistributed Income PY$82,948UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$92,233QualifyingDistributionsAmt
Applied To Year1$82,948AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,285AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$184,362UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE FRONT LINE COVID-19 CRITICAL CARE
ALLIANCE2001 L ST NW STE 500WASHINGTONDC20036NONEPUBLICGENERAL$19,316
FIRST UNITED METHODIST CHURCH
1411 BROADWAYLUBBOCKTX79401NONEPUBLICGENERAL$19,316
AMERICAN DIABETES ASSOCIATION INC
2451 CRYSTAL DRIVE SUITE 900ARLINGTONVA22202NONEPUBLICGENERAL$19,316
JAB CARES
4425 S MO PAC EXPYAUSTINTX78735NONEPUBLICGENERAL$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$82,948TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$78,825ExclusionAmt
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$94,101ExclusionAmt
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$172,926ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$172,926TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
PHOEBE LUCILLE PICKERING IRA
1PO BOX 803878CHICAGOIL60680$266,747Yes (X)
PHOEBE LUCILLE PICKERING IRA
2PO BOX 803878CHICAGOIL60680$216,903Yes (X)Yes (X)
PHOEBE LUCILLE PICKERING IRA
3PO BOX 803878CHICAGOIL60680$955,063Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2VARIOUS SHARES$216,9032021-03-01
3VARIOUS SHARES$955,0632021-03-03

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$1,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED WORKPAPERSBondNm
EOY Book Value$334,877EOYBookValueAmt
EOYFMV$343,633EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED WORKPAPERSStockNm
EOY Book Value$2,577,273EOYBookValueAmt
EOYFMV$3,360,656EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SEE ATTACHED WORKPAPERS
SEE ATTACHED WORKPAPERSAT COST$67,177$75,542

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$141LegalFeesAmt
Disbursements Charitable Prps$141DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FMV TO COST ADJUSTMENT$207,996
TAX COST ADJ$7,928

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$3,668$3,668$0
POSTAGE$188$188$0
DOMAIN$256$256$0
REIMBURSED FEES FOR GOLF EVEN$18,000$18,000$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryNORTHERN TRUST ADVISORY FEECategoryTxt
Amt$2,631Amt
Disbursements Charitable Prps$7,894DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,459Amt
Net Investment Income$2,459NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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