JAMES B TAFEL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES B TAFEL FOUNDATION (EIN 36-3475140)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-01-27
- IRS object ID
- 202210279349100311
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-27T14:18:25-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 N MARTINGALE ROAD SUITE 500 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601732420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363475140 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES B TAFEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 8474620322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IDA MAY TAFEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8474620322 | PhoneNum |
| Signature | 2022-01-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | IDA | PersonFirstNm |
| Person Last | MAY TAFEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW WEISMILLER | PreparerPersonNm |
| PTIN | P01781347 | PTIN |
| Phone | 8475177070 | PhoneNum |
| Preparation | 2022-01-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,267,761 | 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 | $18,879 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,879 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,574 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,574 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,453 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $808 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $807 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $378 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,216 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $807 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $306,710 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $306,710 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $308,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $307,517 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$275,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,645 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,818 | CashBOYAmt |
| Cash EOY | $17,160 | CashEOYAmt |
| Cash EOYFMV | $17,160 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,752,988 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,467,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,467,273 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,994 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,994 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,782,928 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $500 | OtherAssetsBOYAmt |
| Other Assets EOY | $400 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,762,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,486,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,267,761 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,762,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,486,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,762,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,762,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,486,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,762,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$275,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,486,827 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,827 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $454 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $454 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $454 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $54 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | IDA MAY TAFEL | IndividualWithBooksNm |
| Phone | 8474620322 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IDA MAY TAFEL | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JULIE K TAFEL-KLAUS | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JAMES B TAFEL JR | ||||||||
| PO BOX 895 | CARY | IL | 60013 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,492,856 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,613,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,106,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,106,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,044,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,246 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,246 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $454 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $454 | TotalTaxAmt |
| Distributable Before Adj | $201,792 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,792 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,792 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $307,517 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $307,517 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $307,517 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,792 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,610 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,147 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $272,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $307,517 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,792 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,725 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $378,294 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $40,610 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $337,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,609 | ExcessFromYear4Amt |
| Excess From Year3 | $84,103 | ExcessFromYear3Amt |
| Excess From Year2 | $93,147 | ExcessFromYear2Amt |
| Excess From Year1 | $26,100 | ExcessFromYear1Amt |
| Excess From Current Year | $105,725 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IDA MAY TAFEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 895 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8474620322 | RecipientPhoneNum |
| Form And Info And Materials | THE REQUEST SHOULD BE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THIS ORGANIZATION ONLY MAKES CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN IRC SECTION 170(C). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTIVE OUTREACH MISSION FUND | ||||||
| 3291 NE 4TH AVENUE | BOCA RATON | FL | 33431 | PC | CHARITABLE | $5,500 |
| AMERSON MUSIC MINISTRIES | ||||||
| 11856 BALBOA BLVD 337 | GRANADA HILLS | CA | 91344 | PC | RELIGIOUS | $20,000 |
| ANIMAL HOUSE SHELTER | ||||||
| 13005 ERNESTI ROAD | HUNTLEY | IL | 60142 | PC | CHARITABLE | $500 |
| BEMIDJI COMMUNITY FOOD AND SHELF | ||||||
| 1260 EXCHANGE AVENUE SE | BEMIDJI | MN | 56601 | PC | CHARITABLE | $500 |
| BETHESDA HOSPITAL FOUNDATION | ||||||
| 2815 S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | PC | MEDICAL | $100,000 |
| BUCKNER INTERNATIONAL | ||||||
| PO BOX 650990 | DALLAS | TX | 75265 | PC | CHARITABLE | $1,350 |
| BURNHAM MINISTRY | ||||||
| PO BOX 811625 | BOCA RATON | FL | 33481 | PC | RELIGIOUS | $15,000 |
| CARIDAD CENTER | ||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | PC | MEDICAL | $500 |
| CARY FIRE DEPARTMENT | ||||||
| 400 N CARY-ALGONQUIN ROAD | CARY | IL | 60013 | PC | EDUCATIONAL | $10,000 |
| CARY FOOD PANTRY | ||||||
| 8901 CARY-ALGONQUIN ROAD | CARY | IL | 60013 | PC | CHARITABLE | $500 |
| CC OF FLORIDA SCHOLARSHIP FOUNDATION | ||||||
| 25 COUNTRY ROAD | VILLAGE OF GOLF | FL | 33436 | PF | EDUCATIONAL | $1,000 |
| CMF INTERNATIONAL | ||||||
| PO BOX 501020 5525 E 82ND STREET | INDIANAPOLIS | IN | 46250 | PC | CHARITABLE | $5,000 |
| CRC RECOVERY FOUNDATION | ||||||
| 309 NE 1ST STREET | DELRAY BEACH | FL | 33483 | PF | CHARITABLE | $1,000 |
| FIRST CARE | ||||||
| 9515 BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | PC | MEDICAL | $300 |
| GRAYSON-JOCKEY CLUB RESEARCH FOUNDATION | ||||||
| 821 CORPORATE DRIVE | LEXINGTON | KY | 40503 | PF | MEDICAL | $500 |
| HABITAT FOR HUMANITY | ||||||
| 931 W 75TH STREET SUITE 137-110 | NAPERVILLE | IL | 60565 | PC | HUMANITARIAN | $500 |
| HEINZ CHAPEL | ||||||
| 128 NORTH CRAIG STREET | PITTSBURGH | PA | 15260 | PC | RELIGIOUS | $500 |
| IMPACT 100 PALM BEACH COUNTY | ||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | PC | CHARITABLE | $1,050 |
| KENTUCKY RACE TRACK CHAPLAINCY OF AMERICA | ||||||
| PO BOX 324 | SIMPSONVILLE | KY | 40067 | PC | CHARITABLE | $500 |
| MIAMI PROJECT | ||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | PC | CHARITABLE | $500 |
| MISSION TO THE WORLD | ||||||
| 1600 NORTH BROWN ROAD | LAWRENCEVILLE | GA | 30043 | PC | RELIGIOUS | $1,500 |
| MOODY BIBLE INSTITUTE | ||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | PC | RELIGIOUS | $600 |
| MOODY RADIO SOUTH FLORIDA | ||||||
| 1511 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33436 | PC | RELIGIOUS | $1,825 |
| PADRES PEDAL THE CAUSE | ||||||
| 2445 FIFTH AVENUE SUITE 402 | SAN DIEGO | CA | 92101 | PC | CHARITABLE | $15,000 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PC | HUMANITARIAN | $1,500 |
| PRISON FELLOWSHIP | ||||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | PC | CHARITABLE | $500 |
| PROJECT CONCERN INTERNATIONAL | ||||||
| 5151 MURPHY CANYON ROAD SUITE 320 | SAN DIEGO | CA | 92123 | PC | HUMANITARIAN | $26,000 |
| RESPONSIBILITY | ||||||
| PO BOX 433199 | SAN YSIDRO | CA | 92143 | PC | CHARITABLE | $1,500 |
| RSF FOUNDATION | ||||||
| PO BOX 811 | RANCHO SANTA FE | CA | 92067 | PC | CHARITABLE | $2,300 |
| SALVATION ARMY | ||||||
| 2100 PALM BEACH LAKES BLVD | WEST PALM BEACH | FL | 33409 | PC | HUMANITARIAN | $750 |
| SEACREST PRSBYTRN CHURCH | ||||||
| 2703 N SEACREST BLVD | DELRAY BEACH | FL | 33444 | PC | RELIGIOUS | $50,000 |
| SPARK VENTURES | ||||||
| PO BOX 641004 | CHICAGO | IL | 60064 | PC | CHARITABLE | $20,500 |
| SPECIAL OLYMPICS | ||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | PC | CHARITABLE | $335 |
| TGF | ||||||
| 400 FRANKLIN ROAD | FRANKLIN | TN | 37069 | PC | CHARITABLE | $5,000 |
| THE PEPPER FAMILY FOUNDATION | ||||||
| 411 LAKE ZURICH ROAD | BARRINGTON | IL | 60010 | PC | CHARITABLE | $500 |
| TOYS FOR TOTS | ||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | PC | CHARITABLE | $500 |
| TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | PC | CHARITABLE | $200 |
| TURNING POINT | ||||||
| PO BOX 723 | WOODSTOCK | IL | 60098 | PC | HUMANITARIAN | $500 |
| TURNING POINT USA | ||||||
| 4940 EAST BEVERLY ROAD | PHOENIX | AZ | 85044 | PC | CHARITABLE | $500 |
| VILLAGE CHURCH OF RANCHO SANTA FE | ||||||
| PO BOX 704 6225 PASEO DELICIES | RANCHO SANTA FE | CA | 92067 | PC | RELIGIOUS | $10,500 |
| WAYSIDE HOUSE | ||||||
| 378 NE SIXTH AVENUE | DELRAY BEACH | FL | 33483 | PC | CHARITABLE | $500 |
| WOMENS CIRCLE | ||||||
| 912 SE 4TH STREET | BOYNTON BEACH | FL | 33435 | PC | CHARITABLE | $1,000 |
| YOUNG AMERICA'S FOUNDATION | ||||||
| 11480 COMMERCE PARK DR SUITE 600 | RESTON | VA | 20191 | PC | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $306,710 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,879 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,574 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,453 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RSM US LLP | CategoryTxt |
| Amt | $1,615 | Amt |
| Net Investment Income | $808 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $807 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SOUTHWEST AIRLINES-7,425 SHS | $1,040 | $381,868 |
| DELL TECHNOLOGIES INC - (CLASS C) 2,599 SHS | $954 | $270,400 |
| MOODYS - 6,000 SHS | $0 | $2,130,660 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX DEPOSIT | Desc |
| BOY Book Value | $500 | BOYBookValueAmt |
| EOY Book Value | $400 | EOYBookValueAmt |
| EOYFMV | $400 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IL FILING FEE | $15 | $0 | $0 |
| OFFICE SUPPLIES | $208 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $378 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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